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  1. assess priority work activities by assessing and accounting for all the influencing factors

    cosbime43.1 assess priority work activities by assessing and accounting for all 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)

  2. identify, consult on and review influencing factors and guidance material about the approach to work activities

    cosbime43.1 identify, consult on and review influencing factors and guidance material about the approach to work activities

    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)

  3. review available information on assets in order to specify the required work

    cosbime43.1 review available information on assets in order to specify the required work

    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)

  4. confirm organisational objectives and approach for the work to be carried out to existing assets

    cosbime43.1 confirm organisational objectives and approach for the work to be carried out to existing assets

    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)

  5. give clear and accurate information and advice and giving clients opportunities to comment and ask for clarification

    cosbimb15.2 give clear and accurate information and advice and giving clients opportunities to comment and ask for clarification

    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

  6. Develop and maintain professional relationships with people

    cosvx10 Develop and maintain professional relationships with people

    context
    • cosvx10Develop and maintain relationships with people who are affected by your work

      Develop and maintain relationships with people who are affected by your work
      • Professional relationships:
      ‐ formal
      ‐ informal
      • stakeholders
      ‐ clients and customers
      ‐ employers
      ‐ employees
      ‐ statutory and regulatory bodies
      ‐ users and community groups
      ‐ contractors
      ‐ consultants
      ‐ partners
      ‐ general public
      ‐ suppliers of products and services
      • Goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ honest relationships
      ‐ constructive relationships
      ‐ equal opportunities
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities

  7. use standard drawing conventions and identify and justify any deviations from them

    cosbimb61.1 use standard drawing conventions and identify and justify any deviations from them

    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

  8. compare estimated element costs against the cost plan and recommend appropriate corrective action to the stakeholders if element cost estimates differ to the cost plan

    cosbimb53.3 compare estimated element costs against the cost plan and recommend appropriate corrective action to the stakeholders if element cost estimates differ to the cost plan

    context
    • cosbimb53.3Capital cost requirements:

      Capital cost requirements:
      • cost limit
      • cost range
      • time limits
      • Programme
      • forecasted cash flow
      • project risk
      • carbon neutrality & associated cost/opportunities
      • energy sources & costs

    • cosbimb53.3Stakeholders: 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

    • cosbimb53.3Project 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)

    • cosbimb53.3Sources of elemental cost data:

      Sources of elemental cost data:
      • Building Cost Information Service
      • published cost analyses and indices
      • databases
      • historical data
      • specialist quotation
      • model objects

    • cosbimb53.3Apply:

      Apply:
      • calculating
      • computer generated
      • Building Information Modelling
      • object cost data

    • cosbimb53.3Cost estimate:

      Cost estimate:
      • unit
      • gross floor area
      • elemental cost analysis
      • approximate quantities

    • cosbimb53.3Present:

      Present:
      • orally
      • in writing
      • using graphics
      • electronically
      • simulation

    • cosbimb53.3Project context:

      Project context:
      • inflation
      • market factors
      • location
      • information model

  9. calculate realistic interpolations and adjustments to suit the project context

    cosbimb53.3 calculate realistic interpolations and adjustments to suit the project context

    context
    • cosbimb53.3Capital cost requirements:

      Capital cost requirements:
      • cost limit
      • cost range
      • time limits
      • Programme
      • forecasted cash flow
      • project risk
      • carbon neutrality & associated cost/opportunities
      • energy sources & costs

    • cosbimb53.3Stakeholders: 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

    • cosbimb53.3Project 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)

    • cosbimb53.3Sources of elemental cost data:

      Sources of elemental cost data:
      • Building Cost Information Service
      • published cost analyses and indices
      • databases
      • historical data
      • specialist quotation
      • model objects

    • cosbimb53.3Apply:

      Apply:
      • calculating
      • computer generated
      • Building Information Modelling
      • object cost data

    • cosbimb53.3Cost estimate:

      Cost estimate:
      • unit
      • gross floor area
      • elemental cost analysis
      • approximate quantities

    • cosbimb53.3Present:

      Present:
      • orally
      • in writing
      • using graphics
      • electronically
      • simulation

    • cosbimb53.3Project context:

      Project context:
      • inflation
      • market factors
      • location
      • information model

  10. plan and apply accurate element cost checks at agreed stages of design development, use standard rules for estimating approximate quantities, applied to available design data

    cosbimb53.3 plan and apply accurate element cost checks at agreed stages of design development, use standard rules for estimating approximate quantities, applied to available design data

    context
    • cosbimb53.3Capital cost requirements:

      Capital cost requirements:
      • cost limit
      • cost range
      • time limits
      • Programme
      • forecasted cash flow
      • project risk
      • carbon neutrality & associated cost/opportunities
      • energy sources & costs

    • cosbimb53.3Stakeholders: 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

    • cosbimb53.3Project 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)

    • cosbimb53.3Sources of elemental cost data:

      Sources of elemental cost data:
      • Building Cost Information Service
      • published cost analyses and indices
      • databases
      • historical data
      • specialist quotation
      • model objects

    • cosbimb53.3Apply:

      Apply:
      • calculating
      • computer generated
      • Building Information Modelling
      • object cost data

    • cosbimb53.3Cost estimate:

      Cost estimate:
      • unit
      • gross floor area
      • elemental cost analysis
      • approximate quantities

    • cosbimb53.3Present:

      Present:
      • orally
      • in writing
      • using graphics
      • electronically
      • simulation

    • cosbimb53.3Project context:

      Project context:
      • inflation
      • market factors
      • location
      • information model

  11. estimate the relationship between area and cost accurately from the project stage design information

    cosbimb53.3 estimate the relationship between area and cost accurately from the project stage design information

    context
    • cosbimb53.3Capital cost requirements:

      Capital cost requirements:
      • cost limit
      • cost range
      • time limits
      • Programme
      • forecasted cash flow
      • project risk
      • carbon neutrality & associated cost/opportunities
      • energy sources & costs

    • cosbimb53.3Stakeholders: 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

    • cosbimb53.3Project 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)

    • cosbimb53.3Sources of elemental cost data:

      Sources of elemental cost data:
      • Building Cost Information Service
      • published cost analyses and indices
      • databases
      • historical data
      • specialist quotation
      • model objects

    • cosbimb53.3Apply:

      Apply:
      • calculating
      • computer generated
      • Building Information Modelling
      • object cost data

    • cosbimb53.3Cost estimate:

      Cost estimate:
      • unit
      • gross floor area
      • elemental cost analysis
      • approximate quantities

    • cosbimb53.3Present:

      Present:
      • orally
      • in writing
      • using graphics
      • electronically
      • simulation

    • cosbimb53.3Project context:

      Project context:
      • inflation
      • market factors
      • location
      • information model

  12. confirm and agree priorities and capital cost requirements with the stakeholders appropriate to the project stage

    cosbimb53.3 confirm and agree priorities and capital cost requirements with the stakeholders appropriate to the project stage

    context
    • cosbimb53.3Capital cost requirements:

      Capital cost requirements:
      • cost limit
      • cost range
      • time limits
      • Programme
      • forecasted cash flow
      • project risk
      • carbon neutrality & associated cost/opportunities
      • energy sources & costs

    • cosbimb53.3Stakeholders: 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

    • cosbimb53.3Project 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)

    • cosbimb53.3Sources of elemental cost data:

      Sources of elemental cost data:
      • Building Cost Information Service
      • published cost analyses and indices
      • databases
      • historical data
      • specialist quotation
      • model objects

    • cosbimb53.3Apply:

      Apply:
      • calculating
      • computer generated
      • Building Information Modelling
      • object cost data

    • cosbimb53.3Cost estimate:

      Cost estimate:
      • unit
      • gross floor area
      • elemental cost analysis
      • approximate quantities

    • cosbimb53.3Present:

      Present:
      • orally
      • in writing
      • using graphics
      • electronically
      • simulation

    • cosbimb53.3Project context:

      Project context:
      • inflation
      • market factors
      • location
      • information model

  13. select and recommend a form of contract which is appropriate to the type of project work

    cosbimb15.2 select and recommend a form of contract which is appropriate to the type of project work

    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

  14. keep accurate records of procurement information and documents issued, feedback, queries and information from tenderers

    cosbimd12.3 keep accurate records of procurement information and documents issued, feedback, queries and information from tenderers

    context
    • cosbimd12.3Procurement:

      Procurement:
      • estimate
      • open competitive tender
      • two stage tender
      • two envelope tender
      • selected list tender
      • negotiated
      • bid
      • design and build
      • design, build, finance and operate

    • cosbimd12.3Procurement information and documents:

      Procurement information and documents:
      • invitation to tender
      • form of tender
      • returns procedure
      • surveys
      • specifications
      • models
      • graphical and non-graphical electronic data files
      • drawings
      • schedules
      • bills of quantities
      • health, safety and welfare requirements
      • environmental policy
      • scope of services
      • terms and conditions
      • schedules of rates
      • evaluation criteria and procedures

    • cosbimd12.3Tenderers:

      Tenderers:
      • contractors
      • sub/works/trade contractors
      • suppliers
      • consultants

    • cosbimd12.3Queries and information about:

      Queries and information about:
      • price
      • quantity
      • quality
      • standards
      • logistics
      • completion
      • Maintenance
      • after sales service
      • method of payment
      • terms of payment
      • contract conditions
      • survey information
      • time
      • contractual
      • administrative
      • technical
      • design
      • client amendment

    • cosbimd12.3Amendments:

      Amendments:
      • extension to tender period
      • changes resulting from queries

  15. pass on to all the tenderers the information given to individual tenderers tenderers, and amendments to procurement information and documents

    cosbimd12.3 pass on to all the tenderers the information given to individual tenderers tenderers, and amendments to procurement information and documents

    context
    • cosbimd12.3Procurement:

      Procurement:
      • estimate
      • open competitive tender
      • two stage tender
      • two envelope tender
      • selected list tender
      • negotiated
      • bid
      • design and build
      • design, build, finance and operate

    • cosbimd12.3Procurement information and documents:

      Procurement information and documents:
      • invitation to tender
      • form of tender
      • returns procedure
      • surveys
      • specifications
      • models
      • graphical and non-graphical electronic data files
      • drawings
      • schedules
      • bills of quantities
      • health, safety and welfare requirements
      • environmental policy
      • scope of services
      • terms and conditions
      • schedules of rates
      • evaluation criteria and procedures

    • cosbimd12.3Tenderers:

      Tenderers:
      • contractors
      • sub/works/trade contractors
      • suppliers
      • consultants

    • cosbimd12.3Queries and information about:

      Queries and information about:
      • price
      • quantity
      • quality
      • standards
      • logistics
      • completion
      • Maintenance
      • after sales service
      • method of payment
      • terms of payment
      • contract conditions
      • survey information
      • time
      • contractual
      • administrative
      • technical
      • design
      • client amendment

    • cosbimd12.3Amendments:

      Amendments:
      • extension to tender period
      • changes resulting from queries

  16. investigate any errors, omissions and ambiguities which are reported by tenderers and amend the procurement documents to correct them

    cosbimd12.3 investigate any errors, omissions and ambiguities which are reported by tenderers and amend the procurement documents to correct them

    context
    • cosbimd12.3Procurement:

      Procurement:
      • estimate
      • open competitive tender
      • two stage tender
      • two envelope tender
      • selected list tender
      • negotiated
      • bid
      • design and build
      • design, build, finance and operate

    • cosbimd12.3Procurement information and documents:

      Procurement information and documents:
      • invitation to tender
      • form of tender
      • returns procedure
      • surveys
      • specifications
      • models
      • graphical and non-graphical electronic data files
      • drawings
      • schedules
      • bills of quantities
      • health, safety and welfare requirements
      • environmental policy
      • scope of services
      • terms and conditions
      • schedules of rates
      • evaluation criteria and procedures

    • cosbimd12.3Tenderers:

      Tenderers:
      • contractors
      • sub/works/trade contractors
      • suppliers
      • consultants

    • cosbimd12.3Queries and information about:

      Queries and information about:
      • price
      • quantity
      • quality
      • standards
      • logistics
      • completion
      • Maintenance
      • after sales service
      • method of payment
      • terms of payment
      • contract conditions
      • survey information
      • time
      • contractual
      • administrative
      • technical
      • design
      • client amendment

    • cosbimd12.3Amendments:

      Amendments:
      • extension to tender period
      • changes resulting from queries

  17. respond to queries from tenderers promptly and pass on any additional information and documents which they need

    cosbimd12.3 respond to queries from tenderers promptly and pass on any additional information and documents which they need

    context
    • cosbimd12.3Procurement:

      Procurement:
      • estimate
      • open competitive tender
      • two stage tender
      • two envelope tender
      • selected list tender
      • negotiated
      • bid
      • design and build
      • design, build, finance and operate

    • cosbimd12.3Procurement information and documents:

      Procurement information and documents:
      • invitation to tender
      • form of tender
      • returns procedure
      • surveys
      • specifications
      • models
      • graphical and non-graphical electronic data files
      • drawings
      • schedules
      • bills of quantities
      • health, safety and welfare requirements
      • environmental policy
      • scope of services
      • terms and conditions
      • schedules of rates
      • evaluation criteria and procedures

    • cosbimd12.3Tenderers:

      Tenderers:
      • contractors
      • sub/works/trade contractors
      • suppliers
      • consultants

    • cosbimd12.3Queries and information about:

      Queries and information about:
      • price
      • quantity
      • quality
      • standards
      • logistics
      • completion
      • Maintenance
      • after sales service
      • method of payment
      • terms of payment
      • contract conditions
      • survey information
      • time
      • contractual
      • administrative
      • technical
      • design
      • client amendment

    • cosbimd12.3Amendments:

      Amendments:
      • extension to tender period
      • changes resulting from queries

  18. issue procurement information and documents to all the tenderers on the agreed list, following the agreed procedures

    cosbimd12.3 issue procurement information and documents to all the tenderers on the agreed list, following the agreed procedures

    context
    • cosbimd12.3Procurement:

      Procurement:
      • estimate
      • open competitive tender
      • two stage tender
      • two envelope tender
      • selected list tender
      • negotiated
      • bid
      • design and build
      • design, build, finance and operate

    • cosbimd12.3Procurement information and documents:

      Procurement information and documents:
      • invitation to tender
      • form of tender
      • returns procedure
      • surveys
      • specifications
      • models
      • graphical and non-graphical electronic data files
      • drawings
      • schedules
      • bills of quantities
      • health, safety and welfare requirements
      • environmental policy
      • scope of services
      • terms and conditions
      • schedules of rates
      • evaluation criteria and procedures

    • cosbimd12.3Tenderers:

      Tenderers:
      • contractors
      • sub/works/trade contractors
      • suppliers
      • consultants

    • cosbimd12.3Queries and information about:

      Queries and information about:
      • price
      • quantity
      • quality
      • standards
      • logistics
      • completion
      • Maintenance
      • after sales service
      • method of payment
      • terms of payment
      • contract conditions
      • survey information
      • time
      • contractual
      • administrative
      • technical
      • design
      • client amendment

    • cosbimd12.3Amendments:

      Amendments:
      • extension to tender period
      • changes resulting from queries

  19. draft procurement information and documents which meet statutory regulations, codes of practice and the organisation's policies

    cosbimd12.3 draft procurement information and documents which meet statutory regulations, codes of practice and the organisation's policies

    context
    • cosbimd12.3Procurement:

      Procurement:
      • estimate
      • open competitive tender
      • two stage tender
      • two envelope tender
      • selected list tender
      • negotiated
      • bid
      • design and build
      • design, build, finance and operate

    • cosbimd12.3Procurement information and documents:

      Procurement information and documents:
      • invitation to tender
      • form of tender
      • returns procedure
      • surveys
      • specifications
      • models
      • graphical and non-graphical electronic data files
      • drawings
      • schedules
      • bills of quantities
      • health, safety and welfare requirements
      • environmental policy
      • scope of services
      • terms and conditions
      • schedules of rates
      • evaluation criteria and procedures

    • cosbimd12.3Tenderers:

      Tenderers:
      • contractors
      • sub/works/trade contractors
      • suppliers
      • consultants

    • cosbimd12.3Queries and information about:

      Queries and information about:
      • price
      • quantity
      • quality
      • standards
      • logistics
      • completion
      • Maintenance
      • after sales service
      • method of payment
      • terms of payment
      • contract conditions
      • survey information
      • time
      • contractual
      • administrative
      • technical
      • design
      • client amendment

    • cosbimd12.3Amendments:

      Amendments:
      • extension to tender period
      • changes resulting from queries

  20. investigate the required resources to decide what technical and production factors affect their use

    cosbimd21.1 investigate the required resources to decide what technical and production factors affect their 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

  21. check that the specification is consistent with the designs and related documents, where separate, and that it does not include duplicate and contradictory information

    cosbimb62.1 check that the specification is consistent with the designs and related documents, where separate, and that it does not include duplicate and contradictory information

    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

  22. summarise changes and improvements from feedback which have been agreed and promote them for adoption and use

    cosbimd34.3 summarise changes and improvements from feedback which have been agreed and promote them for adoption and use

    context
    • cosbimd34.3Improvements from feedback:

      Improvements from feedback:
      • management procedures
      • client, design and construction team performance
      • working arrangements
      • formal and informal communications
      • quality assurance and control
      • design and technical appraisal
      • operational appraisal
      • performance in use
      • energy use
      • sustainability including carbon use
      • benchmarking
      • post project review
      • performance in situ

    • cosbimd34.3Those involved with the project:

      Those involved with the project:
      • the design team
      • CDM coordinator
      • specialist consultants
      • the client
      • contractors
      • site inspectorate
      • users
      • community
      • managing agents
      • facility/asset managers

    • cosbimd34.3Feedback information:

      Feedback information:
      • approved providers
      • contract documentation
      • project documentation
      • organisational documentation
      • users
      • community
      • standard details
      • specifications
      • product information
      • government and statutory publications
      • research and advisory data
      • periodicals and abstracts

    • cosbimd34.3Methods and sources:

      Methods and sources:
      • project records and documentation
      • Building Information Modelling application and methodology
      • open book accounting
      • site inspections
      • scientific research and data
      • studies of performance in use
      • meetings
      • questionnaires
      • reports
      • warranty claims
      • Post Construction Evaluation
      • Post Occupancy Evaluation

    • cosbimd34.3Types of database:

      Types of database:
      • manual files
      • Building Information Model object library
      • standard drawings
      • model templates
      • specifications
      • pro-forma
      • on-line
      • quality management system

  23. classify improvements from feedback which have been agreed and incorporate the improvements accurately into updated procedures and databases

    cosbimd34.3 classify improvements from feedback which have been agreed and incorporate the improvements accurately into updated procedures and databases

    context
    • cosbimd34.3Improvements from feedback:

      Improvements from feedback:
      • management procedures
      • client, design and construction team performance
      • working arrangements
      • formal and informal communications
      • quality assurance and control
      • design and technical appraisal
      • operational appraisal
      • performance in use
      • energy use
      • sustainability including carbon use
      • benchmarking
      • post project review
      • performance in situ

    • cosbimd34.3Those involved with the project:

      Those involved with the project:
      • the design team
      • CDM coordinator
      • specialist consultants
      • the client
      • contractors
      • site inspectorate
      • users
      • community
      • managing agents
      • facility/asset managers

    • cosbimd34.3Feedback information:

      Feedback information:
      • approved providers
      • contract documentation
      • project documentation
      • organisational documentation
      • users
      • community
      • standard details
      • specifications
      • product information
      • government and statutory publications
      • research and advisory data
      • periodicals and abstracts

    • cosbimd34.3Methods and sources:

      Methods and sources:
      • project records and documentation
      • Building Information Modelling application and methodology
      • open book accounting
      • site inspections
      • scientific research and data
      • studies of performance in use
      • meetings
      • questionnaires
      • reports
      • warranty claims
      • Post Construction Evaluation
      • Post Occupancy Evaluation

    • cosbimd34.3Types of database:

      Types of database:
      • manual files
      • Building Information Model object library
      • standard drawings
      • model templates
      • specifications
      • pro-forma
      • on-line
      • quality management system

  24. recommend improvements from feedback received and justify the recommendations to decision makers

    cosbimd34.3 recommend improvements from feedback received and justify the recommendations to decision makers

    context
    • cosbimd34.3Improvements from feedback:

      Improvements from feedback:
      • management procedures
      • client, design and construction team performance
      • working arrangements
      • formal and informal communications
      • quality assurance and control
      • design and technical appraisal
      • operational appraisal
      • performance in use
      • energy use
      • sustainability including carbon use
      • benchmarking
      • post project review
      • performance in situ

    • cosbimd34.3Those involved with the project:

      Those involved with the project:
      • the design team
      • CDM coordinator
      • specialist consultants
      • the client
      • contractors
      • site inspectorate
      • users
      • community
      • managing agents
      • facility/asset managers

    • cosbimd34.3Feedback information:

      Feedback information:
      • approved providers
      • contract documentation
      • project documentation
      • organisational documentation
      • users
      • community
      • standard details
      • specifications
      • product information
      • government and statutory publications
      • research and advisory data
      • periodicals and abstracts

    • cosbimd34.3Methods and sources:

      Methods and sources:
      • project records and documentation
      • Building Information Modelling application and methodology
      • open book accounting
      • site inspections
      • scientific research and data
      • studies of performance in use
      • meetings
      • questionnaires
      • reports
      • warranty claims
      • Post Construction Evaluation
      • Post Occupancy Evaluation

    • cosbimd34.3Types of database:

      Types of database:
      • manual files
      • Building Information Model object library
      • standard drawings
      • model templates
      • specifications
      • pro-forma
      • on-line
      • quality management system

  25. review the feedback information information, matching it against the original requirements and objectives and summarise both positive and negative factors

    cosbimd34.3 review the feedback information information, matching it against the original requirements and objectives and summarise both positive and negative factors

    context
    • cosbimd34.3Improvements from feedback:

      Improvements from feedback:
      • management procedures
      • client, design and construction team performance
      • working arrangements
      • formal and informal communications
      • quality assurance and control
      • design and technical appraisal
      • operational appraisal
      • performance in use
      • energy use
      • sustainability including carbon use
      • benchmarking
      • post project review
      • performance in situ

    • cosbimd34.3Those involved with the project:

      Those involved with the project:
      • the design team
      • CDM coordinator
      • specialist consultants
      • the client
      • contractors
      • site inspectorate
      • users
      • community
      • managing agents
      • facility/asset managers

    • cosbimd34.3Feedback information:

      Feedback information:
      • approved providers
      • contract documentation
      • project documentation
      • organisational documentation
      • users
      • community
      • standard details
      • specifications
      • product information
      • government and statutory publications
      • research and advisory data
      • periodicals and abstracts

    • cosbimd34.3Methods and sources:

      Methods and sources:
      • project records and documentation
      • Building Information Modelling application and methodology
      • open book accounting
      • site inspections
      • scientific research and data
      • studies of performance in use
      • meetings
      • questionnaires
      • reports
      • warranty claims
      • Post Construction Evaluation
      • Post Occupancy Evaluation

    • cosbimd34.3Types of database:

      Types of database:
      • manual files
      • Building Information Model object library
      • standard drawings
      • model templates
      • specifications
      • pro-forma
      • on-line
      • quality management system

  26. obtain, investigate and assess feedback information from all relevant methods and sources

    cosbimd34.3 obtain, investigate and assess feedback information from all relevant methods and sources

    context
    • cosbimd34.3Improvements from feedback:

      Improvements from feedback:
      • management procedures
      • client, design and construction team performance
      • working arrangements
      • formal and informal communications
      • quality assurance and control
      • design and technical appraisal
      • operational appraisal
      • performance in use
      • energy use
      • sustainability including carbon use
      • benchmarking
      • post project review
      • performance in situ

    • cosbimd34.3Those involved with the project:

      Those involved with the project:
      • the design team
      • CDM coordinator
      • specialist consultants
      • the client
      • contractors
      • site inspectorate
      • users
      • community
      • managing agents
      • facility/asset managers

    • cosbimd34.3Feedback information:

      Feedback information:
      • approved providers
      • contract documentation
      • project documentation
      • organisational documentation
      • users
      • community
      • standard details
      • specifications
      • product information
      • government and statutory publications
      • research and advisory data
      • periodicals and abstracts

    • cosbimd34.3Methods and sources:

      Methods and sources:
      • project records and documentation
      • Building Information Modelling application and methodology
      • open book accounting
      • site inspections
      • scientific research and data
      • studies of performance in use
      • meetings
      • questionnaires
      • reports
      • warranty claims
      • Post Construction Evaluation
      • Post Occupancy Evaluation

    • cosbimd34.3Types of database:

      Types of database:
      • manual files
      • Building Information Model object library
      • standard drawings
      • model templates
      • specifications
      • pro-forma
      • on-line
      • quality management system

  27. identify and agree valid and reliable methods and sources for obtaining feedback information on completed projects and for assessing and recommend improvements from feedback

    cosbimd34.3 identify and agree valid and reliable methods and sources for obtaining feedback information on completed projects and for assessing and recommend improvements from feedback

    context
    • cosbimd34.3Improvements from feedback:

      Improvements from feedback:
      • management procedures
      • client, design and construction team performance
      • working arrangements
      • formal and informal communications
      • quality assurance and control
      • design and technical appraisal
      • operational appraisal
      • performance in use
      • energy use
      • sustainability including carbon use
      • benchmarking
      • post project review
      • performance in situ

    • cosbimd34.3Those involved with the project:

      Those involved with the project:
      • the design team
      • CDM coordinator
      • specialist consultants
      • the client
      • contractors
      • site inspectorate
      • users
      • community
      • managing agents
      • facility/asset managers

    • cosbimd34.3Feedback information:

      Feedback information:
      • approved providers
      • contract documentation
      • project documentation
      • organisational documentation
      • users
      • community
      • standard details
      • specifications
      • product information
      • government and statutory publications
      • research and advisory data
      • periodicals and abstracts

    • cosbimd34.3Methods and sources:

      Methods and sources:
      • project records and documentation
      • Building Information Modelling application and methodology
      • open book accounting
      • site inspections
      • scientific research and data
      • studies of performance in use
      • meetings
      • questionnaires
      • reports
      • warranty claims
      • Post Construction Evaluation
      • Post Occupancy Evaluation

    • cosbimd34.3Types of database:

      Types of database:
      • manual files
      • Building Information Model object library
      • standard drawings
      • model templates
      • specifications
      • pro-forma
      • on-line
      • quality management system

  28. identify and agree the areas to focus on for making improvements from feedback

    cosbimd34.3 identify and agree the areas to focus on for making improvements from feedback

    context
    • cosbimd34.3Improvements from feedback:

      Improvements from feedback:
      • management procedures
      • client, design and construction team performance
      • working arrangements
      • formal and informal communications
      • quality assurance and control
      • design and technical appraisal
      • operational appraisal
      • performance in use
      • energy use
      • sustainability including carbon use
      • benchmarking
      • post project review
      • performance in situ

    • cosbimd34.3Those involved with the project:

      Those involved with the project:
      • the design team
      • CDM coordinator
      • specialist consultants
      • the client
      • contractors
      • site inspectorate
      • users
      • community
      • managing agents
      • facility/asset managers

    • cosbimd34.3Feedback information:

      Feedback information:
      • approved providers
      • contract documentation
      • project documentation
      • organisational documentation
      • users
      • community
      • standard details
      • specifications
      • product information
      • government and statutory publications
      • research and advisory data
      • periodicals and abstracts

    • cosbimd34.3Methods and sources:

      Methods and sources:
      • project records and documentation
      • Building Information Modelling application and methodology
      • open book accounting
      • site inspections
      • scientific research and data
      • studies of performance in use
      • meetings
      • questionnaires
      • reports
      • warranty claims
      • Post Construction Evaluation
      • Post Occupancy Evaluation

    • cosbimd34.3Types of database:

      Types of database:
      • manual files
      • Building Information Model object library
      • standard drawings
      • model templates
      • specifications
      • pro-forma
      • on-line
      • quality management system

  29. promote the value of making improvements from feedback throughout the project and encourage all those involved in the project to collaborate and deliver feedback information

    cosbimd34.3 promote the value of making improvements from feedback throughout the project and encourage all those involved in the project to collaborate and deliver feedback information

    context
    • cosbimd34.3Improvements from feedback:

      Improvements from feedback:
      • management procedures
      • client, design and construction team performance
      • working arrangements
      • formal and informal communications
      • quality assurance and control
      • design and technical appraisal
      • operational appraisal
      • performance in use
      • energy use
      • sustainability including carbon use
      • benchmarking
      • post project review
      • performance in situ

    • cosbimd34.3Those involved with the project:

      Those involved with the project:
      • the design team
      • CDM coordinator
      • specialist consultants
      • the client
      • contractors
      • site inspectorate
      • users
      • community
      • managing agents
      • facility/asset managers

    • cosbimd34.3Feedback information:

      Feedback information:
      • approved providers
      • contract documentation
      • project documentation
      • organisational documentation
      • users
      • community
      • standard details
      • specifications
      • product information
      • government and statutory publications
      • research and advisory data
      • periodicals and abstracts

    • cosbimd34.3Methods and sources:

      Methods and sources:
      • project records and documentation
      • Building Information Modelling application and methodology
      • open book accounting
      • site inspections
      • scientific research and data
      • studies of performance in use
      • meetings
      • questionnaires
      • reports
      • warranty claims
      • Post Construction Evaluation
      • Post Occupancy Evaluation

    • cosbimd34.3Types of database:

      Types of database:
      • manual files
      • Building Information Model object library
      • standard drawings
      • model templates
      • specifications
      • pro-forma
      • on-line
      • quality management system

  30. deal with all the people involved in a manner which promotes goodwill and trust

    cosbime42.1 deal with all the people involved in a manner which promotes goodwill and trust

    context
    • cosbime42.1Monitoring, control and communication systems:

      Monitoring, control and communication systems:
      • occupancy and use of property
      • maintenance and servicing
      • information management (models, documents, drawings, graphical and non-graphical digital data files)
      • building log books
      • tenancy agreements
      • security
      • health and safety (including fire)
      • conservation
      • energy management and use
      • Post Occupancy Evaluation
      • water and waste management

    • cosbime42.1Use:

      Use:
      • space
      • energy consumption
      • plant and equipment
      • security and cleaning
      • supply of materials and consumables
      • environmental factors
      • health, safety and welfare

    • cosbime42.1Property:

      Property:
      • residential, commercial
      • industrial
      • agricultural
      • forestry
      • sporting
      • leisure
      • mineral deposits
      • plant and machinery

    • cosbime42.1Facilities and systems:

      Facilities and systems:
      • energy management
      • data management
      • water management
      • smart metering
      • waste management
      • maintenance management
      • user management
      • reporting systems
      • carbon emission monitoring

    • cosbime42.1People:

      People:
      • landlord
      • tenant
      • agents
      • owner
      • occupier
      • statutory bodies
      • the public
      • visitors and trespassers

    • cosbime42.1Corrective action:

      Corrective action:
      • negotiation
      • serving notices (warrants, writs, prohibition)

    • cosbime42.1Terms and conditions:

      Terms and conditions:
      • rent review/lease renewal
      • limitations on use
      • Maintenance
      • provision of services

  31. review contractual terms and conditions regularly and take prompt corrective action when they are not being met

    cosbime42.1 review contractual terms and conditions regularly and take prompt corrective action when they are not being met

    context
    • cosbime42.1Monitoring, control and communication systems:

      Monitoring, control and communication systems:
      • occupancy and use of property
      • maintenance and servicing
      • information management (models, documents, drawings, graphical and non-graphical digital data files)
      • building log books
      • tenancy agreements
      • security
      • health and safety (including fire)
      • conservation
      • energy management and use
      • Post Occupancy Evaluation
      • water and waste management

    • cosbime42.1Use:

      Use:
      • space
      • energy consumption
      • plant and equipment
      • security and cleaning
      • supply of materials and consumables
      • environmental factors
      • health, safety and welfare

    • cosbime42.1Property:

      Property:
      • residential, commercial
      • industrial
      • agricultural
      • forestry
      • sporting
      • leisure
      • mineral deposits
      • plant and machinery

    • cosbime42.1Facilities and systems:

      Facilities and systems:
      • energy management
      • data management
      • water management
      • smart metering
      • waste management
      • maintenance management
      • user management
      • reporting systems
      • carbon emission monitoring

    • cosbime42.1People:

      People:
      • landlord
      • tenant
      • agents
      • owner
      • occupier
      • statutory bodies
      • the public
      • visitors and trespassers

    • cosbime42.1Corrective action:

      Corrective action:
      • negotiation
      • serving notices (warrants, writs, prohibition)

    • cosbime42.1Terms and conditions:

      Terms and conditions:
      • rent review/lease renewal
      • limitations on use
      • Maintenance
      • provision of services

  32. develop and implement suitable monitoring, control and communication systems and review them regularly to check that they are operating effectively

    cosbime42.1 develop and implement suitable monitoring, control and communication systems and review them regularly to check that they are operating effectively

    context
    • cosbime42.1Monitoring, control and communication systems:

      Monitoring, control and communication systems:
      • occupancy and use of property
      • maintenance and servicing
      • information management (models, documents, drawings, graphical and non-graphical digital data files)
      • building log books
      • tenancy agreements
      • security
      • health and safety (including fire)
      • conservation
      • energy management and use
      • Post Occupancy Evaluation
      • water and waste management

    • cosbime42.1Use:

      Use:
      • space
      • energy consumption
      • plant and equipment
      • security and cleaning
      • supply of materials and consumables
      • environmental factors
      • health, safety and welfare

    • cosbime42.1Property:

      Property:
      • residential, commercial
      • industrial
      • agricultural
      • forestry
      • sporting
      • leisure
      • mineral deposits
      • plant and machinery

    • cosbime42.1Facilities and systems:

      Facilities and systems:
      • energy management
      • data management
      • water management
      • smart metering
      • waste management
      • maintenance management
      • user management
      • reporting systems
      • carbon emission monitoring

    • cosbime42.1People:

      People:
      • landlord
      • tenant
      • agents
      • owner
      • occupier
      • statutory bodies
      • the public
      • visitors and trespassers

    • cosbime42.1Corrective action:

      Corrective action:
      • negotiation
      • serving notices (warrants, writs, prohibition)

    • cosbime42.1Terms and conditions:

      Terms and conditions:
      • rent review/lease renewal
      • limitations on use
      • Maintenance
      • provision of services

  33. assess existing sourcing arrangements against alternative supply options regularly and estimate the relative benefits and advantages

    cosbimd11.3 assess existing sourcing arrangements against alternative supply options regularly and estimate the relative benefits and advantages

    context
    • cosbimd11.3Partners:

      Partners:
      • contractors
      • sub contractors
      • suppliers
      • consultants
      • clients/end users
      • facility/asset managers

    • cosbimd11.3Monitoring - methods:

      Monitoring - methods:
      • internal reporting
      • external consultant

    • cosbimd11.3Those who are affected:

      Those who are affected:
      • suppliers
      • users

  34. investigate persistent variations and major problems, identify likely causes and inform all those who are affected

    cosbimd11.3 investigate persistent variations and major problems, identify likely causes and inform all those who are affected

    context
    • cosbimd11.3Partners:

      Partners:
      • contractors
      • sub contractors
      • suppliers
      • consultants
      • clients/end users
      • facility/asset managers

    • cosbimd11.3Monitoring - methods:

      Monitoring - methods:
      • internal reporting
      • external consultant

    • cosbimd11.3Those who are affected:

      Those who are affected:
      • suppliers
      • users

  35. inform suppliers 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

    cosbimd11.3 inform suppliers 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

    context
    • cosbimd11.3Partners:

      Partners:
      • contractors
      • sub contractors
      • suppliers
      • consultants
      • clients/end users
      • facility/asset managers

    • cosbimd11.3Monitoring - methods:

      Monitoring - methods:
      • internal reporting
      • external consultant

    • cosbimd11.3Those who are affected:

      Those who are affected:
      • suppliers
      • users

  36. monitor the performance of suppliers against agreed standards and quantify any variations in performance

    cosbimd11.3 monitor the performance of suppliers against agreed standards and quantify any variations in performance

    context
    • cosbimd11.3Partners:

      Partners:
      • contractors
      • sub contractors
      • suppliers
      • consultants
      • clients/end users
      • facility/asset managers

    • cosbimd11.3Monitoring - methods:

      Monitoring - methods:
      • internal reporting
      • external consultant

    • cosbimd11.3Those who are affected:

      Those who are affected:
      • suppliers
      • users

  37. review the terms of contract regularly, and assess whether there are continued benefits to the partners

    cosbimd11.3 review the terms of contract regularly, and assess whether there are continued benefits to the partners

    context
    • cosbimd11.3Partners:

      Partners:
      • contractors
      • sub contractors
      • suppliers
      • consultants
      • clients/end users
      • facility/asset managers

    • cosbimd11.3Monitoring - methods:

      Monitoring - methods:
      • internal reporting
      • external consultant

    • cosbimd11.3Those who are affected:

      Those who are affected:
      • suppliers
      • users

  38. obtain necessary checks and approvals

    cosbimb63.1 obtain necessary checks and approvals

    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

  39. select a type of specification document which is suitable for the purpose and the project stage

    cosbimb62.1 select a type of specification document which is suitable for the purpose and the project stage

    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

  40. Induct and inform a project team

    cosbedmo08 Induct and inform a project team

    context
    • cosbedmo08Select and form a project team

      Select and form a project team
      • Services:
      ‐ project management
      ‐ design
      ‐ consultants/contractors
      • Resources:
      ‐ people;
      ‐ materials
      ‐ plant and equipment
      ‐ facilities
      ‐ collaborative IT
      • Evaluate:
      ‐ quality
      ‐ price
      ‐ value
      ‐ time
      ‐ reliability
      ‐ competence
      • Contractual arrangements:
      ‐ definition and coverage of required project services
      ‐ roles and responsibilities for procurement
      ‐ 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
      ‐ risk allocation
      ‐ novation arrangements

    • cosbedmo08Terms of appointment:

      Terms of appointment:
      • scope
      • cost
      • deliverables
      • timescale

    • cosbedmo08Induct and inform a project team

      Induct and inform a project team
      • Project team:
      ‐ design and development consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ client
      ‐ facility/asset managers
      • Roles in:
      ‐ aspects of design
      ‐ health and safety
      ‐ statutory and other approvals
      ‐ procurement
      ‐ coordination
      ‐ quality assurance
      ‐ team working
      ‐ working across disciplines
      ‐ information management
      ‐ facilities/asset management
      • Project programme:
      ‐ project execution plan
      ‐ objectives and targets
      ‐ key decision stages
      ‐ scheduling and timetabling
      ‐ delivery of development documentation
      ‐ statutory approvals
      ‐ development team meetings
      ‐ procurement

    • cosbedmo08Stakeholders:

      Stakeholders:
      • the client
      • financial advisers/investors and funders
      • design consultants
      • potential contractors
      • potential subcontractors and suppliers
      • independent client advisers
      • facility/asset managers
      • user groups
      • community groups

    • cosbedmo08Methods of project monitoring:

      Methods of project monitoring:
      • exchange, coordinate and control information
      • BIM protocols
      • checks and approvals
      • meetings

  41. Estimate the resource requirements and costs within a tender

    cosbedo11 cosbedmo16 Estimate the resource requirements and costs within a tender

    context
    • cosbedo11Evaluate and recommend work methods

      Evaluate and recommend work methods
      • Project data:
      ‐ contractual obligations and scope and scale of works
      ‐ specifications
      ‐ detailed drawings
      ‐ health and safety plans
      • Construction, installation and work methods:
      ‐ sequencing and integration of work operations
      ‐ construction and installation techniques
      ‐ prefabrication and standardisation
      ‐ working conditions (health, safety and welfare)
      • Relevant sources:
      ‐ project team
      ‐ regulatory authorities
      ‐ technical/trade literature
      ‐ standard lists and procedures
      • Technical criteria:
      ‐ materials and components performance and availability
      ‐ health, safety and welfare
      ‐ access
      ‐ plant and equipment performance and availability
      ‐ sustainability
      ‐ buildability
      ‐ site conditions
      • Project criteria:
      ‐ cost/value
      ‐ client and user needs
      ‐ contract requirements for time, quantity and quality

    • cosbedo11Estimate the resource requirements and costs within a tender

      Estimate the resource requirements and costs within a tender
      • Tender rules:
      ‐ invitation to tender
      ‐ form of tender
      ‐ procedures for submitting tenders
      • Project requirements:
      ‐ construction
      ‐ installation and maintenance work
      ‐ supply of goods and materials
      ‐ consultancy services
      • Phasing:
      ‐ technology required
      ‐ planning
      ‐ design
      ‐ procurement
      ‐ construction
      • Estimate:
      ‐ cost based on a quotation
      ‐ unit cost built up from basic data
      ‐ internal and historical cost data
      ‐ published cost data
      • Resources:
      ‐ people (in-house, external)
      ‐ plant and equipment
      ‐ materials
      ‐ finance
      ‐ time
      • External factors:
      ‐ location
      ‐ contractual requirements
      ‐ special working conditions and methods
      ‐ resourcing conditions

  42. present proposals for action clearly to people at an appropriate time and with the right level of detail for the circumstances, expenditure and risk involved

    cosao29 cosao30 present proposals for action clearly to people at an appropriate time and with the right level of detail for the circumstances, expenditure and risk involved

    context
    • cosao29 cosao30Working relationships:

      Working relationships:
      • formal (contractual and statutory)
      • informal

    • cosao29People: clients and customers employers employees statutory & regulatory bodies users and community groups contractors consultants stakeholders duty holders near neighbours occupiers general public suppliers of products and services government agencies non-English speakers

      People:
      • clients and customers
      • employers
      • employees
      • statutory & regulatory bodies
      • users and community groups
      • contractors
      • consultants
      • stakeholders
      • duty holders
      • near neighbours
      • occupiers
      • general public
      • suppliers of products and services
      • government agencies
      • non-English speakers

    • cosao29 cosao30Promote goodwill and trust:

      Promote goodwill and trust:
      • demonstrating a duty of care
      • ethical relationships
      • professional independence
      • honouring promises and undertakings
      • honest relationships
      • constructive relationships
      • equal opportunities
      • assessing risk
      • contractual obligations

    • cosao29 cosao30Inform, offer advice, present and clarify:

      Inform, offer advice, present and clarify:
      • orally
      • in writing
      • using graphics
      • electronically

  43. present and justify the performance and selection of the best design solution option for the project stage

    cosbimb51 present and justify the performance and selection of the best design solution option for the project stage

    context
    • cosbimb51Technical 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

      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

    • cosbimb51Environmental 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

    • cosbimb51 cosbimb53.1 cosbimb52.2Project Stages:

      Project Stages:
      • Stage 2 (Concept)
      • Stage 3 (Definition)
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb51Model:

      Model:
      • individual characteristic performance assessment
      • dynamic modelling
      • simulation/virtual environment
      • Building Information Modelling
      • life cycle cost modelling

    • cosbimb51Criteria:

      Criteria:
      • existing conditions
      • specified requirements

    • cosbimb51Interactions between different configurations:

      Interactions between different configurations:
      • orientation
      • effects of location, shelter and shading
      • building form and structure - new and existing
      • properties of construction fabric
      • thermal bridging and air leakage
      • 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
      • building services engineering
      • embedded energy

    • cosbimb51Present: sketches drawings physical models electronically diagrams mathematical modelling photomontage mock-ups written reports cost estimates orally aurally Building Information Modelling

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photomontage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

  44. synthesise the best performing options from the evaluated characteristics

    cosbimb51 synthesise the best performing options from the evaluated characteristics

    context
    • cosbimb51Technical 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

      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

    • cosbimb51Environmental 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

    • cosbimb51 cosbimb53.1 cosbimb52.2Project Stages:

      Project Stages:
      • Stage 2 (Concept)
      • Stage 3 (Definition)
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb51Model:

      Model:
      • individual characteristic performance assessment
      • dynamic modelling
      • simulation/virtual environment
      • Building Information Modelling
      • life cycle cost modelling

    • cosbimb51Criteria:

      Criteria:
      • existing conditions
      • specified requirements

    • cosbimb51Interactions between different configurations:

      Interactions between different configurations:
      • orientation
      • effects of location, shelter and shading
      • building form and structure - new and existing
      • properties of construction fabric
      • thermal bridging and air leakage
      • 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
      • building services engineering
      • embedded energy

    • cosbimb51Present: sketches drawings physical models electronically diagrams mathematical modelling photomontage mock-ups written reports cost estimates orally aurally Building Information Modelling

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photomontage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

  45. develop and implement systems to check the validity of outputs, monitor the results against the criteria and adjust the model to improve its validity

    cosbimb51 develop and implement systems to check the validity of outputs, monitor the results against the criteria and adjust the model to improve its validity

    context
    • cosbimb51Technical 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

      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

    • cosbimb51Environmental 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

    • cosbimb51 cosbimb53.1 cosbimb52.2Project Stages:

      Project Stages:
      • Stage 2 (Concept)
      • Stage 3 (Definition)
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb51Model:

      Model:
      • individual characteristic performance assessment
      • dynamic modelling
      • simulation/virtual environment
      • Building Information Modelling
      • life cycle cost modelling

    • cosbimb51Criteria:

      Criteria:
      • existing conditions
      • specified requirements

    • cosbimb51Interactions between different configurations:

      Interactions between different configurations:
      • orientation
      • effects of location, shelter and shading
      • building form and structure - new and existing
      • properties of construction fabric
      • thermal bridging and air leakage
      • 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
      • building services engineering
      • embedded energy

    • cosbimb51Present: sketches drawings physical models electronically diagrams mathematical modelling photomontage mock-ups written reports cost estimates orally aurally Building Information Modelling

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photomontage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

  46. test the model model, check the results and adjust the model until it is producing valid outputs

    cosbimb51 test the model model, check the results and adjust the model until it is producing valid outputs

    context
    • cosbimb51Technical 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

      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

    • cosbimb51Environmental 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

    • cosbimb51 cosbimb53.1 cosbimb52.2Project Stages:

      Project Stages:
      • Stage 2 (Concept)
      • Stage 3 (Definition)
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb51Model:

      Model:
      • individual characteristic performance assessment
      • dynamic modelling
      • simulation/virtual environment
      • Building Information Modelling
      • life cycle cost modelling

    • cosbimb51Criteria:

      Criteria:
      • existing conditions
      • specified requirements

    • cosbimb51Interactions between different configurations:

      Interactions between different configurations:
      • orientation
      • effects of location, shelter and shading
      • building form and structure - new and existing
      • properties of construction fabric
      • thermal bridging and air leakage
      • 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
      • building services engineering
      • embedded energy

    • cosbimb51Present: sketches drawings physical models electronically diagrams mathematical modelling photomontage mock-ups written reports cost estimates orally aurally Building Information Modelling

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photomontage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

  47. obtain valid input information and apply the model to produce outputs for alternative design solutions, taking into account any interactions between different configurations

    cosbimb51 obtain valid input information and apply the model to produce outputs for alternative design solutions, taking into account any interactions between different configurations

    context
    • cosbimb51Technical 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

      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

    • cosbimb51Environmental 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

    • cosbimb51 cosbimb53.1 cosbimb52.2Project Stages:

      Project Stages:
      • Stage 2 (Concept)
      • Stage 3 (Definition)
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb51Model:

      Model:
      • individual characteristic performance assessment
      • dynamic modelling
      • simulation/virtual environment
      • Building Information Modelling
      • life cycle cost modelling

    • cosbimb51Criteria:

      Criteria:
      • existing conditions
      • specified requirements

    • cosbimb51Interactions between different configurations:

      Interactions between different configurations:
      • orientation
      • effects of location, shelter and shading
      • building form and structure - new and existing
      • properties of construction fabric
      • thermal bridging and air leakage
      • 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
      • building services engineering
      • embedded energy

    • cosbimb51Present: sketches drawings physical models electronically diagrams mathematical modelling photomontage mock-ups written reports cost estimates orally aurally Building Information Modelling

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photomontage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

  48. identify sources of data on relevant characteristics which will be used to develop and apply the model

    cosbimb51 identify sources of data on relevant characteristics which will be used to develop and apply the model

    context
    • cosbimb51Technical 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

      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

    • cosbimb51Environmental 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

    • cosbimb51 cosbimb53.1 cosbimb52.2Project Stages:

      Project Stages:
      • Stage 2 (Concept)
      • Stage 3 (Definition)
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb51Model:

      Model:
      • individual characteristic performance assessment
      • dynamic modelling
      • simulation/virtual environment
      • Building Information Modelling
      • life cycle cost modelling

    • cosbimb51Criteria:

      Criteria:
      • existing conditions
      • specified requirements

    • cosbimb51Interactions between different configurations:

      Interactions between different configurations:
      • orientation
      • effects of location, shelter and shading
      • building form and structure - new and existing
      • properties of construction fabric
      • thermal bridging and air leakage
      • 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
      • building services engineering
      • embedded energy

    • cosbimb51Present: sketches drawings physical models electronically diagrams mathematical modelling photomontage mock-ups written reports cost estimates orally aurally Building Information Modelling

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photomontage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

  49. specify the outputs which the model is required to produce and the criteria which will be used for the evaluation of the results

    cosbimb51 specify the outputs which the model is required to produce and the criteria which will be used for the evaluation of the results

    context
    • cosbimb51Technical 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

      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

    • cosbimb51Environmental 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

    • cosbimb51 cosbimb53.1 cosbimb52.2Project Stages:

      Project Stages:
      • Stage 2 (Concept)
      • Stage 3 (Definition)
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb51Model:

      Model:
      • individual characteristic performance assessment
      • dynamic modelling
      • simulation/virtual environment
      • Building Information Modelling
      • life cycle cost modelling

    • cosbimb51Criteria:

      Criteria:
      • existing conditions
      • specified requirements

    • cosbimb51Interactions between different configurations:

      Interactions between different configurations:
      • orientation
      • effects of location, shelter and shading
      • building form and structure - new and existing
      • properties of construction fabric
      • thermal bridging and air leakage
      • 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
      • building services engineering
      • embedded energy

    • cosbimb51Present: sketches drawings physical models electronically diagrams mathematical modelling photomontage mock-ups written reports cost estimates orally aurally Building Information Modelling

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photomontage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

  50. identify the model to be used and its suitability for the analysis of relevant characteristics

    cosbimb51 identify the model to be used and its suitability for the analysis of relevant characteristics

    context
    • cosbimb51Technical 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

      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

    • cosbimb51Environmental 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

    • cosbimb51 cosbimb53.1 cosbimb52.2Project Stages:

      Project Stages:
      • Stage 2 (Concept)
      • Stage 3 (Definition)
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb51Model:

      Model:
      • individual characteristic performance assessment
      • dynamic modelling
      • simulation/virtual environment
      • Building Information Modelling
      • life cycle cost modelling

    • cosbimb51Criteria:

      Criteria:
      • existing conditions
      • specified requirements

    • cosbimb51Interactions between different configurations:

      Interactions between different configurations:
      • orientation
      • effects of location, shelter and shading
      • building form and structure - new and existing
      • properties of construction fabric
      • thermal bridging and air leakage
      • 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
      • building services engineering
      • embedded energy

    • cosbimb51Present: sketches drawings physical models electronically diagrams mathematical modelling photomontage mock-ups written reports cost estimates orally aurally Building Information Modelling

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photomontage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

  51. confirm the relevant technical and environmental characteristics which are to be analysed in order to confirm the performance of design solutions appropriate to the project stage

    cosbimb51 confirm the relevant technical and environmental characteristics which are to be analysed in order to confirm the performance of design solutions appropriate to the project stage

    context
    • cosbimb51Technical 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

      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

    • cosbimb51Environmental 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

    • cosbimb51 cosbimb53.1 cosbimb52.2Project Stages:

      Project Stages:
      • Stage 2 (Concept)
      • Stage 3 (Definition)
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb51Model:

      Model:
      • individual characteristic performance assessment
      • dynamic modelling
      • simulation/virtual environment
      • Building Information Modelling
      • life cycle cost modelling

    • cosbimb51Criteria:

      Criteria:
      • existing conditions
      • specified requirements

    • cosbimb51Interactions between different configurations:

      Interactions between different configurations:
      • orientation
      • effects of location, shelter and shading
      • building form and structure - new and existing
      • properties of construction fabric
      • thermal bridging and air leakage
      • 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
      • building services engineering
      • embedded energy

    • cosbimb51Present: sketches drawings physical models electronically diagrams mathematical modelling photomontage mock-ups written reports cost estimates orally aurally Building Information Modelling

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photomontage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

  52. measure the quantities and prepare descriptions accurately, collate and sequence them correctly and present them in a way which meets their intended purpose

    cosbimb63.2 measure the quantities and prepare descriptions accurately, collate and sequence them correctly and present them in a way which meets their intended purpose

    context
    • cosbimb63.2Design information:

      Design information:
      • drawings
      • schedules
      • specifications
      • digital models and graphical and non-graphical electronic data files
      • information about the contract and allocation of risks and responsibilities
      • quotations
      • records of queries raised and answers
      • standard methods of measurement
      • technical literature

    • cosbimb63.2Measurement - relates to:

      Measurement - relates to:
      • trade
      • elemental
      • operational
      • approximate
      • schedules of rates

    • cosbimb63.2How to measure dimensions and quantities methodically:

      How to measure dimensions and quantities methodically:
      • manual
      • electronic

    • cosbimb63.2Intended purpose:

      Intended purpose:
      • procurement
      • contract
      • production and installation

  53. obtain the necessary checks on accuracy

    cosbimb63.2 obtain the necessary checks on accuracy

    context
    • cosbimb63.2Design information:

      Design information:
      • drawings
      • schedules
      • specifications
      • digital models and graphical and non-graphical electronic data files
      • information about the contract and allocation of risks and responsibilities
      • quotations
      • records of queries raised and answers
      • standard methods of measurement
      • technical literature

    • cosbimb63.2Measurement - relates to:

      Measurement - relates to:
      • trade
      • elemental
      • operational
      • approximate
      • schedules of rates

    • cosbimb63.2How to measure dimensions and quantities methodically:

      How to measure dimensions and quantities methodically:
      • manual
      • electronic

    • cosbimb63.2Intended purpose:

      Intended purpose:
      • procurement
      • contract
      • production and installation

  54. decide what action to take where measurement is inappropriate or impossible, and use standard methods and other appropriate conventions

    cosbimb63.2 decide what action to take where measurement is inappropriate or impossible, and use standard methods and other appropriate conventions

    context
    • cosbimb63.2Design information:

      Design information:
      • drawings
      • schedules
      • specifications
      • digital models and graphical and non-graphical electronic data files
      • information about the contract and allocation of risks and responsibilities
      • quotations
      • records of queries raised and answers
      • standard methods of measurement
      • technical literature

    • cosbimb63.2Measurement - relates to:

      Measurement - relates to:
      • trade
      • elemental
      • operational
      • approximate
      • schedules of rates

    • cosbimb63.2How to measure dimensions and quantities methodically:

      How to measure dimensions and quantities methodically:
      • manual
      • electronic

    • cosbimb63.2Intended purpose:

      Intended purpose:
      • procurement
      • contract
      • production and installation

  55. clarify any information which is incomplete ambiguous or inconsistent and making accurate amendments

    cosbimb63.2 clarify any information which is incomplete ambiguous or inconsistent and making accurate amendments

    context
    • cosbimb63.2Design information:

      Design information:
      • drawings
      • schedules
      • specifications
      • digital models and graphical and non-graphical electronic data files
      • information about the contract and allocation of risks and responsibilities
      • quotations
      • records of queries raised and answers
      • standard methods of measurement
      • technical literature

    • cosbimb63.2Measurement - relates to:

      Measurement - relates to:
      • trade
      • elemental
      • operational
      • approximate
      • schedules of rates

    • cosbimb63.2How to measure dimensions and quantities methodically:

      How to measure dimensions and quantities methodically:
      • manual
      • electronic

    • cosbimb63.2Intended purpose:

      Intended purpose:
      • procurement
      • contract
      • production and installation

  56. decide how to measure dimensions and quantities methodically and in a way which conforms to relevant conventions and standard methods

    cosbimb63.2 decide how to measure dimensions and quantities methodically and in a way which conforms to relevant conventions and standard methods

    context
    • cosbimb63.2Design information:

      Design information:
      • drawings
      • schedules
      • specifications
      • digital models and graphical and non-graphical electronic data files
      • information about the contract and allocation of risks and responsibilities
      • quotations
      • records of queries raised and answers
      • standard methods of measurement
      • technical literature

    • cosbimb63.2Measurement - relates to:

      Measurement - relates to:
      • trade
      • elemental
      • operational
      • approximate
      • schedules of rates

    • cosbimb63.2How to measure dimensions and quantities methodically:

      How to measure dimensions and quantities methodically:
      • manual
      • electronic

    • cosbimb63.2Intended purpose:

      Intended purpose:
      • procurement
      • contract
      • production and installation

  57. assemble and collate design information and identify which categories of work require measurement

    cosbimb63.2 assemble and collate design information and identify which categories of work require measurement

    context
    • cosbimb63.2Design information:

      Design information:
      • drawings
      • schedules
      • specifications
      • digital models and graphical and non-graphical electronic data files
      • information about the contract and allocation of risks and responsibilities
      • quotations
      • records of queries raised and answers
      • standard methods of measurement
      • technical literature

    • cosbimb63.2Measurement - relates to:

      Measurement - relates to:
      • trade
      • elemental
      • operational
      • approximate
      • schedules of rates

    • cosbimb63.2How to measure dimensions and quantities methodically:

      How to measure dimensions and quantities methodically:
      • manual
      • electronic

    • cosbimb63.2Intended purpose:

      Intended purpose:
      • procurement
      • contract
      • production and installation

  58. prepare an accurate bill of preliminaries which describes the needs of the contractor and the client

    cosbimb63.1 prepare an accurate bill of preliminaries which describes the needs of the contractor and the client

    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

  59. Enable people and yourself to learn and benefit from practice experience 14 identify, through discussion with people, areas where they need help to achieve their agreed competence levels and use the information to produce an agreed personal development plan 15 identify and offer adequate and appropriate opportunities and resources for people to learn 16 select and summarise relevant and up to date information about knowledge and practice in a format which is suitable for distribution and for developing learning materials 17 acknowledge appropriate opportunities to learn from other people 18 advise and coach people so that they can identify their current level of competence, their learning needs and targets 19 select and use appropriate learning techniques and methods which are suitable for the topic and the needs of the individual 20 present information to people using a pace, style and form which is appropriate to their needs 21 encourage people to ask questions, seek clarification and advice when they need help and during learning activities 22 review peoples' progress towards agreed objectives and give realistic and positive feedback on achievements

    COSCSMO04 Enable people and yourself to learn and benefit from practice experience 14 identify, through discussion with people, areas where they need help to achieve their agreed competence levels and use the information to produce an agreed personal development plan 15 identify and offer adequate and appropriate opportunities and resources for people to learn 16 select and summarise relevant and up to date information about knowledge and practice in a format which is suitable for distribution and for developing learning materials 17 acknowledge appropriate opportunities to learn from other people 18 advise and coach people so that they can identify their current level of competence, their learning needs and targets 19 select and use appropriate learning techniques and methods which are suitable for the topic and the needs of the individual 20 present information to people using a pace, style and form which is appropriate to their needs 21 encourage people to ask questions, seek clarification and advice when they need help and during learning activities 22 review peoples' progress towards agreed objectives and give realistic and positive feedback on achievements

    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

  60. Evaluate and recommend work methods

    cosbedo11 Evaluate and recommend work methods

    context
    • cosbedo11Evaluate and recommend work methods

      Evaluate and recommend work methods
      • Project data:
      ‐ contractual obligations and scope and scale of works
      ‐ specifications
      ‐ detailed drawings
      ‐ health and safety plans
      • Construction, installation and work methods:
      ‐ sequencing and integration of work operations
      ‐ construction and installation techniques
      ‐ prefabrication and standardisation
      ‐ working conditions (health, safety and welfare)
      • Relevant sources:
      ‐ project team
      ‐ regulatory authorities
      ‐ technical/trade literature
      ‐ standard lists and procedures
      • Technical criteria:
      ‐ materials and components performance and availability
      ‐ health, safety and welfare
      ‐ access
      ‐ plant and equipment performance and availability
      ‐ sustainability
      ‐ buildability
      ‐ site conditions
      • Project criteria:
      ‐ cost/value
      ‐ client and user needs
      ‐ contract requirements for time, quantity and quality

    • cosbedo11Estimate the resource requirements and costs within a tender

      Estimate the resource requirements and costs within a tender
      • Tender rules:
      ‐ invitation to tender
      ‐ form of tender
      ‐ procedures for submitting tenders
      • Project requirements:
      ‐ construction
      ‐ installation and maintenance work
      ‐ supply of goods and materials
      ‐ consultancy services
      • Phasing:
      ‐ technology required
      ‐ planning
      ‐ design
      ‐ procurement
      ‐ construction
      • Estimate:
      ‐ cost based on a quotation
      ‐ unit cost built up from basic data
      ‐ internal and historical cost data
      ‐ published cost data
      • Resources:
      ‐ people (in-house, external)
      ‐ plant and equipment
      ‐ materials
      ‐ finance
      ‐ time
      • External factors:
      ‐ location
      ‐ contractual requirements
      ‐ special working conditions and methods
      ‐ resourcing conditions

  61. determine strategies for dealing with remedial action

    cosbime43.2 determine strategies for dealing with remedial action

    context
    • cosbime43.2Assets 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)

      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)

    • cosbime43.2 cosbime43.1Objectives and approach:

      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

    • cosbime43.2Systems:

      Systems:
      • BIM as constructed models & assorted graphical and non-graphical data files
      • archival
      • documentary
      • electronic
      • graphics

    • cosbime43.2Policies:

      Policies:
      • building owner
      • lease and subletting polices
      • planning, conservation and environmental strategies;
      • access and security
      • records of work carried out

    • cosbime43.2Statutory and legal requirements:

      Statutory and legal requirements:
      • planning, conservation and building legislation & policy frameworks ;
      • health and safety
      • legal (lease and subletting)
      • DDA
      • grant conditions

    • cosbime43.2Effectiveness:

      Effectiveness:
      • cost
      • progress
      • quality

    • cosbime43.2Strategies:

      Strategies:
      • assess evidence
      • reassess situation
      • determine reparation approach

    • cosbime43.2Assess:

      Assess:
      • Building Information Modelling and graphical & non graphical data files
      • cost benefit analysis
      • life cycle costing (including discounted rate)
      • value engineering
      • asset significance

    • cosbime43.2Faults and problems:

      Faults and problems:
      • limitations of design choices
      • supply chain errors
      • construction errors
      • installation errors
      • incorrect use
      • incorrect maintenance practice
      • incompatible materials

  62. identify and assess work faults and problems and recommend and implement corrective action which conforms to safe working methods and practices

    cosbime43.2 identify and assess work faults and problems and recommend and implement corrective action which conforms to safe working methods and practices

    context
    • cosbime43.2Assets 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)

      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)

    • cosbime43.2 cosbime43.1Objectives and approach:

      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

    • cosbime43.2Systems:

      Systems:
      • BIM as constructed models & assorted graphical and non-graphical data files
      • archival
      • documentary
      • electronic
      • graphics

    • cosbime43.2Policies:

      Policies:
      • building owner
      • lease and subletting polices
      • planning, conservation and environmental strategies;
      • access and security
      • records of work carried out

    • cosbime43.2Statutory and legal requirements:

      Statutory and legal requirements:
      • planning, conservation and building legislation & policy frameworks ;
      • health and safety
      • legal (lease and subletting)
      • DDA
      • grant conditions

    • cosbime43.2Effectiveness:

      Effectiveness:
      • cost
      • progress
      • quality

    • cosbime43.2Strategies:

      Strategies:
      • assess evidence
      • reassess situation
      • determine reparation approach

    • cosbime43.2Assess:

      Assess:
      • Building Information Modelling and graphical & non graphical data files
      • cost benefit analysis
      • life cycle costing (including discounted rate)
      • value engineering
      • asset significance

    • cosbime43.2Faults and problems:

      Faults and problems:
      • limitations of design choices
      • supply chain errors
      • construction errors
      • installation errors
      • incorrect use
      • incorrect maintenance practice
      • incompatible materials

  63. monitor and analyse the effectiveness of applied strategies for work on existing assets

    cosbime43.2 monitor and analyse the effectiveness of applied strategies for work on existing assets

    context
    • cosbime43.2Assets 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)

      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)

    • cosbime43.2 cosbime43.1Objectives and approach:

      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

    • cosbime43.2Systems:

      Systems:
      • BIM as constructed models & assorted graphical and non-graphical data files
      • archival
      • documentary
      • electronic
      • graphics

    • cosbime43.2Policies:

      Policies:
      • building owner
      • lease and subletting polices
      • planning, conservation and environmental strategies;
      • access and security
      • records of work carried out

    • cosbime43.2Statutory and legal requirements:

      Statutory and legal requirements:
      • planning, conservation and building legislation & policy frameworks ;
      • health and safety
      • legal (lease and subletting)
      • DDA
      • grant conditions

    • cosbime43.2Effectiveness:

      Effectiveness:
      • cost
      • progress
      • quality

    • cosbime43.2Strategies:

      Strategies:
      • assess evidence
      • reassess situation
      • determine reparation approach

    • cosbime43.2Assess:

      Assess:
      • Building Information Modelling and graphical & non graphical data files
      • cost benefit analysis
      • life cycle costing (including discounted rate)
      • value engineering
      • asset significance

    • cosbime43.2Faults and problems:

      Faults and problems:
      • limitations of design choices
      • supply chain errors
      • construction errors
      • installation errors
      • incorrect use
      • incorrect maintenance practice
      • incompatible materials

  64. ensure that necessary works to existing assets are procured and implemented

    cosbime43.2 ensure that necessary works to existing assets are procured and implemented

    context
    • cosbime43.2Assets 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)

      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)

    • cosbime43.2 cosbime43.1Objectives and approach:

      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

    • cosbime43.2Systems:

      Systems:
      • BIM as constructed models & assorted graphical and non-graphical data files
      • archival
      • documentary
      • electronic
      • graphics

    • cosbime43.2Policies:

      Policies:
      • building owner
      • lease and subletting polices
      • planning, conservation and environmental strategies;
      • access and security
      • records of work carried out

    • cosbime43.2Statutory and legal requirements:

      Statutory and legal requirements:
      • planning, conservation and building legislation & policy frameworks ;
      • health and safety
      • legal (lease and subletting)
      • DDA
      • grant conditions

    • cosbime43.2Effectiveness:

      Effectiveness:
      • cost
      • progress
      • quality

    • cosbime43.2Strategies:

      Strategies:
      • assess evidence
      • reassess situation
      • determine reparation approach

    • cosbime43.2Assess:

      Assess:
      • Building Information Modelling and graphical & non graphical data files
      • cost benefit analysis
      • life cycle costing (including discounted rate)
      • value engineering
      • asset significance

    • cosbime43.2Faults and problems:

      Faults and problems:
      • limitations of design choices
      • supply chain errors
      • construction errors
      • installation errors
      • incorrect use
      • incorrect maintenance practice
      • incompatible materials

  65. comply with statutory and legal requirements for the works to existing assets

    cosbime43.2 comply with statutory and legal requirements for the works to existing assets

    context
    • cosbime43.2Assets 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)

      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)

    • cosbime43.2 cosbime43.1Objectives and approach:

      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

    • cosbime43.2Systems:

      Systems:
      • BIM as constructed models & assorted graphical and non-graphical data files
      • archival
      • documentary
      • electronic
      • graphics

    • cosbime43.2Policies:

      Policies:
      • building owner
      • lease and subletting polices
      • planning, conservation and environmental strategies;
      • access and security
      • records of work carried out

    • cosbime43.2Statutory and legal requirements:

      Statutory and legal requirements:
      • planning, conservation and building legislation & policy frameworks ;
      • health and safety
      • legal (lease and subletting)
      • DDA
      • grant conditions

    • cosbime43.2Effectiveness:

      Effectiveness:
      • cost
      • progress
      • quality

    • cosbime43.2Strategies:

      Strategies:
      • assess evidence
      • reassess situation
      • determine reparation approach

    • cosbime43.2Assess:

      Assess:
      • Building Information Modelling and graphical & non graphical data files
      • cost benefit analysis
      • life cycle costing (including discounted rate)
      • value engineering
      • asset significance

    • cosbime43.2Faults and problems:

      Faults and problems:
      • limitations of design choices
      • supply chain errors
      • construction errors
      • installation errors
      • incorrect use
      • incorrect maintenance practice
      • incompatible materials

  66. agree with the client and asset user the organisational objectives and approach for programmes of work to existing assets

    cosbime43.2 agree with the client and asset user the organisational objectives and approach for programmes of work to existing assets

    context
    • cosbime43.2Assets 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)

      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)

    • cosbime43.2 cosbime43.1Objectives and approach:

      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

    • cosbime43.2Systems:

      Systems:
      • BIM as constructed models & assorted graphical and non-graphical data files
      • archival
      • documentary
      • electronic
      • graphics

    • cosbime43.2Policies:

      Policies:
      • building owner
      • lease and subletting polices
      • planning, conservation and environmental strategies;
      • access and security
      • records of work carried out

    • cosbime43.2Statutory and legal requirements:

      Statutory and legal requirements:
      • planning, conservation and building legislation & policy frameworks ;
      • health and safety
      • legal (lease and subletting)
      • DDA
      • grant conditions

    • cosbime43.2Effectiveness:

      Effectiveness:
      • cost
      • progress
      • quality

    • cosbime43.2Strategies:

      Strategies:
      • assess evidence
      • reassess situation
      • determine reparation approach

    • cosbime43.2Assess:

      Assess:
      • Building Information Modelling and graphical & non graphical data files
      • cost benefit analysis
      • life cycle costing (including discounted rate)
      • value engineering
      • asset significance

    • cosbime43.2Faults and problems:

      Faults and problems:
      • limitations of design choices
      • supply chain errors
      • construction errors
      • installation errors
      • incorrect use
      • incorrect maintenance practice
      • incompatible materials

  67. forecast the prime cost, provisional sums and contingencies so that they can be included in the bills of quantities

    cosbimb63.1 forecast the prime cost, provisional sums and contingencies so that they can be included in the bills of quantities

    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

  68. Select and form a project team

    cosbedmo08 Select and form a project team

    context
    • cosbedmo08Select and form a project team

      Select and form a project team
      • Services:
      ‐ project management
      ‐ design
      ‐ consultants/contractors
      • Resources:
      ‐ people;
      ‐ materials
      ‐ plant and equipment
      ‐ facilities
      ‐ collaborative IT
      • Evaluate:
      ‐ quality
      ‐ price
      ‐ value
      ‐ time
      ‐ reliability
      ‐ competence
      • Contractual arrangements:
      ‐ definition and coverage of required project services
      ‐ roles and responsibilities for procurement
      ‐ 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
      ‐ risk allocation
      ‐ novation arrangements

    • cosbedmo08Terms of appointment:

      Terms of appointment:
      • scope
      • cost
      • deliverables
      • timescale

    • cosbedmo08Induct and inform a project team

      Induct and inform a project team
      • Project team:
      ‐ design and development consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ client
      ‐ facility/asset managers
      • Roles in:
      ‐ aspects of design
      ‐ health and safety
      ‐ statutory and other approvals
      ‐ procurement
      ‐ coordination
      ‐ quality assurance
      ‐ team working
      ‐ working across disciplines
      ‐ information management
      ‐ facilities/asset management
      • Project programme:
      ‐ project execution plan
      ‐ objectives and targets
      ‐ key decision stages
      ‐ scheduling and timetabling
      ‐ delivery of development documentation
      ‐ statutory approvals
      ‐ development team meetings
      ‐ procurement

    • cosbedmo08Stakeholders:

      Stakeholders:
      • the client
      • financial advisers/investors and funders
      • design consultants
      • potential contractors
      • potential subcontractors and suppliers
      • independent client advisers
      • facility/asset managers
      • user groups
      • community groups

    • cosbedmo08Methods of project monitoring:

      Methods of project monitoring:
      • exchange, coordinate and control information
      • BIM protocols
      • checks and approvals
      • meetings

  69. agree and communicate particular methods to be used in design processes to take account of technical, environmental, production and installation factors and issues posed by new technologies

    cosbedmc03 cosbimb55.4 agree and communicate particular methods to be used in design processes to take account of technical, environmental, production and installation factors and issues posed by new technologies

    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

  70. monitor and review the effectiveness of the Project Information Plan and information exchange processes and recommend and implement any agreed improvements

    cosbimb25.3 cosbedmo25 monitor and review the effectiveness of the Project Information Plan and information exchange processes and recommend and implement any agreed improvements

    context
    • cosbimb25.3 cosbedmo25Project Stakeholders:

      Project Stakeholders:
      • the client
      • CDM coordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential sub-contractors and suppliers
      • facilities/asset maintenance managers
      • users

    • cosbimb25.3Project 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 Commission) Stage 7 (Operation and End of Use)

      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 Commission)
      • Stage 7 (Operation and End of Use)

    • cosbimb25.3Processes and procedures:

      Processes and procedures:
      • employers obligations
      • project team member obligations (including production and delivery of information)
      • electronic data exchange
      • Model Delivery Table (including required models, model originators, definition of required levels of detail at project stages, model use/purpose at each project stage
      • Project Information Plan

    • cosbimb25.3Project Information Plan:

      Project Information Plan:
      • how models are to be developed at project stages
      • project procedures/protocols (eg. clash detection, model review)
      • software requirements
      • model/information structure across roles
      • information status structure
      • information transfer structure
      • information change management
      • capture process for as-constructed information
      • capture process for testing & validation information
      • capture process for commissioning information
      • reconfiguration of information for As Constructed information
      • reconfiguration of information for In-Use stage
      • access rights

    • cosbimb25.3Required outputs:

      Required outputs:
      • Project development/design
      • Project construction
      • Project use/operation
      • Statutory requirements (e.g. approvals, Health & Safety file, Building Log book)
      • procurement
      • employer information exchanges
      • stakeholder information exchanges

  71. maintain records of project information development and delivery in order to provide an information audit

    cosbimb25.3 cosbedmo25 maintain records of project information development and delivery in order to provide an information audit

    context
    • cosbimb25.3 cosbedmo25Project Stakeholders:

      Project Stakeholders:
      • the client
      • CDM coordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential sub-contractors and suppliers
      • facilities/asset maintenance managers
      • users

    • cosbimb25.3Project 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 Commission) Stage 7 (Operation and End of Use)

      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 Commission)
      • Stage 7 (Operation and End of Use)

    • cosbimb25.3Processes and procedures:

      Processes and procedures:
      • employers obligations
      • project team member obligations (including production and delivery of information)
      • electronic data exchange
      • Model Delivery Table (including required models, model originators, definition of required levels of detail at project stages, model use/purpose at each project stage
      • Project Information Plan

    • cosbimb25.3Project Information Plan:

      Project Information Plan:
      • how models are to be developed at project stages
      • project procedures/protocols (eg. clash detection, model review)
      • software requirements
      • model/information structure across roles
      • information status structure
      • information transfer structure
      • information change management
      • capture process for as-constructed information
      • capture process for testing & validation information
      • capture process for commissioning information
      • reconfiguration of information for As Constructed information
      • reconfiguration of information for In-Use stage
      • access rights

    • cosbimb25.3Required outputs:

      Required outputs:
      • Project development/design
      • Project construction
      • Project use/operation
      • Statutory requirements (e.g. approvals, Health & Safety file, Building Log book)
      • procurement
      • employer information exchanges
      • stakeholder information exchanges

  72. ensure that project information is configured to deliver required outputs

    cosbimb25.3 cosbedmo25 ensure that project information is configured to deliver required outputs

    context
    • cosbimb25.3 cosbedmo25Project Stakeholders:

      Project Stakeholders:
      • the client
      • CDM coordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential sub-contractors and suppliers
      • facilities/asset maintenance managers
      • users

    • cosbimb25.3Project 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 Commission) Stage 7 (Operation and End of Use)

      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 Commission)
      • Stage 7 (Operation and End of Use)

    • cosbimb25.3Processes and procedures:

      Processes and procedures:
      • employers obligations
      • project team member obligations (including production and delivery of information)
      • electronic data exchange
      • Model Delivery Table (including required models, model originators, definition of required levels of detail at project stages, model use/purpose at each project stage
      • Project Information Plan

    • cosbimb25.3Project Information Plan:

      Project Information Plan:
      • how models are to be developed at project stages
      • project procedures/protocols (eg. clash detection, model review)
      • software requirements
      • model/information structure across roles
      • information status structure
      • information transfer structure
      • information change management
      • capture process for as-constructed information
      • capture process for testing & validation information
      • capture process for commissioning information
      • reconfiguration of information for As Constructed information
      • reconfiguration of information for In-Use stage
      • access rights

    • cosbimb25.3Required outputs:

      Required outputs:
      • Project development/design
      • Project construction
      • Project use/operation
      • Statutory requirements (e.g. approvals, Health & Safety file, Building Log book)
      • procurement
      • employer information exchanges
      • stakeholder information exchanges

  73. monitor information systems operation to ensure that there is reliable project information exchange between project stakeholders

    cosbimb25.3 cosbedmo25 monitor information systems operation to ensure that there is reliable project information exchange between project stakeholders

    context
    • cosbimb25.3 cosbedmo25Project Stakeholders:

      Project Stakeholders:
      • the client
      • CDM coordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential sub-contractors and suppliers
      • facilities/asset maintenance managers
      • users

    • cosbimb25.3Project 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 Commission) Stage 7 (Operation and End of Use)

      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 Commission)
      • Stage 7 (Operation and End of Use)

    • cosbimb25.3Processes and procedures:

      Processes and procedures:
      • employers obligations
      • project team member obligations (including production and delivery of information)
      • electronic data exchange
      • Model Delivery Table (including required models, model originators, definition of required levels of detail at project stages, model use/purpose at each project stage
      • Project Information Plan

    • cosbimb25.3Project Information Plan:

      Project Information Plan:
      • how models are to be developed at project stages
      • project procedures/protocols (eg. clash detection, model review)
      • software requirements
      • model/information structure across roles
      • information status structure
      • information transfer structure
      • information change management
      • capture process for as-constructed information
      • capture process for testing & validation information
      • capture process for commissioning information
      • reconfiguration of information for As Constructed information
      • reconfiguration of information for In-Use stage
      • access rights

    • cosbimb25.3Required outputs:

      Required outputs:
      • Project development/design
      • Project construction
      • Project use/operation
      • Statutory requirements (e.g. approvals, Health & Safety file, Building Log book)
      • procurement
      • employer information exchanges
      • stakeholder information exchanges

  74. liaise with project stakeholders to verify that agreed information management systems are functioning properly

    cosbimb25.3 cosbedmo25 liaise with project stakeholders to verify that agreed information management systems are functioning properly

    context
    • cosbimb25.3 cosbedmo25Project Stakeholders:

      Project Stakeholders:
      • the client
      • CDM coordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential sub-contractors and suppliers
      • facilities/asset maintenance managers
      • users

    • cosbimb25.3Project 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 Commission) Stage 7 (Operation and End of Use)

      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 Commission)
      • Stage 7 (Operation and End of Use)

    • cosbimb25.3Processes and procedures:

      Processes and procedures:
      • employers obligations
      • project team member obligations (including production and delivery of information)
      • electronic data exchange
      • Model Delivery Table (including required models, model originators, definition of required levels of detail at project stages, model use/purpose at each project stage
      • Project Information Plan

    • cosbimb25.3Project Information Plan:

      Project Information Plan:
      • how models are to be developed at project stages
      • project procedures/protocols (eg. clash detection, model review)
      • software requirements
      • model/information structure across roles
      • information status structure
      • information transfer structure
      • information change management
      • capture process for as-constructed information
      • capture process for testing & validation information
      • capture process for commissioning information
      • reconfiguration of information for As Constructed information
      • reconfiguration of information for In-Use stage
      • access rights

    • cosbimb25.3Required outputs:

      Required outputs:
      • Project development/design
      • Project construction
      • Project use/operation
      • Statutory requirements (e.g. approvals, Health & Safety file, Building Log book)
      • procurement
      • employer information exchanges
      • stakeholder information exchanges

  75. initiate, agree and implement the Project Information Plan with project stakeholders and ensure that it meets the clients requirements and is achievable

    cosbimb25.3 cosbedmo25 initiate, agree and implement the Project Information Plan with project stakeholders and ensure that it meets the clients requirements and is achievable

    context
    • cosbimb25.3 cosbedmo25Project Stakeholders:

      Project Stakeholders:
      • the client
      • CDM coordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential sub-contractors and suppliers
      • facilities/asset maintenance managers
      • users

    • cosbimb25.3Project 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 Commission) Stage 7 (Operation and End of Use)

      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 Commission)
      • Stage 7 (Operation and End of Use)

    • cosbimb25.3Processes and procedures:

      Processes and procedures:
      • employers obligations
      • project team member obligations (including production and delivery of information)
      • electronic data exchange
      • Model Delivery Table (including required models, model originators, definition of required levels of detail at project stages, model use/purpose at each project stage
      • Project Information Plan

    • cosbimb25.3Project Information Plan:

      Project Information Plan:
      • how models are to be developed at project stages
      • project procedures/protocols (eg. clash detection, model review)
      • software requirements
      • model/information structure across roles
      • information status structure
      • information transfer structure
      • information change management
      • capture process for as-constructed information
      • capture process for testing & validation information
      • capture process for commissioning information
      • reconfiguration of information for As Constructed information
      • reconfiguration of information for In-Use stage
      • access rights

    • cosbimb25.3Required outputs:

      Required outputs:
      • Project development/design
      • Project construction
      • Project use/operation
      • Statutory requirements (e.g. approvals, Health & Safety file, Building Log book)
      • procurement
      • employer information exchanges
      • stakeholder information exchanges

  76. discuss and agree with the client and project stakeholders the structure and the content of the project information and how the information is to be used

    cosbimb25.3 cosbedmo25 discuss and agree with the client and project stakeholders the structure and the content of the project information and how the information is to be used

    context
    • cosbimb25.3 cosbedmo25Project Stakeholders:

      Project Stakeholders:
      • the client
      • CDM coordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential sub-contractors and suppliers
      • facilities/asset maintenance managers
      • users

    • cosbimb25.3Project 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 Commission) Stage 7 (Operation and End of Use)

      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 Commission)
      • Stage 7 (Operation and End of Use)

    • cosbimb25.3Processes and procedures:

      Processes and procedures:
      • employers obligations
      • project team member obligations (including production and delivery of information)
      • electronic data exchange
      • Model Delivery Table (including required models, model originators, definition of required levels of detail at project stages, model use/purpose at each project stage
      • Project Information Plan

    • cosbimb25.3Project Information Plan:

      Project Information Plan:
      • how models are to be developed at project stages
      • project procedures/protocols (eg. clash detection, model review)
      • software requirements
      • model/information structure across roles
      • information status structure
      • information transfer structure
      • information change management
      • capture process for as-constructed information
      • capture process for testing & validation information
      • capture process for commissioning information
      • reconfiguration of information for As Constructed information
      • reconfiguration of information for In-Use stage
      • access rights

    • cosbimb25.3Required outputs:

      Required outputs:
      • Project development/design
      • Project construction
      • Project use/operation
      • Statutory requirements (e.g. approvals, Health & Safety file, Building Log book)
      • procurement
      • employer information exchanges
      • stakeholder information exchanges

  77. advise the client on information requirements and ensure that processes and procedures are agreed between the client and project stakeholders in order to manage project information

    cosbimb25.3 cosbedmo25 advise the client on information requirements and ensure that processes and procedures are agreed between the client and project stakeholders in order to manage project information

    context
    • cosbimb25.3 cosbedmo25Project Stakeholders:

      Project Stakeholders:
      • the client
      • CDM coordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential sub-contractors and suppliers
      • facilities/asset maintenance managers
      • users

    • cosbimb25.3Project 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 Commission) Stage 7 (Operation and End of Use)

      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 Commission)
      • Stage 7 (Operation and End of Use)

    • cosbimb25.3Processes and procedures:

      Processes and procedures:
      • employers obligations
      • project team member obligations (including production and delivery of information)
      • electronic data exchange
      • Model Delivery Table (including required models, model originators, definition of required levels of detail at project stages, model use/purpose at each project stage
      • Project Information Plan

    • cosbimb25.3Project Information Plan:

      Project Information Plan:
      • how models are to be developed at project stages
      • project procedures/protocols (eg. clash detection, model review)
      • software requirements
      • model/information structure across roles
      • information status structure
      • information transfer structure
      • information change management
      • capture process for as-constructed information
      • capture process for testing & validation information
      • capture process for commissioning information
      • reconfiguration of information for As Constructed information
      • reconfiguration of information for In-Use stage
      • access rights

    • cosbimb25.3Required outputs:

      Required outputs:
      • Project development/design
      • Project construction
      • Project use/operation
      • Statutory requirements (e.g. approvals, Health & Safety file, Building Log book)
      • procurement
      • employer information exchanges
      • stakeholder information exchanges

  78. ensure that the parties accountable for information management throughout the project and at each project stage are confirmed with the client and project stakeholders

    cosbimb25.3 cosbedmo25 ensure that the parties accountable for information management throughout the project and at each project stage are confirmed with the client and project stakeholders

    context
    • cosbimb25.3 cosbedmo25Project Stakeholders:

      Project Stakeholders:
      • the client
      • CDM coordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential sub-contractors and suppliers
      • facilities/asset maintenance managers
      • users

    • cosbimb25.3Project 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 Commission) Stage 7 (Operation and End of Use)

      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 Commission)
      • Stage 7 (Operation and End of Use)

    • cosbimb25.3Processes and procedures:

      Processes and procedures:
      • employers obligations
      • project team member obligations (including production and delivery of information)
      • electronic data exchange
      • Model Delivery Table (including required models, model originators, definition of required levels of detail at project stages, model use/purpose at each project stage
      • Project Information Plan

    • cosbimb25.3Project Information Plan:

      Project Information Plan:
      • how models are to be developed at project stages
      • project procedures/protocols (eg. clash detection, model review)
      • software requirements
      • model/information structure across roles
      • information status structure
      • information transfer structure
      • information change management
      • capture process for as-constructed information
      • capture process for testing & validation information
      • capture process for commissioning information
      • reconfiguration of information for As Constructed information
      • reconfiguration of information for In-Use stage
      • access rights

    • cosbimb25.3Required outputs:

      Required outputs:
      • Project development/design
      • Project construction
      • Project use/operation
      • Statutory requirements (e.g. approvals, Health & Safety file, Building Log book)
      • procurement
      • employer information exchanges
      • stakeholder information exchanges

  79. report findings to decision makers in order that optimum energy efficiency and carbon minimisation measures can be selected

    cosbedo13 report findings to decision makers in order that optimum energy efficiency and carbon minimisation measures can be selected

    context
    • cosbedo13Energy efficiency and carbon minimisation:

      Energy efficiency and carbon minimisation:
      • low energy consumption
      • low carbon targets

    • cosbedo13 cosbedmo22Development:

      Development:
      • new build
      • adaptation
      • alteration
      • refurbishment/upgrading
      • conservation
      • demolition/decommission
      • relocation

    • cosbedo13Factors:

      Factors:
      • energy sources and infrastructure
      • energy distribution mechanisms efficiency and costs
      • energy delivery mechanisms efficiency and costs
      • energy controls efficiency and costs
      • environmental impact and sustainability level of energy demand
      • installation
      • Maintenance
      • quality (including design)
      • cost (including whole life costs/return on investment)
      • time
      • energy and low carbon standards and strategies
      • development phases (design, procurement, construction, installation, operation, maintenance, demolition/decommissioning)
      • short, medium and long-term implications

  80. include within the quantities and descriptions, changes, clarifications and corrections arising from the source documents and the brief

    cosbimb63.1 include within the quantities and descriptions, changes, clarifications and corrections arising from the source documents and the brief

    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

  81. instruct clients and users on effective operation and maintenance of buildings, installations and system

    cosbimd34.2 instruct clients and users on effective operation and maintenance of buildings, installations and system

    context
    • cosbimd34.2Project requirements:

      Project requirements:
      • time
      • quality
      • cost
      • health and safety
      • regulations
      • environmental and sustainability
      • defects rectification period

    • cosbimd34.2Stakeholders:

      Stakeholders:
      • clients
      • users
      • consultants
      • contractors
      • regulatory/controlling authorities
      • facility/asset managers

    • cosbimd34.2Responsibilities:

      Responsibilities:
      • insurances
      • security
      • operations
      • health and safety
      • utility supply
      • environmental sustainability

    • cosbimd34.2Buildings, 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
      • grey water systems
      • plumbing
      • smart meters

    • cosbimd34.2Operational information:

      Operational information:
      • manuals and guidance materials
      • plans
      • health and safety file
      • operating equipment
      • security information and equipment
      • guarantees and warrantees
      • commissioning and test certificates
      • as constructed information (models, documents, drawings, graphical and non-graphical digital data files)

  82. assemble and hand over buildings, installations and systems and operational information in accordance with the contract

    cosbimd34.2 assemble and hand over buildings, installations and systems and operational information in accordance with the contract

    context
    • cosbimd34.2Project requirements:

      Project requirements:
      • time
      • quality
      • cost
      • health and safety
      • regulations
      • environmental and sustainability
      • defects rectification period

    • cosbimd34.2Stakeholders:

      Stakeholders:
      • clients
      • users
      • consultants
      • contractors
      • regulatory/controlling authorities
      • facility/asset managers

    • cosbimd34.2Responsibilities:

      Responsibilities:
      • insurances
      • security
      • operations
      • health and safety
      • utility supply
      • environmental sustainability

    • cosbimd34.2Buildings, 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
      • grey water systems
      • plumbing
      • smart meters

    • cosbimd34.2Operational information:

      Operational information:
      • manuals and guidance materials
      • plans
      • health and safety file
      • operating equipment
      • security information and equipment
      • guarantees and warrantees
      • commissioning and test certificates
      • as constructed information (models, documents, drawings, graphical and non-graphical digital data files)

  83. check that stakeholders' respective responsibilities are adopted

    cosbimd34.2 check that stakeholders' respective responsibilities are adopted

    context
    • cosbimd34.2Project requirements:

      Project requirements:
      • time
      • quality
      • cost
      • health and safety
      • regulations
      • environmental and sustainability
      • defects rectification period

    • cosbimd34.2Stakeholders:

      Stakeholders:
      • clients
      • users
      • consultants
      • contractors
      • regulatory/controlling authorities
      • facility/asset managers

    • cosbimd34.2Responsibilities:

      Responsibilities:
      • insurances
      • security
      • operations
      • health and safety
      • utility supply
      • environmental sustainability

    • cosbimd34.2Buildings, 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
      • grey water systems
      • plumbing
      • smart meters

    • cosbimd34.2Operational information:

      Operational information:
      • manuals and guidance materials
      • plans
      • health and safety file
      • operating equipment
      • security information and equipment
      • guarantees and warrantees
      • commissioning and test certificates
      • as constructed information (models, documents, drawings, graphical and non-graphical digital data files)

  84. arrange a handover inspection involving all relevant stakeholders stakeholders, confirm any stakeholder concerns that need to be addressed, and record and agree any required actions

    cosbimd34.2 arrange a handover inspection involving all relevant stakeholders stakeholders, confirm any stakeholder concerns that need to be addressed, and record and agree any required actions

    context
    • cosbimd34.2Project requirements:

      Project requirements:
      • time
      • quality
      • cost
      • health and safety
      • regulations
      • environmental and sustainability
      • defects rectification period

    • cosbimd34.2Stakeholders:

      Stakeholders:
      • clients
      • users
      • consultants
      • contractors
      • regulatory/controlling authorities
      • facility/asset managers

    • cosbimd34.2Responsibilities:

      Responsibilities:
      • insurances
      • security
      • operations
      • health and safety
      • utility supply
      • environmental sustainability

    • cosbimd34.2Buildings, 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
      • grey water systems
      • plumbing
      • smart meters

    • cosbimd34.2Operational information:

      Operational information:
      • manuals and guidance materials
      • plans
      • health and safety file
      • operating equipment
      • security information and equipment
      • guarantees and warrantees
      • commissioning and test certificates
      • as constructed information (models, documents, drawings, graphical and non-graphical digital data files)

  85. identify and arrange for the satisfactory completion of any outstanding work

    cosbimd34.2 identify and arrange for the satisfactory completion of any outstanding work

    context
    • cosbimd34.2Project requirements:

      Project requirements:
      • time
      • quality
      • cost
      • health and safety
      • regulations
      • environmental and sustainability
      • defects rectification period

    • cosbimd34.2Stakeholders:

      Stakeholders:
      • clients
      • users
      • consultants
      • contractors
      • regulatory/controlling authorities
      • facility/asset managers

    • cosbimd34.2Responsibilities:

      Responsibilities:
      • insurances
      • security
      • operations
      • health and safety
      • utility supply
      • environmental sustainability

    • cosbimd34.2Buildings, 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
      • grey water systems
      • plumbing
      • smart meters

    • cosbimd34.2Operational information:

      Operational information:
      • manuals and guidance materials
      • plans
      • health and safety file
      • operating equipment
      • security information and equipment
      • guarantees and warrantees
      • commissioning and test certificates
      • as constructed information (models, documents, drawings, graphical and non-graphical digital data files)

  86. carry out commissioning inspections and tests that require certification and ensure that they are witnessed by stakeholders as required

    cosbimd34.2 carry out commissioning inspections and tests that require certification and ensure that they are witnessed by stakeholders as required

    context
    • cosbimd34.2Project requirements:

      Project requirements:
      • time
      • quality
      • cost
      • health and safety
      • regulations
      • environmental and sustainability
      • defects rectification period

    • cosbimd34.2Stakeholders:

      Stakeholders:
      • clients
      • users
      • consultants
      • contractors
      • regulatory/controlling authorities
      • facility/asset managers

    • cosbimd34.2Responsibilities:

      Responsibilities:
      • insurances
      • security
      • operations
      • health and safety
      • utility supply
      • environmental sustainability

    • cosbimd34.2Buildings, 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
      • grey water systems
      • plumbing
      • smart meters

    • cosbimd34.2Operational information:

      Operational information:
      • manuals and guidance materials
      • plans
      • health and safety file
      • operating equipment
      • security information and equipment
      • guarantees and warrantees
      • commissioning and test certificates
      • as constructed information (models, documents, drawings, graphical and non-graphical digital data files)

  87. check that project requirements have been met and record outstanding work and defects

    cosbimd34.2 check that project requirements have been met and record outstanding work and defects

    context
    • cosbimd34.2Project requirements:

      Project requirements:
      • time
      • quality
      • cost
      • health and safety
      • regulations
      • environmental and sustainability
      • defects rectification period

    • cosbimd34.2Stakeholders:

      Stakeholders:
      • clients
      • users
      • consultants
      • contractors
      • regulatory/controlling authorities
      • facility/asset managers

    • cosbimd34.2Responsibilities:

      Responsibilities:
      • insurances
      • security
      • operations
      • health and safety
      • utility supply
      • environmental sustainability

    • cosbimd34.2Buildings, 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
      • grey water systems
      • plumbing
      • smart meters

    • cosbimd34.2Operational information:

      Operational information:
      • manuals and guidance materials
      • plans
      • health and safety file
      • operating equipment
      • security information and equipment
      • guarantees and warrantees
      • commissioning and test certificates
      • as constructed information (models, documents, drawings, graphical and non-graphical digital data files)

  88. confirm project requirements requirements, consult with stakeholders and develop and agree a commissioning programme

    cosbimd34.2 confirm project requirements requirements, consult with stakeholders and develop and agree a commissioning programme

    context
    • cosbimd34.2Project requirements:

      Project requirements:
      • time
      • quality
      • cost
      • health and safety
      • regulations
      • environmental and sustainability
      • defects rectification period

    • cosbimd34.2Stakeholders:

      Stakeholders:
      • clients
      • users
      • consultants
      • contractors
      • regulatory/controlling authorities
      • facility/asset managers

    • cosbimd34.2Responsibilities:

      Responsibilities:
      • insurances
      • security
      • operations
      • health and safety
      • utility supply
      • environmental sustainability

    • cosbimd34.2Buildings, 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
      • grey water systems
      • plumbing
      • smart meters

    • cosbimd34.2Operational information:

      Operational information:
      • manuals and guidance materials
      • plans
      • health and safety file
      • operating equipment
      • security information and equipment
      • guarantees and warrantees
      • commissioning and test certificates
      • as constructed information (models, documents, drawings, graphical and non-graphical digital data files)

  89. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices select the required quantity and quality of resources for the methods of work comply with organisational procedures to minimise the risk of damage to the work and surrounding area comply with the given contract instructions to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work

    cosvr104 cosvr362 cosvr105 cosvr103 cosvr102 cosvr363 comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices select the required quantity and quality of resources for the methods of work comply with organisational procedures to minimise the risk of damage to the work and surrounding area comply with the given contract instructions to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work

    knowledge
    • cosvr104Safe work practices the types of instructions the level of understanding operatives must have of 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 and when personal protective equipment (PPE) should be used

      Safe work practices
      • the types of instructions
      • the level of understanding operatives must have of 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 and when personal protective equipment (PPE) should be used

    • cosvr104Selection of resources the characteristics, quality, uses, limitations and defects associated with the resources how the resources should be used the hazards associated with the resources and methods of work

      Selection of resources
      • the characteristics, quality, uses, limitations and defects associated with the resources
      • how the resources should be used
      • the hazards associated with the resources and methods of work

    • cosvr104Minimise the risk of damage how to protect work from damage and the purpose of protection why disposal of waste should be carried out safely how methods of work are carried out and problems reported how maintenance of tools and equipment is carried out

      Minimise the risk of damage
      • how to protect work from damage and the purpose of protection
      • why disposal of waste should be carried out safely
      • how methods of work are carried out and problems reported
      • how maintenance of tools and equipment is carried out

    • cosvr104Allocated time what the programme is for the work to be carried out and why deadlines should be kept

      Allocated time
      • what the programme is for the work to be carried out and why deadlines should be kept

    context
    • cosvr104safe use of personal protective equipment (PPE) to carry out the activity, in accordance with legislation and/or organisational requirements

      safe use of personal protective equipment (PPE) to carry out the activity, in accordance with legislation and/or organisational requirements

    • cosvr104safe use and storage of tools and equipment

      safe use and storage of tools and equipment

    • cosvr104safe use of fire extinguishers, as appropriate to the fire

      safe use of fire extinguishers, as appropriate to the fire

    • cosvr104selection of resources associated with own work materials, components and fixings tools and equipment

      selection of resources associated with own work
      • materials, components and fixings
      • tools and equipment

    • cosvr104protection of the work and its surrounding area from damage

      protection of the work and its surrounding area from damage

    • cosvr104minimise damage and maintain a clean work space

      minimise damage and maintain a clean work space

    • cosvr104disposal of waste in accordance with legislation

      disposal of waste in accordance with legislation

    • cosvr104demonstration of work skills to measure, cut, prepare and position

      demonstration of work skills to measure, cut, prepare and position

    • cosvr104preparation to given working instructions relating to the following

      preparation to given working instructions relating to the following
      • primers and separation layers/isolating layers
      • base coats
      • reinforcements
      • top coats
      • ancillary items

    • cosvr104completion of own work within the time allowed

      completion of own work within the time allowed

    • cosvr104Disposal of waste environmental responsibilities, organisational procedures and manufacturers information

      Disposal of waste
      • environmental responsibilities, organisational procedures and manufacturers information

    • cosvr104Emergencies operative's response to situations in accordance with organisational authorisation and personal skills when involved with fires, spillages, injuries

      Emergencies
      • operative's response to situations in accordance with organisational authorisation and personal skills when involved with
      ‐ fires, spillages, injuries

    • cosvr104Fire extinguishers water, CO2, foam, powder and their uses

      Fire extinguishers
      • water, CO2, foam, powder and their uses

    • cosvr104Hazards those identified by method of work, manufacturers technical information, statutory regulations and official guidance

      Hazards
      • those identified by method of work, manufacturers technical information, statutory regulations and official guidance

    • cosvr104instructions manufacturers' information and/or oral/written instructions and/or sketches

      instructions
      • manufacturers' information and/or oral/written instructions and/or sketches

    • cosvr104Legislation and official guidance this relates to the operative's responsibilities regarding potential accidents and health hazards whilst working in the workplace, at height, with tools and equipment, with materials and substances, with movement/storage of materials and by manual handling and mechanical lifting

      Legislation and official guidance
      • this relates to the operative's responsibilities regarding potential accidents and health hazards whilst working in the workplace, at height, with tools and equipment, with materials and substances, with movement/storage of materials and by manual handling and mechanical lifting

    • cosvr104Maintenance operative care of tools and ancillary equipment

      Maintenance
      • operative care of tools and ancillary equipment

    • cosvr104methods of work

      methods of work
      • application of knowledge for safe work practices, procedures and skills relating to the method/area of work and materials used, to
      ‐ prepare liquid coatings
      ‐ prepare separating layers/isolating layers and reinforcement
      ‐ prepare related materials and components
      ‐ use tools and equipment
      ‐ work at height from buildings
      ‐ use access equipment
      • team work and communication
      • needs of other occupations associated with liquid waterproofing systems

    • cosvr104personal protective equipment (PPE) occupational use, types, purpose of each type and work situations

      personal protective equipment (PPE)
      • occupational use, types, purpose of each type and work situations

    • cosvr104Problems those arising from information, resources and methods of work own authority to rectify

      Problems
      • those arising from information, resources and methods of work
      ‐ own authority to rectify

    • cosvr104Programme agreed starting and finishing times

      Programme
      • agreed starting and finishing times

    • cosvr104Protect work protect work against damage from general workplace activities, other occupations and adverse weather conditions

      Protect work
      • protect work against damage from general workplace activities, other occupations and adverse weather conditions

    • cosvr104 cosvr105Resources

      Resources
      • materials, components and equipment relating to types, quantity, quality, and sizes of standard and/or specialist
      ‐ base and top coats
      ‐ primers and reinforcements
      ‐ separating layers/isolating layers
      ‐ related materials and components
      ‐ tools and equipment
      • apply simple multiplication, subtraction, addition and division to occupational tasks

    • cosvr104Security procedures site, workplace, company and operative

      Security procedures
      • site, workplace, company and operative

  90. identify the factors that need to be considered in choosing the optimum energy efficiency and carbon minimisation measures for developments

    cosbedo13 identify the factors that need to be considered in choosing the optimum energy efficiency and carbon minimisation measures for developments

    context
    • cosbedo13Energy efficiency and carbon minimisation:

      Energy efficiency and carbon minimisation:
      • low energy consumption
      • low carbon targets

    • cosbedo13 cosbedmo22Development:

      Development:
      • new build
      • adaptation
      • alteration
      • refurbishment/upgrading
      • conservation
      • demolition/decommission
      • relocation

    • cosbedo13Factors:

      Factors:
      • energy sources and infrastructure
      • energy distribution mechanisms efficiency and costs
      • energy delivery mechanisms efficiency and costs
      • energy controls efficiency and costs
      • environmental impact and sustainability level of energy demand
      • installation
      • Maintenance
      • quality (including design)
      • cost (including whole life costs/return on investment)
      • time
      • energy and low carbon standards and strategies
      • development phases (design, procurement, construction, installation, operation, maintenance, demolition/decommissioning)
      • short, medium and long-term implications

  91. arrange inspections to obtain the required certificates and approvals relating to the use of property and report the inspection results to the people who have an interest

    cosbime42.1 arrange inspections to obtain the required certificates and approvals relating to the use of property and report the inspection results to the people who have an interest

    context
    • cosbime42.1Monitoring, control and communication systems:

      Monitoring, control and communication systems:
      • occupancy and use of property
      • maintenance and servicing
      • information management (models, documents, drawings, graphical and non-graphical digital data files)
      • building log books
      • tenancy agreements
      • security
      • health and safety (including fire)
      • conservation
      • energy management and use
      • Post Occupancy Evaluation
      • water and waste management

    • cosbime42.1Use:

      Use:
      • space
      • energy consumption
      • plant and equipment
      • security and cleaning
      • supply of materials and consumables
      • environmental factors
      • health, safety and welfare

    • cosbime42.1Property:

      Property:
      • residential, commercial
      • industrial
      • agricultural
      • forestry
      • sporting
      • leisure
      • mineral deposits
      • plant and machinery

    • cosbime42.1Facilities and systems:

      Facilities and systems:
      • energy management
      • data management
      • water management
      • smart metering
      • waste management
      • maintenance management
      • user management
      • reporting systems
      • carbon emission monitoring

    • cosbime42.1People:

      People:
      • landlord
      • tenant
      • agents
      • owner
      • occupier
      • statutory bodies
      • the public
      • visitors and trespassers

    • cosbime42.1Corrective action:

      Corrective action:
      • negotiation
      • serving notices (warrants, writs, prohibition)

    • cosbime42.1Terms and conditions:

      Terms and conditions:
      • rent review/lease renewal
      • limitations on use
      • Maintenance
      • provision of services

  92. identify and record production and installation solutions which have not been selected but which might be useful in other projects

    cosbimb55.3 identify and record production and installation solutions which have not been selected but which might be useful in other projects

    context
    • cosbimb55.3Identify:

      Identify:
      • standard lists and procedures
      • investigative research

    • cosbimb55.3 cosbedo01 cosbedmc03 cosbimb55.4 cosbimb55.2Technical factors:

      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

    • cosbimb55.3Environmental 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

    • cosbimb55.3Production 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

      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

    • cosbimb55.3Data:

      Data:
      • agreed design information from previous stage
      • technical information related to materials, components, systems and production methods
      • environmental assessment information

    • cosbimb55.3Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stage:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.3Parts of the project:

      Parts of the project:
      • location and size
      • assembly and construction
      • component and system
      • environmental assessment objectives

    • cosbimb55.3Criteria:

      Criteria:
      • fitness for purpose
      • meeting technical factors
      • meeting environmental factors
      • meeting production and installation factors

    • cosbimb55.3Design 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

    • cosbimb55.3Calculation:

      Calculation:
      • manual
      • computer aided

    • cosbimb55.3Investigations:

      Investigations:
      • data research
      • comparison with regulations
      • specialist guidance and good practice
      • experts including experienced crafts persons
      • relevant previous solutions and feedback
      • calculations
      • simulation modelling
      • Building Information Modelling
      • computer aided analysis

    • cosbimb55.3Present:

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

    • cosbimb55.3People who have an interest:

      People who have an interest:
      • the client
      • CDM co-ordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • partners in the development programme
      • facilities/asset/maintenance managers
      • prospective occupiers
      • prospective users
      • regulatory authorities
      • public interest organisations
      • media

  93. select the preferred production and installation solutions and present them to people who have an interest

    cosbimb55.3 select the preferred production and installation solutions and present them to people who have an interest

    context
    • cosbimb55.3Identify:

      Identify:
      • standard lists and procedures
      • investigative research

    • cosbimb55.3 cosbedo01 cosbedmc03 cosbimb55.4 cosbimb55.2Technical factors:

      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

    • cosbimb55.3Environmental 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

    • cosbimb55.3Production 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

      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

    • cosbimb55.3Data:

      Data:
      • agreed design information from previous stage
      • technical information related to materials, components, systems and production methods
      • environmental assessment information

    • cosbimb55.3Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stage:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.3Parts of the project:

      Parts of the project:
      • location and size
      • assembly and construction
      • component and system
      • environmental assessment objectives

    • cosbimb55.3Criteria:

      Criteria:
      • fitness for purpose
      • meeting technical factors
      • meeting environmental factors
      • meeting production and installation factors

    • cosbimb55.3Design 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

    • cosbimb55.3Calculation:

      Calculation:
      • manual
      • computer aided

    • cosbimb55.3Investigations:

      Investigations:
      • data research
      • comparison with regulations
      • specialist guidance and good practice
      • experts including experienced crafts persons
      • relevant previous solutions and feedback
      • calculations
      • simulation modelling
      • Building Information Modelling
      • computer aided analysis

    • cosbimb55.3Present:

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

    • cosbimb55.3People who have an interest:

      People who have an interest:
      • the client
      • CDM co-ordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • partners in the development programme
      • facilities/asset/maintenance managers
      • prospective occupiers
      • prospective users
      • regulatory authorities
      • public interest organisations
      • media

  94. record the data from calculations, investigations and analyses and arrange for required checking

    cosbimb55.3 record the data from calculations, investigations and analyses and arrange for required checking

    context
    • cosbimb55.3Identify:

      Identify:
      • standard lists and procedures
      • investigative research

    • cosbimb55.3 cosbedo01 cosbedmc03 cosbimb55.4 cosbimb55.2Technical factors:

      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

    • cosbimb55.3Environmental 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

    • cosbimb55.3Production 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

      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

    • cosbimb55.3Data:

      Data:
      • agreed design information from previous stage
      • technical information related to materials, components, systems and production methods
      • environmental assessment information

    • cosbimb55.3Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stage:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.3Parts of the project:

      Parts of the project:
      • location and size
      • assembly and construction
      • component and system
      • environmental assessment objectives

    • cosbimb55.3Criteria:

      Criteria:
      • fitness for purpose
      • meeting technical factors
      • meeting environmental factors
      • meeting production and installation factors

    • cosbimb55.3Design 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

    • cosbimb55.3Calculation:

      Calculation:
      • manual
      • computer aided

    • cosbimb55.3Investigations:

      Investigations:
      • data research
      • comparison with regulations
      • specialist guidance and good practice
      • experts including experienced crafts persons
      • relevant previous solutions and feedback
      • calculations
      • simulation modelling
      • Building Information Modelling
      • computer aided analysis

    • cosbimb55.3Present:

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

    • cosbimb55.3People who have an interest:

      People who have an interest:
      • the client
      • CDM co-ordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • partners in the development programme
      • facilities/asset/maintenance managers
      • prospective occupiers
      • prospective users
      • regulatory authorities
      • public interest organisations
      • media

  95. confirm legislation, regulations and standards relevant to energy efficiency and carbon minimisation when developments are in-use

    cosbedo13 confirm legislation, regulations and standards relevant to energy efficiency and carbon minimisation when developments are in-use

    context
    • cosbedo13Energy efficiency and carbon minimisation:

      Energy efficiency and carbon minimisation:
      • low energy consumption
      • low carbon targets

    • cosbedo13 cosbedmo22Development:

      Development:
      • new build
      • adaptation
      • alteration
      • refurbishment/upgrading
      • conservation
      • demolition/decommission
      • relocation

    • cosbedo13Factors:

      Factors:
      • energy sources and infrastructure
      • energy distribution mechanisms efficiency and costs
      • energy delivery mechanisms efficiency and costs
      • energy controls efficiency and costs
      • environmental impact and sustainability level of energy demand
      • installation
      • Maintenance
      • quality (including design)
      • cost (including whole life costs/return on investment)
      • time
      • energy and low carbon standards and strategies
      • development phases (design, procurement, construction, installation, operation, maintenance, demolition/decommissioning)
      • short, medium and long-term implications

  96. analyse and test the detailed production and installation solutions against all relevant factors factors, and re-check the results

    cosbimb55.3 analyse and test the detailed production and installation solutions against all relevant factors factors, and re-check the results

    context
    • cosbimb55.3Identify:

      Identify:
      • standard lists and procedures
      • investigative research

    • cosbimb55.3 cosbedo01 cosbedmc03 cosbimb55.4 cosbimb55.2Technical factors:

      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

    • cosbimb55.3Environmental 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

    • cosbimb55.3Production 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

      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

    • cosbimb55.3Data:

      Data:
      • agreed design information from previous stage
      • technical information related to materials, components, systems and production methods
      • environmental assessment information

    • cosbimb55.3Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stage:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.3Parts of the project:

      Parts of the project:
      • location and size
      • assembly and construction
      • component and system
      • environmental assessment objectives

    • cosbimb55.3Criteria:

      Criteria:
      • fitness for purpose
      • meeting technical factors
      • meeting environmental factors
      • meeting production and installation factors

    • cosbimb55.3Design 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

    • cosbimb55.3Calculation:

      Calculation:
      • manual
      • computer aided

    • cosbimb55.3Investigations:

      Investigations:
      • data research
      • comparison with regulations
      • specialist guidance and good practice
      • experts including experienced crafts persons
      • relevant previous solutions and feedback
      • calculations
      • simulation modelling
      • Building Information Modelling
      • computer aided analysis

    • cosbimb55.3Present:

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

    • cosbimb55.3People who have an interest:

      People who have an interest:
      • the client
      • CDM co-ordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • partners in the development programme
      • facilities/asset/maintenance managers
      • prospective occupiers
      • prospective users
      • regulatory authorities
      • public interest organisations
      • media

  97. calculate the relative effectiveness of different production and installation solutions

    cosbimb55.3 calculate the relative effectiveness of different production and installation solutions

    context
    • cosbimb55.3Identify:

      Identify:
      • standard lists and procedures
      • investigative research

    • cosbimb55.3 cosbedo01 cosbedmc03 cosbimb55.4 cosbimb55.2Technical factors:

      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

    • cosbimb55.3Environmental 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

    • cosbimb55.3Production 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

      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

    • cosbimb55.3Data:

      Data:
      • agreed design information from previous stage
      • technical information related to materials, components, systems and production methods
      • environmental assessment information

    • cosbimb55.3Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stage:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.3Parts of the project:

      Parts of the project:
      • location and size
      • assembly and construction
      • component and system
      • environmental assessment objectives

    • cosbimb55.3Criteria:

      Criteria:
      • fitness for purpose
      • meeting technical factors
      • meeting environmental factors
      • meeting production and installation factors

    • cosbimb55.3Design 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

    • cosbimb55.3Calculation:

      Calculation:
      • manual
      • computer aided

    • cosbimb55.3Investigations:

      Investigations:
      • data research
      • comparison with regulations
      • specialist guidance and good practice
      • experts including experienced crafts persons
      • relevant previous solutions and feedback
      • calculations
      • simulation modelling
      • Building Information Modelling
      • computer aided analysis

    • cosbimb55.3Present:

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

    • cosbimb55.3People who have an interest:

      People who have an interest:
      • the client
      • CDM co-ordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • partners in the development programme
      • facilities/asset/maintenance managers
      • prospective occupiers
      • prospective users
      • regulatory authorities
      • public interest organisations
      • media

  98. agree and apply criteria for selecting production and installations solutions against design parameters

    cosbimb55.3 agree and apply criteria for selecting production and installations solutions against design parameters

    context
    • cosbimb55.3Identify:

      Identify:
      • standard lists and procedures
      • investigative research

    • cosbimb55.3 cosbedo01 cosbedmc03 cosbimb55.4 cosbimb55.2Technical factors:

      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

    • cosbimb55.3Environmental 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

    • cosbimb55.3Production 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

      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

    • cosbimb55.3Data:

      Data:
      • agreed design information from previous stage
      • technical information related to materials, components, systems and production methods
      • environmental assessment information

    • cosbimb55.3Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stage:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.3Parts of the project:

      Parts of the project:
      • location and size
      • assembly and construction
      • component and system
      • environmental assessment objectives

    • cosbimb55.3Criteria:

      Criteria:
      • fitness for purpose
      • meeting technical factors
      • meeting environmental factors
      • meeting production and installation factors

    • cosbimb55.3Design 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

    • cosbimb55.3Calculation:

      Calculation:
      • manual
      • computer aided

    • cosbimb55.3Investigations:

      Investigations:
      • data research
      • comparison with regulations
      • specialist guidance and good practice
      • experts including experienced crafts persons
      • relevant previous solutions and feedback
      • calculations
      • simulation modelling
      • Building Information Modelling
      • computer aided analysis

    • cosbimb55.3Present:

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

    • cosbimb55.3People who have an interest:

      People who have an interest:
      • the client
      • CDM co-ordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • partners in the development programme
      • facilities/asset/maintenance managers
      • prospective occupiers
      • prospective users
      • regulatory authorities
      • public interest organisations
      • media

  99. identify and develop production and installation solutions of those parts of the project that interact with each other

    cosbimb55.3 identify and develop production and installation solutions of those parts of the project that interact with each other

    context
    • cosbimb55.3Identify:

      Identify:
      • standard lists and procedures
      • investigative research

    • cosbimb55.3 cosbedo01 cosbedmc03 cosbimb55.4 cosbimb55.2Technical factors:

      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

    • cosbimb55.3Environmental 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

    • cosbimb55.3Production 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

      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

    • cosbimb55.3Data:

      Data:
      • agreed design information from previous stage
      • technical information related to materials, components, systems and production methods
      • environmental assessment information

    • cosbimb55.3Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stage:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.3Parts of the project:

      Parts of the project:
      • location and size
      • assembly and construction
      • component and system
      • environmental assessment objectives

    • cosbimb55.3Criteria:

      Criteria:
      • fitness for purpose
      • meeting technical factors
      • meeting environmental factors
      • meeting production and installation factors

    • cosbimb55.3Design 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

    • cosbimb55.3Calculation:

      Calculation:
      • manual
      • computer aided

    • cosbimb55.3Investigations:

      Investigations:
      • data research
      • comparison with regulations
      • specialist guidance and good practice
      • experts including experienced crafts persons
      • relevant previous solutions and feedback
      • calculations
      • simulation modelling
      • Building Information Modelling
      • computer aided analysis

    • cosbimb55.3Present:

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

    • cosbimb55.3People who have an interest:

      People who have an interest:
      • the client
      • CDM co-ordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • partners in the development programme
      • facilities/asset/maintenance managers
      • prospective occupiers
      • prospective users
      • regulatory authorities
      • public interest organisations
      • media

  100. analyse and prioritise the factors which will influence the production and installation solution and resolve any conflicts between the different factors

    cosbimb55.3 cosbedmc03 analyse and prioritise the factors which will influence the production and installation solution and resolve any conflicts between the different factors

    context
    • cosbimb55.3Identify:

      Identify:
      • standard lists and procedures
      • investigative research

    • cosbimb55.3 cosbedo01 cosbedmc03 cosbimb55.4 cosbimb55.2Technical factors:

      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

    • cosbimb55.3Environmental 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

    • cosbimb55.3Production 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

      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

    • cosbimb55.3Data:

      Data:
      • agreed design information from previous stage
      • technical information related to materials, components, systems and production methods
      • environmental assessment information

    • cosbimb55.3Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stage:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.3Parts of the project:

      Parts of the project:
      • location and size
      • assembly and construction
      • component and system
      • environmental assessment objectives

    • cosbimb55.3Criteria:

      Criteria:
      • fitness for purpose
      • meeting technical factors
      • meeting environmental factors
      • meeting production and installation factors

    • cosbimb55.3Design 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

    • cosbimb55.3Calculation:

      Calculation:
      • manual
      • computer aided

    • cosbimb55.3Investigations:

      Investigations:
      • data research
      • comparison with regulations
      • specialist guidance and good practice
      • experts including experienced crafts persons
      • relevant previous solutions and feedback
      • calculations
      • simulation modelling
      • Building Information Modelling
      • computer aided analysis

    • cosbimb55.3Present:

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

    • cosbimb55.3People who have an interest:

      People who have an interest:
      • the client
      • CDM co-ordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • partners in the development programme
      • facilities/asset/maintenance managers
      • prospective occupiers
      • prospective users
      • regulatory authorities
      • public interest organisations
      • media

  101. identify relevant technical, environmental, production and installation factors and data which are likely to influence the production and installation solution and assess their significance as appropriate to the project stage

    cosbimb55.3 cosbedmc03 identify relevant technical, environmental, production and installation factors and data which are likely to influence the production and installation solution and assess their significance as appropriate to the project stage

    context
    • cosbimb55.3Identify:

      Identify:
      • standard lists and procedures
      • investigative research

    • cosbimb55.3 cosbedo01 cosbedmc03 cosbimb55.4 cosbimb55.2Technical factors:

      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

    • cosbimb55.3Environmental 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

    • cosbimb55.3Production 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

      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

    • cosbimb55.3Data:

      Data:
      • agreed design information from previous stage
      • technical information related to materials, components, systems and production methods
      • environmental assessment information

    • cosbimb55.3Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stage:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.3Parts of the project:

      Parts of the project:
      • location and size
      • assembly and construction
      • component and system
      • environmental assessment objectives

    • cosbimb55.3Criteria:

      Criteria:
      • fitness for purpose
      • meeting technical factors
      • meeting environmental factors
      • meeting production and installation factors

    • cosbimb55.3Design 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

    • cosbimb55.3Calculation:

      Calculation:
      • manual
      • computer aided

    • cosbimb55.3Investigations:

      Investigations:
      • data research
      • comparison with regulations
      • specialist guidance and good practice
      • experts including experienced crafts persons
      • relevant previous solutions and feedback
      • calculations
      • simulation modelling
      • Building Information Modelling
      • computer aided analysis

    • cosbimb55.3Present:

      Present:
      • sketches
      • drawings
      • physical models
      • electronically
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • orally
      • aurally
      • Building Information Modelling

    • cosbimb55.3People who have an interest:

      People who have an interest:
      • the client
      • CDM co-ordinator
      • financial advisers
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • partners in the development programme
      • facilities/asset/maintenance managers
      • prospective occupiers
      • prospective users
      • regulatory authorities
      • public interest organisations
      • media

  102. confirm energy efficiency and carbon minimisation goals and priorities for potential developments, when in-use both currently and in the future

    cosbedo13 confirm energy efficiency and carbon minimisation goals and priorities for potential developments, when in-use both currently and in the future

    context
    • cosbedo13Energy efficiency and carbon minimisation:

      Energy efficiency and carbon minimisation:
      • low energy consumption
      • low carbon targets

    • cosbedo13 cosbedmo22Development:

      Development:
      • new build
      • adaptation
      • alteration
      • refurbishment/upgrading
      • conservation
      • demolition/decommission
      • relocation

    • cosbedo13Factors:

      Factors:
      • energy sources and infrastructure
      • energy distribution mechanisms efficiency and costs
      • energy delivery mechanisms efficiency and costs
      • energy controls efficiency and costs
      • environmental impact and sustainability level of energy demand
      • installation
      • Maintenance
      • quality (including design)
      • cost (including whole life costs/return on investment)
      • time
      • energy and low carbon standards and strategies
      • development phases (design, procurement, construction, installation, operation, maintenance, demolition/decommissioning)
      • short, medium and long-term implications

  103. organise and control design processes and resources to meet technical, environmental, production and installation factors and issues posed by new technologies and ensure compliance with contract and regulatory requirements

    cosbimb55.4 cosbedmc03 organise and control design processes and resources to meet technical, environmental, production and installation factors and issues posed by new technologies and ensure compliance with contract and regulatory requirements

    context
    • cosbimb55.4Design information:

      Design information:
      • survey information
      • location details
      • construction assembly details
      • construction component details
      • structural layouts & details
      • building services layouts & details
      • specialist suppliers layouts & details
      • graphical and non-graphical electronic data files

    • cosbimb55.4Project 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)

    • cosbimb55.4 cosbedmc03Fabric, services and systems:

      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

    • cosbimb55.4Technical 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

    • cosbimb55.4Environmental 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

      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

    • cosbimb55.4Production 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

      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

    • cosbimb55.4Review:

      Review:
      • with co-designers, suppliers & contractors
      • with experts & decision makers
      • research authoritative industry guidance
      • reference to regulatory requirements

    • cosbimb55.4Issues posed by new technologies:

      Issues posed by new technologies:
      • the logistics of assembling labour and materials for the execution of the works
      • ensuring compliance
      • achieve high levels of quality control and precision
      • accreditation requirements for workers and systems
      • integration and interaction between different materials, components, systems and finishes
      • what is required to achieve highly thermally efficient and airtight fabric
      • how to spot the most likely problems, e.g. identify thermal bridging
      • how to upgrade products to meet more stringent requirements

    • cosbimb55.4Work

      Work
      • new build
      • Maintenance
      • infrastructure
      • extension
      • alteration
      • refurbishment
      • conservation
      • retrofit
      • temporary works
      • installation
      • demolition
      • Maintenance

  104. identify relevant technical, environmental, production and installation factors to be taken into account in design processes and review their implications to achieve sound construction

    cosbimb55.4 cosbedmc03 identify relevant technical, environmental, production and installation factors to be taken into account in design processes and review their implications to achieve sound construction

    context
    • cosbimb55.4Design information:

      Design information:
      • survey information
      • location details
      • construction assembly details
      • construction component details
      • structural layouts & details
      • building services layouts & details
      • specialist suppliers layouts & details
      • graphical and non-graphical electronic data files

    • cosbimb55.4Project 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)

    • cosbimb55.4 cosbedmc03Fabric, services and systems:

      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

    • cosbimb55.4Technical 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

    • cosbimb55.4Environmental 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

      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

    • cosbimb55.4Production 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

      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

    • cosbimb55.4Review:

      Review:
      • with co-designers, suppliers & contractors
      • with experts & decision makers
      • research authoritative industry guidance
      • reference to regulatory requirements

    • cosbimb55.4Issues posed by new technologies:

      Issues posed by new technologies:
      • the logistics of assembling labour and materials for the execution of the works
      • ensuring compliance
      • achieve high levels of quality control and precision
      • accreditation requirements for workers and systems
      • integration and interaction between different materials, components, systems and finishes
      • what is required to achieve highly thermally efficient and airtight fabric
      • how to spot the most likely problems, e.g. identify thermal bridging
      • how to upgrade products to meet more stringent requirements

    • cosbimb55.4Work

      Work
      • new build
      • Maintenance
      • infrastructure
      • extension
      • alteration
      • refurbishment
      • conservation
      • retrofit
      • temporary works
      • installation
      • demolition
      • Maintenance

  105. identify those parts of the fabric, services and systems that interact with each other and potentially require greater care in integration to achieve sound construction

    cosbimb55.4 cosbedmc03 identify those parts of the fabric, services and systems that interact with each other and potentially require greater care in integration to achieve sound construction

    context
    • cosbimb55.4Design information:

      Design information:
      • survey information
      • location details
      • construction assembly details
      • construction component details
      • structural layouts & details
      • building services layouts & details
      • specialist suppliers layouts & details
      • graphical and non-graphical electronic data files

    • cosbimb55.4Project 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)

    • cosbimb55.4 cosbedmc03Fabric, services and systems:

      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

    • cosbimb55.4Technical 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

    • cosbimb55.4Environmental 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

      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

    • cosbimb55.4Production 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

      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

    • cosbimb55.4Review:

      Review:
      • with co-designers, suppliers & contractors
      • with experts & decision makers
      • research authoritative industry guidance
      • reference to regulatory requirements

    • cosbimb55.4Issues posed by new technologies:

      Issues posed by new technologies:
      • the logistics of assembling labour and materials for the execution of the works
      • ensuring compliance
      • achieve high levels of quality control and precision
      • accreditation requirements for workers and systems
      • integration and interaction between different materials, components, systems and finishes
      • what is required to achieve highly thermally efficient and airtight fabric
      • how to spot the most likely problems, e.g. identify thermal bridging
      • how to upgrade products to meet more stringent requirements

    • cosbimb55.4Work

      Work
      • new build
      • Maintenance
      • infrastructure
      • extension
      • alteration
      • refurbishment
      • conservation
      • retrofit
      • temporary works
      • installation
      • demolition
      • Maintenance

  106. collate and review relevant design information appropriate to the project stage which cover parts of the overall design solution, clarify any design information which is not clear and ensure that it is updated

    cosbimb55.4 cosbedmc03 collate and review relevant design information appropriate to the project stage which cover parts of the overall design solution, clarify any design information which is not clear and ensure that it is updated

    context
    • cosbimb55.4Design information:

      Design information:
      • survey information
      • location details
      • construction assembly details
      • construction component details
      • structural layouts & details
      • building services layouts & details
      • specialist suppliers layouts & details
      • graphical and non-graphical electronic data files

    • cosbimb55.4Project 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)

    • cosbimb55.4 cosbedmc03Fabric, services and systems:

      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

    • cosbimb55.4Technical 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

    • cosbimb55.4Environmental 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

      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

    • cosbimb55.4Production 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

      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

    • cosbimb55.4Review:

      Review:
      • with co-designers, suppliers & contractors
      • with experts & decision makers
      • research authoritative industry guidance
      • reference to regulatory requirements

    • cosbimb55.4Issues posed by new technologies:

      Issues posed by new technologies:
      • the logistics of assembling labour and materials for the execution of the works
      • ensuring compliance
      • achieve high levels of quality control and precision
      • accreditation requirements for workers and systems
      • integration and interaction between different materials, components, systems and finishes
      • what is required to achieve highly thermally efficient and airtight fabric
      • how to spot the most likely problems, e.g. identify thermal bridging
      • how to upgrade products to meet more stringent requirements

    • cosbimb55.4Work

      Work
      • new build
      • Maintenance
      • infrastructure
      • extension
      • alteration
      • refurbishment
      • conservation
      • retrofit
      • temporary works
      • installation
      • demolition
      • Maintenance

  107. identify the hazards arising from construction products and processes that need to be assessed

    cosbimd29.1 identify the hazards arising from construction products and processes that need to be assessed

    context
    • cosbimd29.1Risk Management:

      Risk Management:
      • hazard identification
      • risk assessment
      • prevention and protection

    • cosbimd29.1Existing information:

      Existing information:
      • residual risk log
      • Health and Safety Plan
      • design information (models, documents, drawings, graphical and nongraphical digital data files)

    • cosbimd29.1Identify:

      Identify:
      • examine design documentation
      • examine Building Information Model

    • cosbimd29.1Hazards:

      Hazards:
      • falls from height
      • slips, trips and falls (same level)
      • hit by falling or moving objects
      • manual handling
      • noise and vibrations
      • power sources
      • hazardous substances
      • trapped by something collapsing or overturning
      • confined spaces
      • fire
      • lack of/breaches of security
      • water
      • moving vehicles
      • operating equipment
      • sector or context specific
      • display screen equipment
      • materials & their failure points

    • cosbimd29.1Factors:

      Factors:
      • injure people
      • cause ill health
      • damage property
      • adversely affect the man-made and built environment
      • cost

    • cosbimd29.1 cosao26Assess:

      Assess:
      • likelihood of occurrence;
      • severity of harm or damage which may be incurred

    • cosbimd29.1Risks: high medium low

      Risks:
      • high
      • medium
      • low

    • cosbimd29.1Principles of prevention and protection:

      Principles of prevention and protection:
      • eliminate
      • control at source
      • manage
      • personal protection equipment
      • communal/collective protection

  108. conduct workshops for project partners to facilitate co-operative partnering and agree individual and mutual project objectives and project execution plan

    cosbimb23.2 conduct workshops for project partners to facilitate co-operative partnering and agree individual and mutual project objectives and project execution plan

    context
    • cosbimb23.2Roles and capabilities in:

      Roles and capabilities in:
      • aspects of design
      • health and safety
      • statutory deadlines
      • procurement
      • co-ordination
      • quality assurance
      • team working
      • working across discipline boundaries
      • information management
      • facilities/asset managers

    • cosbimb23.2Development programme:

      Development programme:
      • project execution plan
      • key decision stages
      • objectives and targets
      • scheduling and timetabling
      • delivery of development documentation
      • statutory approvals
      • development team meetings
      • procurement
      • BIM protocols

    • cosbimb23.2Stakeholders:

      Stakeholders:
      • the client
      • the clients financial advisers
      • design consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • funding agencies
      • independent client advisers
      • user groups
      • community groups
      • facilities/asset managers

  109. provide relevant information and clarification to the team

    cosbimb23.2 provide relevant information and clarification to the team

    context
    • cosbimb23.2Roles and capabilities in:

      Roles and capabilities in:
      • aspects of design
      • health and safety
      • statutory deadlines
      • procurement
      • co-ordination
      • quality assurance
      • team working
      • working across discipline boundaries
      • information management
      • facilities/asset managers

    • cosbimb23.2Development programme:

      Development programme:
      • project execution plan
      • key decision stages
      • objectives and targets
      • scheduling and timetabling
      • delivery of development documentation
      • statutory approvals
      • development team meetings
      • procurement
      • BIM protocols

    • cosbimb23.2Stakeholders:

      Stakeholders:
      • the client
      • the clients financial advisers
      • design consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • funding agencies
      • independent client advisers
      • user groups
      • community groups
      • facilities/asset managers

  110. agree with the stakeholders and the project team, changes to the brief and development programme which improve the effectiveness of the results and the efficiency of the process

    cosbimb23.2 agree with the stakeholders and the project team, changes to the brief and development programme which improve the effectiveness of the results and the efficiency of the process

    context
    • cosbimb23.2Roles and capabilities in:

      Roles and capabilities in:
      • aspects of design
      • health and safety
      • statutory deadlines
      • procurement
      • co-ordination
      • quality assurance
      • team working
      • working across discipline boundaries
      • information management
      • facilities/asset managers

    • cosbimb23.2Development programme:

      Development programme:
      • project execution plan
      • key decision stages
      • objectives and targets
      • scheduling and timetabling
      • delivery of development documentation
      • statutory approvals
      • development team meetings
      • procurement
      • BIM protocols

    • cosbimb23.2Stakeholders:

      Stakeholders:
      • the client
      • the clients financial advisers
      • design consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • funding agencies
      • independent client advisers
      • user groups
      • community groups
      • facilities/asset managers

  111. discuss and confirm the development programme with the project team

    cosbimb23.2 discuss and confirm the development programme with the project team

    context
    • cosbimb23.2Roles and capabilities in:

      Roles and capabilities in:
      • aspects of design
      • health and safety
      • statutory deadlines
      • procurement
      • co-ordination
      • quality assurance
      • team working
      • working across discipline boundaries
      • information management
      • facilities/asset managers

    • cosbimb23.2Development programme:

      Development programme:
      • project execution plan
      • key decision stages
      • objectives and targets
      • scheduling and timetabling
      • delivery of development documentation
      • statutory approvals
      • development team meetings
      • procurement
      • BIM protocols

    • cosbimb23.2Stakeholders:

      Stakeholders:
      • the client
      • the clients financial advisers
      • design consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • funding agencies
      • independent client advisers
      • user groups
      • community groups
      • facilities/asset managers

  112. negotiate and agree a clear and accurate brief on the purpose, process and intended results of team activities

    cosbimb23.2 negotiate and agree a clear and accurate brief on the purpose, process and intended results of team activities

    context
    • cosbimb23.2Roles and capabilities in:

      Roles and capabilities in:
      • aspects of design
      • health and safety
      • statutory deadlines
      • procurement
      • co-ordination
      • quality assurance
      • team working
      • working across discipline boundaries
      • information management
      • facilities/asset managers

    • cosbimb23.2Development programme:

      Development programme:
      • project execution plan
      • key decision stages
      • objectives and targets
      • scheduling and timetabling
      • delivery of development documentation
      • statutory approvals
      • development team meetings
      • procurement
      • BIM protocols

    • cosbimb23.2Stakeholders:

      Stakeholders:
      • the client
      • the clients financial advisers
      • design consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • funding agencies
      • independent client advisers
      • user groups
      • community groups
      • facilities/asset managers

  113. agree within the project team the allocation and control of development responsibilities and pass this information on to the stakeholders

    cosbimb23.2 agree within the project team the allocation and control of development responsibilities and pass this information on to the stakeholders

    context
    • cosbimb23.2Roles and capabilities in:

      Roles and capabilities in:
      • aspects of design
      • health and safety
      • statutory deadlines
      • procurement
      • co-ordination
      • quality assurance
      • team working
      • working across discipline boundaries
      • information management
      • facilities/asset managers

    • cosbimb23.2Development programme:

      Development programme:
      • project execution plan
      • key decision stages
      • objectives and targets
      • scheduling and timetabling
      • delivery of development documentation
      • statutory approvals
      • development team meetings
      • procurement
      • BIM protocols

    • cosbimb23.2Stakeholders:

      Stakeholders:
      • the client
      • the clients financial advisers
      • design consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • funding agencies
      • independent client advisers
      • user groups
      • community groups
      • facilities/asset managers

  114. confirm the roles and capabilities of all those involved in the development programme

    cosbimb23.2 confirm the roles and capabilities of all those involved in the development programme

    context
    • cosbimb23.2Roles and capabilities in:

      Roles and capabilities in:
      • aspects of design
      • health and safety
      • statutory deadlines
      • procurement
      • co-ordination
      • quality assurance
      • team working
      • working across discipline boundaries
      • information management
      • facilities/asset managers

    • cosbimb23.2Development programme:

      Development programme:
      • project execution plan
      • key decision stages
      • objectives and targets
      • scheduling and timetabling
      • delivery of development documentation
      • statutory approvals
      • development team meetings
      • procurement
      • BIM protocols

    • cosbimb23.2Stakeholders:

      Stakeholders:
      • the client
      • the clients financial advisers
      • design consultants
      • potential contractors
      • potential subcontractors and suppliers
      • potential investors
      • funding agencies
      • independent client advisers
      • user groups
      • community groups
      • facilities/asset managers

  115. Analyse and present test results

    cosbedmo11 Analyse and present test results

    context
    • cosbedmo11Identify, specify and commission tests

      Identify, specify and commission tests
      • Object:
      ‐ geological
      ‐ structural
      ‐ environmental
      ‐ material
      • Purpose:
      ‐ performance
      ‐ routine
      ‐ contingency
      • Nature:
      ‐ physical
      ‐ condition
      ‐ performance
      ‐ destructive
      ‐ non-destructive
      ‐ qualitative
      ‐ quantitative
      • Desk study:
      ‐ client
      ‐ owners
      ‐ occupiers
      ‐ statutory authorities
      ‐ research institutions
      ‐ advisory bodies
      ‐ libraries
      ‐ archives
      ‐ validated research data
      ‐ legal documents
      • Data outputs:
      ‐ visual
      ‐ approximate estimated
      ‐ detailed assessment of specified features

    • cosbedmo11Resources:

      Resources:
      • materials
      • people
      • equipment
      • time

    • cosbedmo11Plan and manage tests

      Plan and manage tests
      • Processes:
      ‐ as defined by relevant legislation
      ‐ code of practice as accepted by recognised authorities in the field
      • Methods:
      ‐ visual
      ‐ approximate estimated
      ‐ detailed assessment of specified features
      • Object:
      ‐ geographical
      ‐ structural
      ‐ environmental
      ‐ material
      • Purpose:
      ‐ performance
      ‐ routine
      ‐ contingency
      • Nature
      ‐ physical
      ‐ condition
      ‐ performance
      ‐ destructive
      ‐ non-destructive
      ‐ qualitative
      ‐ quantitative
      • Contract and legal requirements:
      ‐ health and safety legislation
      ‐ contract conditions
      ‐ environmental legislation

    • cosbedmo11Resources:

      Resources:
      • materials
      • people
      • equipment
      • time

    • cosbedmo11Permission from:

      Permission from:
      • client
      • site owner and occupiers
      • occupiers
      • adjoining owners and occupiers
      • notifiable authorities

    • cosbedmo11Health and safety requirements:

      Health and safety requirements:
      • personal safety equipment and clothing
      • safe use of access equipment (including ladders, tower scaffolds, hydraulic hoists - as required under health and safety legislation)
      • industry codes of practice and regulations applying to the test location and the tests being conducted
      • as identified by risk assessments

    • cosbedmo11Plans - will include:

      Plans - will include:
      • risk assessment
      • arrangements for waste disposal
      • dealing with contingencies

    • cosbedmo11Test requirements:

      Test requirements:
      • physical
      • condition
      • performance

    • cosbedmo11Analyse and present test results

      Analyse and present test results
      • Methods of analysis:
      ‐ comparison with standard test results
      ‐ referenced to accepted scientific/engineering principles and analytical practice

    • cosbedmo11Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmo11Stakeholders:

      Stakeholders:
      • client
      • owners
      • occupiers
      • facility/asset managers
      • regulatory authorities
      • designers

  116. Plan and manage tests

    cosbedmo11 Plan and manage tests

    context
    • cosbedmo11Identify, specify and commission tests

      Identify, specify and commission tests
      • Object:
      ‐ geological
      ‐ structural
      ‐ environmental
      ‐ material
      • Purpose:
      ‐ performance
      ‐ routine
      ‐ contingency
      • Nature:
      ‐ physical
      ‐ condition
      ‐ performance
      ‐ destructive
      ‐ non-destructive
      ‐ qualitative
      ‐ quantitative
      • Desk study:
      ‐ client
      ‐ owners
      ‐ occupiers
      ‐ statutory authorities
      ‐ research institutions
      ‐ advisory bodies
      ‐ libraries
      ‐ archives
      ‐ validated research data
      ‐ legal documents
      • Data outputs:
      ‐ visual
      ‐ approximate estimated
      ‐ detailed assessment of specified features

    • cosbedmo11Resources:

      Resources:
      • materials
      • people
      • equipment
      • time

    • cosbedmo11Plan and manage tests

      Plan and manage tests
      • Processes:
      ‐ as defined by relevant legislation
      ‐ code of practice as accepted by recognised authorities in the field
      • Methods:
      ‐ visual
      ‐ approximate estimated
      ‐ detailed assessment of specified features
      • Object:
      ‐ geographical
      ‐ structural
      ‐ environmental
      ‐ material
      • Purpose:
      ‐ performance
      ‐ routine
      ‐ contingency
      • Nature
      ‐ physical
      ‐ condition
      ‐ performance
      ‐ destructive
      ‐ non-destructive
      ‐ qualitative
      ‐ quantitative
      • Contract and legal requirements:
      ‐ health and safety legislation
      ‐ contract conditions
      ‐ environmental legislation

    • cosbedmo11Resources:

      Resources:
      • materials
      • people
      • equipment
      • time

    • cosbedmo11Permission from:

      Permission from:
      • client
      • site owner and occupiers
      • occupiers
      • adjoining owners and occupiers
      • notifiable authorities

    • cosbedmo11Health and safety requirements:

      Health and safety requirements:
      • personal safety equipment and clothing
      • safe use of access equipment (including ladders, tower scaffolds, hydraulic hoists - as required under health and safety legislation)
      • industry codes of practice and regulations applying to the test location and the tests being conducted
      • as identified by risk assessments

    • cosbedmo11Plans - will include:

      Plans - will include:
      • risk assessment
      • arrangements for waste disposal
      • dealing with contingencies

    • cosbedmo11Test requirements:

      Test requirements:
      • physical
      • condition
      • performance

    • cosbedmo11Analyse and present test results

      Analyse and present test results
      • Methods of analysis:
      ‐ comparison with standard test results
      ‐ referenced to accepted scientific/engineering principles and analytical practice

    • cosbedmo11Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmo11Stakeholders:

      Stakeholders:
      • client
      • owners
      • occupiers
      • facility/asset managers
      • regulatory authorities
      • designers

  117. Identify, specify and commission tests

    cosbedmo11 Identify, specify and commission tests

    context
    • cosbedmo11Identify, specify and commission tests

      Identify, specify and commission tests
      • Object:
      ‐ geological
      ‐ structural
      ‐ environmental
      ‐ material
      • Purpose:
      ‐ performance
      ‐ routine
      ‐ contingency
      • Nature:
      ‐ physical
      ‐ condition
      ‐ performance
      ‐ destructive
      ‐ non-destructive
      ‐ qualitative
      ‐ quantitative
      • Desk study:
      ‐ client
      ‐ owners
      ‐ occupiers
      ‐ statutory authorities
      ‐ research institutions
      ‐ advisory bodies
      ‐ libraries
      ‐ archives
      ‐ validated research data
      ‐ legal documents
      • Data outputs:
      ‐ visual
      ‐ approximate estimated
      ‐ detailed assessment of specified features

    • cosbedmo11Resources:

      Resources:
      • materials
      • people
      • equipment
      • time

    • cosbedmo11Plan and manage tests

      Plan and manage tests
      • Processes:
      ‐ as defined by relevant legislation
      ‐ code of practice as accepted by recognised authorities in the field
      • Methods:
      ‐ visual
      ‐ approximate estimated
      ‐ detailed assessment of specified features
      • Object:
      ‐ geographical
      ‐ structural
      ‐ environmental
      ‐ material
      • Purpose:
      ‐ performance
      ‐ routine
      ‐ contingency
      • Nature
      ‐ physical
      ‐ condition
      ‐ performance
      ‐ destructive
      ‐ non-destructive
      ‐ qualitative
      ‐ quantitative
      • Contract and legal requirements:
      ‐ health and safety legislation
      ‐ contract conditions
      ‐ environmental legislation

    • cosbedmo11Resources:

      Resources:
      • materials
      • people
      • equipment
      • time

    • cosbedmo11Permission from:

      Permission from:
      • client
      • site owner and occupiers
      • occupiers
      • adjoining owners and occupiers
      • notifiable authorities

    • cosbedmo11Health and safety requirements:

      Health and safety requirements:
      • personal safety equipment and clothing
      • safe use of access equipment (including ladders, tower scaffolds, hydraulic hoists - as required under health and safety legislation)
      • industry codes of practice and regulations applying to the test location and the tests being conducted
      • as identified by risk assessments

    • cosbedmo11Plans - will include:

      Plans - will include:
      • risk assessment
      • arrangements for waste disposal
      • dealing with contingencies

    • cosbedmo11Test requirements:

      Test requirements:
      • physical
      • condition
      • performance

    • cosbedmo11Analyse and present test results

      Analyse and present test results
      • Methods of analysis:
      ‐ comparison with standard test results
      ‐ referenced to accepted scientific/engineering principles and analytical practice

    • cosbedmo11Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmo11Stakeholders:

      Stakeholders:
      • client
      • owners
      • occupiers
      • facility/asset managers
      • regulatory authorities
      • designers

  118. Obtain and communicate project feedback

    cosvx03 Obtain and communicate project feedback

    context
    • cosvx03Prepare documentation for project handover

      Prepare documentation for project handover
      • Project requirements:
      ‐ time
      ‐ quality
      ‐ cost
      ‐ health and safety
      ‐ regulations
      ‐ sustainability
      ‐ defects rectification period
      • Stakeholders:
      ‐ clients
      ‐ users
      ‐ consultants
      ‐ contractors
      ‐ regulating authorities
      ‐ manufacturers
      • Information:
      ‐ record drawings
      ‐ schedules
      ‐ specifications
      ‐ contract records
      ‐ photographs
      ‐ trade literature
      ‐ statutory consents
      ‐ commissioning and test certificates
      ‐ operating instructions and performance ratings
      ‐ guarantees
      ‐ warranties
      ‐ health and safety file

    • cosvx03Obtain and communicate project feedback

      Obtain and communicate project feedback
      • Possible improvements from feedback
      ‐ working arrangements
      ‐ formal and informal communications
      ‐ quality control
      ‐ design, technical and operational appraisal
      ‐ benchmarking and post project review
      • Feedback information:
      ‐ approved providers
      ‐ project documentation
      ‐ organisational documentation
      ‐ standard details and specifications
      ‐ product information
      ‐ government and statutory publications

  119. Prepare documentation for project handover

    cosvx03 Prepare documentation for project handover

    context
    • cosvx03Prepare documentation for project handover

      Prepare documentation for project handover
      • Project requirements:
      ‐ time
      ‐ quality
      ‐ cost
      ‐ health and safety
      ‐ regulations
      ‐ sustainability
      ‐ defects rectification period
      • Stakeholders:
      ‐ clients
      ‐ users
      ‐ consultants
      ‐ contractors
      ‐ regulating authorities
      ‐ manufacturers
      • Information:
      ‐ record drawings
      ‐ schedules
      ‐ specifications
      ‐ contract records
      ‐ photographs
      ‐ trade literature
      ‐ statutory consents
      ‐ commissioning and test certificates
      ‐ operating instructions and performance ratings
      ‐ guarantees
      ‐ warranties
      ‐ health and safety file

    • cosvx03Obtain and communicate project feedback

      Obtain and communicate project feedback
      • Possible improvements from feedback
      ‐ working arrangements
      ‐ formal and informal communications
      ‐ quality control
      ‐ design, technical and operational appraisal
      ‐ benchmarking and post project review
      • Feedback information:
      ‐ approved providers
      ‐ project documentation
      ‐ organisational documentation
      ‐ standard details and specifications
      ‐ product information
      ‐ government and statutory publications

  120. recommend, justify and agree conservation, repair and maintenance solutions which are acceptable to the stakeholders, meet the legislative and policy frameworks for protection and preservation and allow the project to progress to the next stage

    cosbedmo23 recommend, justify and agree conservation, repair and maintenance solutions which are acceptable to the stakeholders, meet the legislative and policy frameworks for protection and preservation and allow the project to progress to the next stage

    context
    • cosbedmo23Identify:

      Identify:
      • relevant processes and procedures
      • investigative research funding
      • official bodies to be consulted

    • cosbedmo23Factors:

      Factors:
      • physical
      • technical
      • environmentally induced decay
      • social pressures use
      • aesthetic and spatial
      • assessments of cultural significance and value
      • protection of archaeological, architectural, cultural and historically valuable resources
      • cost budgeting
      • time programming
      • health safety
      • resources (people, skills, finance, materials, plant, knowledge)
      • relevant quality standards and codes of practice
      • materials sourcing matching
      • fitness of purpose

    • cosbedmo23Legislative and policy frameworks for protection and preservation:

      Legislative and policy frameworks for protection and preservation:
      • local, regional, national regulations, international charters
      • local, regional, national, international codes
      • best practice and guidelines
      • CDM regulations
      • health and safety regulations
      • building regulations

    • cosbedmo23Alternative sources of information and solutions:

      Alternative sources of information and solutions:
      • previous knowledge and experience of similar work proposals
      • solutions proposals by others to similar problems
      • specialists including experienced craftspeople conservators
      • industry, academic, scientific research and innovation

  121. provide clients/owners with enough relevant and accurate information at the right time to agree a detailed solution seeking guidance from experts where necessary

    cosbedmo23 provide clients/owners with enough relevant and accurate information at the right time to agree a detailed solution seeking guidance from experts where necessary

    context
    • cosbedmo23Identify:

      Identify:
      • relevant processes and procedures
      • investigative research funding
      • official bodies to be consulted

    • cosbedmo23Factors:

      Factors:
      • physical
      • technical
      • environmentally induced decay
      • social pressures use
      • aesthetic and spatial
      • assessments of cultural significance and value
      • protection of archaeological, architectural, cultural and historically valuable resources
      • cost budgeting
      • time programming
      • health safety
      • resources (people, skills, finance, materials, plant, knowledge)
      • relevant quality standards and codes of practice
      • materials sourcing matching
      • fitness of purpose

    • cosbedmo23Legislative and policy frameworks for protection and preservation:

      Legislative and policy frameworks for protection and preservation:
      • local, regional, national regulations, international charters
      • local, regional, national, international codes
      • best practice and guidelines
      • CDM regulations
      • health and safety regulations
      • building regulations

    • cosbedmo23Alternative sources of information and solutions:

      Alternative sources of information and solutions:
      • previous knowledge and experience of similar work proposals
      • solutions proposals by others to similar problems
      • specialists including experienced craftspeople conservators
      • industry, academic, scientific research and innovation

  122. advise on situations where incompatibility of the use of materials can be detrimental to the future of the asset

    cosbedmo23 advise on situations where incompatibility of the use of materials can be detrimental to the future of the asset

    context
    • cosbedmo23Identify:

      Identify:
      • relevant processes and procedures
      • investigative research funding
      • official bodies to be consulted

    • cosbedmo23Factors:

      Factors:
      • physical
      • technical
      • environmentally induced decay
      • social pressures use
      • aesthetic and spatial
      • assessments of cultural significance and value
      • protection of archaeological, architectural, cultural and historically valuable resources
      • cost budgeting
      • time programming
      • health safety
      • resources (people, skills, finance, materials, plant, knowledge)
      • relevant quality standards and codes of practice
      • materials sourcing matching
      • fitness of purpose

    • cosbedmo23Legislative and policy frameworks for protection and preservation:

      Legislative and policy frameworks for protection and preservation:
      • local, regional, national regulations, international charters
      • local, regional, national, international codes
      • best practice and guidelines
      • CDM regulations
      • health and safety regulations
      • building regulations

    • cosbedmo23Alternative sources of information and solutions:

      Alternative sources of information and solutions:
      • previous knowledge and experience of similar work proposals
      • solutions proposals by others to similar problems
      • specialists including experienced craftspeople conservators
      • industry, academic, scientific research and innovation

  123. assess the potential impact of modern technology and repair methods on factors relating to assets

    cosbedmo23 assess the potential impact of modern technology and repair methods on factors relating to assets

    context
    • cosbedmo23Identify:

      Identify:
      • relevant processes and procedures
      • investigative research funding
      • official bodies to be consulted

    • cosbedmo23Factors:

      Factors:
      • physical
      • technical
      • environmentally induced decay
      • social pressures use
      • aesthetic and spatial
      • assessments of cultural significance and value
      • protection of archaeological, architectural, cultural and historically valuable resources
      • cost budgeting
      • time programming
      • health safety
      • resources (people, skills, finance, materials, plant, knowledge)
      • relevant quality standards and codes of practice
      • materials sourcing matching
      • fitness of purpose

    • cosbedmo23Legislative and policy frameworks for protection and preservation:

      Legislative and policy frameworks for protection and preservation:
      • local, regional, national regulations, international charters
      • local, regional, national, international codes
      • best practice and guidelines
      • CDM regulations
      • health and safety regulations
      • building regulations

    • cosbedmo23Alternative sources of information and solutions:

      Alternative sources of information and solutions:
      • previous knowledge and experience of similar work proposals
      • solutions proposals by others to similar problems
      • specialists including experienced craftspeople conservators
      • industry, academic, scientific research and innovation

  124. discuss the proposed options with stakeholders, and assess and incorporate their observations

    cosbedmo23 discuss the proposed options with stakeholders, and assess and incorporate their observations

    context
    • cosbedmo23Identify:

      Identify:
      • relevant processes and procedures
      • investigative research funding
      • official bodies to be consulted

    • cosbedmo23Factors:

      Factors:
      • physical
      • technical
      • environmentally induced decay
      • social pressures use
      • aesthetic and spatial
      • assessments of cultural significance and value
      • protection of archaeological, architectural, cultural and historically valuable resources
      • cost budgeting
      • time programming
      • health safety
      • resources (people, skills, finance, materials, plant, knowledge)
      • relevant quality standards and codes of practice
      • materials sourcing matching
      • fitness of purpose

    • cosbedmo23Legislative and policy frameworks for protection and preservation:

      Legislative and policy frameworks for protection and preservation:
      • local, regional, national regulations, international charters
      • local, regional, national, international codes
      • best practice and guidelines
      • CDM regulations
      • health and safety regulations
      • building regulations

    • cosbedmo23Alternative sources of information and solutions:

      Alternative sources of information and solutions:
      • previous knowledge and experience of similar work proposals
      • solutions proposals by others to similar problems
      • specialists including experienced craftspeople conservators
      • industry, academic, scientific research and innovation

  125. obtain alternative sources of information and solutions, where existing approaches do not meet the parameters of the brief, which have the potential to offer alternative approaches

    cosbedmo23 cosbedo14 obtain alternative sources of information and solutions, where existing approaches do not meet the parameters of the brief, which have the potential to offer alternative approaches

    context
    • cosbedmo23Identify:

      Identify:
      • relevant processes and procedures
      • investigative research funding
      • official bodies to be consulted

    • cosbedmo23Factors:

      Factors:
      • physical
      • technical
      • environmentally induced decay
      • social pressures use
      • aesthetic and spatial
      • assessments of cultural significance and value
      • protection of archaeological, architectural, cultural and historically valuable resources
      • cost budgeting
      • time programming
      • health safety
      • resources (people, skills, finance, materials, plant, knowledge)
      • relevant quality standards and codes of practice
      • materials sourcing matching
      • fitness of purpose

    • cosbedmo23Legislative and policy frameworks for protection and preservation:

      Legislative and policy frameworks for protection and preservation:
      • local, regional, national regulations, international charters
      • local, regional, national, international codes
      • best practice and guidelines
      • CDM regulations
      • health and safety regulations
      • building regulations

    • cosbedmo23Alternative sources of information and solutions:

      Alternative sources of information and solutions:
      • previous knowledge and experience of similar work proposals
      • solutions proposals by others to similar problems
      • specialists including experienced craftspeople conservators
      • industry, academic, scientific research and innovation

  126. assess whether the overall conservation, repair and maintenance strategy can meet both the technical and functional constraints of the brief within the legislative and policy frameworks for protection and preservation

    cosbedmo23 assess whether the overall conservation, repair and maintenance strategy can meet both the technical and functional constraints of the brief within the legislative and policy frameworks for protection and preservation

    context
    • cosbedmo23Identify:

      Identify:
      • relevant processes and procedures
      • investigative research funding
      • official bodies to be consulted

    • cosbedmo23Factors:

      Factors:
      • physical
      • technical
      • environmentally induced decay
      • social pressures use
      • aesthetic and spatial
      • assessments of cultural significance and value
      • protection of archaeological, architectural, cultural and historically valuable resources
      • cost budgeting
      • time programming
      • health safety
      • resources (people, skills, finance, materials, plant, knowledge)
      • relevant quality standards and codes of practice
      • materials sourcing matching
      • fitness of purpose

    • cosbedmo23Legislative and policy frameworks for protection and preservation:

      Legislative and policy frameworks for protection and preservation:
      • local, regional, national regulations, international charters
      • local, regional, national, international codes
      • best practice and guidelines
      • CDM regulations
      • health and safety regulations
      • building regulations

    • cosbedmo23Alternative sources of information and solutions:

      Alternative sources of information and solutions:
      • previous knowledge and experience of similar work proposals
      • solutions proposals by others to similar problems
      • specialists including experienced craftspeople conservators
      • industry, academic, scientific research and innovation

  127. identify factors which are likely to influence solutions, assess their relevance and prioritise them

    cosbedmo23 identify factors which are likely to influence solutions, assess their relevance and prioritise them

    context
    • cosbedmo23Identify:

      Identify:
      • relevant processes and procedures
      • investigative research funding
      • official bodies to be consulted

    • cosbedmo23Factors:

      Factors:
      • physical
      • technical
      • environmentally induced decay
      • social pressures use
      • aesthetic and spatial
      • assessments of cultural significance and value
      • protection of archaeological, architectural, cultural and historically valuable resources
      • cost budgeting
      • time programming
      • health safety
      • resources (people, skills, finance, materials, plant, knowledge)
      • relevant quality standards and codes of practice
      • materials sourcing matching
      • fitness of purpose

    • cosbedmo23Legislative and policy frameworks for protection and preservation:

      Legislative and policy frameworks for protection and preservation:
      • local, regional, national regulations, international charters
      • local, regional, national, international codes
      • best practice and guidelines
      • CDM regulations
      • health and safety regulations
      • building regulations

    • cosbedmo23Alternative sources of information and solutions:

      Alternative sources of information and solutions:
      • previous knowledge and experience of similar work proposals
      • solutions proposals by others to similar problems
      • specialists including experienced craftspeople conservators
      • industry, academic, scientific research and innovation

  128. obtain information relevant to the conservation, repair and maintenance briefs and identify the relevant solutions

    cosbedmo23 cosbedo14 obtain information relevant to the conservation, repair and maintenance briefs and identify the relevant solutions

    context
    • cosbedmo23Identify:

      Identify:
      • relevant processes and procedures
      • investigative research funding
      • official bodies to be consulted

    • cosbedmo23Factors:

      Factors:
      • physical
      • technical
      • environmentally induced decay
      • social pressures use
      • aesthetic and spatial
      • assessments of cultural significance and value
      • protection of archaeological, architectural, cultural and historically valuable resources
      • cost budgeting
      • time programming
      • health safety
      • resources (people, skills, finance, materials, plant, knowledge)
      • relevant quality standards and codes of practice
      • materials sourcing matching
      • fitness of purpose

    • cosbedmo23Legislative and policy frameworks for protection and preservation:

      Legislative and policy frameworks for protection and preservation:
      • local, regional, national regulations, international charters
      • local, regional, national, international codes
      • best practice and guidelines
      • CDM regulations
      • health and safety regulations
      • building regulations

    • cosbedmo23Alternative sources of information and solutions:

      Alternative sources of information and solutions:
      • previous knowledge and experience of similar work proposals
      • solutions proposals by others to similar problems
      • specialists including experienced craftspeople conservators
      • industry, academic, scientific research and innovation

  129. choose techniques which are suitable for investigating, calculating, testing, developing and specifying production and installation design information and which are consistent with best practice and conform to relevant codes and standards

    cosbimb55.1 choose techniques which are suitable for investigating, calculating, testing, developing and specifying production and installation design information and which are consistent with best practice and conform to relevant codes and standards

    context
    • cosbimb55.1 cosbimb55.5Stakeholders:

      Stakeholders:
      • the client
      • CDM coordinator
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • regulatory authorities
      • facilities/asset maintenance managers
      • users

    • cosbimb55.1Project Stages: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stages:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.1Format:

      Format:
      • in writing
      • graphically
      • electronically

    • cosbimb55.1Parts of the overall project design:

      Parts of the overall project design:
      • location and size
      • assembly and construction/installation
      • components and systems
      • environmental assessment objectives

    • cosbimb55.1Maintain coherency and consistency

      Maintain coherency and consistency
      • visual and spatial
      • functional performance
      • technical performance
      • requirements of relevant legislation and codes
      • obsolescence/design life
      • cost
      • health and safety
      • environmental quality and sustainability
      • buildability/disassembly
      • maintenance/operation and use
      • value management
      • concurrent design and construction
      • miminise emissions and waste
      • energy use (U value calculations, Building Energy Assessment. carbon rating)
      • protect archaeological and historically valuable resources
      • carbon footprint
      • grey water
      • risk/confidence in information

    • cosbimb55.1Techniques

      Techniques
      • data research
      • comparison with regulations
      • specialist guidance and best practice
      • experts including experienced craftspersons
      • relevant previous solutions and feedback
      • computer modelling
      • Building Information Modelling
      • calculation
      • lifetime impact modelling
      • decision tools for passive/active systems
      • performance dynamic modelling
      • comparison of costs of new and renewable energy
      • building services systems and controls
      • minimise thermal bridging and air leakage

  130. set up procedures which will maintain coherence and consistency between the production and installation solutions and the overall design concept

    cosbimb55.1 set up procedures which will maintain coherence and consistency between the production and installation solutions and the overall design concept

    context
    • cosbimb55.1 cosbimb55.5Stakeholders:

      Stakeholders:
      • the client
      • CDM coordinator
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • regulatory authorities
      • facilities/asset maintenance managers
      • users

    • cosbimb55.1Project Stages: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stages:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.1Format:

      Format:
      • in writing
      • graphically
      • electronically

    • cosbimb55.1Parts of the overall project design:

      Parts of the overall project design:
      • location and size
      • assembly and construction/installation
      • components and systems
      • environmental assessment objectives

    • cosbimb55.1Maintain coherency and consistency

      Maintain coherency and consistency
      • visual and spatial
      • functional performance
      • technical performance
      • requirements of relevant legislation and codes
      • obsolescence/design life
      • cost
      • health and safety
      • environmental quality and sustainability
      • buildability/disassembly
      • maintenance/operation and use
      • value management
      • concurrent design and construction
      • miminise emissions and waste
      • energy use (U value calculations, Building Energy Assessment. carbon rating)
      • protect archaeological and historically valuable resources
      • carbon footprint
      • grey water
      • risk/confidence in information

    • cosbimb55.1Techniques

      Techniques
      • data research
      • comparison with regulations
      • specialist guidance and best practice
      • experts including experienced craftspersons
      • relevant previous solutions and feedback
      • computer modelling
      • Building Information Modelling
      • calculation
      • lifetime impact modelling
      • decision tools for passive/active systems
      • performance dynamic modelling
      • comparison of costs of new and renewable energy
      • building services systems and controls
      • minimise thermal bridging and air leakage

  131. identify the parts of the project design which interact with each other, and agree suitable ways to maintain coherence and consistency between all aspects of the production and installation design information

    cosbimb55.1 identify the parts of the project design which interact with each other, and agree suitable ways to maintain coherence and consistency between all aspects of the production and installation design information

    context
    • cosbimb55.1 cosbimb55.5Stakeholders:

      Stakeholders:
      • the client
      • CDM coordinator
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • regulatory authorities
      • facilities/asset maintenance managers
      • users

    • cosbimb55.1Project Stages: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stages:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.1Format:

      Format:
      • in writing
      • graphically
      • electronically

    • cosbimb55.1Parts of the overall project design:

      Parts of the overall project design:
      • location and size
      • assembly and construction/installation
      • components and systems
      • environmental assessment objectives

    • cosbimb55.1Maintain coherency and consistency

      Maintain coherency and consistency
      • visual and spatial
      • functional performance
      • technical performance
      • requirements of relevant legislation and codes
      • obsolescence/design life
      • cost
      • health and safety
      • environmental quality and sustainability
      • buildability/disassembly
      • maintenance/operation and use
      • value management
      • concurrent design and construction
      • miminise emissions and waste
      • energy use (U value calculations, Building Energy Assessment. carbon rating)
      • protect archaeological and historically valuable resources
      • carbon footprint
      • grey water
      • risk/confidence in information

    • cosbimb55.1Techniques

      Techniques
      • data research
      • comparison with regulations
      • specialist guidance and best practice
      • experts including experienced craftspersons
      • relevant previous solutions and feedback
      • computer modelling
      • Building Information Modelling
      • calculation
      • lifetime impact modelling
      • decision tools for passive/active systems
      • performance dynamic modelling
      • comparison of costs of new and renewable energy
      • building services systems and controls
      • minimise thermal bridging and air leakage

  132. identify which parts of the overall project require production and installation design information

    cosbimb55.1 identify which parts of the overall project require production and installation design information

    context
    • cosbimb55.1 cosbimb55.5Stakeholders:

      Stakeholders:
      • the client
      • CDM coordinator
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • regulatory authorities
      • facilities/asset maintenance managers
      • users

    • cosbimb55.1Project Stages: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stages:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.1Format:

      Format:
      • in writing
      • graphically
      • electronically

    • cosbimb55.1Parts of the overall project design:

      Parts of the overall project design:
      • location and size
      • assembly and construction/installation
      • components and systems
      • environmental assessment objectives

    • cosbimb55.1Maintain coherency and consistency

      Maintain coherency and consistency
      • visual and spatial
      • functional performance
      • technical performance
      • requirements of relevant legislation and codes
      • obsolescence/design life
      • cost
      • health and safety
      • environmental quality and sustainability
      • buildability/disassembly
      • maintenance/operation and use
      • value management
      • concurrent design and construction
      • miminise emissions and waste
      • energy use (U value calculations, Building Energy Assessment. carbon rating)
      • protect archaeological and historically valuable resources
      • carbon footprint
      • grey water
      • risk/confidence in information

    • cosbimb55.1Techniques

      Techniques
      • data research
      • comparison with regulations
      • specialist guidance and best practice
      • experts including experienced craftspersons
      • relevant previous solutions and feedback
      • computer modelling
      • Building Information Modelling
      • calculation
      • lifetime impact modelling
      • decision tools for passive/active systems
      • performance dynamic modelling
      • comparison of costs of new and renewable energy
      • building services systems and controls
      • minimise thermal bridging and air leakage

  133. choose a format for presenting the production and installation design information which meets the requirements of the stakeholders

    cosbimb55.1 choose a format for presenting the production and installation design information which meets the requirements of the stakeholders

    context
    • cosbimb55.1 cosbimb55.5Stakeholders:

      Stakeholders:
      • the client
      • CDM coordinator
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • regulatory authorities
      • facilities/asset maintenance managers
      • users

    • cosbimb55.1Project Stages: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stages:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.1Format:

      Format:
      • in writing
      • graphically
      • electronically

    • cosbimb55.1Parts of the overall project design:

      Parts of the overall project design:
      • location and size
      • assembly and construction/installation
      • components and systems
      • environmental assessment objectives

    • cosbimb55.1Maintain coherency and consistency

      Maintain coherency and consistency
      • visual and spatial
      • functional performance
      • technical performance
      • requirements of relevant legislation and codes
      • obsolescence/design life
      • cost
      • health and safety
      • environmental quality and sustainability
      • buildability/disassembly
      • maintenance/operation and use
      • value management
      • concurrent design and construction
      • miminise emissions and waste
      • energy use (U value calculations, Building Energy Assessment. carbon rating)
      • protect archaeological and historically valuable resources
      • carbon footprint
      • grey water
      • risk/confidence in information

    • cosbimb55.1Techniques

      Techniques
      • data research
      • comparison with regulations
      • specialist guidance and best practice
      • experts including experienced craftspersons
      • relevant previous solutions and feedback
      • computer modelling
      • Building Information Modelling
      • calculation
      • lifetime impact modelling
      • decision tools for passive/active systems
      • performance dynamic modelling
      • comparison of costs of new and renewable energy
      • building services systems and controls
      • minimise thermal bridging and air leakage

  134. agree with the stakeholders the purposes which will be served by production and installation design information appropriate to the project stage

    cosbimb55.1 agree with the stakeholders the purposes which will be served by production and installation design information appropriate to the project stage

    context
    • cosbimb55.1 cosbimb55.5Stakeholders:

      Stakeholders:
      • the client
      • CDM coordinator
      • consultants
      • potential contractors
      • potential subcontractors and suppliers
      • regulatory authorities
      • facilities/asset maintenance managers
      • users

    • cosbimb55.1Project Stages: Stage 4 (Design) Stage 5 (Build and Commission)

      Project Stages:
      • Stage 4 (Design)
      • Stage 5 (Build and Commission)

    • cosbimb55.1Format:

      Format:
      • in writing
      • graphically
      • electronically

    • cosbimb55.1Parts of the overall project design:

      Parts of the overall project design:
      • location and size
      • assembly and construction/installation
      • components and systems
      • environmental assessment objectives

    • cosbimb55.1Maintain coherency and consistency

      Maintain coherency and consistency
      • visual and spatial
      • functional performance
      • technical performance
      • requirements of relevant legislation and codes
      • obsolescence/design life
      • cost
      • health and safety
      • environmental quality and sustainability
      • buildability/disassembly
      • maintenance/operation and use
      • value management
      • concurrent design and construction
      • miminise emissions and waste
      • energy use (U value calculations, Building Energy Assessment. carbon rating)
      • protect archaeological and historically valuable resources
      • carbon footprint
      • grey water
      • risk/confidence in information

    • cosbimb55.1Techniques

      Techniques
      • data research
      • comparison with regulations
      • specialist guidance and best practice
      • experts including experienced craftspersons
      • relevant previous solutions and feedback
      • computer modelling
      • Building Information Modelling
      • calculation
      • lifetime impact modelling
      • decision tools for passive/active systems
      • performance dynamic modelling
      • comparison of costs of new and renewable energy
      • building services systems and controls
      • minimise thermal bridging and air leakage

  135. Provide information and guidance on site inspection issues

    cosvx04 Provide information and guidance on site inspection issues

    context
    • cosvx04Prepare site inspection information

      Prepare site inspection information
      • Purpose:
      ‐ site inspection reports
      ‐ written, graphical and electronic records of actual work against programmed work
      • Information:
      ‐ for self
      ‐ developed on behalf of others
      ‐ self-generated
      ‐ produced according to instructions from others
      ‐ approved providers
      ‐ contract documentation
      ‐ standards drawings
      ‐ specifications
      ‐ technical books
      ‐ product information
      ‐ government and statutory publications
      ‐ research and advisory data
      ‐ reports
      ‐ samples
      ‐ project documentation
      ‐ organisational documentation (e.g. pro forma)
      • Use (of information):
      ‐ technical reference
      ‐ current record
      ‐ archive record
      • Site Inspection information systems:
      ‐ paper based (e.g. manual files, technical library)
      ‐ photo reduced (e.g. microfiche)
      ‐ electronic (e.g. computer database, CD ROM, on-line)

    • cosvx04Provide information and guidance on site inspection issues

      Provide information and guidance on site inspection issues
      • Obtain site inspection information:
      ‐ using proactive and open methods
      ‐ using discussion
      ‐ using questioning
      ‐ showing sensitivity to feedback
      • Site Inspection information:
      ‐ sharing experience
      ‐ giving instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ testimony to legally constituted bodies
      ‐ facilitation
      • Communicate:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • 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
      ‐ government agencies

  136. Organise site inspection information

    cosvx04 Organise site inspection information

    context
    • cosvx04Prepare site inspection information

      Prepare site inspection information
      • Purpose:
      ‐ site inspection reports
      ‐ written, graphical and electronic records of actual work against programmed work
      • Information:
      ‐ for self
      ‐ developed on behalf of others
      ‐ self-generated
      ‐ produced according to instructions from others
      ‐ approved providers
      ‐ contract documentation
      ‐ standards drawings
      ‐ specifications
      ‐ technical books
      ‐ product information
      ‐ government and statutory publications
      ‐ research and advisory data
      ‐ reports
      ‐ samples
      ‐ project documentation
      ‐ organisational documentation (e.g. pro forma)
      • Use (of information):
      ‐ technical reference
      ‐ current record
      ‐ archive record
      • Site Inspection information systems:
      ‐ paper based (e.g. manual files, technical library)
      ‐ photo reduced (e.g. microfiche)
      ‐ electronic (e.g. computer database, CD ROM, on-line)

    • cosvx04Provide information and guidance on site inspection issues

      Provide information and guidance on site inspection issues
      • Obtain site inspection information:
      ‐ using proactive and open methods
      ‐ using discussion
      ‐ using questioning
      ‐ showing sensitivity to feedback
      • Site Inspection information:
      ‐ sharing experience
      ‐ giving instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ testimony to legally constituted bodies
      ‐ facilitation
      • Communicate:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • 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
      ‐ government agencies

  137. Prepare site inspection information

    cosvx04 Prepare site inspection information

    context
    • cosvx04Prepare site inspection information

      Prepare site inspection information
      • Purpose:
      ‐ site inspection reports
      ‐ written, graphical and electronic records of actual work against programmed work
      • Information:
      ‐ for self
      ‐ developed on behalf of others
      ‐ self-generated
      ‐ produced according to instructions from others
      ‐ approved providers
      ‐ contract documentation
      ‐ standards drawings
      ‐ specifications
      ‐ technical books
      ‐ product information
      ‐ government and statutory publications
      ‐ research and advisory data
      ‐ reports
      ‐ samples
      ‐ project documentation
      ‐ organisational documentation (e.g. pro forma)
      • Use (of information):
      ‐ technical reference
      ‐ current record
      ‐ archive record
      • Site Inspection information systems:
      ‐ paper based (e.g. manual files, technical library)
      ‐ photo reduced (e.g. microfiche)
      ‐ electronic (e.g. computer database, CD ROM, on-line)

    • cosvx04Provide information and guidance on site inspection issues

      Provide information and guidance on site inspection issues
      • Obtain site inspection information:
      ‐ using proactive and open methods
      ‐ using discussion
      ‐ using questioning
      ‐ showing sensitivity to feedback
      • Site Inspection information:
      ‐ sharing experience
      ‐ giving instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ testimony to legally constituted bodies
      ‐ facilitation
      • Communicate:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • 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
      ‐ government agencies

  138. check that resulting information on significant residual risks is provided to the appropriate people

    cosbimd29.1 check that resulting information on significant residual risks is provided to the appropriate people

    context
    • cosbimd29.1Risk Management:

      Risk Management:
      • hazard identification
      • risk assessment
      • prevention and protection

    • cosbimd29.1Existing information:

      Existing information:
      • residual risk log
      • Health and Safety Plan
      • design information (models, documents, drawings, graphical and nongraphical digital data files)

    • cosbimd29.1Identify:

      Identify:
      • examine design documentation
      • examine Building Information Model

    • cosbimd29.1Hazards:

      Hazards:
      • falls from height
      • slips, trips and falls (same level)
      • hit by falling or moving objects
      • manual handling
      • noise and vibrations
      • power sources
      • hazardous substances
      • trapped by something collapsing or overturning
      • confined spaces
      • fire
      • lack of/breaches of security
      • water
      • moving vehicles
      • operating equipment
      • sector or context specific
      • display screen equipment
      • materials & their failure points

    • cosbimd29.1Factors:

      Factors:
      • injure people
      • cause ill health
      • damage property
      • adversely affect the man-made and built environment
      • cost

    • cosbimd29.1 cosao26Assess:

      Assess:
      • likelihood of occurrence;
      • severity of harm or damage which may be incurred

    • cosbimd29.1Risks: high medium low

      Risks:
      • high
      • medium
      • low

    • cosbimd29.1Principles of prevention and protection:

      Principles of prevention and protection:
      • eliminate
      • control at source
      • manage
      • personal protection equipment
      • communal/collective protection

  139. assess the significant hazards to identify the residual risks and apply the principles of prevention and protection

    cosbimd29.1 assess the significant hazards to identify the residual risks and apply the principles of prevention and protection

    context
    • cosbimd29.1Risk Management:

      Risk Management:
      • hazard identification
      • risk assessment
      • prevention and protection

    • cosbimd29.1Existing information:

      Existing information:
      • residual risk log
      • Health and Safety Plan
      • design information (models, documents, drawings, graphical and nongraphical digital data files)

    • cosbimd29.1Identify:

      Identify:
      • examine design documentation
      • examine Building Information Model

    • cosbimd29.1Hazards:

      Hazards:
      • falls from height
      • slips, trips and falls (same level)
      • hit by falling or moving objects
      • manual handling
      • noise and vibrations
      • power sources
      • hazardous substances
      • trapped by something collapsing or overturning
      • confined spaces
      • fire
      • lack of/breaches of security
      • water
      • moving vehicles
      • operating equipment
      • sector or context specific
      • display screen equipment
      • materials & their failure points

    • cosbimd29.1Factors:

      Factors:
      • injure people
      • cause ill health
      • damage property
      • adversely affect the man-made and built environment
      • cost

    • cosbimd29.1 cosao26Assess:

      Assess:
      • likelihood of occurrence;
      • severity of harm or damage which may be incurred

    • cosbimd29.1Risks: high medium low

      Risks:
      • high
      • medium
      • low

    • cosbimd29.1Principles of prevention and protection:

      Principles of prevention and protection:
      • eliminate
      • control at source
      • manage
      • personal protection equipment
      • communal/collective protection

  140. identify the significance of the hazards

    cosbimd29.1 identify the significance of the hazards

    context
    • cosbimd29.1Risk Management:

      Risk Management:
      • hazard identification
      • risk assessment
      • prevention and protection

    • cosbimd29.1Existing information:

      Existing information:
      • residual risk log
      • Health and Safety Plan
      • design information (models, documents, drawings, graphical and nongraphical digital data files)

    • cosbimd29.1Identify:

      Identify:
      • examine design documentation
      • examine Building Information Model

    • cosbimd29.1Hazards:

      Hazards:
      • falls from height
      • slips, trips and falls (same level)
      • hit by falling or moving objects
      • manual handling
      • noise and vibrations
      • power sources
      • hazardous substances
      • trapped by something collapsing or overturning
      • confined spaces
      • fire
      • lack of/breaches of security
      • water
      • moving vehicles
      • operating equipment
      • sector or context specific
      • display screen equipment
      • materials & their failure points

    • cosbimd29.1Factors:

      Factors:
      • injure people
      • cause ill health
      • damage property
      • adversely affect the man-made and built environment
      • cost

    • cosbimd29.1 cosao26Assess:

      Assess:
      • likelihood of occurrence;
      • severity of harm or damage which may be incurred

    • cosbimd29.1Risks: high medium low

      Risks:
      • high
      • medium
      • low

    • cosbimd29.1Principles of prevention and protection:

      Principles of prevention and protection:
      • eliminate
      • control at source
      • manage
      • personal protection equipment
      • communal/collective protection

  141. obtain accurate information on any factors relating to the hazards

    cosbimd29.1 obtain accurate information on any factors relating to the hazards

    context
    • cosbimd29.1Risk Management:

      Risk Management:
      • hazard identification
      • risk assessment
      • prevention and protection

    • cosbimd29.1Existing information:

      Existing information:
      • residual risk log
      • Health and Safety Plan
      • design information (models, documents, drawings, graphical and nongraphical digital data files)

    • cosbimd29.1Identify:

      Identify:
      • examine design documentation
      • examine Building Information Model

    • cosbimd29.1Hazards:

      Hazards:
      • falls from height
      • slips, trips and falls (same level)
      • hit by falling or moving objects
      • manual handling
      • noise and vibrations
      • power sources
      • hazardous substances
      • trapped by something collapsing or overturning
      • confined spaces
      • fire
      • lack of/breaches of security
      • water
      • moving vehicles
      • operating equipment
      • sector or context specific
      • display screen equipment
      • materials & their failure points

    • cosbimd29.1Factors:

      Factors:
      • injure people
      • cause ill health
      • damage property
      • adversely affect the man-made and built environment
      • cost

    • cosbimd29.1 cosao26Assess:

      Assess:
      • likelihood of occurrence;
      • severity of harm or damage which may be incurred

    • cosbimd29.1Risks: high medium low

      Risks:
      • high
      • medium
      • low

    • cosbimd29.1Principles of prevention and protection:

      Principles of prevention and protection:
      • eliminate
      • control at source
      • manage
      • personal protection equipment
      • communal/collective protection

  142. review and interpret existing information relating to potential hazards

    cosbimd29.1 review and interpret existing information relating to potential hazards

    context
    • cosbimd29.1Risk Management:

      Risk Management:
      • hazard identification
      • risk assessment
      • prevention and protection

    • cosbimd29.1Existing information:

      Existing information:
      • residual risk log
      • Health and Safety Plan
      • design information (models, documents, drawings, graphical and nongraphical digital data files)

    • cosbimd29.1Identify:

      Identify:
      • examine design documentation
      • examine Building Information Model

    • cosbimd29.1Hazards:

      Hazards:
      • falls from height
      • slips, trips and falls (same level)
      • hit by falling or moving objects
      • manual handling
      • noise and vibrations
      • power sources
      • hazardous substances
      • trapped by something collapsing or overturning
      • confined spaces
      • fire
      • lack of/breaches of security
      • water
      • moving vehicles
      • operating equipment
      • sector or context specific
      • display screen equipment
      • materials & their failure points

    • cosbimd29.1Factors:

      Factors:
      • injure people
      • cause ill health
      • damage property
      • adversely affect the man-made and built environment
      • cost

    • cosbimd29.1 cosao26Assess:

      Assess:
      • likelihood of occurrence;
      • severity of harm or damage which may be incurred

    • cosbimd29.1Risks: high medium low

      Risks:
      • high
      • medium
      • low

    • cosbimd29.1Principles of prevention and protection:

      Principles of prevention and protection:
      • eliminate
      • control at source
      • manage
      • personal protection equipment
      • communal/collective protection

  143. undertake organisational risk management processes

    cosbimd29.1 undertake organisational risk management processes

    context
    • cosbimd29.1Risk Management:

      Risk Management:
      • hazard identification
      • risk assessment
      • prevention and protection

    • cosbimd29.1Existing information:

      Existing information:
      • residual risk log
      • Health and Safety Plan
      • design information (models, documents, drawings, graphical and nongraphical digital data files)

    • cosbimd29.1Identify:

      Identify:
      • examine design documentation
      • examine Building Information Model

    • cosbimd29.1Hazards:

      Hazards:
      • falls from height
      • slips, trips and falls (same level)
      • hit by falling or moving objects
      • manual handling
      • noise and vibrations
      • power sources
      • hazardous substances
      • trapped by something collapsing or overturning
      • confined spaces
      • fire
      • lack of/breaches of security
      • water
      • moving vehicles
      • operating equipment
      • sector or context specific
      • display screen equipment
      • materials & their failure points

    • cosbimd29.1Factors:

      Factors:
      • injure people
      • cause ill health
      • damage property
      • adversely affect the man-made and built environment
      • cost

    • cosbimd29.1 cosao26Assess:

      Assess:
      • likelihood of occurrence;
      • severity of harm or damage which may be incurred

    • cosbimd29.1Risks: high medium low

      Risks:
      • high
      • medium
      • low

    • cosbimd29.1Principles of prevention and protection:

      Principles of prevention and protection:
      • eliminate
      • control at source
      • manage
      • personal protection equipment
      • communal/collective protection

  144. Calculate, quantities, resources and costs within a tender

    cosccoo08 Calculate, quantities, resources and costs within a tender

    context
    • cosccoo08Evaluate estimate, bid and tender enquiry documentation

      Evaluate estimate, bid and tender enquiry documentation
      • Tender - type:
      ‐ contractor
      ‐ sub/works/trade contractor
      ‐ supply
      ‐ consultancy
      • Tender requirements:
      ‐ construction
      ‐ installation and maintenance work
      ‐ supply of goods and materials
      ‐ consultancy services
      • Decision makers:
      ‐ clients and their agents
      ‐ colleagues
      ‐ line managers
      ‐ specialists - internal or external to organisation
      • Points of concern:
      ‐ inconsistent with the policy of the organisation
      ‐ discrepancies within enquiry information
      ‐ tender procedure requirements
      ‐ quantitative requirements
      ‐ qualitative requirements
      ‐ contractual requirements
      • Tender documents - type:
      ‐ invitation to tender
      ‐ form of tender
      ‐ returns procedure
      ‐ survey reports
      ‐ specifications
      ‐ drawings
      ‐ schedules
      ‐ bills of quantities
      ‐ health and safety & welfare policies
      ‐ environmental policies
      ‐ scope of services
      ‐ terms and conditions
      ‐ schedule of rates
      ‐ procedures for submitting tenders
      ‐ evaluation criteria and procedures
      • Organisational capability:
      ‐ financial
      ‐ viability of tendering information
      ‐ current workload
      ‐ type of work
      ‐ competence of people
      ‐ timescale (tender contract)
      ‐ social policies
      ‐ environmental impact
      ‐ location
      ‐ social and political policies

    • cosccoo08Calculate, quantities, resources and costs within a tender

      Calculate, quantities, resources and costs within a tender
      • Information:
      ‐ drawings
      ‐ schedules
      ‐ specifications
      ‐ information about the contract and allocation of risks and responsibilities
      ‐ quotations
      ‐ records of queries raised and answers
      ‐ standard methods of measurement
      ‐ technical literature
      • Measurement - relates to:
      ‐ trade
      ‐ elemental
      ‐ operational
      ‐ approximate
      ‐ schedules of rates
      • Measure dimensions and calculate quantities:
      ‐ manual
      ‐ electronic
      • Calculate cost:
      ‐ electronic
      ‐ manual
      • Estimate:
      ‐ cost based on a quotation
      ‐ unit cost built up from basic data
      ‐ internal and historical cost data
      ‐ published cost data
      • Intended purpose:
      ‐ procurement
      ‐ contract
      ‐ production
      • Resources - type:
      ‐ people (in-house, external)
      ‐ plant and equipment
      ‐ materials
      ‐ finance
      ‐ time
      ‐ supply options
      • Tender requirements:
      ‐ invitation to tender
      ‐ form of tender
      ‐ returns procedure
      ‐ surveys
      ‐ specifications
      ‐ drawings
      ‐ schedules
      ‐ bills of quantities
      ‐ health, safety and welfare requirements
      ‐ scope of services
      ‐ terms and conditions
      ‐ schedules of rates
      ‐ evaluation criteria and procedures
      ‐ environmental requirements
      ‐ procedures for submitting tenders
      • External factors:
      ‐ variations over time
      ‐ geographic location
      ‐ statutory and contractual requirements
      ‐ special working conditions and methods
      ‐ special resourcing conditions and availability

    • cosccoo08Assess the resource requirements and costs within a tender

      Assess the resource requirements and costs within a tender
      • Explain and clarify:
      ‐ orally
      ‐ written
      ‐ electronic
      • Tender offer:
      ‐ contractor
      ‐ sub/works/trade contractor
      ‐ supply
      ‐ consultancy
      ‐ purchase

  145. Prepare performance specifications

    cosbedmo14 Prepare performance specifications

    context
    • cosbedmo14Prepare prescriptive design specifications

      Prepare prescriptive design specifications
      • Specification format:
      ‐ original document
      ‐ outline specification
      ‐ National Specification systems
      ‐ industry/practice standards
      ‐ elemental and trade
      ‐ phase
      ‐ to obtain consents and permissions
      • Project requirements:
      ‐ procurement
      ‐ contract
      ‐ production and installation
      • Project Stage:
      ‐ Stage 3 (Definition)
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Source information:
      ‐ design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
      ‐ statutory regulations
      ‐ EU and British Standards
      ‐ codes of practice
      ‐ technical literature
      ‐ industry product certification
      • Referenced against:
      ‐ standard method of measurement/new rule of measurement
      ‐ Common Arrangement
      ‐ Verification:
      ‐ CI/SfB
      ‐ format
      ‐ presentation
      ‐ accuracy
      ‐ technical content
      ‐ completeness
      ‐ referencing
      ‐ cross-referencing and correlation with associated documents
      ‐ spelling, grammar and punctuation
      ‐ status
      ‐ current

    • cosbedmo14Prepare performance specifications

      Prepare performance specifications
      • Type of performance specification:
      ‐ original document
      ‐ outline document
      ‐ National Building Specification
      ‐ elemental and trade
      ‐ Purpose of documents:
      ‐ phase
      ‐ to obtain consents and permissions
      ‐ procurement
      ‐ contract
      ‐ production and installation
      • Project Stage:
      ‐ Stage 3 (Definition)
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Source information:
      ‐ design information design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
      ‐ statutory regulations
      ‐ EU and British Standards
      ‐ codes of practice
      ‐ technical literature
      ‐ industry product certification
      • Referenced against:
      ‐ standard method of measurement/new rule of measurement
      ‐ Common Arrangement
      • Checks and approvals:
      ‐ format
      ‐ presentation
      ‐ accuracy
      ‐ technical content
      ‐ completeness
      ‐ referencing
      ‐ cross-referencing and correlation with associated documents
      ‐ spelling, grammar and punctuation

  146. Prepare prescriptive design specifications

    cosbedmo14 Prepare prescriptive design specifications

    context
    • cosbedmo14Prepare prescriptive design specifications

      Prepare prescriptive design specifications
      • Specification format:
      ‐ original document
      ‐ outline specification
      ‐ National Specification systems
      ‐ industry/practice standards
      ‐ elemental and trade
      ‐ phase
      ‐ to obtain consents and permissions
      • Project requirements:
      ‐ procurement
      ‐ contract
      ‐ production and installation
      • Project Stage:
      ‐ Stage 3 (Definition)
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Source information:
      ‐ design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
      ‐ statutory regulations
      ‐ EU and British Standards
      ‐ codes of practice
      ‐ technical literature
      ‐ industry product certification
      • Referenced against:
      ‐ standard method of measurement/new rule of measurement
      ‐ Common Arrangement
      ‐ Verification:
      ‐ CI/SfB
      ‐ format
      ‐ presentation
      ‐ accuracy
      ‐ technical content
      ‐ completeness
      ‐ referencing
      ‐ cross-referencing and correlation with associated documents
      ‐ spelling, grammar and punctuation
      ‐ status
      ‐ current

    • cosbedmo14Prepare performance specifications

      Prepare performance specifications
      • Type of performance specification:
      ‐ original document
      ‐ outline document
      ‐ National Building Specification
      ‐ elemental and trade
      ‐ Purpose of documents:
      ‐ phase
      ‐ to obtain consents and permissions
      ‐ procurement
      ‐ contract
      ‐ production and installation
      • Project Stage:
      ‐ Stage 3 (Definition)
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Source information:
      ‐ design information design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
      ‐ statutory regulations
      ‐ EU and British Standards
      ‐ codes of practice
      ‐ technical literature
      ‐ industry product certification
      • Referenced against:
      ‐ standard method of measurement/new rule of measurement
      ‐ Common Arrangement
      • Checks and approvals:
      ‐ format
      ‐ presentation
      ‐ accuracy
      ‐ technical content
      ‐ completeness
      ‐ referencing
      ‐ cross-referencing and correlation with associated documents
      ‐ spelling, grammar and punctuation

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