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Explore relationship among competence definitions in the specification.

AND/OR APPROX

Operate within standards
cosvx09 Operate within standards
context
- cosvx09Operate within standards
  Operate within standards
  
  • Systems:
  
  ‐ insurance
  
  ‐ guarantees
  
  ‐ warranties
  
  ‐ contract conditions
  
  ‐ bonds
  
  • Ethical standards:
  
  ‐ ethical codes of practice within the occupation or discipline
  
  ‐ statute law
  
  ‐ voluntary codes of practice
  
  ‐ duty of care
  
  ‐ conflicts of interest
  
  • Stakeholders:
  
  ‐ clients
  
  ‐ users
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ regulating authorities
  
  ‐ manufacturers
- cosvx09Undertake personal development in the occupational practice area
  Undertake personal development in the occupational practice area
  
  • Aims and objectives:
  
  ‐ preparation for career development
  
  ‐ intellectual challenge
  
  ‐ need for updating
  
  ‐ need to provide evidence of vocational competence
  
  ‐ compliance with employer and professional requirements
  
  ‐ awareness of development needs
  
  • Personal development:
  
  ‐ maintenance of competence
  
  ‐ development of new 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
  
  • Standards of competence:
  
  ‐ job descriptions
  
  ‐ professional institution requirements
  
  ‐ industry national occupational standards
  
  • Development plan includes:
  
  ‐ objectives
  
  ‐ priorities
  
  ‐ target dates
  
  ‐ development activities
  
  • Development activities:
  
  ‐ formal courses
  
  ‐ research
  
  ‐ work experience
  
  ‐ personal study
  
  • Reviewing:
  
  ‐ self or assessed
  
  ‐ in conjuction with others
  
  ‐ peer group
evaluate identified products against the requirements of the design parameters, confirm final selections and keep records of them for the project team
cosbimb55.2 evaluate identified products against the requirements of the design parameters, confirm final selections and keep records of them for the project team
context
- cosbimb55.2 cosbimb55.1 cosbedmo21Project Stages:
  Project Stages:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb55.2Technical 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
- cosbimb55.2Environmental 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
- cosbimb55.2 cosbimb55.4 cosbimb55.3Production 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
- cosbimb55.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb55.2Identify and assess:
  Identify and assess:
  
  • options for compliance
  
  • compatibility with design brief & related design choices
  
  • potential benefits (whole life costs, quality time, energy/low carbon)
- cosbimb55.2 cosccomo08Products:
  Products:
  
  • raw materials
  
  • manufactured materials
  
  • components
  
  • systems
- cosbimb55.2Standards:
  Standards:
  
  • British Standards and Codes of Practice
  
  • BBA certificates
  
  • EU Standards
  
  • trade advisory guidance publications
  
  • BRE publications
  
  • CIRIA publications
  
  • assessment/certification schemes
identify and verify products and production methods which best meet the identified technical, environmental, production and installation factors and standards standards, and which balance cost and quality
cosbimb55.2 identify and verify products and production methods which best meet the identified technical, environmental, production and installation factors and standards standards, and which balance cost and quality
context
- cosbimb55.2 cosbimb55.1 cosbedmo21Project Stages:
  Project Stages:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb55.2Technical 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
- cosbimb55.2Environmental 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
- cosbimb55.2 cosbimb55.4 cosbimb55.3Production 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
- cosbimb55.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb55.2Identify and assess:
  Identify and assess:
  
  • options for compliance
  
  • compatibility with design brief & related design choices
  
  • potential benefits (whole life costs, quality time, energy/low carbon)
- cosbimb55.2 cosccomo08Products:
  Products:
  
  • raw materials
  
  • manufactured materials
  
  • components
  
  • systems
- cosbimb55.2Standards:
  Standards:
  
  • British Standards and Codes of Practice
  
  • BBA certificates
  
  • EU Standards
  
  • trade advisory guidance publications
  
  • BRE publications
  
  • CIRIA publications
  
  • assessment/certification schemes
identify and assess the potential of any new products and production methods to meet technical, environmental, production and installation factors contained in the overall design
cosbimb55.2 identify and assess the potential of any new products and production methods to meet technical, environmental, production and installation factors contained in the overall design
context
- cosbimb55.2 cosbimb55.1 cosbedmo21Project Stages:
  Project Stages:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb55.2Technical 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
- cosbimb55.2Environmental 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
- cosbimb55.2 cosbimb55.4 cosbimb55.3Production 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
- cosbimb55.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb55.2Identify and assess:
  Identify and assess:
  
  • options for compliance
  
  • compatibility with design brief & related design choices
  
  • potential benefits (whole life costs, quality time, energy/low carbon)
- cosbimb55.2 cosccomo08Products:
  Products:
  
  • raw materials
  
  • manufactured materials
  
  • components
  
  • systems
- cosbimb55.2Standards:
  Standards:
  
  • British Standards and Codes of Practice
  
  • BBA certificates
  
  • EU Standards
  
  • trade advisory guidance publications
  
  • BRE publications
  
  • CIRIA publications
  
  • assessment/certification schemes
identify and assess whether existing products and production methods which contain similar technical, environmental, production and installation factors, might be relevant
cosbimb55.2 identify and assess whether existing products and production methods which contain similar technical, environmental, production and installation factors, might be relevant
context
- cosbimb55.2 cosbimb55.1 cosbedmo21Project Stages:
  Project Stages:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb55.2Technical 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
- cosbimb55.2Environmental 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
- cosbimb55.2 cosbimb55.4 cosbimb55.3Production 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
- cosbimb55.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb55.2Identify and assess:
  Identify and assess:
  
  • options for compliance
  
  • compatibility with design brief & related design choices
  
  • potential benefits (whole life costs, quality time, energy/low carbon)
- cosbimb55.2 cosccomo08Products:
  Products:
  
  • raw materials
  
  • manufactured materials
  
  • components
  
  • systems
- cosbimb55.2Standards:
  Standards:
  
  • British Standards and Codes of Practice
  
  • BBA certificates
  
  • EU Standards
  
  • trade advisory guidance publications
  
  • BRE publications
  
  • CIRIA publications
  
  • assessment/certification schemes
analyse the technical, environmental, production and installation factors which are significant to the design parameters parameters, both individually and in combination with other project considerations
cosbimb55.2 analyse the technical, environmental, production and installation factors which are significant to the design parameters parameters, both individually and in combination with other project considerations
context
- cosbimb55.2 cosbimb55.1 cosbedmo21Project Stages:
  Project Stages:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb55.2Technical 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
- cosbimb55.2Environmental 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
- cosbimb55.2 cosbimb55.4 cosbimb55.3Production 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
- cosbimb55.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb55.2Identify and assess:
  Identify and assess:
  
  • options for compliance
  
  • compatibility with design brief & related design choices
  
  • potential benefits (whole life costs, quality time, energy/low carbon)
- cosbimb55.2 cosccomo08Products:
  Products:
  
  • raw materials
  
  • manufactured materials
  
  • components
  
  • systems
- cosbimb55.2Standards:
  Standards:
  
  • British Standards and Codes of Practice
  
  • BBA certificates
  
  • EU Standards
  
  • trade advisory guidance publications
  
  • BRE publications
  
  • CIRIA publications
  
  • assessment/certification schemes
investigate the technical, environmental, production and installation factors which are significant to the design parameters and what potential opportunities and constraints there might be in meeting them
cosbimb55.2 investigate the technical, environmental, production and installation factors which are significant to the design parameters and what potential opportunities and constraints there might be in meeting them
context
- cosbimb55.2 cosbimb55.1 cosbedmo21Project Stages:
  Project Stages:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb55.2Technical 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
- cosbimb55.2Environmental 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
- cosbimb55.2 cosbimb55.4 cosbimb55.3Production 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
- cosbimb55.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb55.2Identify and assess:
  Identify and assess:
  
  • options for compliance
  
  • compatibility with design brief & related design choices
  
  • potential benefits (whole life costs, quality time, energy/low carbon)
- cosbimb55.2 cosccomo08Products:
  Products:
  
  • raw materials
  
  • manufactured materials
  
  • components
  
  • systems
- cosbimb55.2Standards:
  Standards:
  
  • British Standards and Codes of Practice
  
  • BBA certificates
  
  • EU Standards
  
  • trade advisory guidance publications
  
  • BRE publications
  
  • CIRIA publications
  
  • assessment/certification schemes
identify and decide the relative importance of technical, environmental, prod production uction and installation factors relevant to the project stage
cosbimb55.2 identify and decide the relative importance of technical, environmental, prod production uction and installation factors relevant to the project stage
context
- cosbimb55.2 cosbimb55.1 cosbedmo21Project Stages:
  Project Stages:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb55.2Technical 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
- cosbimb55.2Environmental 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
- cosbimb55.2 cosbimb55.4 cosbimb55.3Production 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
- cosbimb55.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb55.2Identify and assess:
  Identify and assess:
  
  • options for compliance
  
  • compatibility with design brief & related design choices
  
  • potential benefits (whole life costs, quality time, energy/low carbon)
- cosbimb55.2 cosccomo08Products:
  Products:
  
  • raw materials
  
  • manufactured materials
  
  • components
  
  • systems
- cosbimb55.2Standards:
  Standards:
  
  • British Standards and Codes of Practice
  
  • BBA certificates
  
  • EU Standards
  
  • trade advisory guidance publications
  
  • BRE publications
  
  • CIRIA publications
  
  • assessment/certification schemes
agree with stakeholders, the costs, timetables and clear statements of purpose for the project stage
cosbimb55.2 agree with stakeholders, the costs, timetables and clear statements of purpose for the project stage
context
- cosbimb55.2 cosbimb55.1 cosbedmo21Project Stages:
  Project Stages:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbimb55.2Technical 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
- cosbimb55.2Environmental 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
- cosbimb55.2 cosbimb55.4 cosbimb55.3Production 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
- cosbimb55.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb55.2Identify and assess:
  Identify and assess:
  
  • options for compliance
  
  • compatibility with design brief & related design choices
  
  • potential benefits (whole life costs, quality time, energy/low carbon)
- cosbimb55.2 cosccomo08Products:
  Products:
  
  • raw materials
  
  • manufactured materials
  
  • components
  
  • systems
- cosbimb55.2Standards:
  Standards:
  
  • British Standards and Codes of Practice
  
  • BBA certificates
  
  • EU Standards
  
  • trade advisory guidance publications
  
  • BRE publications
  
  • CIRIA publications
  
  • assessment/certification schemes
verify that accurate monitoring records are maintained and retained
cosvx08 verify that accurate monitoring records are maintained and retained
context
- cosvx08Maintenance:
  Maintenance:
  
  • scheduled and preventative
  
  • unscheduled and reactive
  
  • emergency
- cosvx08Property:
  Property:
  
  • structure
  
  • materials
  
  • finishes
  
  • fittings
  
  • services
  
  • external works
  
  • Assets
- cosvx08Influencing factors:
  Influencing factors:
  
  • ergonomics and logistics
  
  • contractual requirements
  
  • statutory requirements
  
  • health and safety requirements
  
  • resource allocation
  
  • operational requirements
  
  • environmental considerations
  
  • fair wear and tear/damage
  
  • heritage status
- cosvx08Guidance material:
  Guidance material:
  
  • owners' manuals
  
  • log books
  
  • maintenance schedules and manuals
  
  • practice guides and specifications
  
  • health and safety files
  
  • as built drawings
- cosvx08Resources:
  Resources:
  
  • materials
  
  • plant and equipment
  
  • finance
  
  • time
  
  • personnel
- cosvx08Stakeholders: clients users consultants contractors regulating authorities manufacturers
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
- cosvx08Statutory requirements:
  Statutory requirements:
  
  • testing
  
  • examination
  
  • Inspection
  
  • certification
  
  • health and safety
verify the compliance of statutory requirements for both planned preventative maintenance and emergency works
cosvx08 verify the compliance of statutory requirements for both planned preventative maintenance and emergency works
context
- cosvx08Maintenance:
  Maintenance:
  
  • scheduled and preventative
  
  • unscheduled and reactive
  
  • emergency
- cosvx08Property:
  Property:
  
  • structure
  
  • materials
  
  • finishes
  
  • fittings
  
  • services
  
  • external works
  
  • Assets
- cosvx08Influencing factors:
  Influencing factors:
  
  • ergonomics and logistics
  
  • contractual requirements
  
  • statutory requirements
  
  • health and safety requirements
  
  • resource allocation
  
  • operational requirements
  
  • environmental considerations
  
  • fair wear and tear/damage
  
  • heritage status
- cosvx08Guidance material:
  Guidance material:
  
  • owners' manuals
  
  • log books
  
  • maintenance schedules and manuals
  
  • practice guides and specifications
  
  • health and safety files
  
  • as built drawings
- cosvx08Resources:
  Resources:
  
  • materials
  
  • plant and equipment
  
  • finance
  
  • time
  
  • personnel
- cosvx08Stakeholders: clients users consultants contractors regulating authorities manufacturers
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
- cosvx08Statutory requirements:
  Statutory requirements:
  
  • testing
  
  • examination
  
  • Inspection
  
  • certification
  
  • health and safety
monitor the programme and identify any specific resource and performance issues and recommend appropriate action
cosvx08 monitor the programme and identify any specific resource and performance issues and recommend appropriate action
context
- cosvx08Maintenance:
  Maintenance:
  
  • scheduled and preventative
  
  • unscheduled and reactive
  
  • emergency
- cosvx08Property:
  Property:
  
  • structure
  
  • materials
  
  • finishes
  
  • fittings
  
  • services
  
  • external works
  
  • Assets
- cosvx08Influencing factors:
  Influencing factors:
  
  • ergonomics and logistics
  
  • contractual requirements
  
  • statutory requirements
  
  • health and safety requirements
  
  • resource allocation
  
  • operational requirements
  
  • environmental considerations
  
  • fair wear and tear/damage
  
  • heritage status
- cosvx08Guidance material:
  Guidance material:
  
  • owners' manuals
  
  • log books
  
  • maintenance schedules and manuals
  
  • practice guides and specifications
  
  • health and safety files
  
  • as built drawings
- cosvx08Resources:
  Resources:
  
  • materials
  
  • plant and equipment
  
  • finance
  
  • time
  
  • personnel
- cosvx08Stakeholders: clients users consultants contractors regulating authorities manufacturers
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
- cosvx08Statutory requirements:
  Statutory requirements:
  
  • testing
  
  • examination
  
  • Inspection
  
  • certification
  
  • health and safety
prepare and verify plans and schedules of maintenance for implementation with stakeholders
cosvx08 prepare and verify plans and schedules of maintenance for implementation with stakeholders
context
- cosvx08Maintenance:
  Maintenance:
  
  • scheduled and preventative
  
  • unscheduled and reactive
  
  • emergency
- cosvx08Property:
  Property:
  
  • structure
  
  • materials
  
  • finishes
  
  • fittings
  
  • services
  
  • external works
  
  • Assets
- cosvx08Influencing factors:
  Influencing factors:
  
  • ergonomics and logistics
  
  • contractual requirements
  
  • statutory requirements
  
  • health and safety requirements
  
  • resource allocation
  
  • operational requirements
  
  • environmental considerations
  
  • fair wear and tear/damage
  
  • heritage status
- cosvx08Guidance material:
  Guidance material:
  
  • owners' manuals
  
  • log books
  
  • maintenance schedules and manuals
  
  • practice guides and specifications
  
  • health and safety files
  
  • as built drawings
- cosvx08Resources:
  Resources:
  
  • materials
  
  • plant and equipment
  
  • finance
  
  • time
  
  • personnel
- cosvx08Stakeholders: clients users consultants contractors regulating authorities manufacturers
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
- cosvx08Statutory requirements:
  Statutory requirements:
  
  • testing
  
  • examination
  
  • Inspection
  
  • certification
  
  • health and safety
prioritise maintenance having regard to the influencing factors
cosvx08 prioritise maintenance having regard to the influencing factors
context
- cosvx08Maintenance:
  Maintenance:
  
  • scheduled and preventative
  
  • unscheduled and reactive
  
  • emergency
- cosvx08Property:
  Property:
  
  • structure
  
  • materials
  
  • finishes
  
  • fittings
  
  • services
  
  • external works
  
  • Assets
- cosvx08Influencing factors:
  Influencing factors:
  
  • ergonomics and logistics
  
  • contractual requirements
  
  • statutory requirements
  
  • health and safety requirements
  
  • resource allocation
  
  • operational requirements
  
  • environmental considerations
  
  • fair wear and tear/damage
  
  • heritage status
- cosvx08Guidance material:
  Guidance material:
  
  • owners' manuals
  
  • log books
  
  • maintenance schedules and manuals
  
  • practice guides and specifications
  
  • health and safety files
  
  • as built drawings
- cosvx08Resources:
  Resources:
  
  • materials
  
  • plant and equipment
  
  • finance
  
  • time
  
  • personnel
- cosvx08Stakeholders: clients users consultants contractors regulating authorities manufacturers
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
- cosvx08Statutory requirements:
  Statutory requirements:
  
  • testing
  
  • examination
  
  • Inspection
  
  • certification
  
  • health and safety
review influencing factors and guidance material about the maintenance of property
cosvx08 review influencing factors and guidance material about the maintenance of property
context
- cosvx08Maintenance:
  Maintenance:
  
  • scheduled and preventative
  
  • unscheduled and reactive
  
  • emergency
- cosvx08Property:
  Property:
  
  • structure
  
  • materials
  
  • finishes
  
  • fittings
  
  • services
  
  • external works
  
  • Assets
- cosvx08Influencing factors:
  Influencing factors:
  
  • ergonomics and logistics
  
  • contractual requirements
  
  • statutory requirements
  
  • health and safety requirements
  
  • resource allocation
  
  • operational requirements
  
  • environmental considerations
  
  • fair wear and tear/damage
  
  • heritage status
- cosvx08Guidance material:
  Guidance material:
  
  • owners' manuals
  
  • log books
  
  • maintenance schedules and manuals
  
  • practice guides and specifications
  
  • health and safety files
  
  • as built drawings
- cosvx08Resources:
  Resources:
  
  • materials
  
  • plant and equipment
  
  • finance
  
  • time
  
  • personnel
- cosvx08Stakeholders: clients users consultants contractors regulating authorities manufacturers
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
- cosvx08Statutory requirements:
  Statutory requirements:
  
  • testing
  
  • examination
  
  • Inspection
  
  • certification
  
  • health and safety
plan and schedule in accordance with agreed objectives for the maintenance of property
cosvx08 plan and schedule in accordance with agreed objectives for the maintenance of property
context
- cosvx08Maintenance:
  Maintenance:
  
  • scheduled and preventative
  
  • unscheduled and reactive
  
  • emergency
- cosvx08Property:
  Property:
  
  • structure
  
  • materials
  
  • finishes
  
  • fittings
  
  • services
  
  • external works
  
  • Assets
- cosvx08Influencing factors:
  Influencing factors:
  
  • ergonomics and logistics
  
  • contractual requirements
  
  • statutory requirements
  
  • health and safety requirements
  
  • resource allocation
  
  • operational requirements
  
  • environmental considerations
  
  • fair wear and tear/damage
  
  • heritage status
- cosvx08Guidance material:
  Guidance material:
  
  • owners' manuals
  
  • log books
  
  • maintenance schedules and manuals
  
  • practice guides and specifications
  
  • health and safety files
  
  • as built drawings
- cosvx08Resources:
  Resources:
  
  • materials
  
  • plant and equipment
  
  • finance
  
  • time
  
  • personnel
- cosvx08Stakeholders: clients users consultants contractors regulating authorities manufacturers
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
- cosvx08Statutory requirements:
  Statutory requirements:
  
  • testing
  
  • examination
  
  • Inspection
  
  • certification
  
  • health and safety
Establish and monitor project team working methods
cosbedmc01 Establish and monitor project team working methods
context
- cosbedmc01Prepare a development programme which meets the requirements of the project brief
  Prepare a development programme which meets the requirements of the project brief
  
  • stakeholders
  
  ‐ the client
  
  ‐ design consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ facilities/asset managers
  
  ‐ user groups
  
  ‐ partners in the development programme
  
  • Development programme:
  
  ‐ timetable
  
  ‐ phasing
  
  ‐ interaction between design consultants
  
  ‐ critical path
  
  ‐ key project stages/gate management plan
  
  ‐ interface between design, procurement, construction, operation and end use
  
  ‐ deliverables
  
  • Project Stages:
  
  ‐ Stage 0 (Strategy)
  
  ‐ Stage 1 (Brief)
  
  ‐ Stage 2 (Concept)
  
  ‐ Stage 3 (Definition)
  
  ‐ Stage 4 (Design)
  
  ‐ Stage 5 (Build and Commission)
  
  ‐ Stage 6 (Handover and Closeout)
  
  ‐ Stage 7 (Operations and End of Life)
  
  • Constraints:
  
  ‐ work content
  
  ‐ time duration/sequencing
  
  ‐ resources available
- cosbedmc01Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbedmc01Expectations:
  Expectations:
  
  • specification
  
  • design quality
  
  • timetable
- cosbedmc01Establish and monitor project team working methods
  Establish and monitor project team working methods
  
  • Project team:
  
  ‐ value for money
  
  ‐ design and development consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ facilities/asset managers
  
  ‐ client
  
  ‐ partners in the development programme
  
  • Requirements of the development brief and schedule:
  
  ‐ objectives and targets
  
  ‐ key decision stages
  
  ‐ scheduling and timetabling
  
  ‐ delivery of documentation
  
  ‐ statutory approvals
  
  ‐ team meetings
  
  ‐ procurement
  
  ‐ level of design refinement at different stages
  
  ‐ concurrent design and construction
  
  ‐ level of risk/confidence
- cosbedmc01 cosbedmo19 cosbedmo13Project Stages:
  Project Stages:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
  
  • Stage 7 (Operations and End of Life)
- cosbedmc01Arrangements to achieve effective communication:
  Arrangements to achieve effective communication:
  
  • oral
  
  • written
  
  • reports
  
  • organisation and minuting of team meetings and actioning outcomes
  
  • key liaison personnel
  
  • electronic data transfer/information management
  
  • working across discipline boundaries
  
  • project execution plan
  
  • contingency arrangements
- cosbedmc01Methods for project implementation, evaluation, modification and updating:
  Methods for project implementation, evaluation, modification and updating:
  
  • responsibilities
  
  • format
  
  • content
  
  • indexing
  
  • distribution
  
  • reviewing
  
  • resolving conflicts
  
  • revising
  
  • quality control
  
  • storage
  
  • security
  
  • retrieval
Prepare a development programme which meets the requirements of the project brief
cosbedmc01 Prepare a development programme which meets the requirements of the project brief
context
- cosbedmc01Prepare a development programme which meets the requirements of the project brief
  Prepare a development programme which meets the requirements of the project brief
  
  • stakeholders
  
  ‐ the client
  
  ‐ design consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ facilities/asset managers
  
  ‐ user groups
  
  ‐ partners in the development programme
  
  • Development programme:
  
  ‐ timetable
  
  ‐ phasing
  
  ‐ interaction between design consultants
  
  ‐ critical path
  
  ‐ key project stages/gate management plan
  
  ‐ interface between design, procurement, construction, operation and end use
  
  ‐ deliverables
  
  • Project Stages:
  
  ‐ Stage 0 (Strategy)
  
  ‐ Stage 1 (Brief)
  
  ‐ Stage 2 (Concept)
  
  ‐ Stage 3 (Definition)
  
  ‐ Stage 4 (Design)
  
  ‐ Stage 5 (Build and Commission)
  
  ‐ Stage 6 (Handover and Closeout)
  
  ‐ Stage 7 (Operations and End of Life)
  
  • Constraints:
  
  ‐ work content
  
  ‐ time duration/sequencing
  
  ‐ resources available
- cosbedmc01Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbedmc01Expectations:
  Expectations:
  
  • specification
  
  • design quality
  
  • timetable
- cosbedmc01Establish and monitor project team working methods
  Establish and monitor project team working methods
  
  • Project team:
  
  ‐ value for money
  
  ‐ design and development consultants
  
  ‐ potential contractors
  
  ‐ potential subcontractors and suppliers
  
  ‐ facilities/asset managers
  
  ‐ client
  
  ‐ partners in the development programme
  
  • Requirements of the development brief and schedule:
  
  ‐ objectives and targets
  
  ‐ key decision stages
  
  ‐ scheduling and timetabling
  
  ‐ delivery of documentation
  
  ‐ statutory approvals
  
  ‐ team meetings
  
  ‐ procurement
  
  ‐ level of design refinement at different stages
  
  ‐ concurrent design and construction
  
  ‐ level of risk/confidence
- cosbedmc01 cosbedmo19 cosbedmo13Project Stages:
  Project Stages:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
  
  • Stage 7 (Operations and End of Life)
- cosbedmc01Arrangements to achieve effective communication:
  Arrangements to achieve effective communication:
  
  • oral
  
  • written
  
  • reports
  
  • organisation and minuting of team meetings and actioning outcomes
  
  • key liaison personnel
  
  • electronic data transfer/information management
  
  • working across discipline boundaries
  
  • project execution plan
  
  • contingency arrangements
- cosbedmc01Methods for project implementation, evaluation, modification and updating:
  Methods for project implementation, evaluation, modification and updating:
  
  • responsibilities
  
  • format
  
  • content
  
  • indexing
  
  • distribution
  
  • reviewing
  
  • resolving conflicts
  
  • revising
  
  • quality control
  
  • storage
  
  • security
  
  • retrieval
select new and innovative products and services for development which are based on an accurate evaluation of the organisation's business policy
cosbimf12.1 select new and innovative products and services for development which are based on an accurate evaluation of the organisation's business policy
context
- cosbimf12.1The organisations operations:
  The organisations operations:
  
  • new and innovative services, products and processes (benefits and features)
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.1 cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.1Planning (ERP))
  Planning (ERP))
  
  • customer requirements
  
  ‐ communications with potential customers
  
  ‐ communications with partners
  
  ‐ legal requirements and current legislation
  
  ‐ past and future negotiations
  
  ‐ specifications
  
  ‐ pricing agreements
  
  ‐ recording systems
  
  ‐ time schedules
  
  ‐ quality
  
  ‐ identification of competitors
  
  ‐ target markets
  
  ‐ training
- cosbimf12.1Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse - methods:
  
  ‐ feasibility studies
  
  ‐ SWOT (strengths, weaknesses, opportunities and threats)
  
  ‐ feedback and claims
  
  • Products:
  
  ‐ raw materials
  
  ‐ pre-manufactured materials and components
  
  ‐ systems
  
  • Services:
  
  ‐ design
  
  ‐ finance
  
  ‐ build
  
  ‐ operate
  
  ‐ research, development and innovation
  
  ‐ technological
  
  ‐ consultation
  
  ‐ advisory
  
  ‐ project management
  
  • Resources:
  
  ‐ people (knowledge, training, competence)
  
  ‐ Information Technology
  
  ‐ plant and equipment
  
  ‐ materials
  
  ‐ sub-contractors and suppliers
  
  ‐ partners
  
  ‐ external services
  
  ‐ financial resources
  
  ‐ accommodation
negotiate additional resources in cases where existing resources are insufficient to meet development costs
cosbimf12.1 negotiate additional resources in cases where existing resources are insufficient to meet development costs
context
- cosbimf12.1The organisations operations:
  The organisations operations:
  
  • new and innovative services, products and processes (benefits and features)
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.1 cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.1Planning (ERP))
  Planning (ERP))
  
  • customer requirements
  
  ‐ communications with potential customers
  
  ‐ communications with partners
  
  ‐ legal requirements and current legislation
  
  ‐ past and future negotiations
  
  ‐ specifications
  
  ‐ pricing agreements
  
  ‐ recording systems
  
  ‐ time schedules
  
  ‐ quality
  
  ‐ identification of competitors
  
  ‐ target markets
  
  ‐ training
- cosbimf12.1Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse - methods:
  
  ‐ feasibility studies
  
  ‐ SWOT (strengths, weaknesses, opportunities and threats)
  
  ‐ feedback and claims
  
  • Products:
  
  ‐ raw materials
  
  ‐ pre-manufactured materials and components
  
  ‐ systems
  
  • Services:
  
  ‐ design
  
  ‐ finance
  
  ‐ build
  
  ‐ operate
  
  ‐ research, development and innovation
  
  ‐ technological
  
  ‐ consultation
  
  ‐ advisory
  
  ‐ project management
  
  • Resources:
  
  ‐ people (knowledge, training, competence)
  
  ‐ Information Technology
  
  ‐ plant and equipment
  
  ‐ materials
  
  ‐ sub-contractors and suppliers
  
  ‐ partners
  
  ‐ external services
  
  ‐ financial resources
  
  ‐ accommodation
calculate the resources needed accurately and allocate sufficient resources for the development of new products and services
cosbimf12.1 calculate the resources needed accurately and allocate sufficient resources for the development of new products and services
context
- cosbimf12.1The organisations operations:
  The organisations operations:
  
  • new and innovative services, products and processes (benefits and features)
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.1 cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.1Planning (ERP))
  Planning (ERP))
  
  • customer requirements
  
  ‐ communications with potential customers
  
  ‐ communications with partners
  
  ‐ legal requirements and current legislation
  
  ‐ past and future negotiations
  
  ‐ specifications
  
  ‐ pricing agreements
  
  ‐ recording systems
  
  ‐ time schedules
  
  ‐ quality
  
  ‐ identification of competitors
  
  ‐ target markets
  
  ‐ training
- cosbimf12.1Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse - methods:
  
  ‐ feasibility studies
  
  ‐ SWOT (strengths, weaknesses, opportunities and threats)
  
  ‐ feedback and claims
  
  • Products:
  
  ‐ raw materials
  
  ‐ pre-manufactured materials and components
  
  ‐ systems
  
  • Services:
  
  ‐ design
  
  ‐ finance
  
  ‐ build
  
  ‐ operate
  
  ‐ research, development and innovation
  
  ‐ technological
  
  ‐ consultation
  
  ‐ advisory
  
  ‐ project management
  
  • Resources:
  
  ‐ people (knowledge, training, competence)
  
  ‐ Information Technology
  
  ‐ plant and equipment
  
  ‐ materials
  
  ‐ sub-contractors and suppliers
  
  ‐ partners
  
  ‐ external services
  
  ‐ financial resources
  
  ‐ accommodation
identify opportunities to use new technologies, materials and techniques to meet identified market needs
cosbimf12.1 identify opportunities to use new technologies, materials and techniques to meet identified market needs
context
- cosbimf12.1The organisations operations:
  The organisations operations:
  
  • new and innovative services, products and processes (benefits and features)
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.1 cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.1Planning (ERP))
  Planning (ERP))
  
  • customer requirements
  
  ‐ communications with potential customers
  
  ‐ communications with partners
  
  ‐ legal requirements and current legislation
  
  ‐ past and future negotiations
  
  ‐ specifications
  
  ‐ pricing agreements
  
  ‐ recording systems
  
  ‐ time schedules
  
  ‐ quality
  
  ‐ identification of competitors
  
  ‐ target markets
  
  ‐ training
- cosbimf12.1Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse - methods:
  
  ‐ feasibility studies
  
  ‐ SWOT (strengths, weaknesses, opportunities and threats)
  
  ‐ feedback and claims
  
  • Products:
  
  ‐ raw materials
  
  ‐ pre-manufactured materials and components
  
  ‐ systems
  
  • Services:
  
  ‐ design
  
  ‐ finance
  
  ‐ build
  
  ‐ operate
  
  ‐ research, development and innovation
  
  ‐ technological
  
  ‐ consultation
  
  ‐ advisory
  
  ‐ project management
  
  • Resources:
  
  ‐ people (knowledge, training, competence)
  
  ‐ Information Technology
  
  ‐ plant and equipment
  
  ‐ materials
  
  ‐ sub-contractors and suppliers
  
  ‐ partners
  
  ‐ external services
  
  ‐ financial resources
  
  ‐ accommodation
analyse the demand for and type of new products and services within the identified market areas
cosbimf12.1 analyse the demand for and type of new products and services within the identified market areas
context
- cosbimf12.1The organisations operations:
  The organisations operations:
  
  • new and innovative services, products and processes (benefits and features)
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.1 cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.1Planning (ERP))
  Planning (ERP))
  
  • customer requirements
  
  ‐ communications with potential customers
  
  ‐ communications with partners
  
  ‐ legal requirements and current legislation
  
  ‐ past and future negotiations
  
  ‐ specifications
  
  ‐ pricing agreements
  
  ‐ recording systems
  
  ‐ time schedules
  
  ‐ quality
  
  ‐ identification of competitors
  
  ‐ target markets
  
  ‐ training
- cosbimf12.1Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse - methods:
  
  ‐ feasibility studies
  
  ‐ SWOT (strengths, weaknesses, opportunities and threats)
  
  ‐ feedback and claims
  
  • Products:
  
  ‐ raw materials
  
  ‐ pre-manufactured materials and components
  
  ‐ systems
  
  • Services:
  
  ‐ design
  
  ‐ finance
  
  ‐ build
  
  ‐ operate
  
  ‐ research, development and innovation
  
  ‐ technological
  
  ‐ consultation
  
  ‐ advisory
  
  ‐ project management
  
  • Resources:
  
  ‐ people (knowledge, training, competence)
  
  ‐ Information Technology
  
  ‐ plant and equipment
  
  ‐ materials
  
  ‐ sub-contractors and suppliers
  
  ‐ partners
  
  ‐ external services
  
  ‐ financial resources
  
  ‐ accommodation
identify appropriate and realistic market areas for the organisation and summarise the information accurately
cosbimf12.1 identify appropriate and realistic market areas for the organisation and summarise the information accurately
context
- cosbimf12.1The organisations operations:
  The organisations operations:
  
  • new and innovative services, products and processes (benefits and features)
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.1 cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.1Planning (ERP))
  Planning (ERP))
  
  • customer requirements
  
  ‐ communications with potential customers
  
  ‐ communications with partners
  
  ‐ legal requirements and current legislation
  
  ‐ past and future negotiations
  
  ‐ specifications
  
  ‐ pricing agreements
  
  ‐ recording systems
  
  ‐ time schedules
  
  ‐ quality
  
  ‐ identification of competitors
  
  ‐ target markets
  
  ‐ training
- cosbimf12.1Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse - methods:
  
  ‐ feasibility studies
  
  ‐ SWOT (strengths, weaknesses, opportunities and threats)
  
  ‐ feedback and claims
  
  • Products:
  
  ‐ raw materials
  
  ‐ pre-manufactured materials and components
  
  ‐ systems
  
  • Services:
  
  ‐ design
  
  ‐ finance
  
  ‐ build
  
  ‐ operate
  
  ‐ research, development and innovation
  
  ‐ technological
  
  ‐ consultation
  
  ‐ advisory
  
  ‐ project management
  
  • Resources:
  
  ‐ people (knowledge, training, competence)
  
  ‐ Information Technology
  
  ‐ plant and equipment
  
  ‐ materials
  
  ‐ sub-contractors and suppliers
  
  ‐ partners
  
  ‐ external services
  
  ‐ financial resources
  
  ‐ accommodation
review the organisation's operations and evaluate its strengths and weaknesses to compete in potential markets
cosbimf12.1 review the organisation's operations and evaluate its strengths and weaknesses to compete in potential markets
context
- cosbimf12.1The organisations operations:
  The organisations operations:
  
  • new and innovative services, products and processes (benefits and features)
  
  • information management systems (e.g. Building Information Modelling,
- cosbimf12.1 cosbimf12.2Customer Relationship Management (CRM), & Enterprise Resource
  Customer Relationship Management (CRM), & Enterprise Resource
- cosbimf12.1Planning (ERP))
  Planning (ERP))
  
  • customer requirements
  
  ‐ communications with potential customers
  
  ‐ communications with partners
  
  ‐ legal requirements and current legislation
  
  ‐ past and future negotiations
  
  ‐ specifications
  
  ‐ pricing agreements
  
  ‐ recording systems
  
  ‐ time schedules
  
  ‐ quality
  
  ‐ identification of competitors
  
  ‐ target markets
  
  ‐ training
- cosbimf12.1Strengths and weaknesses:
  Strengths and weaknesses:
  
  • market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values
  
  ‐ climate change, energy demand and carbon neutrality
  
  ‐ environmental impact
  
  ‐ socio-econometric factors
  
  ‐ ability to innovate
  
  ‐ efficiency of systems (including information technology)
  
  ‐ product life-cycle
  
  ‐ understanding of clients' needs
  
  ‐ standardisation
  
  ‐ competence of staff
  
  ‐ feedback and claims
  
  • Analyse - methods:
  
  ‐ feasibility studies
  
  ‐ SWOT (strengths, weaknesses, opportunities and threats)
  
  ‐ feedback and claims
  
  • Products:
  
  ‐ raw materials
  
  ‐ pre-manufactured materials and components
  
  ‐ systems
  
  • Services:
  
  ‐ design
  
  ‐ finance
  
  ‐ build
  
  ‐ operate
  
  ‐ research, development and innovation
  
  ‐ technological
  
  ‐ consultation
  
  ‐ advisory
  
  ‐ project management
  
  • Resources:
  
  ‐ people (knowledge, training, competence)
  
  ‐ Information Technology
  
  ‐ plant and equipment
  
  ‐ materials
  
  ‐ sub-contractors and suppliers
  
  ‐ partners
  
  ‐ external services
  
  ‐ financial resources
  
  ‐ accommodation
verify that the commissioning is implemented correctly
cosvx07 verify that the commissioning is implemented correctly
context
- cosvx07Procedures, specifications, regulations and guidelines:
  Procedures, specifications, regulations and guidelines:
  
  • witness test
  
  • inspections
  
  • obtain certificates
  
  • provision of operation manuals
- cosvx07Engineering systems:
  Engineering systems:
  
  • components
  
  • equipment
  
  • products
  
  • services
- cosvx07Commissioning:
  Commissioning:
  
  • tests trials
  
  • configuration
  
  • hand-over
- cosvx07Conditions:
  Conditions:
  
  • authorisation
  
  • availability of resources
  
  • preparation of products
  
  • preparation of site
  
  • health and safety
  
  • environmental
  
  • permits
- cosvx07 cosvx08Stakeholders:
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
verify that conditions are suitable to implement the commissioning and that the necessary resources are available
cosvx07 verify that conditions are suitable to implement the commissioning and that the necessary resources are available
context
- cosvx07Procedures, specifications, regulations and guidelines:
  Procedures, specifications, regulations and guidelines:
  
  • witness test
  
  • inspections
  
  • obtain certificates
  
  • provision of operation manuals
- cosvx07Engineering systems:
  Engineering systems:
  
  • components
  
  • equipment
  
  • products
  
  • services
- cosvx07Commissioning:
  Commissioning:
  
  • tests trials
  
  • configuration
  
  • hand-over
- cosvx07Conditions:
  Conditions:
  
  • authorisation
  
  • availability of resources
  
  • preparation of products
  
  • preparation of site
  
  • health and safety
  
  • environmental
  
  • permits
- cosvx07 cosvx08Stakeholders:
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
verify the relevant methods and procedures for commissioning the engineering systems
cosvx07 verify the relevant methods and procedures for commissioning the engineering systems
context
- cosvx07Procedures, specifications, regulations and guidelines:
  Procedures, specifications, regulations and guidelines:
  
  • witness test
  
  • inspections
  
  • obtain certificates
  
  • provision of operation manuals
- cosvx07Engineering systems:
  Engineering systems:
  
  • components
  
  • equipment
  
  • products
  
  • services
- cosvx07Commissioning:
  Commissioning:
  
  • tests trials
  
  • configuration
  
  • hand-over
- cosvx07Conditions:
  Conditions:
  
  • authorisation
  
  • availability of resources
  
  • preparation of products
  
  • preparation of site
  
  • health and safety
  
  • environmental
  
  • permits
- cosvx07 cosvx08Stakeholders:
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
record the results of the commissioning as appropriate and issue to stakeholders
cosvx07 record the results of the commissioning as appropriate and issue to stakeholders
context
- cosvx07Procedures, specifications, regulations and guidelines:
  Procedures, specifications, regulations and guidelines:
  
  • witness test
  
  • inspections
  
  • obtain certificates
  
  • provision of operation manuals
- cosvx07Engineering installations:
  Engineering installations:
  
  • components
  
  • equipment
  
  • products
  
  • services
  
  • systems
- cosvx07Commissioning:
  Commissioning:
  
  • tests
  
  • trials
  
  • configuration
  
  • hand-over
- cosvx07Conditions:
  Conditions:
  
  • authorisation
  
  • availability of resources
  
  • preparation of products
  
  • preparation of site
  
  • health and safety
  
  • environmental
  
  • permits
- cosvx07Stakeholders:
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
verify that the engineering installations meet specifications and comply with relevant regulations and guidelines
cosvx07 verify that the engineering installations meet specifications and comply with relevant regulations and guidelines
context
- cosvx07Procedures, specifications, regulations and guidelines:
  Procedures, specifications, regulations and guidelines:
  
  • witness test
  
  • inspections
  
  • obtain certificates
  
  • provision of operation manuals
- cosvx07Engineering installations:
  Engineering installations:
  
  • components
  
  • equipment
  
  • products
  
  • services
  
  • systems
- cosvx07Commissioning:
  Commissioning:
  
  • tests
  
  • trials
  
  • configuration
  
  • hand-over
- cosvx07Conditions:
  Conditions:
  
  • authorisation
  
  • availability of resources
  
  • preparation of products
  
  • preparation of site
  
  • health and safety
  
  • environmental
  
  • permits
- cosvx07Stakeholders:
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
identify any problems with the commissioning and refer them to relevant stakeholders
cosvx07 identify any problems with the commissioning and refer them to relevant stakeholders
context
- cosvx07Procedures, specifications, regulations and guidelines:
  Procedures, specifications, regulations and guidelines:
  
  • witness test
  
  • inspections
  
  • obtain certificates
  
  • provision of operation manuals
- cosvx07Engineering installations:
  Engineering installations:
  
  • components
  
  • equipment
  
  • products
  
  • services
  
  • systems
- cosvx07Commissioning:
  Commissioning:
  
  • tests
  
  • trials
  
  • configuration
  
  • hand-over
- cosvx07Conditions:
  Conditions:
  
  • authorisation
  
  • availability of resources
  
  • preparation of products
  
  • preparation of site
  
  • health and safety
  
  • environmental
  
  • permits
- cosvx07Stakeholders:
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
verify that the commissioning is implemented correctly
cosvx07 verify that the commissioning is implemented correctly
context
- cosvx07Procedures, specifications, regulations and guidelines:
  Procedures, specifications, regulations and guidelines:
  
  • witness test
  
  • inspections
  
  • obtain certificates
  
  • provision of operation manuals
- cosvx07Engineering installations:
  Engineering installations:
  
  • components
  
  • equipment
  
  • products
  
  • services
  
  • systems
- cosvx07Commissioning:
  Commissioning:
  
  • tests
  
  • trials
  
  • configuration
  
  • hand-over
- cosvx07Conditions:
  Conditions:
  
  • authorisation
  
  • availability of resources
  
  • preparation of products
  
  • preparation of site
  
  • health and safety
  
  • environmental
  
  • permits
- cosvx07Stakeholders:
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
verify that conditions are suitable to implement the commissioning and that the necessary resources are available
cosvx07 verify that conditions are suitable to implement the commissioning and that the necessary resources are available
context
- cosvx07Procedures, specifications, regulations and guidelines:
  Procedures, specifications, regulations and guidelines:
  
  • witness test
  
  • inspections
  
  • obtain certificates
  
  • provision of operation manuals
- cosvx07Engineering installations:
  Engineering installations:
  
  • components
  
  • equipment
  
  • products
  
  • services
  
  • systems
- cosvx07Commissioning:
  Commissioning:
  
  • tests
  
  • trials
  
  • configuration
  
  • hand-over
- cosvx07Conditions:
  Conditions:
  
  • authorisation
  
  • availability of resources
  
  • preparation of products
  
  • preparation of site
  
  • health and safety
  
  • environmental
  
  • permits
- cosvx07Stakeholders:
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
verify the relevant methods and procedures for commissioning the engineering installations
cosvx07 verify the relevant methods and procedures for commissioning the engineering installations
context
- cosvx07Procedures, specifications, regulations and guidelines:
  Procedures, specifications, regulations and guidelines:
  
  • witness test
  
  • inspections
  
  • obtain certificates
  
  • provision of operation manuals
- cosvx07Engineering installations:
  Engineering installations:
  
  • components
  
  • equipment
  
  • products
  
  • services
  
  • systems
- cosvx07Commissioning:
  Commissioning:
  
  • tests
  
  • trials
  
  • configuration
  
  • hand-over
- cosvx07Conditions:
  Conditions:
  
  • authorisation
  
  • availability of resources
  
  • preparation of products
  
  • preparation of site
  
  • health and safety
  
  • environmental
  
  • permits
- cosvx07Stakeholders:
  Stakeholders:
  
  • clients
  
  • users
  
  • consultants
  
  • contractors
  
  • regulating authorities
  
  • manufacturers
summarise and confirm findings of research, evaluation and analysis, and present the results to enable decisions to be made on resource selection
cosbimb42.1 summarise and confirm findings of research, evaluation and analysis, and present the results to enable decisions to be made on resource selection
context
- cosbimb42.1Identify:
  Identify:
  
  • review of development requirements
  
  • standard lists and procedures
  
  • investigative research
  
  • review of previous development data
- cosbimb42.1Resources:
  Resources:
  
  • land, energy and water
  
  • construction materials, products and systems
  
  • building services installations
  
  • construction plant and equipment
  
  • site facilities and ancillary site services
- cosbimb42.1Technical:
  Technical:
  
  • project type
  
  • purpose
  
  • client, user and community expectations, options and preferences
  
  • site and location
  
  • durability
  
  • 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
  
  • environmental impact
  
  • sustainability
- cosbimb42.1Energy demand:
  Energy demand:
  
  • low carbon
  
  • alternative energy sources
  
  • energy usage and efficiency
  
  • embodied carbon
  
  • life cycle assessment and costing (raw material extraction, transport, manufacture, use and disposal)
  
  • use and properties of low energy materials (use and properties of recyclates, industrial symbiosis)
  
  • passive design & new active technology/products & innovations
  
  • insulation characteristics
  
  • energy efficient site plant and equipment
- cosbimb42.1Production:
  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, reuse and recycling
  
  • 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
- cosbimb42.1Certification and accreditation:
  Certification and accreditation:
  
  • compliance with regulations
  
  • compliance with industry recognised standards
analyse the claims of new resource innovations and verify their certification and accreditation
cosbimb42.1 analyse the claims of new resource innovations and verify their certification and accreditation
context
- cosbimb42.1Identify:
  Identify:
  
  • review of development requirements
  
  • standard lists and procedures
  
  • investigative research
  
  • review of previous development data
- cosbimb42.1Resources:
  Resources:
  
  • land, energy and water
  
  • construction materials, products and systems
  
  • building services installations
  
  • construction plant and equipment
  
  • site facilities and ancillary site services
- cosbimb42.1Technical:
  Technical:
  
  • project type
  
  • purpose
  
  • client, user and community expectations, options and preferences
  
  • site and location
  
  • durability
  
  • 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
  
  • environmental impact
  
  • sustainability
- cosbimb42.1Energy demand:
  Energy demand:
  
  • low carbon
  
  • alternative energy sources
  
  • energy usage and efficiency
  
  • embodied carbon
  
  • life cycle assessment and costing (raw material extraction, transport, manufacture, use and disposal)
  
  • use and properties of low energy materials (use and properties of recyclates, industrial symbiosis)
  
  • passive design & new active technology/products & innovations
  
  • insulation characteristics
  
  • energy efficient site plant and equipment
- cosbimb42.1Production:
  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, reuse and recycling
  
  • 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
- cosbimb42.1Certification and accreditation:
  Certification and accreditation:
  
  • compliance with regulations
  
  • compliance with industry recognised standards
research and evaluate alternative resources against the technical technical, energy demand and production factors,, including appraising feedback and evidence from previous use
cosbimb42.1 research and evaluate alternative resources against the technical technical, energy demand and production factors,, including appraising feedback and evidence from previous use
context
- cosbimb42.1Identify:
  Identify:
  
  • review of development requirements
  
  • standard lists and procedures
  
  • investigative research
  
  • review of previous development data
- cosbimb42.1Resources:
  Resources:
  
  • land, energy and water
  
  • construction materials, products and systems
  
  • building services installations
  
  • construction plant and equipment
  
  • site facilities and ancillary site services
- cosbimb42.1Technical:
  Technical:
  
  • project type
  
  • purpose
  
  • client, user and community expectations, options and preferences
  
  • site and location
  
  • durability
  
  • 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
  
  • environmental impact
  
  • sustainability
- cosbimb42.1Energy demand:
  Energy demand:
  
  • low carbon
  
  • alternative energy sources
  
  • energy usage and efficiency
  
  • embodied carbon
  
  • life cycle assessment and costing (raw material extraction, transport, manufacture, use and disposal)
  
  • use and properties of low energy materials (use and properties of recyclates, industrial symbiosis)
  
  • passive design & new active technology/products & innovations
  
  • insulation characteristics
  
  • energy efficient site plant and equipment
- cosbimb42.1Production:
  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, reuse and recycling
  
  • 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
- cosbimb42.1Certification and accreditation:
  Certification and accreditation:
  
  • compliance with regulations
  
  • compliance with industry recognised standards
identify the alternative resources required for the development which may potentially meet the technical technical, energy demand and production factors
cosbimb42.1 identify the alternative resources required for the development which may potentially meet the technical technical, energy demand and production factors
context
- cosbimb42.1Identify:
  Identify:
  
  • review of development requirements
  
  • standard lists and procedures
  
  • investigative research
  
  • review of previous development data
- cosbimb42.1Resources:
  Resources:
  
  • land, energy and water
  
  • construction materials, products and systems
  
  • building services installations
  
  • construction plant and equipment
  
  • site facilities and ancillary site services
- cosbimb42.1Technical:
  Technical:
  
  • project type
  
  • purpose
  
  • client, user and community expectations, options and preferences
  
  • site and location
  
  • durability
  
  • 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
  
  • environmental impact
  
  • sustainability
- cosbimb42.1Energy demand:
  Energy demand:
  
  • low carbon
  
  • alternative energy sources
  
  • energy usage and efficiency
  
  • embodied carbon
  
  • life cycle assessment and costing (raw material extraction, transport, manufacture, use and disposal)
  
  • use and properties of low energy materials (use and properties of recyclates, industrial symbiosis)
  
  • passive design & new active technology/products & innovations
  
  • insulation characteristics
  
  • energy efficient site plant and equipment
- cosbimb42.1Production:
  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, reuse and recycling
  
  • 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
- cosbimb42.1Certification and accreditation:
  Certification and accreditation:
  
  • compliance with regulations
  
  • compliance with industry recognised standards
identify the areas of the development where resources will be needed and plan an investigation to quantify the resources and to decide what technical technical, energy demand and production factors affect their selection
cosbimb42.1 identify the areas of the development where resources will be needed and plan an investigation to quantify the resources and to decide what technical technical, energy demand and production factors affect their selection
context
- cosbimb42.1Identify:
  Identify:
  
  • review of development requirements
  
  • standard lists and procedures
  
  • investigative research
  
  • review of previous development data
- cosbimb42.1Resources:
  Resources:
  
  • land, energy and water
  
  • construction materials, products and systems
  
  • building services installations
  
  • construction plant and equipment
  
  • site facilities and ancillary site services
- cosbimb42.1Technical:
  Technical:
  
  • project type
  
  • purpose
  
  • client, user and community expectations, options and preferences
  
  • site and location
  
  • durability
  
  • 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
  
  • environmental impact
  
  • sustainability
- cosbimb42.1Energy demand:
  Energy demand:
  
  • low carbon
  
  • alternative energy sources
  
  • energy usage and efficiency
  
  • embodied carbon
  
  • life cycle assessment and costing (raw material extraction, transport, manufacture, use and disposal)
  
  • use and properties of low energy materials (use and properties of recyclates, industrial symbiosis)
  
  • passive design & new active technology/products & innovations
  
  • insulation characteristics
  
  • energy efficient site plant and equipment
- cosbimb42.1Production:
  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, reuse and recycling
  
  • 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
- cosbimb42.1Certification and accreditation:
  Certification and accreditation:
  
  • compliance with regulations
  
  • compliance with industry recognised standards
identify with the stakeholders significant criteria for selecting the form of contract
cosbimb15.2 identify with the stakeholders significant criteria for selecting the form of contract
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
advise the client on the most appropriate courses of action for the project stage
cosbimb51.1 advise the client on the most appropriate courses of action for the project stage
context
- cosbimb51.1 cosbimb52.2Design 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
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb51.1Project Stage: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition)
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
agree recommendations on potential design options with the project team
cosbimb51.1 agree recommendations on potential design options with the project team
context
- cosbimb51.1 cosbimb52.2Design 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
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb51.1Project Stage: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition)
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
select potential design options for further development with the project team which appear to meet the requirements of the project stage taking into account identified significant factors within the design parameters
cosbimb51.1 select potential design options for further development with the project team which appear to meet the requirements of the project stage taking into account identified significant factors within the design parameters
context
- cosbimb51.1 cosbimb52.2Design 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
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb51.1Project Stage: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition)
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
format and collate data and conclusions from the analysis, and circulate relevant information to project team members
cosbimb51.1 format and collate data and conclusions from the analysis, and circulate relevant information to project team members
context
- cosbimb51.1 cosbimb52.2Design 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
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb51.1Project Stage: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition)
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
analyse the design parameters with the project team and identify significant factors which may influence existing and anticipated development
cosbimb51.1 analyse the design parameters with the project team and identify significant factors which may influence existing and anticipated development
context
- cosbimb51.1 cosbimb52.2Design 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
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb51.1Project Stage: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition)
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
carry out any necessary investigations and research to clarify any areas of uncertainty about design parameters
cosbimb51.1 carry out any necessary investigations and research to clarify any areas of uncertainty about design parameters
context
- cosbimb51.1 cosbimb52.2Design 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
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb51.1Project Stage: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition)
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
obtain and review agreed briefing information and identify design parameters which are relevant to the project stage
cosbimb51.1 obtain and review agreed briefing information and identify design parameters which are relevant to the project stage
context
- cosbimb51.1 cosbimb52.2Design 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
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb51.1Project Stage: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition)
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
Verify certification for project requirements
cosvx01 Verify certification for project requirements
context
- cosvx01Inspect project against agreed quality standards
  Inspect project against agreed quality standards
  
  • Quality standards “ using the following four mandatory benchmarks:
  
  ‐ statutory requirements
  
  ‐ project specifications
  
  ‐ British Standards
  
  ‐ codes of practice
- cosvx01Plus at least one of the following:
  Plus at least one of the following:
  
  • International Standards
  
  ‐ organisational standards
  
  ‐ trade advisory guidance and best practice
  
  • Personnel:
  
  ‐ the client
  
  ‐ contractors
  
  ‐ consultants
  
  ‐ sub-contractors
  
  ‐ manufacturers
  
  ‐ end user
  
  • Systems:
  
  ‐ visual inspection
  
  ‐ comparison with design requirements
  
  ‐ comparison with standard documentation
  
  ‐ checking manufacturers documentation
  
  ‐ checking delivery/waste transfer notes
  
  ‐ sampling and mock-ups
  
  ‐ test monitoring
  
  ‐ site inspection reports
  
  ‐ contactor's reports
  
  ‐ site meetings
  
  ‐ dimension audits
  
  ‐ BIM
  
  • Work:
  
  ‐ materials, components and their use
  
  ‐ methods of construction
  
  ‐ completed elements
  
  ‐ specialist systems
- cosvx01Monitor project progress against agreed programmes
  Monitor project progress against agreed programmes
  
  • Systems to monitor and record:
  
  ‐ visual inspection
  
  ‐ resource records
  
  ‐ site inspection reports
  
  ‐ contractor's reports
  
  ‐ records of actual work against programmed work
  
  ‐ climate reports
  
  ‐ site meeting records
  
  ‐ comparison with project requirement
  
  • Programmes:
  
  ‐ bar and Gannt charts
  
  ‐ network analysis
  
  ‐ critical path
  
  ‐ action lists
  
  ‐ method statements
  
  • Deviations:
  
  ‐ resource shortages
  
  ‐ design problems and constraints
  
  ‐ industrial disputes
  
  ‐ lack of essential construction information
  
  ‐ construction errors
  
  ‐ inclement weather
  
  ‐ physical constraints
  
  ‐ legal
  
  ‐ social
  
  ‐ environmental
  
  ‐ contract variations
  
  ‐ political economic sociological technological
- cosvx01Verify certification for project requirements
  Verify certification for project requirements
  
  • Documents relating to:
  
  ‐ Contract criteria
  
  ‐ costs
  
  ‐ quantity
  
  ‐ quality
  
  ‐ progress
  
  ‐ as built data
  
  • Personnel responsible:
  
  ‐ the client
  
  ‐ contractor
  
  ‐ consultants
  
  ‐ sub-contractors
  
  ‐ suppliers
  
  • Certification:
  
  ‐ non-conformance
  
  ‐ dayworks
  
  ‐ Schedule of Defects
  
  ‐ rectify defects
  
  ‐ practical completion
Inspect project against agreed quality standards
cosvx01 Inspect project against agreed quality standards
context
- cosvx01Inspect project against agreed quality standards
  Inspect project against agreed quality standards
  
  • Quality standards “ using the following four mandatory benchmarks:
  
  ‐ statutory requirements
  
  ‐ project specifications
  
  ‐ British Standards
  
  ‐ codes of practice
- cosvx01Plus at least one of the following:
  Plus at least one of the following:
  
  • International Standards
  
  ‐ organisational standards
  
  ‐ trade advisory guidance and best practice
  
  • Personnel:
  
  ‐ the client
  
  ‐ contractors
  
  ‐ consultants
  
  ‐ sub-contractors
  
  ‐ manufacturers
  
  ‐ end user
  
  • Systems:
  
  ‐ visual inspection
  
  ‐ comparison with design requirements
  
  ‐ comparison with standard documentation
  
  ‐ checking manufacturers documentation
  
  ‐ checking delivery/waste transfer notes
  
  ‐ sampling and mock-ups
  
  ‐ test monitoring
  
  ‐ site inspection reports
  
  ‐ contactor's reports
  
  ‐ site meetings
  
  ‐ dimension audits
  
  ‐ BIM
  
  • Work:
  
  ‐ materials, components and their use
  
  ‐ methods of construction
  
  ‐ completed elements
  
  ‐ specialist systems
- cosvx01Monitor project progress against agreed programmes
  Monitor project progress against agreed programmes
  
  • Systems to monitor and record:
  
  ‐ visual inspection
  
  ‐ resource records
  
  ‐ site inspection reports
  
  ‐ contractor's reports
  
  ‐ records of actual work against programmed work
  
  ‐ climate reports
  
  ‐ site meeting records
  
  ‐ comparison with project requirement
  
  • Programmes:
  
  ‐ bar and Gannt charts
  
  ‐ network analysis
  
  ‐ critical path
  
  ‐ action lists
  
  ‐ method statements
  
  • Deviations:
  
  ‐ resource shortages
  
  ‐ design problems and constraints
  
  ‐ industrial disputes
  
  ‐ lack of essential construction information
  
  ‐ construction errors
  
  ‐ inclement weather
  
  ‐ physical constraints
  
  ‐ legal
  
  ‐ social
  
  ‐ environmental
  
  ‐ contract variations
  
  ‐ political economic sociological technological
- cosvx01Verify certification for project requirements
  Verify certification for project requirements
  
  • Documents relating to:
  
  ‐ Contract criteria
  
  ‐ costs
  
  ‐ quantity
  
  ‐ quality
  
  ‐ progress
  
  ‐ as built data
  
  • Personnel responsible:
  
  ‐ the client
  
  ‐ contractor
  
  ‐ consultants
  
  ‐ sub-contractors
  
  ‐ suppliers
  
  • Certification:
  
  ‐ non-conformance
  
  ‐ dayworks
  
  ‐ Schedule of Defects
  
  ‐ rectify defects
  
  ‐ practical completion
challenge project requirements and stakeholders preferences which do not appear to be realistic, decide valid options and record agreement
cosbimb12.2 challenge project requirements and stakeholders preferences which do not appear to be realistic, decide valid options and record agreement
context
- cosbimb12.2Project Stakeholders:
  Project Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • CDM co-ordinator
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client advisers
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb12.2 cosbedmo07Agree:
  Agree:
  
  • direct with a client
  
  • by negotiation and agreement with partnering team
  
  • facilitation
- cosbimb12.2Processes and procedures:
  Processes and procedures:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • implementation plans
  
  • capability assessments
  
  • delivery plans
  
  • execution plans
  
  • levels of graphical and non-graphical detail/development
- cosbimb12.2Goals and priorities:
  Goals and priorities:
  
  • quantity
  
  • design quality
  
  • cost
  
  • time
  
  • development
  
  • improvement
  
  • use/adaptability/maintenance
  
  • whole life costs
  
  • health, safety and welfare
  
  • sustainability
  
  • environmental benefits
  
  • economic benefits
  
  • community benefits
  
  • security
  
  • market demands
  
  • changing circumstances
- cosbimb12.2Clarify the project stakeholders circumstances and requirements by:
  Clarify the project stakeholders circumstances and requirements by:
  
  • reference to standard documentation
  
  • checklists
  
  • client consultation
  
  • questionnaires
  
  • comparative field research
  
  • market research
  
  • identifying options and alternatives
  
  • use of benchmarking tool(s)
  
  • digital exchange
- cosbimb12.2Constraints and risks:
  Constraints and risks:
  
  • cost
  
  • time
  
  • quality
  
  • health and safety
  
  • the environment
  
  • client requirements
  
  • system compatibility
  
  • system interoperability
- cosbimb12.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
summarise and present the project requirements and stakeholders stakeholders' preferences
cosbimb12.2 summarise and present the project requirements and stakeholders stakeholders' preferences
context
- cosbimb12.2Project Stakeholders:
  Project Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • CDM co-ordinator
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client advisers
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb12.2 cosbedmo07Agree:
  Agree:
  
  • direct with a client
  
  • by negotiation and agreement with partnering team
  
  • facilitation
- cosbimb12.2Processes and procedures:
  Processes and procedures:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • implementation plans
  
  • capability assessments
  
  • delivery plans
  
  • execution plans
  
  • levels of graphical and non-graphical detail/development
- cosbimb12.2Goals and priorities:
  Goals and priorities:
  
  • quantity
  
  • design quality
  
  • cost
  
  • time
  
  • development
  
  • improvement
  
  • use/adaptability/maintenance
  
  • whole life costs
  
  • health, safety and welfare
  
  • sustainability
  
  • environmental benefits
  
  • economic benefits
  
  • community benefits
  
  • security
  
  • market demands
  
  • changing circumstances
- cosbimb12.2Clarify the project stakeholders circumstances and requirements by:
  Clarify the project stakeholders circumstances and requirements by:
  
  • reference to standard documentation
  
  • checklists
  
  • client consultation
  
  • questionnaires
  
  • comparative field research
  
  • market research
  
  • identifying options and alternatives
  
  • use of benchmarking tool(s)
  
  • digital exchange
- cosbimb12.2Constraints and risks:
  Constraints and risks:
  
  • cost
  
  • time
  
  • quality
  
  • health and safety
  
  • the environment
  
  • client requirements
  
  • system compatibility
  
  • system interoperability
- cosbimb12.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
advise project stakeholders about new regulatory or technological requirements and innovations to enable them to make informed decisions
cosbimb12.2 advise project stakeholders about new regulatory or technological requirements and innovations to enable them to make informed decisions
context
- cosbimb12.2Project Stakeholders:
  Project Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • CDM co-ordinator
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client advisers
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb12.2 cosbedmo07Agree:
  Agree:
  
  • direct with a client
  
  • by negotiation and agreement with partnering team
  
  • facilitation
- cosbimb12.2Processes and procedures:
  Processes and procedures:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • implementation plans
  
  • capability assessments
  
  • delivery plans
  
  • execution plans
  
  • levels of graphical and non-graphical detail/development
- cosbimb12.2Goals and priorities:
  Goals and priorities:
  
  • quantity
  
  • design quality
  
  • cost
  
  • time
  
  • development
  
  • improvement
  
  • use/adaptability/maintenance
  
  • whole life costs
  
  • health, safety and welfare
  
  • sustainability
  
  • environmental benefits
  
  • economic benefits
  
  • community benefits
  
  • security
  
  • market demands
  
  • changing circumstances
- cosbimb12.2Clarify the project stakeholders circumstances and requirements by:
  Clarify the project stakeholders circumstances and requirements by:
  
  • reference to standard documentation
  
  • checklists
  
  • client consultation
  
  • questionnaires
  
  • comparative field research
  
  • market research
  
  • identifying options and alternatives
  
  • use of benchmarking tool(s)
  
  • digital exchange
- cosbimb12.2Constraints and risks:
  Constraints and risks:
  
  • cost
  
  • time
  
  • quality
  
  • health and safety
  
  • the environment
  
  • client requirements
  
  • system compatibility
  
  • system interoperability
- cosbimb12.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
clarify the project stakeholders stakeholders circumstances and requirements requirements, the options available and the constraints and risks which might apply to the project
cosbimb12.2 clarify the project stakeholders stakeholders circumstances and requirements requirements, the options available and the constraints and risks which might apply to the project
context
- cosbimb12.2Project Stakeholders:
  Project Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • CDM co-ordinator
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client advisers
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb12.2 cosbedmo07Agree:
  Agree:
  
  • direct with a client
  
  • by negotiation and agreement with partnering team
  
  • facilitation
- cosbimb12.2Processes and procedures:
  Processes and procedures:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • implementation plans
  
  • capability assessments
  
  • delivery plans
  
  • execution plans
  
  • levels of graphical and non-graphical detail/development
- cosbimb12.2Goals and priorities:
  Goals and priorities:
  
  • quantity
  
  • design quality
  
  • cost
  
  • time
  
  • development
  
  • improvement
  
  • use/adaptability/maintenance
  
  • whole life costs
  
  • health, safety and welfare
  
  • sustainability
  
  • environmental benefits
  
  • economic benefits
  
  • community benefits
  
  • security
  
  • market demands
  
  • changing circumstances
- cosbimb12.2Clarify the project stakeholders circumstances and requirements by:
  Clarify the project stakeholders circumstances and requirements by:
  
  • reference to standard documentation
  
  • checklists
  
  • client consultation
  
  • questionnaires
  
  • comparative field research
  
  • market research
  
  • identifying options and alternatives
  
  • use of benchmarking tool(s)
  
  • digital exchange
- cosbimb12.2Constraints and risks:
  Constraints and risks:
  
  • cost
  
  • time
  
  • quality
  
  • health and safety
  
  • the environment
  
  • client requirements
  
  • system compatibility
  
  • system interoperability
- cosbimb12.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
identify the function and performance requirements for the project
cosbimb12.2 identify the function and performance requirements for the project
context
- cosbimb12.2Project Stakeholders:
  Project Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • CDM co-ordinator
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client advisers
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb12.2 cosbedmo07Agree:
  Agree:
  
  • direct with a client
  
  • by negotiation and agreement with partnering team
  
  • facilitation
- cosbimb12.2Processes and procedures:
  Processes and procedures:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • implementation plans
  
  • capability assessments
  
  • delivery plans
  
  • execution plans
  
  • levels of graphical and non-graphical detail/development
- cosbimb12.2Goals and priorities:
  Goals and priorities:
  
  • quantity
  
  • design quality
  
  • cost
  
  • time
  
  • development
  
  • improvement
  
  • use/adaptability/maintenance
  
  • whole life costs
  
  • health, safety and welfare
  
  • sustainability
  
  • environmental benefits
  
  • economic benefits
  
  • community benefits
  
  • security
  
  • market demands
  
  • changing circumstances
- cosbimb12.2Clarify the project stakeholders circumstances and requirements by:
  Clarify the project stakeholders circumstances and requirements by:
  
  • reference to standard documentation
  
  • checklists
  
  • client consultation
  
  • questionnaires
  
  • comparative field research
  
  • market research
  
  • identifying options and alternatives
  
  • use of benchmarking tool(s)
  
  • digital exchange
- cosbimb12.2Constraints and risks:
  Constraints and risks:
  
  • cost
  
  • time
  
  • quality
  
  • health and safety
  
  • the environment
  
  • client requirements
  
  • system compatibility
  
  • system interoperability
- cosbimb12.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
identify and agree with project stakeholders what their goals and priorities are both now and for the future
cosbimb12.2 identify and agree with project stakeholders what their goals and priorities are both now and for the future
context
- cosbimb12.2Project Stakeholders:
  Project Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • CDM co-ordinator
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client advisers
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb12.2 cosbedmo07Agree:
  Agree:
  
  • direct with a client
  
  • by negotiation and agreement with partnering team
  
  • facilitation
- cosbimb12.2Processes and procedures:
  Processes and procedures:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • implementation plans
  
  • capability assessments
  
  • delivery plans
  
  • execution plans
  
  • levels of graphical and non-graphical detail/development
- cosbimb12.2Goals and priorities:
  Goals and priorities:
  
  • quantity
  
  • design quality
  
  • cost
  
  • time
  
  • development
  
  • improvement
  
  • use/adaptability/maintenance
  
  • whole life costs
  
  • health, safety and welfare
  
  • sustainability
  
  • environmental benefits
  
  • economic benefits
  
  • community benefits
  
  • security
  
  • market demands
  
  • changing circumstances
- cosbimb12.2Clarify the project stakeholders circumstances and requirements by:
  Clarify the project stakeholders circumstances and requirements by:
  
  • reference to standard documentation
  
  • checklists
  
  • client consultation
  
  • questionnaires
  
  • comparative field research
  
  • market research
  
  • identifying options and alternatives
  
  • use of benchmarking tool(s)
  
  • digital exchange
- cosbimb12.2Constraints and risks:
  Constraints and risks:
  
  • cost
  
  • time
  
  • quality
  
  • health and safety
  
  • the environment
  
  • client requirements
  
  • system compatibility
  
  • system interoperability
- cosbimb12.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
identify and agree processes and procedures for management of information to enable project collaboration, integration and delivery
cosbimb12.2 identify and agree processes and procedures for management of information to enable project collaboration, integration and delivery
context
- cosbimb12.2Project Stakeholders:
  Project Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • CDM co-ordinator
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client advisers
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb12.2 cosbedmo07Agree:
  Agree:
  
  • direct with a client
  
  • by negotiation and agreement with partnering team
  
  • facilitation
- cosbimb12.2Processes and procedures:
  Processes and procedures:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • implementation plans
  
  • capability assessments
  
  • delivery plans
  
  • execution plans
  
  • levels of graphical and non-graphical detail/development
- cosbimb12.2Goals and priorities:
  Goals and priorities:
  
  • quantity
  
  • design quality
  
  • cost
  
  • time
  
  • development
  
  • improvement
  
  • use/adaptability/maintenance
  
  • whole life costs
  
  • health, safety and welfare
  
  • sustainability
  
  • environmental benefits
  
  • economic benefits
  
  • community benefits
  
  • security
  
  • market demands
  
  • changing circumstances
- cosbimb12.2Clarify the project stakeholders circumstances and requirements by:
  Clarify the project stakeholders circumstances and requirements by:
  
  • reference to standard documentation
  
  • checklists
  
  • client consultation
  
  • questionnaires
  
  • comparative field research
  
  • market research
  
  • identifying options and alternatives
  
  • use of benchmarking tool(s)
  
  • digital exchange
- cosbimb12.2Constraints and risks:
  Constraints and risks:
  
  • cost
  
  • time
  
  • quality
  
  • health and safety
  
  • the environment
  
  • client requirements
  
  • system compatibility
  
  • system interoperability
- cosbimb12.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
clarify the project stakeholders understanding of project processes and the roles of those who need to be involved
cosbimb12.2 clarify the project stakeholders understanding of project processes and the roles of those who need to be involved
context
- cosbimb12.2Project Stakeholders:
  Project Stakeholders:
  
  • the client
  
  • the clients financial advisers
  
  • CDM co-ordinator
  
  • design consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • funding agencies
  
  • independent client advisers
  
  • user groups
  
  • community groups
  
  • facilities/asset managers
- cosbimb12.2 cosbedmo07Agree:
  Agree:
  
  • direct with a client
  
  • by negotiation and agreement with partnering team
  
  • facilitation
- cosbimb12.2Processes and procedures:
  Processes and procedures:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • implementation plans
  
  • capability assessments
  
  • delivery plans
  
  • execution plans
  
  • levels of graphical and non-graphical detail/development
- cosbimb12.2Goals and priorities:
  Goals and priorities:
  
  • quantity
  
  • design quality
  
  • cost
  
  • time
  
  • development
  
  • improvement
  
  • use/adaptability/maintenance
  
  • whole life costs
  
  • health, safety and welfare
  
  • sustainability
  
  • environmental benefits
  
  • economic benefits
  
  • community benefits
  
  • security
  
  • market demands
  
  • changing circumstances
- cosbimb12.2Clarify the project stakeholders circumstances and requirements by:
  Clarify the project stakeholders circumstances and requirements by:
  
  • reference to standard documentation
  
  • checklists
  
  • client consultation
  
  • questionnaires
  
  • comparative field research
  
  • market research
  
  • identifying options and alternatives
  
  • use of benchmarking tool(s)
  
  • digital exchange
- cosbimb12.2Constraints and risks:
  Constraints and risks:
  
  • cost
  
  • time
  
  • quality
  
  • health and safety
  
  • the environment
  
  • client requirements
  
  • system compatibility
  
  • system interoperability
- cosbimb12.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
Finalise and submit a tender offer
cosbedmo16 Finalise and submit a tender offer
context
- cosbedmo16Review tender enquiry documentation
  Review tender enquiry documentation
  
  • Enquiry:
  
  ‐ pre-qualification
  
  ‐ invitation to tender
  
  • Enquiry documents:
  
  ‐ pre-qualification questionnaire
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ returns procedure
  
  ‐ availability of staff are they in the right place
  
  ‐ cost of tendering
  
  ‐ evaluation criteria
  
  ‐ surveys
  
  ‐ specifications
  
  ‐ drawings
  
  ‐ schedules
  
  ‐ electronic models, graphical and non-graphical electronic data files
  
  ‐ bills of quantities
  
  ‐ health and safety plans
  
  ‐ scope of services
  
  ‐ terms and conditions
  
  ‐ schedule of rates
  
  • Points of concern:
  
  ‐ incomplete enquiry information
  
  ‐ inconsistent with the policy of the organisation
  
  ‐ discrepancies within enquiry information
  
  ‐ unclear enquiry information
  
  ‐ tender procedure requirements
  
  ‐ quantitative requirements
  
  ‐ qualitative requirements
  
  ‐ contractual requirements
  
  • Agreed organisational criteria:
  
  ‐ financial
  
  ‐ availability of staff
  
  ‐ cost of tendering
  
  ‐ viability of tendering information
  
  ‐ current workload
  
  ‐ type of work
  
  ‐ competence of people
  
  ‐ timescale
  
  ‐ social policies
  
  ‐ environmental impact
  
  ‐ location
  
  ‐ potential completion
  
  ‐ Resources
  
  ‐ risk
  
  ‐ contractual
  
  ‐ legal
  
  ‐ inter-disciplinary working
  
  ‐ information management
- cosbedmo16Evaluate and select work methods
  Evaluate and select work methods
  
  • Project information:
  
  ‐ contractual obligations and scope and scale of works
  
  ‐ specifications
  
  ‐ drawings
  
  ‐ schedules
  
  ‐ electronic models, graphic and non-graphic electronic data files
  
  ‐ bills of quantities
  
  ‐ health and safety plans
  
  • Production, installation and work methods:
  
  ‐ sequencing and integration of work operations
  
  ‐ construction and installation techniques
  
  ‐ prefabrication and standardisation
  
  ‐ working conditions (health, safety and welfare)
  
  ‐ new materials and technologies
  
  • Relevant sources:
  
  ‐ project team and supply chain
  
  ‐ regulatory authorities
  
  ‐ technical/trade literature
  
  ‐ standard lists and procedures
  
  ‐ investigative research
  
  • 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
  
  • 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
- cosbedmo16Estimate the resource requirements and costs within a tender
  Estimate the resource requirements and costs within a tender
  
  • Project requirements:
  
  ‐ construction
  
  ‐ installation and maintenance work
  
  ‐ supply of goods and materials
  
  ‐ consultancy services
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ technology required
  
  ‐ procedures for submitting tenders
  
  • Consultancy services:
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ technology required
  
  ‐ procedures for submitting tenders
  
  • Phasing:
  
  ‐ 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 - type:
  
  ‐ people (in-house, external)
  
  ‐ materials
  
  ‐ finance
  
  ‐ time
  
  ‐ information management
  
  • External factors:
  
  ‐ variations over time
  
  ‐ location
  
  ‐ statutory and contractual requirements
  
  ‐ special working conditions and methods
  
  ‐ resourcing conditions
  
  ‐ competition
  
  ‐ inter-disciplinary working
- cosbedmo16Finalise and submit a tender offer
  Finalise and submit a tender offer
  
  • Risks and opportunities:
  
  ‐ environmental
  
  ‐ financial and market
  
  ‐ political
  
  ‐ technical
  
  ‐ health and safety
  
  ‐ reputation
  
  ‐ competence of people
  
  • Alternatives and qualifications:
  
  ‐ specifications and materials
  
  ‐ methods of construction
  
  ‐ services
  
  ‐ time-scales
  
  ‐ supply options
  
  ‐ price offer options
  
  ‐ inter-disciplinary working
Evaluate and select work methods
cosbedmo16 Evaluate and select work methods
context
- cosbedmo16Review tender enquiry documentation
  Review tender enquiry documentation
  
  • Enquiry:
  
  ‐ pre-qualification
  
  ‐ invitation to tender
  
  • Enquiry documents:
  
  ‐ pre-qualification questionnaire
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ returns procedure
  
  ‐ availability of staff are they in the right place
  
  ‐ cost of tendering
  
  ‐ evaluation criteria
  
  ‐ surveys
  
  ‐ specifications
  
  ‐ drawings
  
  ‐ schedules
  
  ‐ electronic models, graphical and non-graphical electronic data files
  
  ‐ bills of quantities
  
  ‐ health and safety plans
  
  ‐ scope of services
  
  ‐ terms and conditions
  
  ‐ schedule of rates
  
  • Points of concern:
  
  ‐ incomplete enquiry information
  
  ‐ inconsistent with the policy of the organisation
  
  ‐ discrepancies within enquiry information
  
  ‐ unclear enquiry information
  
  ‐ tender procedure requirements
  
  ‐ quantitative requirements
  
  ‐ qualitative requirements
  
  ‐ contractual requirements
  
  • Agreed organisational criteria:
  
  ‐ financial
  
  ‐ availability of staff
  
  ‐ cost of tendering
  
  ‐ viability of tendering information
  
  ‐ current workload
  
  ‐ type of work
  
  ‐ competence of people
  
  ‐ timescale
  
  ‐ social policies
  
  ‐ environmental impact
  
  ‐ location
  
  ‐ potential completion
  
  ‐ Resources
  
  ‐ risk
  
  ‐ contractual
  
  ‐ legal
  
  ‐ inter-disciplinary working
  
  ‐ information management
- cosbedmo16Evaluate and select work methods
  Evaluate and select work methods
  
  • Project information:
  
  ‐ contractual obligations and scope and scale of works
  
  ‐ specifications
  
  ‐ drawings
  
  ‐ schedules
  
  ‐ electronic models, graphic and non-graphic electronic data files
  
  ‐ bills of quantities
  
  ‐ health and safety plans
  
  • Production, installation and work methods:
  
  ‐ sequencing and integration of work operations
  
  ‐ construction and installation techniques
  
  ‐ prefabrication and standardisation
  
  ‐ working conditions (health, safety and welfare)
  
  ‐ new materials and technologies
  
  • Relevant sources:
  
  ‐ project team and supply chain
  
  ‐ regulatory authorities
  
  ‐ technical/trade literature
  
  ‐ standard lists and procedures
  
  ‐ investigative research
  
  • 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
  
  • 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
- cosbedmo16Estimate the resource requirements and costs within a tender
  Estimate the resource requirements and costs within a tender
  
  • Project requirements:
  
  ‐ construction
  
  ‐ installation and maintenance work
  
  ‐ supply of goods and materials
  
  ‐ consultancy services
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ technology required
  
  ‐ procedures for submitting tenders
  
  • Consultancy services:
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ technology required
  
  ‐ procedures for submitting tenders
  
  • Phasing:
  
  ‐ 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 - type:
  
  ‐ people (in-house, external)
  
  ‐ materials
  
  ‐ finance
  
  ‐ time
  
  ‐ information management
  
  • External factors:
  
  ‐ variations over time
  
  ‐ location
  
  ‐ statutory and contractual requirements
  
  ‐ special working conditions and methods
  
  ‐ resourcing conditions
  
  ‐ competition
  
  ‐ inter-disciplinary working
- cosbedmo16Finalise and submit a tender offer
  Finalise and submit a tender offer
  
  • Risks and opportunities:
  
  ‐ environmental
  
  ‐ financial and market
  
  ‐ political
  
  ‐ technical
  
  ‐ health and safety
  
  ‐ reputation
  
  ‐ competence of people
  
  • Alternatives and qualifications:
  
  ‐ specifications and materials
  
  ‐ methods of construction
  
  ‐ services
  
  ‐ time-scales
  
  ‐ supply options
  
  ‐ price offer options
  
  ‐ inter-disciplinary working
Review enquiry documentation
cosbedmo16 Review enquiry documentation
context
- cosbedmo16Review tender enquiry documentation
  Review tender enquiry documentation
  
  • Enquiry:
  
  ‐ pre-qualification
  
  ‐ invitation to tender
  
  • Enquiry documents:
  
  ‐ pre-qualification questionnaire
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ returns procedure
  
  ‐ availability of staff are they in the right place
  
  ‐ cost of tendering
  
  ‐ evaluation criteria
  
  ‐ surveys
  
  ‐ specifications
  
  ‐ drawings
  
  ‐ schedules
  
  ‐ electronic models, graphical and non-graphical electronic data files
  
  ‐ bills of quantities
  
  ‐ health and safety plans
  
  ‐ scope of services
  
  ‐ terms and conditions
  
  ‐ schedule of rates
  
  • Points of concern:
  
  ‐ incomplete enquiry information
  
  ‐ inconsistent with the policy of the organisation
  
  ‐ discrepancies within enquiry information
  
  ‐ unclear enquiry information
  
  ‐ tender procedure requirements
  
  ‐ quantitative requirements
  
  ‐ qualitative requirements
  
  ‐ contractual requirements
  
  • Agreed organisational criteria:
  
  ‐ financial
  
  ‐ availability of staff
  
  ‐ cost of tendering
  
  ‐ viability of tendering information
  
  ‐ current workload
  
  ‐ type of work
  
  ‐ competence of people
  
  ‐ timescale
  
  ‐ social policies
  
  ‐ environmental impact
  
  ‐ location
  
  ‐ potential completion
  
  ‐ Resources
  
  ‐ risk
  
  ‐ contractual
  
  ‐ legal
  
  ‐ inter-disciplinary working
  
  ‐ information management
- cosbedmo16Evaluate and select work methods
  Evaluate and select work methods
  
  • Project information:
  
  ‐ contractual obligations and scope and scale of works
  
  ‐ specifications
  
  ‐ drawings
  
  ‐ schedules
  
  ‐ electronic models, graphic and non-graphic electronic data files
  
  ‐ bills of quantities
  
  ‐ health and safety plans
  
  • Production, installation and work methods:
  
  ‐ sequencing and integration of work operations
  
  ‐ construction and installation techniques
  
  ‐ prefabrication and standardisation
  
  ‐ working conditions (health, safety and welfare)
  
  ‐ new materials and technologies
  
  • Relevant sources:
  
  ‐ project team and supply chain
  
  ‐ regulatory authorities
  
  ‐ technical/trade literature
  
  ‐ standard lists and procedures
  
  ‐ investigative research
  
  • 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
  
  • 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
- cosbedmo16Estimate the resource requirements and costs within a tender
  Estimate the resource requirements and costs within a tender
  
  • Project requirements:
  
  ‐ construction
  
  ‐ installation and maintenance work
  
  ‐ supply of goods and materials
  
  ‐ consultancy services
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ technology required
  
  ‐ procedures for submitting tenders
  
  • Consultancy services:
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ technology required
  
  ‐ procedures for submitting tenders
  
  • Phasing:
  
  ‐ 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 - type:
  
  ‐ people (in-house, external)
  
  ‐ materials
  
  ‐ finance
  
  ‐ time
  
  ‐ information management
  
  • External factors:
  
  ‐ variations over time
  
  ‐ location
  
  ‐ statutory and contractual requirements
  
  ‐ special working conditions and methods
  
  ‐ resourcing conditions
  
  ‐ competition
  
  ‐ inter-disciplinary working
- cosbedmo16Finalise and submit a tender offer
  Finalise and submit a tender offer
  
  • Risks and opportunities:
  
  ‐ environmental
  
  ‐ financial and market
  
  ‐ political
  
  ‐ technical
  
  ‐ health and safety
  
  ‐ reputation
  
  ‐ competence of people
  
  • Alternatives and qualifications:
  
  ‐ specifications and materials
  
  ‐ methods of construction
  
  ‐ services
  
  ‐ time-scales
  
  ‐ supply options
  
  ‐ price offer options
  
  ‐ inter-disciplinary working
notify and report to those responsible where non-compliance has been identified
cosvx02 notify and report to those responsible where non-compliance has been identified
context
- cosvx02Monitor health and safety responsibilities
  Monitor health and safety responsibilities
  
  • Hazards:
  
  ‐ falls from height
  
  ‐ slips, trips and falls (same level)
  
  ‐ hit by falling or moving objects
  
  ‐ manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ lack of/breaches of security
  
  ‐ water
  
  ‐ moving vehicles
- cosvx02Monitor systems for managing site health, safety and welfare
  Monitor systems for managing site health, safety and welfare
  
  • Statutory notices:
  
  ‐ prescribed notices
  
  ‐ certificates
  
  ‐ site safety signs
  
  • Health, safety and welfare equipment:
  
  ‐ protective clothing
  
  ‐ protective equipment
  
  ‐ first aid facilities and arrangements
  
  ‐ welfare facilities
  
  ‐ storage, security and disposal of materials and equipment
  
  ‐ accident and incident reporting
  
  ‐ fire fighting equipment
  
  ‐ provision of health, safety and welfare training
  
  • Inductions:
  
  ‐ health and safety responsibilities
  
  ‐ site, construction and installation operations
  
  ‐ health, safety and welfare equipment and resources
  
  ‐ risk control procedures
  
  ‐ first aid arrangements
  
  ‐ health and safety plans
  
  ‐ site specific procedures
  
  ‐ emergency and evacuation procedures
  
  • Project requirements:
  
  ‐ construction specific health, safety and welfare regulations
  
  ‐ general health, safety and welfare legislation
  
  ‐ recognised industry codes of practice
  
  ‐ organisational procedures
  
  ‐ identifying hazards
  
  ‐ reducing associated risk
  
  ‐ reporting accidents and incidents and preventing recurrence
  
  ‐ situations which do not comply with regulations
monitor that systems are in place which meet project requirements
cosvx02 monitor that systems are in place which meet project requirements
context
- cosvx02Monitor health and safety responsibilities
  Monitor health and safety responsibilities
  
  • Hazards:
  
  ‐ falls from height
  
  ‐ slips, trips and falls (same level)
  
  ‐ hit by falling or moving objects
  
  ‐ manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ lack of/breaches of security
  
  ‐ water
  
  ‐ moving vehicles
- cosvx02Monitor systems for managing site health, safety and welfare
  Monitor systems for managing site health, safety and welfare
  
  • Statutory notices:
  
  ‐ prescribed notices
  
  ‐ certificates
  
  ‐ site safety signs
  
  • Health, safety and welfare equipment:
  
  ‐ protective clothing
  
  ‐ protective equipment
  
  ‐ first aid facilities and arrangements
  
  ‐ welfare facilities
  
  ‐ storage, security and disposal of materials and equipment
  
  ‐ accident and incident reporting
  
  ‐ fire fighting equipment
  
  ‐ provision of health, safety and welfare training
  
  • Inductions:
  
  ‐ health and safety responsibilities
  
  ‐ site, construction and installation operations
  
  ‐ health, safety and welfare equipment and resources
  
  ‐ risk control procedures
  
  ‐ first aid arrangements
  
  ‐ health and safety plans
  
  ‐ site specific procedures
  
  ‐ emergency and evacuation procedures
  
  • Project requirements:
  
  ‐ construction specific health, safety and welfare regulations
  
  ‐ general health, safety and welfare legislation
  
  ‐ recognised industry codes of practice
  
  ‐ organisational procedures
  
  ‐ identifying hazards
  
  ‐ reducing associated risk
  
  ‐ reporting accidents and incidents and preventing recurrence
  
  ‐ situations which do not comply with regulations
review that inductions are being carried out
cosvx02 review that inductions are being carried out
context
- cosvx02Monitor health and safety responsibilities
  Monitor health and safety responsibilities
  
  • Hazards:
  
  ‐ falls from height
  
  ‐ slips, trips and falls (same level)
  
  ‐ hit by falling or moving objects
  
  ‐ manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ lack of/breaches of security
  
  ‐ water
  
  ‐ moving vehicles
- cosvx02Monitor systems for managing site health, safety and welfare
  Monitor systems for managing site health, safety and welfare
  
  • Statutory notices:
  
  ‐ prescribed notices
  
  ‐ certificates
  
  ‐ site safety signs
  
  • Health, safety and welfare equipment:
  
  ‐ protective clothing
  
  ‐ protective equipment
  
  ‐ first aid facilities and arrangements
  
  ‐ welfare facilities
  
  ‐ storage, security and disposal of materials and equipment
  
  ‐ accident and incident reporting
  
  ‐ fire fighting equipment
  
  ‐ provision of health, safety and welfare training
  
  • Inductions:
  
  ‐ health and safety responsibilities
  
  ‐ site, construction and installation operations
  
  ‐ health, safety and welfare equipment and resources
  
  ‐ risk control procedures
  
  ‐ first aid arrangements
  
  ‐ health and safety plans
  
  ‐ site specific procedures
  
  ‐ emergency and evacuation procedures
  
  • Project requirements:
  
  ‐ construction specific health, safety and welfare regulations
  
  ‐ general health, safety and welfare legislation
  
  ‐ recognised industry codes of practice
  
  ‐ organisational procedures
  
  ‐ identifying hazards
  
  ‐ reducing associated risk
  
  ‐ reporting accidents and incidents and preventing recurrence
  
  ‐ situations which do not comply with regulations
review that health, safety and welfare equipment, are in place, correctly used, applied and maintained to meet the project requirements
cosvx02 review that health, safety and welfare equipment, are in place, correctly used, applied and maintained to meet the project requirements
context
- cosvx02Monitor health and safety responsibilities
  Monitor health and safety responsibilities
  
  • Hazards:
  
  ‐ falls from height
  
  ‐ slips, trips and falls (same level)
  
  ‐ hit by falling or moving objects
  
  ‐ manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ lack of/breaches of security
  
  ‐ water
  
  ‐ moving vehicles
- cosvx02Monitor systems for managing site health, safety and welfare
  Monitor systems for managing site health, safety and welfare
  
  • Statutory notices:
  
  ‐ prescribed notices
  
  ‐ certificates
  
  ‐ site safety signs
  
  • Health, safety and welfare equipment:
  
  ‐ protective clothing
  
  ‐ protective equipment
  
  ‐ first aid facilities and arrangements
  
  ‐ welfare facilities
  
  ‐ storage, security and disposal of materials and equipment
  
  ‐ accident and incident reporting
  
  ‐ fire fighting equipment
  
  ‐ provision of health, safety and welfare training
  
  • Inductions:
  
  ‐ health and safety responsibilities
  
  ‐ site, construction and installation operations
  
  ‐ health, safety and welfare equipment and resources
  
  ‐ risk control procedures
  
  ‐ first aid arrangements
  
  ‐ health and safety plans
  
  ‐ site specific procedures
  
  ‐ emergency and evacuation procedures
  
  • Project requirements:
  
  ‐ construction specific health, safety and welfare regulations
  
  ‐ general health, safety and welfare legislation
  
  ‐ recognised industry codes of practice
  
  ‐ organisational procedures
  
  ‐ identifying hazards
  
  ‐ reducing associated risk
  
  ‐ reporting accidents and incidents and preventing recurrence
  
  ‐ situations which do not comply with regulations
review that statutory notices, safety information and hazard warnings are maintained
cosvx02 review that statutory notices, safety information and hazard warnings are maintained
context
- cosvx02Monitor health and safety responsibilities
  Monitor health and safety responsibilities
  
  • Hazards:
  
  ‐ falls from height
  
  ‐ slips, trips and falls (same level)
  
  ‐ hit by falling or moving objects
  
  ‐ manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ lack of/breaches of security
  
  ‐ water
  
  ‐ moving vehicles
- cosvx02Monitor systems for managing site health, safety and welfare
  Monitor systems for managing site health, safety and welfare
  
  • Statutory notices:
  
  ‐ prescribed notices
  
  ‐ certificates
  
  ‐ site safety signs
  
  • Health, safety and welfare equipment:
  
  ‐ protective clothing
  
  ‐ protective equipment
  
  ‐ first aid facilities and arrangements
  
  ‐ welfare facilities
  
  ‐ storage, security and disposal of materials and equipment
  
  ‐ accident and incident reporting
  
  ‐ fire fighting equipment
  
  ‐ provision of health, safety and welfare training
  
  • Inductions:
  
  ‐ health and safety responsibilities
  
  ‐ site, construction and installation operations
  
  ‐ health, safety and welfare equipment and resources
  
  ‐ risk control procedures
  
  ‐ first aid arrangements
  
  ‐ health and safety plans
  
  ‐ site specific procedures
  
  ‐ emergency and evacuation procedures
  
  • Project requirements:
  
  ‐ construction specific health, safety and welfare regulations
  
  ‐ general health, safety and welfare legislation
  
  ‐ recognised industry codes of practice
  
  ‐ organisational procedures
  
  ‐ identifying hazards
  
  ‐ reducing associated risk
  
  ‐ reporting accidents and incidents and preventing recurrence
  
  ‐ situations which do not comply with regulations
encourage a culture of health, safety and welfare on site and identify and recommend possible opportunities for improving the health and safety of the work environment
cosvx02 encourage a culture of health, safety and welfare on site and identify and recommend possible opportunities for improving the health and safety of the work environment
context
- cosvx02Monitor health and safety responsibilities
  Monitor health and safety responsibilities
  
  • Hazards:
  
  ‐ falls from height
  
  ‐ slips, trips and falls (same level)
  
  ‐ hit by falling or moving objects
  
  ‐ manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ lack of/breaches of security
  
  ‐ water
  
  ‐ moving vehicles
- cosvx02Monitor systems for managing site health, safety and welfare
  Monitor systems for managing site health, safety and welfare
  
  • Statutory notices:
  
  ‐ prescribed notices
  
  ‐ certificates
  
  ‐ site safety signs
  
  • Health, safety and welfare equipment:
  
  ‐ protective clothing
  
  ‐ protective equipment
  
  ‐ first aid facilities and arrangements
  
  ‐ welfare facilities
  
  ‐ storage, security and disposal of materials and equipment
  
  ‐ accident and incident reporting
  
  ‐ fire fighting equipment
  
  ‐ provision of health, safety and welfare training
  
  • Inductions:
  
  ‐ health and safety responsibilities
  
  ‐ site, construction and installation operations
  
  ‐ health, safety and welfare equipment and resources
  
  ‐ risk control procedures
  
  ‐ first aid arrangements
  
  ‐ health and safety plans
  
  ‐ site specific procedures
  
  ‐ emergency and evacuation procedures
  
  • Project requirements:
  
  ‐ construction specific health, safety and welfare regulations
  
  ‐ general health, safety and welfare legislation
  
  ‐ recognised industry codes of practice
  
  ‐ organisational procedures
  
  ‐ identifying hazards
  
  ‐ reducing associated risk
  
  ‐ reporting accidents and incidents and preventing recurrence
  
  ‐ situations which do not comply with regulations
make sure that your personal conduct at work protects the health and safety of yourself and others, meets any legal responsibilities, and is in accordance with workplace instructions
cosvx02 make sure that your personal conduct at work protects the health and safety of yourself and others, meets any legal responsibilities, and is in accordance with workplace instructions
context
- cosvx02Monitor health and safety responsibilities
  Monitor health and safety responsibilities
  
  • Hazards:
  
  ‐ falls from height
  
  ‐ slips, trips and falls (same level)
  
  ‐ hit by falling or moving objects
  
  ‐ manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ lack of/breaches of security
  
  ‐ water
  
  ‐ moving vehicles
- cosvx02Monitor systems for managing site health, safety and welfare
  Monitor systems for managing site health, safety and welfare
  
  • Statutory notices:
  
  ‐ prescribed notices
  
  ‐ certificates
  
  ‐ site safety signs
  
  • Health, safety and welfare equipment:
  
  ‐ protective clothing
  
  ‐ protective equipment
  
  ‐ first aid facilities and arrangements
  
  ‐ welfare facilities
  
  ‐ storage, security and disposal of materials and equipment
  
  ‐ accident and incident reporting
  
  ‐ fire fighting equipment
  
  ‐ provision of health, safety and welfare training
  
  • Inductions:
  
  ‐ health and safety responsibilities
  
  ‐ site, construction and installation operations
  
  ‐ health, safety and welfare equipment and resources
  
  ‐ risk control procedures
  
  ‐ first aid arrangements
  
  ‐ health and safety plans
  
  ‐ site specific procedures
  
  ‐ emergency and evacuation procedures
  
  • Project requirements:
  
  ‐ construction specific health, safety and welfare regulations
  
  ‐ general health, safety and welfare legislation
  
  ‐ recognised industry codes of practice
  
  ‐ organisational procedures
  
  ‐ identifying hazards
  
  ‐ reducing associated risk
  
  ‐ reporting accidents and incidents and preventing recurrence
  
  ‐ situations which do not comply with regulations
identify and report differences between workplace instructions and suppliers' or manufacturers' instructions
cosvx02 identify and report differences between workplace instructions and suppliers' or manufacturers' instructions
context
- cosvx02Monitor health and safety responsibilities
  Monitor health and safety responsibilities
  
  • Hazards:
  
  ‐ falls from height
  
  ‐ slips, trips and falls (same level)
  
  ‐ hit by falling or moving objects
  
  ‐ manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ lack of/breaches of security
  
  ‐ water
  
  ‐ moving vehicles
- cosvx02Monitor systems for managing site health, safety and welfare
  Monitor systems for managing site health, safety and welfare
  
  • Statutory notices:
  
  ‐ prescribed notices
  
  ‐ certificates
  
  ‐ site safety signs
  
  • Health, safety and welfare equipment:
  
  ‐ protective clothing
  
  ‐ protective equipment
  
  ‐ first aid facilities and arrangements
  
  ‐ welfare facilities
  
  ‐ storage, security and disposal of materials and equipment
  
  ‐ accident and incident reporting
  
  ‐ fire fighting equipment
  
  ‐ provision of health, safety and welfare training
  
  • Inductions:
  
  ‐ health and safety responsibilities
  
  ‐ site, construction and installation operations
  
  ‐ health, safety and welfare equipment and resources
  
  ‐ risk control procedures
  
  ‐ first aid arrangements
  
  ‐ health and safety plans
  
  ‐ site specific procedures
  
  ‐ emergency and evacuation procedures
  
  • Project requirements:
  
  ‐ construction specific health, safety and welfare regulations
  
  ‐ general health, safety and welfare legislation
  
  ‐ recognised industry codes of practice
  
  ‐ organisational procedures
  
  ‐ identifying hazards
  
  ‐ reducing associated risk
  
  ‐ reporting accidents and incidents and preventing recurrence
  
  ‐ situations which do not comply with regulations
circulate the recommendations to decision makers, the suppliers and other people who have an interest
cosbimd11.1 circulate the recommendations to decision makers, the suppliers and other people who have an interest
context
- cosbimd11.1Criteria:
  Criteria:
  
  • legislation
  
  • codes of best practice
  
  • security of supply
  
  • quality of product/service being supplied
  
  • contract forms providing mutual benefits
  
  • open book forms linked to outcomes
  
  • agreed payment procedures
  
  • time and scheduling
  
  • Building Information Modelling capability
  
  • alignment of systems
  
  • cost
  
  • adoption of industry guidance and benchmarking
  
  • community benefits
  
  • best whole life value
  
  • business case
- cosbimd11.1Strategic sourcing - of:
  Strategic sourcing - of:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers of goods and materials
  
  • consultants
  
  • client/end users
  
  • facility/asset managers
recommend changes using accurate evidence and clearly identify the strategic implications for supply
cosbimd11.1 recommend changes using accurate evidence and clearly identify the strategic implications for supply
context
- cosbimd11.1Criteria:
  Criteria:
  
  • legislation
  
  • codes of best practice
  
  • security of supply
  
  • quality of product/service being supplied
  
  • contract forms providing mutual benefits
  
  • open book forms linked to outcomes
  
  • agreed payment procedures
  
  • time and scheduling
  
  • Building Information Modelling capability
  
  • alignment of systems
  
  • cost
  
  • adoption of industry guidance and benchmarking
  
  • community benefits
  
  • best whole life value
  
  • business case
- cosbimd11.1Strategic sourcing - of:
  Strategic sourcing - of:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers of goods and materials
  
  • consultants
  
  • client/end users
  
  • facility/asset managers
calculate the costs of changing to new suppliers
cosbimd11.1 calculate the costs of changing to new suppliers
context
- cosbimd11.1Criteria:
  Criteria:
  
  • legislation
  
  • codes of best practice
  
  • security of supply
  
  • quality of product/service being supplied
  
  • contract forms providing mutual benefits
  
  • open book forms linked to outcomes
  
  • agreed payment procedures
  
  • time and scheduling
  
  • Building Information Modelling capability
  
  • alignment of systems
  
  • cost
  
  • adoption of industry guidance and benchmarking
  
  • community benefits
  
  • best whole life value
  
  • business case
- cosbimd11.1Strategic sourcing - of:
  Strategic sourcing - of:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers of goods and materials
  
  • consultants
  
  • client/end users
  
  • facility/asset managers
evaluate the effect of strategic sourcing on competitiveness of supply, compare the evaluation with existing arrangements and calculate the advantages and disadvantages
cosbimd11.1 evaluate the effect of strategic sourcing on competitiveness of supply, compare the evaluation with existing arrangements and calculate the advantages and disadvantages
context
- cosbimd11.1Criteria:
  Criteria:
  
  • legislation
  
  • codes of best practice
  
  • security of supply
  
  • quality of product/service being supplied
  
  • contract forms providing mutual benefits
  
  • open book forms linked to outcomes
  
  • agreed payment procedures
  
  • time and scheduling
  
  • Building Information Modelling capability
  
  • alignment of systems
  
  • cost
  
  • adoption of industry guidance and benchmarking
  
  • community benefits
  
  • best whole life value
  
  • business case
- cosbimd11.1Strategic sourcing - of:
  Strategic sourcing - of:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers of goods and materials
  
  • consultants
  
  • client/end users
  
  • facility/asset managers
select relevant criteria to use in making evaluations and decisions
cosbimd11.1 select relevant criteria to use in making evaluations and decisions
context
- cosbimd11.1Criteria:
  Criteria:
  
  • legislation
  
  • codes of best practice
  
  • security of supply
  
  • quality of product/service being supplied
  
  • contract forms providing mutual benefits
  
  • open book forms linked to outcomes
  
  • agreed payment procedures
  
  • time and scheduling
  
  • Building Information Modelling capability
  
  • alignment of systems
  
  • cost
  
  • adoption of industry guidance and benchmarking
  
  • community benefits
  
  • best whole life value
  
  • business case
- cosbimd11.1Strategic sourcing - of:
  Strategic sourcing - of:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers of goods and materials
  
  • consultants
  
  • client/end users
  
  • facility/asset managers
identify clearly the stakeholders and the purpose of the contract
cosbimb15.2 identify clearly the stakeholders and the purpose of the contract
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
record any setting out information which may be of later use, and store it securely so that it is available when needed
cosvx05 record any setting out information which may be of later use, and store it securely so that it is available when needed
context
- cosvx05Setting-out information:
  Setting-out information:
  
  • dimensions
  
  • locations
  
  • levels (including inaccuracies and deviations)
- cosvx05Differences:
  Differences:
  
  • boundaries
  
  • levels
  
  • locations
- cosvx05Reference markers:
  Reference markers:
  
  • ground stations
  
  • base lines
  
  • benchmarks
  
  • elevated target positions
  
  • structural grid
- cosvx05Observation methods:
  Observation methods:
  
  • graphical
  
  • measured
  
  • instruments
- cosvx05Measuring and recording equipment:
  Measuring and recording equipment:
  
  • mechanical
  
  • optical
  
  • electronic
  
  • field book
- cosvx05Dimensional controls
  Dimensional controls
  
  • lines
  
  • levels
  
  • angles
  
  • distances
- cosvx05Errors “ arising from:
  Errors “ arising from:
  
  • transfer of lines and levels
  
  • use of wrong lines and levels
  
  • calculations
identify and record any errors in position, alignment and level and report to the decision makers
cosvx05 identify and record any errors in position, alignment and level and report to the decision makers
context
- cosvx05Setting-out information:
  Setting-out information:
  
  • dimensions
  
  • locations
  
  • levels (including inaccuracies and deviations)
- cosvx05Differences:
  Differences:
  
  • boundaries
  
  • levels
  
  • locations
- cosvx05Reference markers:
  Reference markers:
  
  • ground stations
  
  • base lines
  
  • benchmarks
  
  • elevated target positions
  
  • structural grid
- cosvx05Observation methods:
  Observation methods:
  
  • graphical
  
  • measured
  
  • instruments
- cosvx05Measuring and recording equipment:
  Measuring and recording equipment:
  
  • mechanical
  
  • optical
  
  • electronic
  
  • field book
- cosvx05Dimensional controls
  Dimensional controls
  
  • lines
  
  • levels
  
  • angles
  
  • distances
- cosvx05Errors “ arising from:
  Errors “ arising from:
  
  • transfer of lines and levels
  
  • use of wrong lines and levels
  
  • calculations
observe and measure dimensional controls, setting out points, lines and profiles accurately and record the results to meet quality standards
cosvx05 observe and measure dimensional controls, setting out points, lines and profiles accurately and record the results to meet quality standards
context
- cosvx05Setting-out information:
  Setting-out information:
  
  • dimensions
  
  • locations
  
  • levels (including inaccuracies and deviations)
- cosvx05Differences:
  Differences:
  
  • boundaries
  
  • levels
  
  • locations
- cosvx05Reference markers:
  Reference markers:
  
  • ground stations
  
  • base lines
  
  • benchmarks
  
  • elevated target positions
  
  • structural grid
- cosvx05Observation methods:
  Observation methods:
  
  • graphical
  
  • measured
  
  • instruments
- cosvx05Measuring and recording equipment:
  Measuring and recording equipment:
  
  • mechanical
  
  • optical
  
  • electronic
  
  • field book
- cosvx05Dimensional controls
  Dimensional controls
  
  • lines
  
  • levels
  
  • angles
  
  • distances
- cosvx05Errors “ arising from:
  Errors “ arising from:
  
  • transfer of lines and levels
  
  • use of wrong lines and levels
  
  • calculations
use measuring and recording equipment which meets the specified accuracy criteria at the level required
cosvx05 use measuring and recording equipment which meets the specified accuracy criteria at the level required
context
- cosvx05Setting-out information:
  Setting-out information:
  
  • dimensions
  
  • locations
  
  • levels (including inaccuracies and deviations)
- cosvx05Differences:
  Differences:
  
  • boundaries
  
  • levels
  
  • locations
- cosvx05Reference markers:
  Reference markers:
  
  • ground stations
  
  • base lines
  
  • benchmarks
  
  • elevated target positions
  
  • structural grid
- cosvx05Observation methods:
  Observation methods:
  
  • graphical
  
  • measured
  
  • instruments
- cosvx05Measuring and recording equipment:
  Measuring and recording equipment:
  
  • mechanical
  
  • optical
  
  • electronic
  
  • field book
- cosvx05Dimensional controls
  Dimensional controls
  
  • lines
  
  • levels
  
  • angles
  
  • distances
- cosvx05Errors “ arising from:
  Errors “ arising from:
  
  • transfer of lines and levels
  
  • use of wrong lines and levels
  
  • calculations
use appropriate observation methods which meet the specified accuracy
cosvx05 use appropriate observation methods which meet the specified accuracy
context
- cosvx05Setting-out information:
  Setting-out information:
  
  • dimensions
  
  • locations
  
  • levels (including inaccuracies and deviations)
- cosvx05Differences:
  Differences:
  
  • boundaries
  
  • levels
  
  • locations
- cosvx05Reference markers:
  Reference markers:
  
  • ground stations
  
  • base lines
  
  • benchmarks
  
  • elevated target positions
  
  • structural grid
- cosvx05Observation methods:
  Observation methods:
  
  • graphical
  
  • measured
  
  • instruments
- cosvx05Measuring and recording equipment:
  Measuring and recording equipment:
  
  • mechanical
  
  • optical
  
  • electronic
  
  • field book
- cosvx05Dimensional controls
  Dimensional controls
  
  • lines
  
  • levels
  
  • angles
  
  • distances
- cosvx05Errors “ arising from:
  Errors “ arising from:
  
  • transfer of lines and levels
  
  • use of wrong lines and levels
  
  • calculations
monitor reference markers which are accurate, identified clearly and protected from movement or removal
cosvx05 monitor reference markers which are accurate, identified clearly and protected from movement or removal
context
- cosvx05Setting-out information:
  Setting-out information:
  
  • dimensions
  
  • locations
  
  • levels (including inaccuracies and deviations)
- cosvx05Differences:
  Differences:
  
  • boundaries
  
  • levels
  
  • locations
- cosvx05Reference markers:
  Reference markers:
  
  • ground stations
  
  • base lines
  
  • benchmarks
  
  • elevated target positions
  
  • structural grid
- cosvx05Observation methods:
  Observation methods:
  
  • graphical
  
  • measured
  
  • instruments
- cosvx05Measuring and recording equipment:
  Measuring and recording equipment:
  
  • mechanical
  
  • optical
  
  • electronic
  
  • field book
- cosvx05Dimensional controls
  Dimensional controls
  
  • lines
  
  • levels
  
  • angles
  
  • distances
- cosvx05Errors “ arising from:
  Errors “ arising from:
  
  • transfer of lines and levels
  
  • use of wrong lines and levels
  
  • calculations
identify any differences between the specified and the actual site dimensions, record them accurately and to inform the decision makers
cosvx05 identify any differences between the specified and the actual site dimensions, record them accurately and to inform the decision makers
context
- cosvx05Setting-out information:
  Setting-out information:
  
  • dimensions
  
  • locations
  
  • levels (including inaccuracies and deviations)
- cosvx05Differences:
  Differences:
  
  • boundaries
  
  • levels
  
  • locations
- cosvx05Reference markers:
  Reference markers:
  
  • ground stations
  
  • base lines
  
  • benchmarks
  
  • elevated target positions
  
  • structural grid
- cosvx05Observation methods:
  Observation methods:
  
  • graphical
  
  • measured
  
  • instruments
- cosvx05Measuring and recording equipment:
  Measuring and recording equipment:
  
  • mechanical
  
  • optical
  
  • electronic
  
  • field book
- cosvx05Dimensional controls
  Dimensional controls
  
  • lines
  
  • levels
  
  • angles
  
  • distances
- cosvx05Errors “ arising from:
  Errors “ arising from:
  
  • transfer of lines and levels
  
  • use of wrong lines and levels
  
  • calculations
correlate, check and calculate information on construction which is relevant to the setting-out of the project
cosvx05 correlate, check and calculate information on construction which is relevant to the setting-out of the project
context
- cosvx05Setting-out information:
  Setting-out information:
  
  • dimensions
  
  • locations
  
  • levels (including inaccuracies and deviations)
- cosvx05Differences:
  Differences:
  
  • boundaries
  
  • levels
  
  • locations
- cosvx05Reference markers:
  Reference markers:
  
  • ground stations
  
  • base lines
  
  • benchmarks
  
  • elevated target positions
  
  • structural grid
- cosvx05Observation methods:
  Observation methods:
  
  • graphical
  
  • measured
  
  • instruments
- cosvx05Measuring and recording equipment:
  Measuring and recording equipment:
  
  • mechanical
  
  • optical
  
  • electronic
  
  • field book
- cosvx05Dimensional controls
  Dimensional controls
  
  • lines
  
  • levels
  
  • angles
  
  • distances
- cosvx05Errors “ arising from:
  Errors “ arising from:
  
  • transfer of lines and levels
  
  • use of wrong lines and levels
  
  • calculations
Negotiate and agree a contract
cosbedmo17 Negotiate and agree a contract
context
- cosbedmo17Prepare and modify standard forms of contract
  Prepare and modify standard forms of contract
  
  • Contracts - type:
  
  ‐ main contract
  
  ‐ sub-contract
  
  ‐ lump sum
  
  ‐ design and construct
  
  ‐ schedule based
  
  ‐ prime cost based
  
  ‐ firm priced
  
  ‐ labour and materials
  
  ‐ labour only
  
  ‐ fluctuating price
  
  ‐ goods and material supply only
  
  ‐ service contracts
  
  • Form of procurement:
  
  ‐ open competitive
  
  ‐ two stage
  
  ‐ selected list
  
  ‐ negotiated
  
  ‐ partnering
  
  • Amending and drafting:
  
  ‐ allocation of risks and responsibilities
  
  ‐ structure of contract
  
  ‐ key instructions
- cosbedmo17Negotiate and agree a contract
  Negotiate and agree a contract
  
  • Contracts requirements - relating to:
  
  ‐ legal factors
  
  ‐ main contract
  
  ‐ sub-contract
  
  ‐ lump sum
  
  ‐ design and construct
  
  ‐ schedule based
- cosbedmo17prime cost based
  prime cost based
  
  • firm price
  
  • fluctuating price
  
  • labour and materials
  
  • labour only
  
  • goods and material supply only
  
  • service contracts
- cosbedmo17People involved in the contract:
  People involved in the contract:
  
  • clients
  
  • main contractors
  
  • sub-contractors
  
  • consultants
  
  • third parties
- cosbedmo17Amendments:
  Amendments:
  
  • allocation of risks and responsibilities
  
  • structure of contract
  
  • key instructions
  
  • information management
  
  • Legal requirements:
  
  • legal factors
  
  • statutes
  
  • regulations, including European Union regulations
  
  • codes of practice and procedure
  
  • common law
- cosbedmo17Contract documents:
  Contract documents:
  
  • invitation to tender
  
  • forms of tender
  
  • specifications
  
  • survey reports
  
  • drawings and schedules
  
  • bills of quantities/schedules of rates
  
  • health and safety plans
  
  • scope of services
  
  • terms and conditions
Prepare and modify standard forms of contract
cosbedmo17 Prepare and modify standard forms of contract
context
- cosbedmo17Prepare and modify standard forms of contract
  Prepare and modify standard forms of contract
  
  • Contracts - type:
  
  ‐ main contract
  
  ‐ sub-contract
  
  ‐ lump sum
  
  ‐ design and construct
  
  ‐ schedule based
  
  ‐ prime cost based
  
  ‐ firm priced
  
  ‐ labour and materials
  
  ‐ labour only
  
  ‐ fluctuating price
  
  ‐ goods and material supply only
  
  ‐ service contracts
  
  • Form of procurement:
  
  ‐ open competitive
  
  ‐ two stage
  
  ‐ selected list
  
  ‐ negotiated
  
  ‐ partnering
  
  • Amending and drafting:
  
  ‐ allocation of risks and responsibilities
  
  ‐ structure of contract
  
  ‐ key instructions
- cosbedmo17Negotiate and agree a contract
  Negotiate and agree a contract
  
  • Contracts requirements - relating to:
  
  ‐ legal factors
  
  ‐ main contract
  
  ‐ sub-contract
  
  ‐ lump sum
  
  ‐ design and construct
  
  ‐ schedule based
- cosbedmo17prime cost based
  prime cost based
  
  • firm price
  
  • fluctuating price
  
  • labour and materials
  
  • labour only
  
  • goods and material supply only
  
  • service contracts
- cosbedmo17People involved in the contract:
  People involved in the contract:
  
  • clients
  
  • main contractors
  
  • sub-contractors
  
  • consultants
  
  • third parties
- cosbedmo17Amendments:
  Amendments:
  
  • allocation of risks and responsibilities
  
  • structure of contract
  
  • key instructions
  
  • information management
  
  • Legal requirements:
  
  • legal factors
  
  • statutes
  
  • regulations, including European Union regulations
  
  • codes of practice and procedure
  
  • common law
- cosbedmo17Contract documents:
  Contract documents:
  
  • invitation to tender
  
  • forms of tender
  
  • specifications
  
  • survey reports
  
  • drawings and schedules
  
  • bills of quantities/schedules of rates
  
  • health and safety plans
  
  • scope of services
  
  • terms and conditions
keep a clear and accurate record of the time spent on the tests and of any problems that have arisen
cosvx06 keep a clear and accurate record of the time spent on the tests and of any problems that have arisen
context
- cosvx06Test:
  Test:
  
  • structure
  
  • materials
  
  • environment
  
  • services
- cosvx06Safe working practices:
  Safe working practices:
  
  • personal safety equipment and clothing
  
  • safe use of access as required under health and safety legislation
  
  • Industry Codes of Practice and Regulations applying to the test site and the tests being conducted
  
  • as identified by risk assessments
- cosvx06Test data:
  Test data:
  
  • physical
  
  • condition
  
  • performance
ensure that test data is recorded clearly and accurately communicated to those who need to use it and stored securely for later analysis
cosvx06 ensure that test data is recorded clearly and accurately communicated to those who need to use it and stored securely for later analysis
context
- cosvx06Test:
  Test:
  
  • structure
  
  • materials
  
  • environment
  
  • services
- cosvx06Safe working practices:
  Safe working practices:
  
  • personal safety equipment and clothing
  
  • safe use of access as required under health and safety legislation
  
  • Industry Codes of Practice and Regulations applying to the test site and the tests being conducted
  
  • as identified by risk assessments
- cosvx06Test data:
  Test data:
  
  • physical
  
  • condition
  
  • performance
ensure that sample sizes are sufficient to test the required properties and maintain their integrity to meet recognised statistical principles
cosvx06 ensure that sample sizes are sufficient to test the required properties and maintain their integrity to meet recognised statistical principles
context
- cosvx06Test:
  Test:
  
  • structure
  
  • materials
  
  • environment
  
  • services
- cosvx06Safe working practices:
  Safe working practices:
  
  • personal safety equipment and clothing
  
  • safe use of access as required under health and safety legislation
  
  • Industry Codes of Practice and Regulations applying to the test site and the tests being conducted
  
  • as identified by risk assessments
- cosvx06Test data:
  Test data:
  
  • physical
  
  • condition
  
  • performance
conform to safe working practices during testing
cosvx06 conform to safe working practices during testing
context
- cosvx06Test:
  Test:
  
  • structure
  
  • materials
  
  • environment
  
  • services
- cosvx06Safe working practices:
  Safe working practices:
  
  • personal safety equipment and clothing
  
  • safe use of access as required under health and safety legislation
  
  • Industry Codes of Practice and Regulations applying to the test site and the tests being conducted
  
  • as identified by risk assessments
- cosvx06Test data:
  Test data:
  
  • physical
  
  • condition
  
  • performance
monitor physical tests and ensure they are conducted accurately
cosvx06 monitor physical tests and ensure they are conducted accurately
context
- cosvx06Test:
  Test:
  
  • structure
  
  • materials
  
  • environment
  
  • services
- cosvx06Safe working practices:
  Safe working practices:
  
  • personal safety equipment and clothing
  
  • safe use of access as required under health and safety legislation
  
  • Industry Codes of Practice and Regulations applying to the test site and the tests being conducted
  
  • as identified by risk assessments
- cosvx06Test data:
  Test data:
  
  • physical
  
  • condition
  
  • performance
monitor tests and recommend modifications to maintain compliance with test requirements
cosvx06 monitor tests and recommend modifications to maintain compliance with test requirements
context
- cosvx06Test:
  Test:
  
  • structure
  
  • materials
  
  • environment
  
  • services
- cosvx06Safe working practices:
  Safe working practices:
  
  • personal safety equipment and clothing
  
  • safe use of access as required under health and safety legislation
  
  • Industry Codes of Practice and Regulations applying to the test site and the tests being conducted
  
  • as identified by risk assessments
- cosvx06Test data:
  Test data:
  
  • physical
  
  • condition
  
  • performance
implement and monitor the communication methods and modify them to improve their effectiveness
cosbime41.1 implement and monitor the communication methods and modify them to improve their effectiveness
context
- cosbime41.1Information: 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 on site ecology information health and safety plans asset tagging
  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 on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.1Relevant sources:
  Relevant sources:
  
  • the client
  
  • control authorities
  
  • occupiers
  
  • national and local government agencies
  
  • professional advisers
  
  • technical publications
- cosbime41.1Assets: 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)
- cosbime41.1 cosbime41.2Management plans:
  Management plans:
  
  • operational
  
  • life-cycle management
  
  • space management
  
  • room data
  
  • asset automation systems
  
  • landscape
  
  • sale
  
  • purchase
  
  • letting
  
  • rental
  
  • lease
  
  • preventative maintenance
  
  • alteration
  
  • extension
  
  • replacement
  
  • refurbishment
  
  • conservation and restoration
  
  • energy efficiency, use and performance monitoring
  
  • grey water systems
  
  • demolition and decommissioning
  
  • improvement
  
  • development
  
  • redevelopment
  
  • change of use
  
  • emergency planning
- cosbime41.1Requirements and objectives:
  Requirements and objectives:
  
  • financial
  
  • physical
  
  • social and cultural
  
  • value management
  
  • environmental and sustainability (including energy and low carbon)
  
  • legislative
  
  • personal
- cosbime41.1Resources:
  Resources:
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
  
  • people
  
  • finance
  
  • accommodation
  
  • facilities
  
  • equipment and services
- cosbime41.1Communication methods:
  Communication methods:
  
  • advertising
  
  • public relations
  
  • publicity
  
  • personal selling
  
  • special promotional activities
agree promotional objectives and target audiences and select communication methods which are economical and effective
cosbime41.1 agree promotional objectives and target audiences and select communication methods which are economical and effective
context
- cosbime41.1Information: 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 on site ecology information health and safety plans asset tagging
  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 on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.1Relevant sources:
  Relevant sources:
  
  • the client
  
  • control authorities
  
  • occupiers
  
  • national and local government agencies
  
  • professional advisers
  
  • technical publications
- cosbime41.1Assets: 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)
- cosbime41.1 cosbime41.2Management plans:
  Management plans:
  
  • operational
  
  • life-cycle management
  
  • space management
  
  • room data
  
  • asset automation systems
  
  • landscape
  
  • sale
  
  • purchase
  
  • letting
  
  • rental
  
  • lease
  
  • preventative maintenance
  
  • alteration
  
  • extension
  
  • replacement
  
  • refurbishment
  
  • conservation and restoration
  
  • energy efficiency, use and performance monitoring
  
  • grey water systems
  
  • demolition and decommissioning
  
  • improvement
  
  • development
  
  • redevelopment
  
  • change of use
  
  • emergency planning
- cosbime41.1Requirements and objectives:
  Requirements and objectives:
  
  • financial
  
  • physical
  
  • social and cultural
  
  • value management
  
  • environmental and sustainability (including energy and low carbon)
  
  • legislative
  
  • personal
- cosbime41.1Resources:
  Resources:
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
  
  • people
  
  • finance
  
  • accommodation
  
  • facilities
  
  • equipment and services
- cosbime41.1Communication methods:
  Communication methods:
  
  • advertising
  
  • public relations
  
  • publicity
  
  • personal selling
  
  • special promotional activities
obtain necessary consents and approvals when they are needed to achieve asset management plans
cosbime41.1 obtain necessary consents and approvals when they are needed to achieve asset management plans
context
- cosbime41.1Information: 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 on site ecology information health and safety plans asset tagging
  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 on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.1Relevant sources:
  Relevant sources:
  
  • the client
  
  • control authorities
  
  • occupiers
  
  • national and local government agencies
  
  • professional advisers
  
  • technical publications
- cosbime41.1Assets: 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)
- cosbime41.1 cosbime41.2Management plans:
  Management plans:
  
  • operational
  
  • life-cycle management
  
  • space management
  
  • room data
  
  • asset automation systems
  
  • landscape
  
  • sale
  
  • purchase
  
  • letting
  
  • rental
  
  • lease
  
  • preventative maintenance
  
  • alteration
  
  • extension
  
  • replacement
  
  • refurbishment
  
  • conservation and restoration
  
  • energy efficiency, use and performance monitoring
  
  • grey water systems
  
  • demolition and decommissioning
  
  • improvement
  
  • development
  
  • redevelopment
  
  • change of use
  
  • emergency planning
- cosbime41.1Requirements and objectives:
  Requirements and objectives:
  
  • financial
  
  • physical
  
  • social and cultural
  
  • value management
  
  • environmental and sustainability (including energy and low carbon)
  
  • legislative
  
  • personal
- cosbime41.1Resources:
  Resources:
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
  
  • people
  
  • finance
  
  • accommodation
  
  • facilities
  
  • equipment and services
- cosbime41.1Communication methods:
  Communication methods:
  
  • advertising
  
  • public relations
  
  • publicity
  
  • personal selling
  
  • special promotional activities
develop asset management plans to meet the selected objectives which make the best use of resources
cosbime41.1 develop asset management plans to meet the selected objectives which make the best use of resources
context
- cosbime41.1Information: 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 on site ecology information health and safety plans asset tagging
  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 on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.1Relevant sources:
  Relevant sources:
  
  • the client
  
  • control authorities
  
  • occupiers
  
  • national and local government agencies
  
  • professional advisers
  
  • technical publications
- cosbime41.1Assets: 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)
- cosbime41.1 cosbime41.2Management plans:
  Management plans:
  
  • operational
  
  • life-cycle management
  
  • space management
  
  • room data
  
  • asset automation systems
  
  • landscape
  
  • sale
  
  • purchase
  
  • letting
  
  • rental
  
  • lease
  
  • preventative maintenance
  
  • alteration
  
  • extension
  
  • replacement
  
  • refurbishment
  
  • conservation and restoration
  
  • energy efficiency, use and performance monitoring
  
  • grey water systems
  
  • demolition and decommissioning
  
  • improvement
  
  • development
  
  • redevelopment
  
  • change of use
  
  • emergency planning
- cosbime41.1Requirements and objectives:
  Requirements and objectives:
  
  • financial
  
  • physical
  
  • social and cultural
  
  • value management
  
  • environmental and sustainability (including energy and low carbon)
  
  • legislative
  
  • personal
- cosbime41.1Resources:
  Resources:
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
  
  • people
  
  • finance
  
  • accommodation
  
  • facilities
  
  • equipment and services
- cosbime41.1Communication methods:
  Communication methods:
  
  • advertising
  
  • public relations
  
  • publicity
  
  • personal selling
  
  • special promotional activities
assess the implications of different asset management plans plans, present them clearly and concisely and select objectives and plans which meet the requirements of all the people involved
cosbime41.1 assess the implications of different asset management plans plans, present them clearly and concisely and select objectives and plans which meet the requirements of all the people involved
context
- cosbime41.1Information: 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 on site ecology information health and safety plans asset tagging
  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 on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.1Relevant sources:
  Relevant sources:
  
  • the client
  
  • control authorities
  
  • occupiers
  
  • national and local government agencies
  
  • professional advisers
  
  • technical publications
- cosbime41.1Assets: 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)
- cosbime41.1 cosbime41.2Management plans:
  Management plans:
  
  • operational
  
  • life-cycle management
  
  • space management
  
  • room data
  
  • asset automation systems
  
  • landscape
  
  • sale
  
  • purchase
  
  • letting
  
  • rental
  
  • lease
  
  • preventative maintenance
  
  • alteration
  
  • extension
  
  • replacement
  
  • refurbishment
  
  • conservation and restoration
  
  • energy efficiency, use and performance monitoring
  
  • grey water systems
  
  • demolition and decommissioning
  
  • improvement
  
  • development
  
  • redevelopment
  
  • change of use
  
  • emergency planning
- cosbime41.1Requirements and objectives:
  Requirements and objectives:
  
  • financial
  
  • physical
  
  • social and cultural
  
  • value management
  
  • environmental and sustainability (including energy and low carbon)
  
  • legislative
  
  • personal
- cosbime41.1Resources:
  Resources:
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
  
  • people
  
  • finance
  
  • accommodation
  
  • facilities
  
  • equipment and services
- cosbime41.1Communication methods:
  Communication methods:
  
  • advertising
  
  • public relations
  
  • publicity
  
  • personal selling
  
  • special promotional activities
pass the evaluation on to people who need it, indicate any special considerations and limitations on its use
cosbime41.1 pass the evaluation on to people who need it, indicate any special considerations and limitations on its use
context
- cosbime41.1Information: 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 on site ecology information health and safety plans asset tagging
  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 on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.1Relevant sources:
  Relevant sources:
  
  • the client
  
  • control authorities
  
  • occupiers
  
  • national and local government agencies
  
  • professional advisers
  
  • technical publications
- cosbime41.1Assets: 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)
- cosbime41.1 cosbime41.2Management plans:
  Management plans:
  
  • operational
  
  • life-cycle management
  
  • space management
  
  • room data
  
  • asset automation systems
  
  • landscape
  
  • sale
  
  • purchase
  
  • letting
  
  • rental
  
  • lease
  
  • preventative maintenance
  
  • alteration
  
  • extension
  
  • replacement
  
  • refurbishment
  
  • conservation and restoration
  
  • energy efficiency, use and performance monitoring
  
  • grey water systems
  
  • demolition and decommissioning
  
  • improvement
  
  • development
  
  • redevelopment
  
  • change of use
  
  • emergency planning
- cosbime41.1Requirements and objectives:
  Requirements and objectives:
  
  • financial
  
  • physical
  
  • social and cultural
  
  • value management
  
  • environmental and sustainability (including energy and low carbon)
  
  • legislative
  
  • personal
- cosbime41.1Resources:
  Resources:
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
  
  • people
  
  • finance
  
  • accommodation
  
  • facilities
  
  • equipment and services
- cosbime41.1Communication methods:
  Communication methods:
  
  • advertising
  
  • public relations
  
  • publicity
  
  • personal selling
  
  • special promotional activities
evaluate the significance of the information based on current and future clients' requirements and objectives
cosbime41.1 evaluate the significance of the information based on current and future clients' requirements and objectives
context
- cosbime41.1Information: 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 on site ecology information health and safety plans asset tagging
  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 on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.1Relevant sources:
  Relevant sources:
  
  • the client
  
  • control authorities
  
  • occupiers
  
  • national and local government agencies
  
  • professional advisers
  
  • technical publications
- cosbime41.1Assets: 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)
- cosbime41.1 cosbime41.2Management plans:
  Management plans:
  
  • operational
  
  • life-cycle management
  
  • space management
  
  • room data
  
  • asset automation systems
  
  • landscape
  
  • sale
  
  • purchase
  
  • letting
  
  • rental
  
  • lease
  
  • preventative maintenance
  
  • alteration
  
  • extension
  
  • replacement
  
  • refurbishment
  
  • conservation and restoration
  
  • energy efficiency, use and performance monitoring
  
  • grey water systems
  
  • demolition and decommissioning
  
  • improvement
  
  • development
  
  • redevelopment
  
  • change of use
  
  • emergency planning
- cosbime41.1Requirements and objectives:
  Requirements and objectives:
  
  • financial
  
  • physical
  
  • social and cultural
  
  • value management
  
  • environmental and sustainability (including energy and low carbon)
  
  • legislative
  
  • personal
- cosbime41.1Resources:
  Resources:
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
  
  • people
  
  • finance
  
  • accommodation
  
  • facilities
  
  • equipment and services
- cosbime41.1Communication methods:
  Communication methods:
  
  • advertising
  
  • public relations
  
  • publicity
  
  • personal selling
  
  • special promotional activities
maintain current records of information necessary for planning and managing the use of assets
cosbime41.1 maintain current records of information necessary for planning and managing the use of assets
context
- cosbime41.1Information: 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 on site ecology information health and safety plans asset tagging
  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 on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.1Relevant sources:
  Relevant sources:
  
  • the client
  
  • control authorities
  
  • occupiers
  
  • national and local government agencies
  
  • professional advisers
  
  • technical publications
- cosbime41.1Assets: 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)
- cosbime41.1 cosbime41.2Management plans:
  Management plans:
  
  • operational
  
  • life-cycle management
  
  • space management
  
  • room data
  
  • asset automation systems
  
  • landscape
  
  • sale
  
  • purchase
  
  • letting
  
  • rental
  
  • lease
  
  • preventative maintenance
  
  • alteration
  
  • extension
  
  • replacement
  
  • refurbishment
  
  • conservation and restoration
  
  • energy efficiency, use and performance monitoring
  
  • grey water systems
  
  • demolition and decommissioning
  
  • improvement
  
  • development
  
  • redevelopment
  
  • change of use
  
  • emergency planning
- cosbime41.1Requirements and objectives:
  Requirements and objectives:
  
  • financial
  
  • physical
  
  • social and cultural
  
  • value management
  
  • environmental and sustainability (including energy and low carbon)
  
  • legislative
  
  • personal
- cosbime41.1Resources:
  Resources:
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
  
  • people
  
  • finance
  
  • accommodation
  
  • facilities
  
  • equipment and services
- cosbime41.1Communication methods:
  Communication methods:
  
  • advertising
  
  • public relations
  
  • publicity
  
  • personal selling
  
  • special promotional activities
identify any discrepancies and inconsistencies in the information and refer any problems back to the originators for clarification
cosbime41.1 identify any discrepancies and inconsistencies in the information and refer any problems back to the originators for clarification
context
- cosbime41.1Information: 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 on site ecology information health and safety plans asset tagging
  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 on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.1Relevant sources:
  Relevant sources:
  
  • the client
  
  • control authorities
  
  • occupiers
  
  • national and local government agencies
  
  • professional advisers
  
  • technical publications
- cosbime41.1Assets: 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)
- cosbime41.1 cosbime41.2Management plans:
  Management plans:
  
  • operational
  
  • life-cycle management
  
  • space management
  
  • room data
  
  • asset automation systems
  
  • landscape
  
  • sale
  
  • purchase
  
  • letting
  
  • rental
  
  • lease
  
  • preventative maintenance
  
  • alteration
  
  • extension
  
  • replacement
  
  • refurbishment
  
  • conservation and restoration
  
  • energy efficiency, use and performance monitoring
  
  • grey water systems
  
  • demolition and decommissioning
  
  • improvement
  
  • development
  
  • redevelopment
  
  • change of use
  
  • emergency planning
- cosbime41.1Requirements and objectives:
  Requirements and objectives:
  
  • financial
  
  • physical
  
  • social and cultural
  
  • value management
  
  • environmental and sustainability (including energy and low carbon)
  
  • legislative
  
  • personal
- cosbime41.1Resources:
  Resources:
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
  
  • people
  
  • finance
  
  • accommodation
  
  • facilities
  
  • equipment and services
- cosbime41.1Communication methods:
  Communication methods:
  
  • advertising
  
  • public relations
  
  • publicity
  
  • personal selling
  
  • special promotional activities
obtain verified information from relevant sources which may contribute to the preparation of asset management plans
cosbime41.1 obtain verified information from relevant sources which may contribute to the preparation of asset management plans
context
- cosbime41.1Information: 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 on site ecology information health and safety plans asset tagging
  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 on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.1Relevant sources:
  Relevant sources:
  
  • the client
  
  • control authorities
  
  • occupiers
  
  • national and local government agencies
  
  • professional advisers
  
  • technical publications
- cosbime41.1Assets: 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)
- cosbime41.1 cosbime41.2Management plans:
  Management plans:
  
  • operational
  
  • life-cycle management
  
  • space management
  
  • room data
  
  • asset automation systems
  
  • landscape
  
  • sale
  
  • purchase
  
  • letting
  
  • rental
  
  • lease
  
  • preventative maintenance
  
  • alteration
  
  • extension
  
  • replacement
  
  • refurbishment
  
  • conservation and restoration
  
  • energy efficiency, use and performance monitoring
  
  • grey water systems
  
  • demolition and decommissioning
  
  • improvement
  
  • development
  
  • redevelopment
  
  • change of use
  
  • emergency planning
- cosbime41.1Requirements and objectives:
  Requirements and objectives:
  
  • financial
  
  • physical
  
  • social and cultural
  
  • value management
  
  • environmental and sustainability (including energy and low carbon)
  
  • legislative
  
  • personal
- cosbime41.1Resources:
  Resources:
  
  • information (models, documents, drawings, graphical and non-graphical digital data files)
  
  • people
  
  • finance
  
  • accommodation
  
  • facilities
  
  • equipment and services
- cosbime41.1Communication methods:
  Communication methods:
  
  • advertising
  
  • public relations
  
  • publicity
  
  • personal selling
  
  • special promotional activities
Report on condition of property
cosvx12 Report on condition of property
context
- cosvx12Inspect condition of property
  Inspect condition of property
  
  • Resources:
  
  ‐ the client
  
  ‐ land registry
  
  ‐ local search
  
  ‐ tenants
  
  ‐ existing surveys/inspections
  
  ‐ legal documents
  
  ‐ historical
  
  ‐ occupiers
  
  ‐ local authority records
  
  • Health and safety risks:
  
  ‐ falls from height
  
  ‐ slips, trips and falls (same height)
  
  ‐ hit by falling or moving objects
  
  ‐ manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ obstructions
  
  ‐ moving vehicles
  
  ‐ water
  
  ‐ security breaches
  
  ‐ sector or context specific
  
  ‐ structure
  
  • Characteristics:
  
  ‐ age
  
  ‐ type
  
  ‐ construction
  
  ‐ size
  
  ‐ heritage status
  
  ‐ use
  
  ‐ location
  
  ‐ orientation
  
  • Stakeholders:
  
  ‐ clients
  
  ‐ users
  
  ‐ consultants
  
  ‐ regulating authorities
  
  ‐ manuafacturers
- cosvx12Report on condition of property
  Report on condition of property
  
  • Information - sources:
  
  ‐ the client
  
  ‐ occupiers
  
  ‐ survey data
  
  ‐ industry standards and legislation
  
  ‐ inspection observations and measurements
  
  ‐ samples
  
  ‐ media
  
  • Level of condition:
  
  ‐ age, type, construction, size and heritage status
  
  ‐ condition rating
  
  ‐ energy efficiency
  
  ‐ susceptibility to damage
  
  ‐ safety requirements
  
  ‐ need to inhibit deterioration
  
  ‐ meet minimum legal standards
  
  ‐ suspected concealed defects
  
  • Property:
  
  ‐ structure
  
  ‐ materials
  
  ‐ finishes
  
  ‐ fittings
  
  ‐ services
  
  ‐ external works
  
  ‐ Assets
  
  • Relevant information:
  
  ‐ meets relevant codes of practice and standards
  
  ‐ recommended remedial work
  
  ‐ any qualifying factors
  
  ‐ need for further investigation
Inspect condition of property
cosvx12 cosccoo05 Inspect condition of property
context
- cosvx12Inspect condition of property
  Inspect condition of property
  
  • Resources:
  
  ‐ the client
  
  ‐ land registry
  
  ‐ local search
  
  ‐ tenants
  
  ‐ existing surveys/inspections
  
  ‐ legal documents
  
  ‐ historical
  
  ‐ occupiers
  
  ‐ local authority records
  
  • Health and safety risks:
  
  ‐ falls from height
  
  ‐ slips, trips and falls (same height)
  
  ‐ hit by falling or moving objects
  
  ‐ manual handling
  
  ‐ health issues
  
  ‐ power sources
  
  ‐ hazardous substances
  
  ‐ trapped by something collapsing or overturning
  
  ‐ confined spaces
  
  ‐ fire
  
  ‐ obstructions
  
  ‐ moving vehicles
  
  ‐ water
  
  ‐ security breaches
  
  ‐ sector or context specific
  
  ‐ structure
  
  • Characteristics:
  
  ‐ age
  
  ‐ type
  
  ‐ construction
  
  ‐ size
  
  ‐ heritage status
  
  ‐ use
  
  ‐ location
  
  ‐ orientation
  
  • Stakeholders:
  
  ‐ clients
  
  ‐ users
  
  ‐ consultants
  
  ‐ regulating authorities
  
  ‐ manuafacturers
- cosvx12Report on condition of property
  Report on condition of property
  
  • Information - sources:
  
  ‐ the client
  
  ‐ occupiers
  
  ‐ survey data
  
  ‐ industry standards and legislation
  
  ‐ inspection observations and measurements
  
  ‐ samples
  
  ‐ media
  
  • Level of condition:
  
  ‐ age, type, construction, size and heritage status
  
  ‐ condition rating
  
  ‐ energy efficiency
  
  ‐ susceptibility to damage
  
  ‐ safety requirements
  
  ‐ need to inhibit deterioration
  
  ‐ meet minimum legal standards
  
  ‐ suspected concealed defects
  
  • Property:
  
  ‐ structure
  
  ‐ materials
  
  ‐ finishes
  
  ‐ fittings
  
  ‐ services
  
  ‐ external works
  
  ‐ Assets
  
  • Relevant information:
  
  ‐ meets relevant codes of practice and standards
  
  ‐ recommended remedial work
  
  ‐ any qualifying factors
  
  ‐ need for further investigation
prepare a method statement which is accurate, clear, concise and acceptable to all the people involved
cosbimd21.3 prepare a method statement which is accurate, clear, concise and acceptable to all the people involved
context
- cosbimd21.3 cosbimd21.4Project 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
- cosbimd21.3Production, installation and work methods:
  Production, installation and work methods:
  
  • sequencing and integration of work operations
  
  • organisation and use of resources (people, plant, materials, finance)
  
  • physical
  
  • construction and installation techniques
  
  • temporary works
  
  • prefabrication and standardisation (volumetric pods, panelised hybrid)
  
  • handling operations
  
  • materials recovery & re-use
  
  • waste management
  
  • supply chain management
  
  • health, safety and welfare
  
  • impact on programming processes & workforce of new materials and technologies
- cosbimd21.3Alternative sources:
  Alternative sources:
  
  • the client
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers
  
  • regulatory authorities
  
  • technical literature
  
  • trade literature
  
  • organisational expertise
- cosbimd21.3Identify work methods:
  Identify work methods:
  
  • standard lists and procedures
  
  • investigative research
- cosbimd21.3Technical criteria:
  Technical criteria:
  
  • materials and component performance and availability
  
  • structural forms
  
  • physical environmental factors
  
  • phased occupancy
  
  • fire protection
  
  • access
  
  • plant, equipment and people capability
  
  • transportation
  
  • traffic generation and management
  
  • environmental factors
  
  • seasonal weather conditions
  
  • sustainability
  
  • energy and low carbon efficiency
  
  • buildability
  
  • protection of archaeological and historically valuable resources
  
  • demolition
- cosbimd21.3Project criteria:
  Project criteria:
  
  • value engineering
  
  • conformity to statutory requirements
  
  • client and user needs
  
  • facility/asset management requirements
  
  • contract requirements in terms of time, quantity and quality
  
  • defined services
  
  • open book accounting
  
  • environmental considerations
  
  • impact on occupiers and near neighbours
  
  • community benefits, including skills and training
  
  • third party obligations
  
  • other related programmes
  
  • supply lead times
  
  • industry performance
  
  • benchmarking
- cosbimd21.3 cosccomo14Analyse - using:
  Analyse - using:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
analyse the method which has been selected for its activity content and quantify it accurately
cosbimd21.3 analyse the method which has been selected for its activity content and quantify it accurately
context
- cosbimd21.3 cosbimd21.4Project 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
- cosbimd21.3Production, installation and work methods:
  Production, installation and work methods:
  
  • sequencing and integration of work operations
  
  • organisation and use of resources (people, plant, materials, finance)
  
  • physical
  
  • construction and installation techniques
  
  • temporary works
  
  • prefabrication and standardisation (volumetric pods, panelised hybrid)
  
  • handling operations
  
  • materials recovery & re-use
  
  • waste management
  
  • supply chain management
  
  • health, safety and welfare
  
  • impact on programming processes & workforce of new materials and technologies
- cosbimd21.3Alternative sources:
  Alternative sources:
  
  • the client
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers
  
  • regulatory authorities
  
  • technical literature
  
  • trade literature
  
  • organisational expertise
- cosbimd21.3Identify work methods:
  Identify work methods:
  
  • standard lists and procedures
  
  • investigative research
- cosbimd21.3Technical criteria:
  Technical criteria:
  
  • materials and component performance and availability
  
  • structural forms
  
  • physical environmental factors
  
  • phased occupancy
  
  • fire protection
  
  • access
  
  • plant, equipment and people capability
  
  • transportation
  
  • traffic generation and management
  
  • environmental factors
  
  • seasonal weather conditions
  
  • sustainability
  
  • energy and low carbon efficiency
  
  • buildability
  
  • protection of archaeological and historically valuable resources
  
  • demolition
- cosbimd21.3Project criteria:
  Project criteria:
  
  • value engineering
  
  • conformity to statutory requirements
  
  • client and user needs
  
  • facility/asset management requirements
  
  • contract requirements in terms of time, quantity and quality
  
  • defined services
  
  • open book accounting
  
  • environmental considerations
  
  • impact on occupiers and near neighbours
  
  • community benefits, including skills and training
  
  • third party obligations
  
  • other related programmes
  
  • supply lead times
  
  • industry performance
  
  • benchmarking
- cosbimd21.3 cosccomo14Analyse - using:
  Analyse - using:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
recommend the selected method to decision makers and encourage them to adopt it
cosbimd21.3 recommend the selected method to decision makers and encourage them to adopt it
context
- cosbimd21.3 cosbimd21.4Project 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
- cosbimd21.3Production, installation and work methods:
  Production, installation and work methods:
  
  • sequencing and integration of work operations
  
  • organisation and use of resources (people, plant, materials, finance)
  
  • physical
  
  • construction and installation techniques
  
  • temporary works
  
  • prefabrication and standardisation (volumetric pods, panelised hybrid)
  
  • handling operations
  
  • materials recovery & re-use
  
  • waste management
  
  • supply chain management
  
  • health, safety and welfare
  
  • impact on programming processes & workforce of new materials and technologies
- cosbimd21.3Alternative sources:
  Alternative sources:
  
  • the client
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers
  
  • regulatory authorities
  
  • technical literature
  
  • trade literature
  
  • organisational expertise
- cosbimd21.3Identify work methods:
  Identify work methods:
  
  • standard lists and procedures
  
  • investigative research
- cosbimd21.3Technical criteria:
  Technical criteria:
  
  • materials and component performance and availability
  
  • structural forms
  
  • physical environmental factors
  
  • phased occupancy
  
  • fire protection
  
  • access
  
  • plant, equipment and people capability
  
  • transportation
  
  • traffic generation and management
  
  • environmental factors
  
  • seasonal weather conditions
  
  • sustainability
  
  • energy and low carbon efficiency
  
  • buildability
  
  • protection of archaeological and historically valuable resources
  
  • demolition
- cosbimd21.3Project criteria:
  Project criteria:
  
  • value engineering
  
  • conformity to statutory requirements
  
  • client and user needs
  
  • facility/asset management requirements
  
  • contract requirements in terms of time, quantity and quality
  
  • defined services
  
  • open book accounting
  
  • environmental considerations
  
  • impact on occupiers and near neighbours
  
  • community benefits, including skills and training
  
  • third party obligations
  
  • other related programmes
  
  • supply lead times
  
  • industry performance
  
  • benchmarking
- cosbimd21.3 cosccomo14Analyse - using:
  Analyse - using:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
evaluate the methods against relevant technical and project criteria and select the one which best meets the criteria
cosbimd21.3 evaluate the methods against relevant technical and project criteria and select the one which best meets the criteria
context
- cosbimd21.3 cosbimd21.4Project 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
- cosbimd21.3Production, installation and work methods:
  Production, installation and work methods:
  
  • sequencing and integration of work operations
  
  • organisation and use of resources (people, plant, materials, finance)
  
  • physical
  
  • construction and installation techniques
  
  • temporary works
  
  • prefabrication and standardisation (volumetric pods, panelised hybrid)
  
  • handling operations
  
  • materials recovery & re-use
  
  • waste management
  
  • supply chain management
  
  • health, safety and welfare
  
  • impact on programming processes & workforce of new materials and technologies
- cosbimd21.3Alternative sources:
  Alternative sources:
  
  • the client
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers
  
  • regulatory authorities
  
  • technical literature
  
  • trade literature
  
  • organisational expertise
- cosbimd21.3Identify work methods:
  Identify work methods:
  
  • standard lists and procedures
  
  • investigative research
- cosbimd21.3Technical criteria:
  Technical criteria:
  
  • materials and component performance and availability
  
  • structural forms
  
  • physical environmental factors
  
  • phased occupancy
  
  • fire protection
  
  • access
  
  • plant, equipment and people capability
  
  • transportation
  
  • traffic generation and management
  
  • environmental factors
  
  • seasonal weather conditions
  
  • sustainability
  
  • energy and low carbon efficiency
  
  • buildability
  
  • protection of archaeological and historically valuable resources
  
  • demolition
- cosbimd21.3Project criteria:
  Project criteria:
  
  • value engineering
  
  • conformity to statutory requirements
  
  • client and user needs
  
  • facility/asset management requirements
  
  • contract requirements in terms of time, quantity and quality
  
  • defined services
  
  • open book accounting
  
  • environmental considerations
  
  • impact on occupiers and near neighbours
  
  • community benefits, including skills and training
  
  • third party obligations
  
  • other related programmes
  
  • supply lead times
  
  • industry performance
  
  • benchmarking
- cosbimd21.3 cosccomo14Analyse - using:
  Analyse - using:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
identify work methods which will make the best use of resources and which meet project, statutory and contractual requirements
cosbimd21.3 identify work methods which will make the best use of resources and which meet project, statutory and contractual requirements
context
- cosbimd21.3 cosbimd21.4Project 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
- cosbimd21.3Production, installation and work methods:
  Production, installation and work methods:
  
  • sequencing and integration of work operations
  
  • organisation and use of resources (people, plant, materials, finance)
  
  • physical
  
  • construction and installation techniques
  
  • temporary works
  
  • prefabrication and standardisation (volumetric pods, panelised hybrid)
  
  • handling operations
  
  • materials recovery & re-use
  
  • waste management
  
  • supply chain management
  
  • health, safety and welfare
  
  • impact on programming processes & workforce of new materials and technologies
- cosbimd21.3Alternative sources:
  Alternative sources:
  
  • the client
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers
  
  • regulatory authorities
  
  • technical literature
  
  • trade literature
  
  • organisational expertise
- cosbimd21.3Identify work methods:
  Identify work methods:
  
  • standard lists and procedures
  
  • investigative research
- cosbimd21.3Technical criteria:
  Technical criteria:
  
  • materials and component performance and availability
  
  • structural forms
  
  • physical environmental factors
  
  • phased occupancy
  
  • fire protection
  
  • access
  
  • plant, equipment and people capability
  
  • transportation
  
  • traffic generation and management
  
  • environmental factors
  
  • seasonal weather conditions
  
  • sustainability
  
  • energy and low carbon efficiency
  
  • buildability
  
  • protection of archaeological and historically valuable resources
  
  • demolition
- cosbimd21.3Project criteria:
  Project criteria:
  
  • value engineering
  
  • conformity to statutory requirements
  
  • client and user needs
  
  • facility/asset management requirements
  
  • contract requirements in terms of time, quantity and quality
  
  • defined services
  
  • open book accounting
  
  • environmental considerations
  
  • impact on occupiers and near neighbours
  
  • community benefits, including skills and training
  
  • third party obligations
  
  • other related programmes
  
  • supply lead times
  
  • industry performance
  
  • benchmarking
- cosbimd21.3 cosccomo14Analyse - using:
  Analyse - using:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
obtain more information from alternative sources in cases where the available project information is insufficient
cosbimd21.3 obtain more information from alternative sources in cases where the available project information is insufficient
context
- cosbimd21.3 cosbimd21.4Project 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
- cosbimd21.3Production, installation and work methods:
  Production, installation and work methods:
  
  • sequencing and integration of work operations
  
  • organisation and use of resources (people, plant, materials, finance)
  
  • physical
  
  • construction and installation techniques
  
  • temporary works
  
  • prefabrication and standardisation (volumetric pods, panelised hybrid)
  
  • handling operations
  
  • materials recovery & re-use
  
  • waste management
  
  • supply chain management
  
  • health, safety and welfare
  
  • impact on programming processes & workforce of new materials and technologies
- cosbimd21.3Alternative sources:
  Alternative sources:
  
  • the client
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers
  
  • regulatory authorities
  
  • technical literature
  
  • trade literature
  
  • organisational expertise
- cosbimd21.3Identify work methods:
  Identify work methods:
  
  • standard lists and procedures
  
  • investigative research
- cosbimd21.3Technical criteria:
  Technical criteria:
  
  • materials and component performance and availability
  
  • structural forms
  
  • physical environmental factors
  
  • phased occupancy
  
  • fire protection
  
  • access
  
  • plant, equipment and people capability
  
  • transportation
  
  • traffic generation and management
  
  • environmental factors
  
  • seasonal weather conditions
  
  • sustainability
  
  • energy and low carbon efficiency
  
  • buildability
  
  • protection of archaeological and historically valuable resources
  
  • demolition
- cosbimd21.3Project criteria:
  Project criteria:
  
  • value engineering
  
  • conformity to statutory requirements
  
  • client and user needs
  
  • facility/asset management requirements
  
  • contract requirements in terms of time, quantity and quality
  
  • defined services
  
  • open book accounting
  
  • environmental considerations
  
  • impact on occupiers and near neighbours
  
  • community benefits, including skills and training
  
  • third party obligations
  
  • other related programmes
  
  • supply lead times
  
  • industry performance
  
  • benchmarking
- cosbimd21.3 cosccomo14Analyse - using:
  Analyse - using:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
assess the available project information accurately and summarise it to enable decisions on produ production ction ction,, installation and work methods to be made
cosbimd21.3 assess the available project information accurately and summarise it to enable decisions on produ production ction ction,, installation and work methods to be made
context
- cosbimd21.3 cosbimd21.4Project 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
- cosbimd21.3Production, installation and work methods:
  Production, installation and work methods:
  
  • sequencing and integration of work operations
  
  • organisation and use of resources (people, plant, materials, finance)
  
  • physical
  
  • construction and installation techniques
  
  • temporary works
  
  • prefabrication and standardisation (volumetric pods, panelised hybrid)
  
  • handling operations
  
  • materials recovery & re-use
  
  • waste management
  
  • supply chain management
  
  • health, safety and welfare
  
  • impact on programming processes & workforce of new materials and technologies
- cosbimd21.3Alternative sources:
  Alternative sources:
  
  • the client
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers
  
  • regulatory authorities
  
  • technical literature
  
  • trade literature
  
  • organisational expertise
- cosbimd21.3Identify work methods:
  Identify work methods:
  
  • standard lists and procedures
  
  • investigative research
- cosbimd21.3Technical criteria:
  Technical criteria:
  
  • materials and component performance and availability
  
  • structural forms
  
  • physical environmental factors
  
  • phased occupancy
  
  • fire protection
  
  • access
  
  • plant, equipment and people capability
  
  • transportation
  
  • traffic generation and management
  
  • environmental factors
  
  • seasonal weather conditions
  
  • sustainability
  
  • energy and low carbon efficiency
  
  • buildability
  
  • protection of archaeological and historically valuable resources
  
  • demolition
- cosbimd21.3Project criteria:
  Project criteria:
  
  • value engineering
  
  • conformity to statutory requirements
  
  • client and user needs
  
  • facility/asset management requirements
  
  • contract requirements in terms of time, quantity and quality
  
  • defined services
  
  • open book accounting
  
  • environmental considerations
  
  • impact on occupiers and near neighbours
  
  • community benefits, including skills and training
  
  • third party obligations
  
  • other related programmes
  
  • supply lead times
  
  • industry performance
  
  • benchmarking
- cosbimd21.3 cosccomo14Analyse - using:
  Analyse - using:
  
  • method study
  
  • production analysis
  
  • Building Information Modelling
record test results and feasible design options accurately and present them in sufficient detail to enable decision makers to select design options
cosbimb51.2 record test results and feasible design options accurately and present them in sufficient detail to enable decision makers to select design options
context
- cosbimb51.2 cosbimb25.2 cosbimb54.1 cosbimb55.3 cosbimb54.2 cosbimb55.2Design 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
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb51.2Design approaches, new sources of information and ideas:
  Design approaches, new sources of information and ideas:
  
  • those which are suggested by the brief
  
  • previous knowledge and experience of similar work
  
  • solutions by others to similar problems
  
  • innovative thinking
  
  • experts including experienced craftspeople
  
  • review of alternatives through interactive simulation and analysis
  
  • passive design principles
  
  • assessment/accreditation schemes
- cosbimb51.2Project Stage: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition)
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb51.2Tests:
  Tests:
  
  • comparative
  
  • consultative
  
  • mathematical
  
  • statistical and 3D computer modelling
  
  • simulation
  
  • physical testing
  
  • value engineering
  
  • interaction analysis of buildings and people
  
  • decision tools for passive/active systems
  
  • model costs of various designs
- cosbimb51.2 cosbimd21.2 cosbedo03 cosbedmo11 cosbedo02 cosbedmo10 cosbedmo07 cosbimb12.2 cosbedmc02 cosbedmo06 cosbedmc01 cosccomo07 cosccomo05 cosbimb21.2 cosbimb53.1Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimb51.2Decision makers:
  Decision makers:
  
  • the client
  
  • CDM co-ordinator
  
  • financial advisers
  
  • consultants;
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
  
  • prospective occupiers/users
  
  • regulatory authorities
  
  • public interest organisations
Assess and select successful tenders and negotiate changes
cosbedmo15 Assess and select successful tenders and negotiate changes
context
- cosbedmo15Evaluate and select potential tenderers
  Evaluate and select potential tenderers
  
  • Type of tender:
  
  ‐ open competitive
  
  ‐ two stage
  
  ‐ selected list
  
  ‐ negotiated
  
  ‐ partnering
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Requirements:
  
  ‐ competitive tendering
  
  ‐ international (including European Union)
  
  ‐ in house
  
  ‐ national
  
  ‐ local
  
  ‐ statutory
  
  ‐ client
  
  • Evidence:
  
  ‐ documentary
  
  ‐ references
  
  ‐ interview
  
  • Selection criteria:
  
  ‐ quality and delivery record
  
  ‐ perceived added value (including reputation of potential contractors)
  
  ‐ acceptability of known sub-contracting arrangements
  
  ‐ acceptability to client
  
  ‐ financial resources
  
  ‐ references from previous clients and bankers
  
  ‐ health and safety
  
  ‐ competence of people
  
  ‐ community benefits
  
  ‐ BIM capability
  
  ‐ resources (human, materials, facilities)
  
  ‐ insurance
  
  ‐ environmental policy and management
  
  ‐ design quality and costing
  
  ‐ inter-disciplinary working
  
  ‐ information management
  
  ‐ external assessment e.g. Considerate Constructors
- cosbedmo15Obtain estimates, bids and tenders
  Obtain estimates, bids and tenders
  
  • Tender:
  
  ‐ open competitive
  
  ‐ two stage
  
  ‐ selected list
  
  ‐ negotiated
  
  ‐ partnering
  
  • Tender documents:
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ returns procedure
  
  ‐ evaluation criteria
  
  ‐ surveys
  
  ‐ specifications
  
  ‐ drawings
  
  ‐ schedules
  
  ‐ electronic models, graphical and non-graphical electronic data files
  
  ‐ bills of quantities
  
  ‐ health and safety plans
  
  ‐ scope of services
  
  ‐ terms and conditions
  
  ‐ schedules of rates
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Queries and information about:
  
  ‐ price
  
  ‐ quantity
  
  ‐ quality
  
  ‐ standards
  
  ‐ value engineering
  
  ‐ carriage and delivery
  
  ‐ completion
  
  ‐ Maintenance
  
  ‐ after sales service
  
  ‐ method of payment
  
  ‐ terms of payment
  
  ‐ contract conditions
  
  ‐ survey information
  
  ‐ time
  
  ‐ contractual
  
  ‐ administrative
  
  ‐ technical
  
  ‐ design
  
  • Amendments:
  
  ‐ client amendment
  
  ‐ change to tender period
  
  ‐ changes resulting from queries
- cosbedmo15Assess and select successful tenders and negotiate changes
  Assess and select successful tenders and negotiate changes
  
  • Legal requirements:
  
  ‐ statutes
  
  ‐ regulations, including EU regulations
  
  ‐ codes of practice and procedure
  
  • Criteria:
  
  ‐ quality
  
  ‐ technical viability
  
  ‐ Programme
  
  ‐ cost (budgets, rates)
  
  ‐ loading and cash flow
  
  ‐ policies which offer added value
  
  ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
  
  ‐ organisational policies
  
  ‐ legal requirements
  
  ‐ competence of people
  
  ‐ BIM capability
  
  ‐ design quality and costing
  
  ‐ community benefits
  
  ‐ best whole life value
  
  ‐ inter-disciplinary working
  
  ‐ information management
  
  ‐ external assessment e.g. Considerate Constructors
  
  • Appropriate action:
  
  ‐ accept for evaluation
  
  ‐ invite clarification or amendment
  
  ‐ reject
  
  • Variations, adjustments and corrections:
  
  ‐ price
  
  ‐ quantity
  
  ‐ quality
  
  ‐ standards
  
  ‐ carriage and delivery
  
  ‐ completion
  
  ‐ Maintenance
  
  ‐ after sales service
  
  ‐ method of payment
  
  ‐ terms of payment
  
  ‐ contract conditions
  
  ‐ scope of service
Obtain estimates, bids and tenders
cosbedmo15 Obtain estimates, bids and tenders
context
- cosbedmo15Evaluate and select potential tenderers
  Evaluate and select potential tenderers
  
  • Type of tender:
  
  ‐ open competitive
  
  ‐ two stage
  
  ‐ selected list
  
  ‐ negotiated
  
  ‐ partnering
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Requirements:
  
  ‐ competitive tendering
  
  ‐ international (including European Union)
  
  ‐ in house
  
  ‐ national
  
  ‐ local
  
  ‐ statutory
  
  ‐ client
  
  • Evidence:
  
  ‐ documentary
  
  ‐ references
  
  ‐ interview
  
  • Selection criteria:
  
  ‐ quality and delivery record
  
  ‐ perceived added value (including reputation of potential contractors)
  
  ‐ acceptability of known sub-contracting arrangements
  
  ‐ acceptability to client
  
  ‐ financial resources
  
  ‐ references from previous clients and bankers
  
  ‐ health and safety
  
  ‐ competence of people
  
  ‐ community benefits
  
  ‐ BIM capability
  
  ‐ resources (human, materials, facilities)
  
  ‐ insurance
  
  ‐ environmental policy and management
  
  ‐ design quality and costing
  
  ‐ inter-disciplinary working
  
  ‐ information management
  
  ‐ external assessment e.g. Considerate Constructors
- cosbedmo15Obtain estimates, bids and tenders
  Obtain estimates, bids and tenders
  
  • Tender:
  
  ‐ open competitive
  
  ‐ two stage
  
  ‐ selected list
  
  ‐ negotiated
  
  ‐ partnering
  
  • Tender documents:
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ returns procedure
  
  ‐ evaluation criteria
  
  ‐ surveys
  
  ‐ specifications
  
  ‐ drawings
  
  ‐ schedules
  
  ‐ electronic models, graphical and non-graphical electronic data files
  
  ‐ bills of quantities
  
  ‐ health and safety plans
  
  ‐ scope of services
  
  ‐ terms and conditions
  
  ‐ schedules of rates
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Queries and information about:
  
  ‐ price
  
  ‐ quantity
  
  ‐ quality
  
  ‐ standards
  
  ‐ value engineering
  
  ‐ carriage and delivery
  
  ‐ completion
  
  ‐ Maintenance
  
  ‐ after sales service
  
  ‐ method of payment
  
  ‐ terms of payment
  
  ‐ contract conditions
  
  ‐ survey information
  
  ‐ time
  
  ‐ contractual
  
  ‐ administrative
  
  ‐ technical
  
  ‐ design
  
  • Amendments:
  
  ‐ client amendment
  
  ‐ change to tender period
  
  ‐ changes resulting from queries
- cosbedmo15Assess and select successful tenders and negotiate changes
  Assess and select successful tenders and negotiate changes
  
  • Legal requirements:
  
  ‐ statutes
  
  ‐ regulations, including EU regulations
  
  ‐ codes of practice and procedure
  
  • Criteria:
  
  ‐ quality
  
  ‐ technical viability
  
  ‐ Programme
  
  ‐ cost (budgets, rates)
  
  ‐ loading and cash flow
  
  ‐ policies which offer added value
  
  ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
  
  ‐ organisational policies
  
  ‐ legal requirements
  
  ‐ competence of people
  
  ‐ BIM capability
  
  ‐ design quality and costing
  
  ‐ community benefits
  
  ‐ best whole life value
  
  ‐ inter-disciplinary working
  
  ‐ information management
  
  ‐ external assessment e.g. Considerate Constructors
  
  • Appropriate action:
  
  ‐ accept for evaluation
  
  ‐ invite clarification or amendment
  
  ‐ reject
  
  • Variations, adjustments and corrections:
  
  ‐ price
  
  ‐ quantity
  
  ‐ quality
  
  ‐ standards
  
  ‐ carriage and delivery
  
  ‐ completion
  
  ‐ Maintenance
  
  ‐ after sales service
  
  ‐ method of payment
  
  ‐ terms of payment
  
  ‐ contract conditions
  
  ‐ scope of service
Evaluate and select potential tenderers
cosbedmo15 Evaluate and select potential tenderers
context
- cosbedmo15Evaluate and select potential tenderers
  Evaluate and select potential tenderers
  
  • Type of tender:
  
  ‐ open competitive
  
  ‐ two stage
  
  ‐ selected list
  
  ‐ negotiated
  
  ‐ partnering
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Requirements:
  
  ‐ competitive tendering
  
  ‐ international (including European Union)
  
  ‐ in house
  
  ‐ national
  
  ‐ local
  
  ‐ statutory
  
  ‐ client
  
  • Evidence:
  
  ‐ documentary
  
  ‐ references
  
  ‐ interview
  
  • Selection criteria:
  
  ‐ quality and delivery record
  
  ‐ perceived added value (including reputation of potential contractors)
  
  ‐ acceptability of known sub-contracting arrangements
  
  ‐ acceptability to client
  
  ‐ financial resources
  
  ‐ references from previous clients and bankers
  
  ‐ health and safety
  
  ‐ competence of people
  
  ‐ community benefits
  
  ‐ BIM capability
  
  ‐ resources (human, materials, facilities)
  
  ‐ insurance
  
  ‐ environmental policy and management
  
  ‐ design quality and costing
  
  ‐ inter-disciplinary working
  
  ‐ information management
  
  ‐ external assessment e.g. Considerate Constructors
- cosbedmo15Obtain estimates, bids and tenders
  Obtain estimates, bids and tenders
  
  • Tender:
  
  ‐ open competitive
  
  ‐ two stage
  
  ‐ selected list
  
  ‐ negotiated
  
  ‐ partnering
  
  • Tender documents:
  
  ‐ invitation to tender
  
  ‐ form of tender
  
  ‐ returns procedure
  
  ‐ evaluation criteria
  
  ‐ surveys
  
  ‐ specifications
  
  ‐ drawings
  
  ‐ schedules
  
  ‐ electronic models, graphical and non-graphical electronic data files
  
  ‐ bills of quantities
  
  ‐ health and safety plans
  
  ‐ scope of services
  
  ‐ terms and conditions
  
  ‐ schedules of rates
  
  • Tenderers:
  
  ‐ contractors
  
  ‐ sub/works/trade contractors
  
  ‐ suppliers
  
  ‐ consultants
  
  • Queries and information about:
  
  ‐ price
  
  ‐ quantity
  
  ‐ quality
  
  ‐ standards
  
  ‐ value engineering
  
  ‐ carriage and delivery
  
  ‐ completion
  
  ‐ Maintenance
  
  ‐ after sales service
  
  ‐ method of payment
  
  ‐ terms of payment
  
  ‐ contract conditions
  
  ‐ survey information
  
  ‐ time
  
  ‐ contractual
  
  ‐ administrative
  
  ‐ technical
  
  ‐ design
  
  • Amendments:
  
  ‐ client amendment
  
  ‐ change to tender period
  
  ‐ changes resulting from queries
- cosbedmo15Assess and select successful tenders and negotiate changes
  Assess and select successful tenders and negotiate changes
  
  • Legal requirements:
  
  ‐ statutes
  
  ‐ regulations, including EU regulations
  
  ‐ codes of practice and procedure
  
  • Criteria:
  
  ‐ quality
  
  ‐ technical viability
  
  ‐ Programme
  
  ‐ cost (budgets, rates)
  
  ‐ loading and cash flow
  
  ‐ policies which offer added value
  
  ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
  
  ‐ organisational policies
  
  ‐ legal requirements
  
  ‐ competence of people
  
  ‐ BIM capability
  
  ‐ design quality and costing
  
  ‐ community benefits
  
  ‐ best whole life value
  
  ‐ inter-disciplinary working
  
  ‐ information management
  
  ‐ external assessment e.g. Considerate Constructors
  
  • Appropriate action:
  
  ‐ accept for evaluation
  
  ‐ invite clarification or amendment
  
  ‐ reject
  
  • Variations, adjustments and corrections:
  
  ‐ price
  
  ‐ quantity
  
  ‐ quality
  
  ‐ standards
  
  ‐ carriage and delivery
  
  ‐ completion
  
  ‐ Maintenance
  
  ‐ after sales service
  
  ‐ method of payment
  
  ‐ terms of payment
  
  ‐ contract conditions
  
  ‐ scope of service
add more potential tenderers from the evaluation list which meet the selection criteria if those contacted are not willing to tender
cosbimd12.2 add more potential tenderers from the evaluation list which meet the selection criteria if those contacted are not willing to tender
context
- cosbimd12.2Procurement process:
  Procurement process:
  
  • estimate
  
  • open competitive tender
  
  • two stage tender
  
  • two envelope tender
  
  • selected list tender
  
  • negotiated
  
  • bid
  
  • design and build
  
  • design, build, finance and operate
- cosbimd12.2Tenderers:
  Tenderers:
  
  • contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • negotiation
- cosbimd12.2Regulatory requirements:
  Regulatory requirements:
  
  • compulsory competitive tendering
  
  • international (including European Union)
  
  • in house
  
  • national
  
  • local
- cosbimd12.2Evidence:
  Evidence:
  
  • documentary
  
  • references
  
  • interview
  
  • workplace evidence
- cosbimd12.2Selection criteria:
  Selection criteria:
  
  • quality and delivery record
  
  • added value (including past performance)
  
  • acceptability of known sub-contracting arrangements
  
  • acceptability to client
  
  • financial resources
  
  • references from previous clients and bankers
  
  • health, safety and welfare requirements
  
  • competence of people
  
  • Building Information Modelling capability
  
  • system compatibility
  
  • resources (human, materials, facilities)
  
  • insurance
  
  • environmental policy and management
  
  • design quality and costing
  
  • innovation
  
  • local economic benefit
confirm that the selected tenderers are willing to tender
cosbimd12.2 confirm that the selected tenderers are willing to tender
context
- cosbimd12.2Procurement process:
  Procurement process:
  
  • estimate
  
  • open competitive tender
  
  • two stage tender
  
  • two envelope tender
  
  • selected list tender
  
  • negotiated
  
  • bid
  
  • design and build
  
  • design, build, finance and operate
- cosbimd12.2Tenderers:
  Tenderers:
  
  • contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • negotiation
- cosbimd12.2Regulatory requirements:
  Regulatory requirements:
  
  • compulsory competitive tendering
  
  • international (including European Union)
  
  • in house
  
  • national
  
  • local
- cosbimd12.2Evidence:
  Evidence:
  
  • documentary
  
  • references
  
  • interview
  
  • workplace evidence
- cosbimd12.2Selection criteria:
  Selection criteria:
  
  • quality and delivery record
  
  • added value (including past performance)
  
  • acceptability of known sub-contracting arrangements
  
  • acceptability to client
  
  • financial resources
  
  • references from previous clients and bankers
  
  • health, safety and welfare requirements
  
  • competence of people
  
  • Building Information Modelling capability
  
  • system compatibility
  
  • resources (human, materials, facilities)
  
  • insurance
  
  • environmental policy and management
  
  • design quality and costing
  
  • innovation
  
  • local economic benefit
offer advice and information to decision makers about potential tenderers and the selection criteria and modify the tender list to reflect any changes which are agreed
cosbimd12.2 offer advice and information to decision makers about potential tenderers and the selection criteria and modify the tender list to reflect any changes which are agreed
context
- cosbimd12.2Procurement process:
  Procurement process:
  
  • estimate
  
  • open competitive tender
  
  • two stage tender
  
  • two envelope tender
  
  • selected list tender
  
  • negotiated
  
  • bid
  
  • design and build
  
  • design, build, finance and operate
- cosbimd12.2Tenderers:
  Tenderers:
  
  • contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • negotiation
- cosbimd12.2Regulatory requirements:
  Regulatory requirements:
  
  • compulsory competitive tendering
  
  • international (including European Union)
  
  • in house
  
  • national
  
  • local
- cosbimd12.2Evidence:
  Evidence:
  
  • documentary
  
  • references
  
  • interview
  
  • workplace evidence
- cosbimd12.2Selection criteria:
  Selection criteria:
  
  • quality and delivery record
  
  • added value (including past performance)
  
  • acceptability of known sub-contracting arrangements
  
  • acceptability to client
  
  • financial resources
  
  • references from previous clients and bankers
  
  • health, safety and welfare requirements
  
  • competence of people
  
  • Building Information Modelling capability
  
  • system compatibility
  
  • resources (human, materials, facilities)
  
  • insurance
  
  • environmental policy and management
  
  • design quality and costing
  
  • innovation
  
  • local economic benefit
evaluate potential tenderers who respond to the invitation against the selection criteria, place them in rank order and choose the number needed
cosbimd12.2 evaluate potential tenderers who respond to the invitation against the selection criteria, place them in rank order and choose the number needed
context
- cosbimd12.2Procurement process:
  Procurement process:
  
  • estimate
  
  • open competitive tender
  
  • two stage tender
  
  • two envelope tender
  
  • selected list tender
  
  • negotiated
  
  • bid
  
  • design and build
  
  • design, build, finance and operate
- cosbimd12.2Tenderers:
  Tenderers:
  
  • contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • negotiation
- cosbimd12.2Regulatory requirements:
  Regulatory requirements:
  
  • compulsory competitive tendering
  
  • international (including European Union)
  
  • in house
  
  • national
  
  • local
- cosbimd12.2Evidence:
  Evidence:
  
  • documentary
  
  • references
  
  • interview
  
  • workplace evidence
- cosbimd12.2Selection criteria:
  Selection criteria:
  
  • quality and delivery record
  
  • added value (including past performance)
  
  • acceptability of known sub-contracting arrangements
  
  • acceptability to client
  
  • financial resources
  
  • references from previous clients and bankers
  
  • health, safety and welfare requirements
  
  • competence of people
  
  • Building Information Modelling capability
  
  • system compatibility
  
  • resources (human, materials, facilities)
  
  • insurance
  
  • environmental policy and management
  
  • design quality and costing
  
  • innovation
  
  • local economic benefit
choose selection criteria which are suitable to weight and rate performance for the type of work described in the tender
cosbimd12.2 choose selection criteria which are suitable to weight and rate performance for the type of work described in the tender
context
- cosbimd12.2Procurement process:
  Procurement process:
  
  • estimate
  
  • open competitive tender
  
  • two stage tender
  
  • two envelope tender
  
  • selected list tender
  
  • negotiated
  
  • bid
  
  • design and build
  
  • design, build, finance and operate
- cosbimd12.2Tenderers:
  Tenderers:
  
  • contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • negotiation
- cosbimd12.2Regulatory requirements:
  Regulatory requirements:
  
  • compulsory competitive tendering
  
  • international (including European Union)
  
  • in house
  
  • national
  
  • local
- cosbimd12.2Evidence:
  Evidence:
  
  • documentary
  
  • references
  
  • interview
  
  • workplace evidence
- cosbimd12.2Selection criteria:
  Selection criteria:
  
  • quality and delivery record
  
  • added value (including past performance)
  
  • acceptability of known sub-contracting arrangements
  
  • acceptability to client
  
  • financial resources
  
  • references from previous clients and bankers
  
  • health, safety and welfare requirements
  
  • competence of people
  
  • Building Information Modelling capability
  
  • system compatibility
  
  • resources (human, materials, facilities)
  
  • insurance
  
  • environmental policy and management
  
  • design quality and costing
  
  • innovation
  
  • local economic benefit
send enquiries to potential tenderers tenderers, in accordance with regulatory requirements requirements, and require them to provide evidence about their experience and capability
cosbimd12.2 send enquiries to potential tenderers tenderers, in accordance with regulatory requirements requirements, and require them to provide evidence about their experience and capability
context
- cosbimd12.2Procurement process:
  Procurement process:
  
  • estimate
  
  • open competitive tender
  
  • two stage tender
  
  • two envelope tender
  
  • selected list tender
  
  • negotiated
  
  • bid
  
  • design and build
  
  • design, build, finance and operate
- cosbimd12.2Tenderers:
  Tenderers:
  
  • contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • negotiation
- cosbimd12.2Regulatory requirements:
  Regulatory requirements:
  
  • compulsory competitive tendering
  
  • international (including European Union)
  
  • in house
  
  • national
  
  • local
- cosbimd12.2Evidence:
  Evidence:
  
  • documentary
  
  • references
  
  • interview
  
  • workplace evidence
- cosbimd12.2Selection criteria:
  Selection criteria:
  
  • quality and delivery record
  
  • added value (including past performance)
  
  • acceptability of known sub-contracting arrangements
  
  • acceptability to client
  
  • financial resources
  
  • references from previous clients and bankers
  
  • health, safety and welfare requirements
  
  • competence of people
  
  • Building Information Modelling capability
  
  • system compatibility
  
  • resources (human, materials, facilities)
  
  • insurance
  
  • environmental policy and management
  
  • design quality and costing
  
  • innovation
  
  • local economic benefit
decide how many tenderers to invite, take into account the value and size of the contract
cosbimd12.2 decide how many tenderers to invite, take into account the value and size of the contract
context
- cosbimd12.2Procurement process:
  Procurement process:
  
  • estimate
  
  • open competitive tender
  
  • two stage tender
  
  • two envelope tender
  
  • selected list tender
  
  • negotiated
  
  • bid
  
  • design and build
  
  • design, build, finance and operate
- cosbimd12.2Tenderers:
  Tenderers:
  
  • contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • negotiation
- cosbimd12.2Regulatory requirements:
  Regulatory requirements:
  
  • compulsory competitive tendering
  
  • international (including European Union)
  
  • in house
  
  • national
  
  • local
- cosbimd12.2Evidence:
  Evidence:
  
  • documentary
  
  • references
  
  • interview
  
  • workplace evidence
- cosbimd12.2Selection criteria:
  Selection criteria:
  
  • quality and delivery record
  
  • added value (including past performance)
  
  • acceptability of known sub-contracting arrangements
  
  • acceptability to client
  
  • financial resources
  
  • references from previous clients and bankers
  
  • health, safety and welfare requirements
  
  • competence of people
  
  • Building Information Modelling capability
  
  • system compatibility
  
  • resources (human, materials, facilities)
  
  • insurance
  
  • environmental policy and management
  
  • design quality and costing
  
  • innovation
  
  • local economic benefit
select an appropriate type of procurement process and decide which potential tenderers could meet the contract specification
cosbimd12.2 select an appropriate type of procurement process and decide which potential tenderers could meet the contract specification
context
- cosbimd12.2Procurement process:
  Procurement process:
  
  • estimate
  
  • open competitive tender
  
  • two stage tender
  
  • two envelope tender
  
  • selected list tender
  
  • negotiated
  
  • bid
  
  • design and build
  
  • design, build, finance and operate
- cosbimd12.2Tenderers:
  Tenderers:
  
  • contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • negotiation
- cosbimd12.2Regulatory requirements:
  Regulatory requirements:
  
  • compulsory competitive tendering
  
  • international (including European Union)
  
  • in house
  
  • national
  
  • local
- cosbimd12.2Evidence:
  Evidence:
  
  • documentary
  
  • references
  
  • interview
  
  • workplace evidence
- cosbimd12.2Selection criteria:
  Selection criteria:
  
  • quality and delivery record
  
  • added value (including past performance)
  
  • acceptability of known sub-contracting arrangements
  
  • acceptability to client
  
  • financial resources
  
  • references from previous clients and bankers
  
  • health, safety and welfare requirements
  
  • competence of people
  
  • Building Information Modelling capability
  
  • system compatibility
  
  • resources (human, materials, facilities)
  
  • insurance
  
  • environmental policy and management
  
  • design quality and costing
  
  • innovation
  
  • local economic benefit
clarification and resolution
cosccomo09 clarification and resolution
context
- cosccomo09Specify production document requirements
  Specify production document requirements
  
  • Controlling requirements:
  
  ‐ cost
  
  ‐ monitoring time
  
  ‐ quality
  
  ‐ methods of production
  
  ‐ methods of coordination
  
  ‐ liaison requirements
  
  ‐ model templates, documents and standards
  
  ‐ integration of data
  
  ‐ Building Information Modelling
  
  ‐ status
  
  ‐ electronic data transfer
  
  ‐ Project Information Plan
  
  ‐ Model Delivery Plan
  
  ‐ scheduling of work
  
  ‐ methods of interdisciplinary working
  
  ‐ impact statement
  
  ‐ information management accountabilities
  
  • Information and documents:
  
  ‐ forms of contract
  
  ‐ specifications
  
  ‐ drawings
  
  ‐ operations and maintenance manuals
  
  ‐ bills of quantities
  
  ‐ schedules
  
  ‐ health and safety plans
  
  ‐ Building Information Modelling
  
  ‐ graphical and non-graphical data files
  
  • Specify and control production documents in construction contracting operations management
- cosccomo09proprietary file formats
  proprietary file formats
  
  • accounts
  
  • claims
  
  • correspondence
  
  • minutes of meetings
- cosccomo09Project Stages:
  Project Stages:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
  
  • Stage 7 (Operation and End of Use)
- cosccomo09 cosbedmo13 cosbimb24.2Purpose:
  Purpose:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
  
  • operation and use
- cosccomo09Scope: number type format size
  Scope:
  
  • number
  
  • type
  
  • format
  
  • size
- cosccomo09Registers and records: incoming and outgoing drawing and document registers records of document approval and revision
  Registers and records:
  
  • incoming and outgoing drawing and document registers
  
  • records of document approval and revision
- cosccomo09Criteria, discrepancies and inconsistencies:
  Criteria, discrepancies and inconsistencies:
- cosccomo09Decision makers:
  Decision makers:
  
  • the client
  
  • statutory authorities
  
  • CDM coordinator
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential sub-contractors and suppliers
  
  • facilities/asset maintenance managers
  
  • users
- cosccomo09Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stage:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosccomo09 cosbimb62.2 cosbimb62.1Source information:
  Source information:
  
  • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • statutory regulations
  
  • British Standards
  
  • codes of practice
  
  • technical literature
- cosccomo09Valid: 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
- cosccomo09Checks and approvals:
  Checks and approvals:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
- cosccomo09Requirements of the stakeholders:
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • facilitate procurement
  
  • award a contract
  
  • authorise production
- cosccomo09Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • cost
  
  • monitoring time
  
  • quality
  
  • methods of production
  
  • methods of coordination
  
  • liaison requirements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • status
  
  • electronic data transfer
- cosccomo09Discrepancies and inconsistencies:
  Discrepancies and inconsistencies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
  
  • spelling, grammar and punctuation
- cosccomo09Registers and records: incoming and outgoing information and document registers records of information and document approval and revision
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
contribute to a culture of continuous improvement to design services
cosbedmo24 contribute to a culture of continuous improvement to design services
context
- cosbedmo24Monitor budget and cash flow projections
  Monitor budget and cash flow projections
  
  • Budgets:
  
  ‐ earned income
  
  ‐ employment costs
  
  ‐ liabilities
  
  ‐ subcontract costs
  
  ‐ consumables
  
  • Cash flow projections:
  
  ‐ income receivable
  
  ‐ expenditure
  
  • Variances:
  
  ‐ overspend
  
  ‐ underspend
  
  ‐ change in value of the work
  
  • Contingencies:
  
  ‐ delays in receivables
  
  ‐ project and contract delays
  
  ‐ interruptions
  
  ‐ Interested parties:
  
  ‐ risk
  
  ‐ colleagues
  
  ‐ financial providers
- cosbedmo24Identify and implement improvements to design services
  Identify and implement improvements to design services
  
  • Strengths and weaknesses:
  
  ‐ market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values environmental impact
  
  ‐ socio-econometric factors
- cosbedmo24ability to innovate
  ability to innovate
  
  • efficiency of systems (including information technology)
  
  • waste reduction
  
  • availability of skills
  
  • standardisation
- cosbedmo24Design services:
  Design services:
  
  • design expertise and systems
  
  • advisory services
  
  • management services
  
  • control systems
  
  • information systems
  
  • inter-disciplinary working
- cosbedmo24Analyse:
  Analyse:
  
  • feasibility studies
  
  • Strengths, Weaknesses, Opportunities and Threats analyses
  
  • against industry performance benchmarks
  
  • reflection on professional practice
- cosbedmo24Data and information - sources:
  Data and information - sources:
  
  • professional journals and publications data from within the built environment
  
  • information from other industries
  
  • project feedback
- cosbedmo24Measures:
  Measures:
  
  • adopting current best practice e.g IiP, ISO 9001, EFQM
  
  • new processes, methods and techniques
check with clients and customers that the improvement measures have satisfied their needs
cosbedmo24 check with clients and customers that the improvement measures have satisfied their needs
context
- cosbedmo24Monitor budget and cash flow projections
  Monitor budget and cash flow projections
  
  • Budgets:
  
  ‐ earned income
  
  ‐ employment costs
  
  ‐ liabilities
  
  ‐ subcontract costs
  
  ‐ consumables
  
  • Cash flow projections:
  
  ‐ income receivable
  
  ‐ expenditure
  
  • Variances:
  
  ‐ overspend
  
  ‐ underspend
  
  ‐ change in value of the work
  
  • Contingencies:
  
  ‐ delays in receivables
  
  ‐ project and contract delays
  
  ‐ interruptions
  
  ‐ Interested parties:
  
  ‐ risk
  
  ‐ colleagues
  
  ‐ financial providers
- cosbedmo24Identify and implement improvements to design services
  Identify and implement improvements to design services
  
  • Strengths and weaknesses:
  
  ‐ market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values environmental impact
  
  ‐ socio-econometric factors
- cosbedmo24ability to innovate
  ability to innovate
  
  • efficiency of systems (including information technology)
  
  • waste reduction
  
  • availability of skills
  
  • standardisation
- cosbedmo24Design services:
  Design services:
  
  • design expertise and systems
  
  • advisory services
  
  • management services
  
  • control systems
  
  • information systems
  
  • inter-disciplinary working
- cosbedmo24Analyse:
  Analyse:
  
  • feasibility studies
  
  • Strengths, Weaknesses, Opportunities and Threats analyses
  
  • against industry performance benchmarks
  
  • reflection on professional practice
- cosbedmo24Data and information - sources:
  Data and information - sources:
  
  • professional journals and publications data from within the built environment
  
  • information from other industries
  
  • project feedback
- cosbedmo24Measures:
  Measures:
  
  • adopting current best practice e.g IiP, ISO 9001, EFQM
  
  • new processes, methods and techniques
monitor the compliance of projects with the improvement objectives, investigate variances and restore compliance with the development plan
cosbedmo24 monitor the compliance of projects with the improvement objectives, investigate variances and restore compliance with the development plan
context
- cosbedmo24Monitor budget and cash flow projections
  Monitor budget and cash flow projections
  
  • Budgets:
  
  ‐ earned income
  
  ‐ employment costs
  
  ‐ liabilities
  
  ‐ subcontract costs
  
  ‐ consumables
  
  • Cash flow projections:
  
  ‐ income receivable
  
  ‐ expenditure
  
  • Variances:
  
  ‐ overspend
  
  ‐ underspend
  
  ‐ change in value of the work
  
  • Contingencies:
  
  ‐ delays in receivables
  
  ‐ project and contract delays
  
  ‐ interruptions
  
  ‐ Interested parties:
  
  ‐ risk
  
  ‐ colleagues
  
  ‐ financial providers
- cosbedmo24Identify and implement improvements to design services
  Identify and implement improvements to design services
  
  • Strengths and weaknesses:
  
  ‐ market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values environmental impact
  
  ‐ socio-econometric factors
- cosbedmo24ability to innovate
  ability to innovate
  
  • efficiency of systems (including information technology)
  
  • waste reduction
  
  • availability of skills
  
  • standardisation
- cosbedmo24Design services:
  Design services:
  
  • design expertise and systems
  
  • advisory services
  
  • management services
  
  • control systems
  
  • information systems
  
  • inter-disciplinary working
- cosbedmo24Analyse:
  Analyse:
  
  • feasibility studies
  
  • Strengths, Weaknesses, Opportunities and Threats analyses
  
  • against industry performance benchmarks
  
  • reflection on professional practice
- cosbedmo24Data and information - sources:
  Data and information - sources:
  
  • professional journals and publications data from within the built environment
  
  • information from other industries
  
  • project feedback
- cosbedmo24Measures:
  Measures:
  
  • adopting current best practice e.g IiP, ISO 9001, EFQM
  
  • new processes, methods and techniques
Identify and implement improvements to design services
cosbedmo24 Identify and implement improvements to design services
context
- cosbedmo24Monitor budget and cash flow projections
  Monitor budget and cash flow projections
  
  • Budgets:
  
  ‐ earned income
  
  ‐ employment costs
  
  ‐ liabilities
  
  ‐ subcontract costs
  
  ‐ consumables
  
  • Cash flow projections:
  
  ‐ income receivable
  
  ‐ expenditure
  
  • Variances:
  
  ‐ overspend
  
  ‐ underspend
  
  ‐ change in value of the work
  
  • Contingencies:
  
  ‐ delays in receivables
  
  ‐ project and contract delays
  
  ‐ interruptions
  
  ‐ Interested parties:
  
  ‐ risk
  
  ‐ colleagues
  
  ‐ financial providers
- cosbedmo24Identify and implement improvements to design services
  Identify and implement improvements to design services
  
  • Strengths and weaknesses:
  
  ‐ market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values environmental impact
  
  ‐ socio-econometric factors
- cosbedmo24ability to innovate
  ability to innovate
  
  • efficiency of systems (including information technology)
  
  • waste reduction
  
  • availability of skills
  
  • standardisation
- cosbedmo24Design services:
  Design services:
  
  • design expertise and systems
  
  • advisory services
  
  • management services
  
  • control systems
  
  • information systems
  
  • inter-disciplinary working
- cosbedmo24Analyse:
  Analyse:
  
  • feasibility studies
  
  • Strengths, Weaknesses, Opportunities and Threats analyses
  
  • against industry performance benchmarks
  
  • reflection on professional practice
- cosbedmo24Data and information - sources:
  Data and information - sources:
  
  • professional journals and publications data from within the built environment
  
  • information from other industries
  
  • project feedback
- cosbedmo24Measures:
  Measures:
  
  • adopting current best practice e.g IiP, ISO 9001, EFQM
  
  • new processes, methods and techniques
Monitor budget and cash flow projections
cosbedmo24 Monitor budget and cash flow projections
context
- cosbedmo24Monitor budget and cash flow projections
  Monitor budget and cash flow projections
  
  • Budgets:
  
  ‐ earned income
  
  ‐ employment costs
  
  ‐ liabilities
  
  ‐ subcontract costs
  
  ‐ consumables
  
  • Cash flow projections:
  
  ‐ income receivable
  
  ‐ expenditure
  
  • Variances:
  
  ‐ overspend
  
  ‐ underspend
  
  ‐ change in value of the work
  
  • Contingencies:
  
  ‐ delays in receivables
  
  ‐ project and contract delays
  
  ‐ interruptions
  
  ‐ Interested parties:
  
  ‐ risk
  
  ‐ colleagues
  
  ‐ financial providers
- cosbedmo24Identify and implement improvements to design services
  Identify and implement improvements to design services
  
  • Strengths and weaknesses:
  
  ‐ market share
  
  ‐ scope of products and services
  
  ‐ availability of resources
  
  ‐ working practices
  
  ‐ productivity
  
  ‐ profitability and cost factors
  
  ‐ corporate values environmental impact
  
  ‐ socio-econometric factors
- cosbedmo24ability to innovate
  ability to innovate
  
  • efficiency of systems (including information technology)
  
  • waste reduction
  
  • availability of skills
  
  • standardisation
- cosbedmo24Design services:
  Design services:
  
  • design expertise and systems
  
  • advisory services
  
  • management services
  
  • control systems
  
  • information systems
  
  • inter-disciplinary working
- cosbedmo24Analyse:
  Analyse:
  
  • feasibility studies
  
  • Strengths, Weaknesses, Opportunities and Threats analyses
  
  • against industry performance benchmarks
  
  • reflection on professional practice
- cosbedmo24Data and information - sources:
  Data and information - sources:
  
  • professional journals and publications data from within the built environment
  
  • information from other industries
  
  • project feedback
- cosbedmo24Measures:
  Measures:
  
  • adopting current best practice e.g IiP, ISO 9001, EFQM
  
  • new processes, methods and techniques
produce up-to-date and accurate information on progress and circulate it to the people who need the information
cosbimb25.2 produce up-to-date and accurate information on progress and circulate it to the people who need the information
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
obtain necessary checks and approvals when they are needed
cosbimb25.2 cosbedmo13 obtain necessary checks and approvals when they are needed
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
choose alternative methods for producing information and documents if it is not possible to produce them in house
cosbimb25.2 choose alternative methods for producing information and documents if it is not possible to produce them in house
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
collate revisions, requirements and additions to the information and documents documents, distribute them promptly and brief the stakeholders and the people responsible for producing information and documents
cosbimb25.2 collate revisions, requirements and additions to the information and documents documents, distribute them promptly and brief the stakeholders and the people responsible for producing information and documents
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
recommend changes to the brief, design, specification and contract when any discrepancies have been identified and suggest any modifications that are needed
cosbimb25.2 recommend changes to the brief, design, specification and contract when any discrepancies have been identified and suggest any modifications that are needed
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
identify any discrepancies and inconsistencies in the information and documents and refer any problems back to the originators for clarification and resolution
cosbimb25.2 identify any discrepancies and inconsistencies in the information and documents and refer any problems back to the originators for clarification and resolution
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
advise people who are producing information and documents when they do not understand the instructions and refer outstanding queries to the people who produced the original information
cosbimb25.2 advise people who are producing information and documents when they do not understand the instructions and refer outstanding queries to the people who produced the original information
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
collate information and documents when they have been produced and evaluate them against the agreed criteria
cosbimb25.2 collate information and documents when they have been produced and evaluate them against the agreed criteria
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
maintain accurate and complete registers and records which can be used for quality auditing
cosbimb25.2 maintain accurate and complete registers and records which can be used for quality auditing
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
assess the status of the information on design parameters and pass it on to people who need it for project information and document production, indicate any special considerations and limitations on its use
cosbimb25.2 assess the status of the information on design parameters and pass it on to people who need it for project information and document production, indicate any special considerations and limitations on its use
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
evaluate the information on design parameters to see whether it is adequate to meet the requirements of the stakeholders and requirements for controlling information and document production
cosbimb25.2 evaluate the information on design parameters to see whether it is adequate to meet the requirements of the stakeholders and requirements for controlling information and document production
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
obtain information about design parameters which may contribute to the development of design and preparation of project information and documents
cosbimb25.2 obtain information about design parameters which may contribute to the development of design and preparation of project information and documents
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
identify and confirm protocols protocols, data formats and standards for information exchange between all relevant project stakeholders
cosbimb25.2 identify and confirm protocols protocols, data formats and standards for information exchange between all relevant project stakeholders
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
confirm with the client the information required for decision making throughout the project stages
cosbimb25.2 confirm with the client the information required for decision making throughout the project stages
context
- cosbimb25.2Information required for decision making:
  Information required for decision making:
  
  • design brief
  
  • design information from earlier stages and current stage
  
  • surveys
  
  • reports
  
  • statutory approvals and requirements
  
  • cost estimates
  
  • standards and codes of practice
  
  • technical literature
  
  • environmental assessment objectives
- cosbimb25.2 cosbimb25.3 cosbimb24.2Project Stages:
  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)
- cosbimb25.2Protocols:
  Protocols:
  
  • Project Information Plan
  
  • Model Delivery Plan
  
  • information management accountabilities
  
  • incoming and outgoing drawing and documents registers
  
  • records of document approval and revision
  
  • revision management
  
  • methods of coordination (e.g. Common Arrangement)
  
  • electronic data transfers
  
  • integration of inter disciplinary data
  
  • technical query resolution
- cosbimb25.2Design parameters: client, user and community requirements, expectations, options and preferences project type/purpose/use site, location and surrounding environment geology (seismology, ground movements and soil type) transport and infrastructure planning, urban & social integration design form (architectural, structural, civil, services) design quality (character/scale/aesthetics) function/spatial planning (occupancy/room information/access and egress incl. DDA, security) programme budget cost (including whole life) development timetable risk assessment and mitigation cost planning (including life cycle cost) and value management procurement in-use performance environmental quality and sustainability environmental assessment/certification schemes protection of archaeological, architectural, cultural and historically valuable resources (significance/status) statutory, regulatory and legal constraints standards and codes of practice health and safety form, function, materials, components and systems loose fit design - for flexibility/adaptability/deconstruction/disassembly buildability operation and maintenance
  Design parameters:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type/purpose/use
  
  • site, location and surrounding environment
  
  • geology (seismology, ground movements and soil type)
  
  • transport and infrastructure
  
  • planning, urban & social integration
  
  • design form (architectural, structural, civil, services)
  
  • design quality (character/scale/aesthetics)
  
  • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
  
  • programme budget
  
  • cost (including whole life)
  
  • development timetable
  
  • risk assessment and mitigation
  
  • cost planning (including life cycle cost) and value management
  
  • procurement
  
  • in-use performance
  
  • environmental quality and sustainability
  
  • environmental assessment/certification schemes
  
  • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
  
  • statutory, regulatory and legal constraints
  
  • standards and codes of practice
  
  • health and safety
  
  • form, function, materials, components and systems
  
  • loose fit design - for flexibility/adaptability/deconstruction/disassembly
  
  • buildability
  
  • operation and maintenance
- cosbimb25.2Information and documents:
  Information and documents:
  
  • forms of contract
  
  • specifications
  
  • drawings
  
  • bills of quantities
  
  • schedules
  
  • health and safety plans
  
  • Building Information Model
  
  • spread sheets
  
  • calculations
  
  • images
  
  • graphical and non-graphical data files
  
  • proprietary file formats
  
  • accounts
  
  • claims
  
  • emails
- cosbimb25.2Requirements of the stakeholders: to obtain consents procurement contract production
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbimb25.2Requirements for controlling information and document production:
  Requirements for controlling information and document production:
  
  • type of measurement
  
  • cost
  
  • time
  
  • quality
  
  • methods of production
  
  • methods of coordination (e.g. Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
  
  • model validation
  
  • electronic data transfers
  
  • scheduling of work
  
  • revision management
  
  • methods of interdisciplinary working
  
  • information protocols, standards & execution plan
  
  • impact statement
- cosbimb25.2 cosccomo09Registers and records:
  Registers and records:
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
- cosbimb25.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated documents
  
  • conflict and clash detection
  
  • status
Identify, assess and manage project risks and opportunities
cosbedmo06 Identify, assess and manage project risks and opportunities
context
- cosbedmo06Prepare and agree a project brief
  Prepare and agree a project brief
  
  • 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
  
  • Requirements:
  
  ‐ the client
  
  ‐ user and accessibility
  
  ‐ ergonomic
  
  ‐ community
  
  ‐ procurement
  
  ‐ physical
  
  ‐ resource
  
  ‐ construction
  
  ‐ regulatory
  
  ‐ cost
  
  ‐ timescale
  
  ‐ risk factors
  
  ‐ health, safety and welfare
  
  ‐ environmental
  
  ‐ current and future needs
  
  ‐ functional requirements
  
  ‐ energy, water and natural resource management
  
  ‐ reduce emissions
  
  ‐ carbon use
  
  ‐ compliance with local, regional national development strategies
  
  ‐ Building Information Modelling
- cosbedmo06opportunities associated with new technologies
  opportunities associated with new technologies
  
  • adaptation and mitigation
  
  • demolition strategies
- cosbedmo06Data:
  Data:
  
  • relevant investigations
  
  • critical design parameters
  
  • the scale and sensitivity of the project
- cosbedmo06Analyse:
  Analyse:
  
  • comparison with similar projects
  
  • standard checklists
  
  • reference to relevant comparative research
- cosbedmo06Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbedmo06Identify, assess and manage project risks and opportunities
  Identify, assess and manage project risks and opportunities
- cosbedmo06Project information: environmental statutory and legal requirements client, user and community requirements construction and technical requirements site constraints finance, procurement and contract quality cost timescale
  Project information:
  
  • environmental
  
  • statutory and legal requirements
  
  • client, user and community requirements
  
  • construction and technical requirements
  
  • site constraints
  
  • finance, procurement and contract
  
  • quality
  
  • cost
  
  • timescale
- cosbedmo06Risks and opportunities:
  Risks and opportunities:
  
  • Resources
  
  • communications
  
  • cost
  
  • quality
  
  • natural and built environment
  
  • users, public and third parties
Prepare and agree a project brief
cosbedmo06 Prepare and agree a project brief
context
- cosbedmo06Prepare and agree a project brief
  Prepare and agree a project brief
  
  • 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
  
  • Requirements:
  
  ‐ the client
  
  ‐ user and accessibility
  
  ‐ ergonomic
  
  ‐ community
  
  ‐ procurement
  
  ‐ physical
  
  ‐ resource
  
  ‐ construction
  
  ‐ regulatory
  
  ‐ cost
  
  ‐ timescale
  
  ‐ risk factors
  
  ‐ health, safety and welfare
  
  ‐ environmental
  
  ‐ current and future needs
  
  ‐ functional requirements
  
  ‐ energy, water and natural resource management
  
  ‐ reduce emissions
  
  ‐ carbon use
  
  ‐ compliance with local, regional national development strategies
  
  ‐ Building Information Modelling
- cosbedmo06opportunities associated with new technologies
  opportunities associated with new technologies
  
  • adaptation and mitigation
  
  • demolition strategies
- cosbedmo06Data:
  Data:
  
  • relevant investigations
  
  • critical design parameters
  
  • the scale and sensitivity of the project
- cosbedmo06Analyse:
  Analyse:
  
  • comparison with similar projects
  
  • standard checklists
  
  • reference to relevant comparative research
- cosbedmo06Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbedmo06Identify, assess and manage project risks and opportunities
  Identify, assess and manage project risks and opportunities
- cosbedmo06Project information: environmental statutory and legal requirements client, user and community requirements construction and technical requirements site constraints finance, procurement and contract quality cost timescale
  Project information:
  
  • environmental
  
  • statutory and legal requirements
  
  • client, user and community requirements
  
  • construction and technical requirements
  
  • site constraints
  
  • finance, procurement and contract
  
  • quality
  
  • cost
  
  • timescale
- cosbedmo06Risks and opportunities:
  Risks and opportunities:
  
  • Resources
  
  • communications
  
  • cost
  
  • quality
  
  • natural and built environment
  
  • users, public and third parties
summarise major learning points, conclusions, agreements and conflicts accurately and clearly
cosbimb23.3 summarise major learning points, conclusions, agreements and conflicts accurately and clearly
context
- cosbimb23.3Project team:
  Project team:
  
  • client
  
  • design and development consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • facilities/asset managers
  
  • partners in the development programme
- cosbimb23.3Stakeholders:
  Stakeholders:
  
  • the client
  
  • prospective occupiers/users
  
  • regulatory authorities
  
  • government agencies
  
  • public interest organisations
  
  • local community
  
  • facilities/asset/maintenance managers
- cosbimb23.3Requirements of the development brief and schedule:
  Requirements of the development brief and schedule:
  
  • key decision stages
  
  • objectives and targets
  
  • scheduling and timetabling
  
  • delivery of information and documentation
  
  • statutory deadlines
  
  • team meetings
  
  • procurement
  
  • concurrent design and construction
  
  • levels of design refinement at key decision stages
  
  • level of risk/confidence
- cosbimb23.3Arrangements to achieve effective communication:
  Arrangements to achieve effective communication:
  
  • oral
  
  • written
  
  • reports
  
  • organisation and minuting of team meetings and actioning outcomes
  
  • key contacts
  
  • information management and protocols
  
  • contingency arrangements
  
  • working across discipline boundaries
  
  • project execution plan
- cosbimb23.3Methods for project development, evaluation, modification and updating:
  Methods for project development, evaluation, modification and updating:
  
  • responsibilities
  
  • format
  
  • content
  
  • indexing
  
  • distribution
  
  • reviewing
  
  • resolving conflicts
  
  • revising
  
  • quality control
  
  • storage
  
  • security
  
  • retrieval
  
  • statutory approvals
  
  • integration of data
  
  • Building Information Modelling
- cosbimb23.3Development investigation:
  Development investigation:
  
  • documentary search
  
  • investigative research
  
  • field investigation
  
  • consultation with stakeholders
  
  • physical and virtual models
  
  • insurance risks/opportunities associated with new technologies
  
  • adaptation and mitigation
- cosbimb23.3Methods of project development monitoring:
  Methods of project development monitoring:
  
  • exchanging and coordinating information
  
  • checks and approvals
  
  • gate management plan
  
  • meetings
  
  • reporting
  
  • risk management
  
  • value engineering
  
  • whole life principles
  
  • open book accounting
coordinate feedback sessions in a manner which is suitable for the needs and capabilities of the project team and which allows each team member enough time to express their views
cosbimb23.3 coordinate feedback sessions in a manner which is suitable for the needs and capabilities of the project team and which allows each team member enough time to express their views
context
- cosbimb23.3Project team:
  Project team:
  
  • client
  
  • design and development consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • facilities/asset managers
  
  • partners in the development programme
- cosbimb23.3Stakeholders:
  Stakeholders:
  
  • the client
  
  • prospective occupiers/users
  
  • regulatory authorities
  
  • government agencies
  
  • public interest organisations
  
  • local community
  
  • facilities/asset/maintenance managers
- cosbimb23.3Requirements of the development brief and schedule:
  Requirements of the development brief and schedule:
  
  • key decision stages
  
  • objectives and targets
  
  • scheduling and timetabling
  
  • delivery of information and documentation
  
  • statutory deadlines
  
  • team meetings
  
  • procurement
  
  • concurrent design and construction
  
  • levels of design refinement at key decision stages
  
  • level of risk/confidence
- cosbimb23.3Arrangements to achieve effective communication:
  Arrangements to achieve effective communication:
  
  • oral
  
  • written
  
  • reports
  
  • organisation and minuting of team meetings and actioning outcomes
  
  • key contacts
  
  • information management and protocols
  
  • contingency arrangements
  
  • working across discipline boundaries
  
  • project execution plan
- cosbimb23.3Methods for project development, evaluation, modification and updating:
  Methods for project development, evaluation, modification and updating:
  
  • responsibilities
  
  • format
  
  • content
  
  • indexing
  
  • distribution
  
  • reviewing
  
  • resolving conflicts
  
  • revising
  
  • quality control
  
  • storage
  
  • security
  
  • retrieval
  
  • statutory approvals
  
  • integration of data
  
  • Building Information Modelling
- cosbimb23.3Development investigation:
  Development investigation:
  
  • documentary search
  
  • investigative research
  
  • field investigation
  
  • consultation with stakeholders
  
  • physical and virtual models
  
  • insurance risks/opportunities associated with new technologies
  
  • adaptation and mitigation
- cosbimb23.3Methods of project development monitoring:
  Methods of project development monitoring:
  
  • exchanging and coordinating information
  
  • checks and approvals
  
  • gate management plan
  
  • meetings
  
  • reporting
  
  • risk management
  
  • value engineering
  
  • whole life principles
  
  • open book accounting
monitor the progress of the project team and provide project team members with feedback on timing, task completion and team processes
cosbimb23.3 monitor the progress of the project team and provide project team members with feedback on timing, task completion and team processes
context
- cosbimb23.3Project team:
  Project team:
  
  • client
  
  • design and development consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • facilities/asset managers
  
  • partners in the development programme
- cosbimb23.3Stakeholders:
  Stakeholders:
  
  • the client
  
  • prospective occupiers/users
  
  • regulatory authorities
  
  • government agencies
  
  • public interest organisations
  
  • local community
  
  • facilities/asset/maintenance managers
- cosbimb23.3Requirements of the development brief and schedule:
  Requirements of the development brief and schedule:
  
  • key decision stages
  
  • objectives and targets
  
  • scheduling and timetabling
  
  • delivery of information and documentation
  
  • statutory deadlines
  
  • team meetings
  
  • procurement
  
  • concurrent design and construction
  
  • levels of design refinement at key decision stages
  
  • level of risk/confidence
- cosbimb23.3Arrangements to achieve effective communication:
  Arrangements to achieve effective communication:
  
  • oral
  
  • written
  
  • reports
  
  • organisation and minuting of team meetings and actioning outcomes
  
  • key contacts
  
  • information management and protocols
  
  • contingency arrangements
  
  • working across discipline boundaries
  
  • project execution plan
- cosbimb23.3Methods for project development, evaluation, modification and updating:
  Methods for project development, evaluation, modification and updating:
  
  • responsibilities
  
  • format
  
  • content
  
  • indexing
  
  • distribution
  
  • reviewing
  
  • resolving conflicts
  
  • revising
  
  • quality control
  
  • storage
  
  • security
  
  • retrieval
  
  • statutory approvals
  
  • integration of data
  
  • Building Information Modelling
- cosbimb23.3Development investigation:
  Development investigation:
  
  • documentary search
  
  • investigative research
  
  • field investigation
  
  • consultation with stakeholders
  
  • physical and virtual models
  
  • insurance risks/opportunities associated with new technologies
  
  • adaptation and mitigation
- cosbimb23.3Methods of project development monitoring:
  Methods of project development monitoring:
  
  • exchanging and coordinating information
  
  • checks and approvals
  
  • gate management plan
  
  • meetings
  
  • reporting
  
  • risk management
  
  • value engineering
  
  • whole life principles
  
  • open book accounting

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