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select and specify a method of project development monitoring which is suitable for the projects timescale, cost and quality, and explain the method to the project team
cosbimb23.3 select and specify a method of project development monitoring which is suitable for the projects timescale, cost and quality, and explain the method to the project team
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
motivate, coach and involve project team members to maximise and integrate their contributions to the project development
cosbimb23.3 motivate, coach and involve project team members to maximise and integrate their contributions to the project development
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
identify potential development areas that need investigation and agree a realistic timescale and costs with the project team
cosbimb23.3 identify potential development areas that need investigation and agree a realistic timescale and costs with the project team
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
set up and agree with the project team members appropriate and realistic methods for project development, evaluation, modification and updating
cosbimb23.3 set up and agree with the project team members appropriate and realistic methods for project development, evaluation, modification and updating
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
set up arrangements to achieve effective communication between stakeholders
cosbimb23.3 set up arrangements to achieve effective communication between stakeholders
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
develop clear parameters which will enable the project to meet the requirements of the development brief and schedules
cosbimb23.3 develop clear parameters which will enable the project to meet the requirements of the development brief and schedules
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
challenge stakeholder development intentions which are unclear from the brief or thought to be unsound, discuss them with stakeholders stakeholders, clarify them and resolve them
cosbimb23.3 challenge stakeholder development intentions which are unclear from the brief or thought to be unsound, discuss them with stakeholders stakeholders, clarify them and resolve them
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
prepare a strategy for the project which makes the best use of the capabilities of all project team members
cosbimb23.3 prepare a strategy for the project which makes the best use of the capabilities of all project team members
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
reject design options which fail to meet the design parameters and identify more likely alternatives
cosbimb51.2 reject design options which fail to meet the design parameters and identify more likely alternatives
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
set up systems for recording and providing feedback on the ways in which resources are allocated and used
cosbimd22.2 set up systems for recording and providing feedback on the ways in which resources are allocated and used
context
- cosbimd22.2Organisational and communication needs:
  Organisational and communication needs:
  
  • site management
  
  • site/head office interface
  
  • contract administration
  
  • health and safety
  
  • team working relationships
  
  • design information management
  
  • Common Data Environment (CDE)
  
  • Building Information Modelling
- cosbimd22.2Information about peoples roles and responsibilities:
  Information about peoples roles and responsibilities:
  
  • individual job descriptions
  
  • organisation charts
  
  • contractual arrangements
  
  • team
  
  • skills, training and development
- cosbimd22.2People and organisations who have an interest:
  People and organisations who have an interest:
  
  • clients
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers
  
  • public utilities
  
  • emergency services
  
  • people working on site
  
  • occupiers, community, neighbours and visitors
  
  • statutory authorities
  
  • off-site manufacturing/supplies
  
  • facility/asset managers
  
  • non English language speakers
- cosbimd22.2Methods of communicating, reporting, recording and retrieving:
  Methods of communicating, reporting, recording and retrieving:
  
  • oral
  
  • written
  
  • graphic
- cosbimd22.2electronic
  electronic
- cosbimd22.2Resources:
  Resources:
  
  • people
  
  ‐ plant and equipment
  
  ‐ materials and components
  
  ‐ contractors
  
  ‐ sub-contractors
  
  ‐ information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  ‐ work area and facilities
identify and investigate breakdowns in communication, and take action to restore effective communication
cosbimd22.2 identify and investigate breakdowns in communication, and take action to restore effective communication
context
- cosbimd22.2Organisational and communication needs:
  Organisational and communication needs:
  
  • site management
  
  • site/head office interface
  
  • contract administration
  
  • health and safety
  
  • team working relationships
  
  • design information management
  
  • Common Data Environment (CDE)
  
  • Building Information Modelling
- cosbimd22.2Information about peoples roles and responsibilities:
  Information about peoples roles and responsibilities:
  
  • individual job descriptions
  
  • organisation charts
  
  • contractual arrangements
  
  • team
  
  • skills, training and development
- cosbimd22.2People and organisations who have an interest:
  People and organisations who have an interest:
  
  • clients
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers
  
  • public utilities
  
  • emergency services
  
  • people working on site
  
  • occupiers, community, neighbours and visitors
  
  • statutory authorities
  
  • off-site manufacturing/supplies
  
  • facility/asset managers
  
  • non English language speakers
- cosbimd22.2Methods of communicating, reporting, recording and retrieving:
  Methods of communicating, reporting, recording and retrieving:
  
  • oral
  
  • written
  
  • graphic
- cosbimd22.2electronic
  electronic
- cosbimd22.2Resources:
  Resources:
  
  • people
  
  ‐ plant and equipment
  
  ‐ materials and components
  
  ‐ contractors
  
  ‐ sub-contractors
  
  ‐ information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  ‐ work area and facilities
introduce methods of communicating, reporting, recording and retrieving information between people and organisations who have an interest which are appropriate to the needs of the project and monitoring the methods regularly for effectiveness
cosbimd22.2 introduce methods of communicating, reporting, recording and retrieving information between people and organisations who have an interest which are appropriate to the needs of the project and monitoring the methods regularly for effectiveness
context
- cosbimd22.2Organisational and communication needs:
  Organisational and communication needs:
  
  • site management
  
  • site/head office interface
  
  • contract administration
  
  • health and safety
  
  • team working relationships
  
  • design information management
  
  • Common Data Environment (CDE)
  
  • Building Information Modelling
- cosbimd22.2Information about peoples roles and responsibilities:
  Information about peoples roles and responsibilities:
  
  • individual job descriptions
  
  • organisation charts
  
  • contractual arrangements
  
  • team
  
  • skills, training and development
- cosbimd22.2People and organisations who have an interest:
  People and organisations who have an interest:
  
  • clients
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers
  
  • public utilities
  
  • emergency services
  
  • people working on site
  
  • occupiers, community, neighbours and visitors
  
  • statutory authorities
  
  • off-site manufacturing/supplies
  
  • facility/asset managers
  
  • non English language speakers
- cosbimd22.2Methods of communicating, reporting, recording and retrieving:
  Methods of communicating, reporting, recording and retrieving:
  
  • oral
  
  • written
  
  • graphic
- cosbimd22.2electronic
  electronic
- cosbimd22.2Resources:
  Resources:
  
  • people
  
  ‐ plant and equipment
  
  ‐ materials and components
  
  ‐ contractors
  
  ‐ sub-contractors
  
  ‐ information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  ‐ work area and facilities
produce accurate and unambiguous information about people's roles and responsibilities responsibilities, the project, and the organisational structure, and circulate the information to people and organisations who have an interest
cosbimd22.2 produce accurate and unambiguous information about people's roles and responsibilities responsibilities, the project, and the organisational structure, and circulate the information to people and organisations who have an interest
context
- cosbimd22.2Organisational and communication needs:
  Organisational and communication needs:
  
  • site management
  
  • site/head office interface
  
  • contract administration
  
  • health and safety
  
  • team working relationships
  
  • design information management
  
  • Common Data Environment (CDE)
  
  • Building Information Modelling
- cosbimd22.2Information about peoples roles and responsibilities:
  Information about peoples roles and responsibilities:
  
  • individual job descriptions
  
  • organisation charts
  
  • contractual arrangements
  
  • team
  
  • skills, training and development
- cosbimd22.2People and organisations who have an interest:
  People and organisations who have an interest:
  
  • clients
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers
  
  • public utilities
  
  • emergency services
  
  • people working on site
  
  • occupiers, community, neighbours and visitors
  
  • statutory authorities
  
  • off-site manufacturing/supplies
  
  • facility/asset managers
  
  • non English language speakers
- cosbimd22.2Methods of communicating, reporting, recording and retrieving:
  Methods of communicating, reporting, recording and retrieving:
  
  • oral
  
  • written
  
  • graphic
- cosbimd22.2electronic
  electronic
- cosbimd22.2Resources:
  Resources:
  
  • people
  
  ‐ plant and equipment
  
  ‐ materials and components
  
  ‐ contractors
  
  ‐ sub-contractors
  
  ‐ information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  ‐ work area and facilities
identify the organisational and communication needs for the project
cosbimd22.2 identify the organisational and communication needs for the project
context
- cosbimd22.2Organisational and communication needs:
  Organisational and communication needs:
  
  • site management
  
  • site/head office interface
  
  • contract administration
  
  • health and safety
  
  • team working relationships
  
  • design information management
  
  • Common Data Environment (CDE)
  
  • Building Information Modelling
- cosbimd22.2Information about peoples roles and responsibilities:
  Information about peoples roles and responsibilities:
  
  • individual job descriptions
  
  • organisation charts
  
  • contractual arrangements
  
  • team
  
  • skills, training and development
- cosbimd22.2People and organisations who have an interest:
  People and organisations who have an interest:
  
  • clients
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers
  
  • public utilities
  
  • emergency services
  
  • people working on site
  
  • occupiers, community, neighbours and visitors
  
  • statutory authorities
  
  • off-site manufacturing/supplies
  
  • facility/asset managers
  
  • non English language speakers
- cosbimd22.2Methods of communicating, reporting, recording and retrieving:
  Methods of communicating, reporting, recording and retrieving:
  
  • oral
  
  • written
  
  • graphic
- cosbimd22.2electronic
  electronic
- cosbimd22.2Resources:
  Resources:
  
  • people
  
  ‐ plant and equipment
  
  ‐ materials and components
  
  ‐ contractors
  
  ‐ sub-contractors
  
  ‐ information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  ‐ work area and facilities
refine design options which meet the design parameters and test them repetitively until their ability to meet them is clearly established
cosbimb51.2 refine design options which meet the design parameters and test them repetitively until their ability to meet them is clearly established
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
produce up-to-date and accurate information on progress and circulate it to the people who need the information and agree any necessary changes to the programme production
cosbedmo13 produce up-to-date and accurate information on progress and circulate it to the people who need the information and agree any necessary changes to the programme production
context
- cosbedmo13Specify project information and document requirements
  Specify project information and document requirements
  
  • Controlling requirements:
  
  ‐ type of measurement
  
  ‐ cost
  
  ‐ 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
  
  ‐ revision management
  
  ‐ scheduling of work
  
  ‐ methods of interdisciplinary working
  
  ‐ information protocols, standards, execution plan
  
  ‐ impact statement
  
  • Information and document:
  
  ‐ 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
  
  ‐ email
- cosbedmo13Project 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)
  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)
- cosbedmo13Purpose: to obtain consents procurement contract production operation and use
  Purpose:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
  
  • operation and use
- cosbedmo13 cosccomo09 cosbimb24.2Scope:
  Scope:
  
  • number
  
  • type
  
  • format
  
  • size
- cosbedmo13Registers 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
- cosbedmo13 cosbimb24.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated information and documents
  
  • conflict and clash detection
  
  • status
  
  • spelling, grammar and punctuation
- cosbedmo13Evaluate, integrate and control project information and documents
  Evaluate, integrate and control project information and documents
  
  • 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
  
  • 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)
  
  • Protocols:
  
  ‐ incoming and outgoing drawing and documents registers
  
  ‐ records of document approval and revision
  
  ‐ revision management
  
  ‐ methods of coordination (eg Common Arrangement)
  
  ‐ electronic data transfers
  
  ‐ integration of inter disciplinary data
  
  ‐ technical query resolution
- cosbedmo13Design 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
  
  • energy and carbon
  
  • 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
- cosbedmo13 cosbimb25.2Requirements of the stakeholders:
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbedmo13Requirements 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 (eg Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
Evaluate, integrate and control project information and documents
cosbedmo13 Evaluate, integrate and control project information and documents
context
- cosbedmo13Specify project information and document requirements
  Specify project information and document requirements
  
  • Controlling requirements:
  
  ‐ type of measurement
  
  ‐ cost
  
  ‐ 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
  
  ‐ revision management
  
  ‐ scheduling of work
  
  ‐ methods of interdisciplinary working
  
  ‐ information protocols, standards, execution plan
  
  ‐ impact statement
  
  • Information and document:
  
  ‐ 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
  
  ‐ email
- cosbedmo13Project 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)
  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)
- cosbedmo13Purpose: to obtain consents procurement contract production operation and use
  Purpose:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
  
  • operation and use
- cosbedmo13 cosccomo09 cosbimb24.2Scope:
  Scope:
  
  • number
  
  • type
  
  • format
  
  • size
- cosbedmo13Registers 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
- cosbedmo13 cosbimb24.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated information and documents
  
  • conflict and clash detection
  
  • status
  
  • spelling, grammar and punctuation
- cosbedmo13Evaluate, integrate and control project information and documents
  Evaluate, integrate and control project information and documents
  
  • 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
  
  • 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)
  
  • Protocols:
  
  ‐ incoming and outgoing drawing and documents registers
  
  ‐ records of document approval and revision
  
  ‐ revision management
  
  ‐ methods of coordination (eg Common Arrangement)
  
  ‐ electronic data transfers
  
  ‐ integration of inter disciplinary data
  
  ‐ technical query resolution
- cosbedmo13Design 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
  
  • energy and carbon
  
  • 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
- cosbedmo13 cosbimb25.2Requirements of the stakeholders:
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbedmo13Requirements 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 (eg Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
Specify project information and document requirements
cosbedmo13 Specify project information and document requirements
context
- cosbedmo13Specify project information and document requirements
  Specify project information and document requirements
  
  • Controlling requirements:
  
  ‐ type of measurement
  
  ‐ cost
  
  ‐ 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
  
  ‐ revision management
  
  ‐ scheduling of work
  
  ‐ methods of interdisciplinary working
  
  ‐ information protocols, standards, execution plan
  
  ‐ impact statement
  
  • Information and document:
  
  ‐ 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
  
  ‐ email
- cosbedmo13Project 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)
  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)
- cosbedmo13Purpose: to obtain consents procurement contract production operation and use
  Purpose:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
  
  • operation and use
- cosbedmo13 cosccomo09 cosbimb24.2Scope:
  Scope:
  
  • number
  
  • type
  
  • format
  
  • size
- cosbedmo13Registers 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
- cosbedmo13 cosbimb24.2Criteria and discrepancies:
  Criteria and discrepancies:
  
  • format
  
  • presentation
  
  • accuracy
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross referencing and correlation with associated information and documents
  
  • conflict and clash detection
  
  • status
  
  • spelling, grammar and punctuation
- cosbedmo13Evaluate, integrate and control project information and documents
  Evaluate, integrate and control project information and documents
  
  • 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
  
  • 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)
  
  • Protocols:
  
  ‐ incoming and outgoing drawing and documents registers
  
  ‐ records of document approval and revision
  
  ‐ revision management
  
  ‐ methods of coordination (eg Common Arrangement)
  
  ‐ electronic data transfers
  
  ‐ integration of inter disciplinary data
  
  ‐ technical query resolution
- cosbedmo13Design 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
  
  • energy and carbon
  
  • 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
- cosbedmo13 cosbimb25.2Requirements of the stakeholders:
  Requirements of the stakeholders:
  
  • to obtain consents
  
  • procurement
  
  • contract
  
  • production
- cosbedmo13Requirements 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 (eg Common Arrangement)
  
  • liaison arrangements
  
  • model templates, documents and standards
  
  • integration of data
  
  • Building Information Modelling
negotiate agreements and contracts with project partners
cosbimb22.2 negotiate agreements and contracts with project partners
context
- cosbimb22.2 cosbimd11.2Stakeholders:
  Stakeholders:
  
  • internal
  
  • external
- cosbimb22.2Areas:
  Areas:
  
  • design
  
  • construction
  
  • supply
  
  • operate and maintain
- cosbimb22.2Objectives:
  Objectives:
  
  • business case for integration;
  
  • commitment to multi-discipline partnering (whole supply chain)
  
  • minimum on-site construction period
  
  • certainty of completion
  
  • minimum whole life cost
  
  • sustainable solution
  
  • agreed maximum cost
  
  • zero defects
  
  • respect for people (including health, safety, welfare and the environment)
  
  • agree quality
  
  • working to budget
  
  • effective work scheduling
  
  • Building Information Modelling
  
  • adoption of industry guidance and benchmarking
  
  • sharing knowledge and information
- cosbimb22.2Partnering:
  Partnering:
  
  • co-operative action
  
  • sharing knowledge
  
  • working across discipline boundaries
  
  • blame-free decision making
  
  • problem resolving structure
  
  • continuous improvement
  
  • performance measurement
  
  • project management
  
  • risk management
  
  • value engineering
  
  • reward sharing
  
  • effective work scheduling
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • integrated project insurance
  
  • agreed payment procedures
  
  • open book accounting
- cosbimb22.2Selection criteria:
  Selection criteria:
  
  • cost
  
  • quality
  
  • time
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering & BIM capability
- cosbimb22.2Information:
  Information:
  
  • administration details
  
  • scope of work
  
  • budget
  
  • information required from partners
  
  • selection criteria and weightings
- cosbimb22.2Partners:
  Partners:
  
  • client
  
  • client adviser
  
  • CDM co-ordinator
  
  • consultants
  
  • contractors
  
  • subcontractors
  
  • suppliers
- cosbimb22.2Capabilities:
  Capabilities:
  
  • information modelling
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering BIM capability
  
  • availability of appropriate resources
select and confirm the project partners with the stakeholders
cosbimb22.2 select and confirm the project partners with the stakeholders
context
- cosbimb22.2 cosbimd11.2Stakeholders:
  Stakeholders:
  
  • internal
  
  • external
- cosbimb22.2Areas:
  Areas:
  
  • design
  
  • construction
  
  • supply
  
  • operate and maintain
- cosbimb22.2Objectives:
  Objectives:
  
  • business case for integration;
  
  • commitment to multi-discipline partnering (whole supply chain)
  
  • minimum on-site construction period
  
  • certainty of completion
  
  • minimum whole life cost
  
  • sustainable solution
  
  • agreed maximum cost
  
  • zero defects
  
  • respect for people (including health, safety, welfare and the environment)
  
  • agree quality
  
  • working to budget
  
  • effective work scheduling
  
  • Building Information Modelling
  
  • adoption of industry guidance and benchmarking
  
  • sharing knowledge and information
- cosbimb22.2Partnering:
  Partnering:
  
  • co-operative action
  
  • sharing knowledge
  
  • working across discipline boundaries
  
  • blame-free decision making
  
  • problem resolving structure
  
  • continuous improvement
  
  • performance measurement
  
  • project management
  
  • risk management
  
  • value engineering
  
  • reward sharing
  
  • effective work scheduling
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • integrated project insurance
  
  • agreed payment procedures
  
  • open book accounting
- cosbimb22.2Selection criteria:
  Selection criteria:
  
  • cost
  
  • quality
  
  • time
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering & BIM capability
- cosbimb22.2Information:
  Information:
  
  • administration details
  
  • scope of work
  
  • budget
  
  • information required from partners
  
  • selection criteria and weightings
- cosbimb22.2Partners:
  Partners:
  
  • client
  
  • client adviser
  
  • CDM co-ordinator
  
  • consultants
  
  • contractors
  
  • subcontractors
  
  • suppliers
- cosbimb22.2Capabilities:
  Capabilities:
  
  • information modelling
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering BIM capability
  
  • availability of appropriate resources
interview and hold discussions with the short-listed potential partners to assess their suitability, capability capability, commitment to the project and compliance with the selection criteria
cosbimb22.2 interview and hold discussions with the short-listed potential partners to assess their suitability, capability capability, commitment to the project and compliance with the selection criteria
context
- cosbimb22.2 cosbimd11.2Stakeholders:
  Stakeholders:
  
  • internal
  
  • external
- cosbimb22.2Areas:
  Areas:
  
  • design
  
  • construction
  
  • supply
  
  • operate and maintain
- cosbimb22.2Objectives:
  Objectives:
  
  • business case for integration;
  
  • commitment to multi-discipline partnering (whole supply chain)
  
  • minimum on-site construction period
  
  • certainty of completion
  
  • minimum whole life cost
  
  • sustainable solution
  
  • agreed maximum cost
  
  • zero defects
  
  • respect for people (including health, safety, welfare and the environment)
  
  • agree quality
  
  • working to budget
  
  • effective work scheduling
  
  • Building Information Modelling
  
  • adoption of industry guidance and benchmarking
  
  • sharing knowledge and information
- cosbimb22.2Partnering:
  Partnering:
  
  • co-operative action
  
  • sharing knowledge
  
  • working across discipline boundaries
  
  • blame-free decision making
  
  • problem resolving structure
  
  • continuous improvement
  
  • performance measurement
  
  • project management
  
  • risk management
  
  • value engineering
  
  • reward sharing
  
  • effective work scheduling
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • integrated project insurance
  
  • agreed payment procedures
  
  • open book accounting
- cosbimb22.2Selection criteria:
  Selection criteria:
  
  • cost
  
  • quality
  
  • time
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering & BIM capability
- cosbimb22.2Information:
  Information:
  
  • administration details
  
  • scope of work
  
  • budget
  
  • information required from partners
  
  • selection criteria and weightings
- cosbimb22.2Partners:
  Partners:
  
  • client
  
  • client adviser
  
  • CDM co-ordinator
  
  • consultants
  
  • contractors
  
  • subcontractors
  
  • suppliers
- cosbimb22.2Capabilities:
  Capabilities:
  
  • information modelling
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering BIM capability
  
  • availability of appropriate resources
evaluate the potential partners using the weighted selection criteria and agree the short-listed potential partners
cosbimb22.2 evaluate the potential partners using the weighted selection criteria and agree the short-listed potential partners
context
- cosbimb22.2 cosbimd11.2Stakeholders:
  Stakeholders:
  
  • internal
  
  • external
- cosbimb22.2Areas:
  Areas:
  
  • design
  
  • construction
  
  • supply
  
  • operate and maintain
- cosbimb22.2Objectives:
  Objectives:
  
  • business case for integration;
  
  • commitment to multi-discipline partnering (whole supply chain)
  
  • minimum on-site construction period
  
  • certainty of completion
  
  • minimum whole life cost
  
  • sustainable solution
  
  • agreed maximum cost
  
  • zero defects
  
  • respect for people (including health, safety, welfare and the environment)
  
  • agree quality
  
  • working to budget
  
  • effective work scheduling
  
  • Building Information Modelling
  
  • adoption of industry guidance and benchmarking
  
  • sharing knowledge and information
- cosbimb22.2Partnering:
  Partnering:
  
  • co-operative action
  
  • sharing knowledge
  
  • working across discipline boundaries
  
  • blame-free decision making
  
  • problem resolving structure
  
  • continuous improvement
  
  • performance measurement
  
  • project management
  
  • risk management
  
  • value engineering
  
  • reward sharing
  
  • effective work scheduling
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • integrated project insurance
  
  • agreed payment procedures
  
  • open book accounting
- cosbimb22.2Selection criteria:
  Selection criteria:
  
  • cost
  
  • quality
  
  • time
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering & BIM capability
- cosbimb22.2Information:
  Information:
  
  • administration details
  
  • scope of work
  
  • budget
  
  • information required from partners
  
  • selection criteria and weightings
- cosbimb22.2Partners:
  Partners:
  
  • client
  
  • client adviser
  
  • CDM co-ordinator
  
  • consultants
  
  • contractors
  
  • subcontractors
  
  • suppliers
- cosbimb22.2Capabilities:
  Capabilities:
  
  • information modelling
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering BIM capability
  
  • availability of appropriate resources
provide information to potential partners and invite them to submit a statement of their capabilities
cosbimb22.2 provide information to potential partners and invite them to submit a statement of their capabilities
context
- cosbimb22.2 cosbimd11.2Stakeholders:
  Stakeholders:
  
  • internal
  
  • external
- cosbimb22.2Areas:
  Areas:
  
  • design
  
  • construction
  
  • supply
  
  • operate and maintain
- cosbimb22.2Objectives:
  Objectives:
  
  • business case for integration;
  
  • commitment to multi-discipline partnering (whole supply chain)
  
  • minimum on-site construction period
  
  • certainty of completion
  
  • minimum whole life cost
  
  • sustainable solution
  
  • agreed maximum cost
  
  • zero defects
  
  • respect for people (including health, safety, welfare and the environment)
  
  • agree quality
  
  • working to budget
  
  • effective work scheduling
  
  • Building Information Modelling
  
  • adoption of industry guidance and benchmarking
  
  • sharing knowledge and information
- cosbimb22.2Partnering:
  Partnering:
  
  • co-operative action
  
  • sharing knowledge
  
  • working across discipline boundaries
  
  • blame-free decision making
  
  • problem resolving structure
  
  • continuous improvement
  
  • performance measurement
  
  • project management
  
  • risk management
  
  • value engineering
  
  • reward sharing
  
  • effective work scheduling
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • integrated project insurance
  
  • agreed payment procedures
  
  • open book accounting
- cosbimb22.2Selection criteria:
  Selection criteria:
  
  • cost
  
  • quality
  
  • time
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering & BIM capability
- cosbimb22.2Information:
  Information:
  
  • administration details
  
  • scope of work
  
  • budget
  
  • information required from partners
  
  • selection criteria and weightings
- cosbimb22.2Partners:
  Partners:
  
  • client
  
  • client adviser
  
  • CDM co-ordinator
  
  • consultants
  
  • contractors
  
  • subcontractors
  
  • suppliers
- cosbimb22.2Capabilities:
  Capabilities:
  
  • information modelling
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering BIM capability
  
  • availability of appropriate resources
form a selection panel of stakeholders to assess potential partners and identify selection criteria
cosbimb22.2 form a selection panel of stakeholders to assess potential partners and identify selection criteria
context
- cosbimb22.2 cosbimd11.2Stakeholders:
  Stakeholders:
  
  • internal
  
  • external
- cosbimb22.2Areas:
  Areas:
  
  • design
  
  • construction
  
  • supply
  
  • operate and maintain
- cosbimb22.2Objectives:
  Objectives:
  
  • business case for integration;
  
  • commitment to multi-discipline partnering (whole supply chain)
  
  • minimum on-site construction period
  
  • certainty of completion
  
  • minimum whole life cost
  
  • sustainable solution
  
  • agreed maximum cost
  
  • zero defects
  
  • respect for people (including health, safety, welfare and the environment)
  
  • agree quality
  
  • working to budget
  
  • effective work scheduling
  
  • Building Information Modelling
  
  • adoption of industry guidance and benchmarking
  
  • sharing knowledge and information
- cosbimb22.2Partnering:
  Partnering:
  
  • co-operative action
  
  • sharing knowledge
  
  • working across discipline boundaries
  
  • blame-free decision making
  
  • problem resolving structure
  
  • continuous improvement
  
  • performance measurement
  
  • project management
  
  • risk management
  
  • value engineering
  
  • reward sharing
  
  • effective work scheduling
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • integrated project insurance
  
  • agreed payment procedures
  
  • open book accounting
- cosbimb22.2Selection criteria:
  Selection criteria:
  
  • cost
  
  • quality
  
  • time
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering & BIM capability
- cosbimb22.2Information:
  Information:
  
  • administration details
  
  • scope of work
  
  • budget
  
  • information required from partners
  
  • selection criteria and weightings
- cosbimb22.2Partners:
  Partners:
  
  • client
  
  • client adviser
  
  • CDM co-ordinator
  
  • consultants
  
  • contractors
  
  • subcontractors
  
  • suppliers
- cosbimb22.2Capabilities:
  Capabilities:
  
  • information modelling
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering BIM capability
  
  • availability of appropriate resources
identify and confirm with the stakeholders stakeholders, the areas and objectives for project team partnering
cosbimb22.2 identify and confirm with the stakeholders stakeholders, the areas and objectives for project team partnering
context
- cosbimb22.2 cosbimd11.2Stakeholders:
  Stakeholders:
  
  • internal
  
  • external
- cosbimb22.2Areas:
  Areas:
  
  • design
  
  • construction
  
  • supply
  
  • operate and maintain
- cosbimb22.2Objectives:
  Objectives:
  
  • business case for integration;
  
  • commitment to multi-discipline partnering (whole supply chain)
  
  • minimum on-site construction period
  
  • certainty of completion
  
  • minimum whole life cost
  
  • sustainable solution
  
  • agreed maximum cost
  
  • zero defects
  
  • respect for people (including health, safety, welfare and the environment)
  
  • agree quality
  
  • working to budget
  
  • effective work scheduling
  
  • Building Information Modelling
  
  • adoption of industry guidance and benchmarking
  
  • sharing knowledge and information
- cosbimb22.2Partnering:
  Partnering:
  
  • co-operative action
  
  • sharing knowledge
  
  • working across discipline boundaries
  
  • blame-free decision making
  
  • problem resolving structure
  
  • continuous improvement
  
  • performance measurement
  
  • project management
  
  • risk management
  
  • value engineering
  
  • reward sharing
  
  • effective work scheduling
  
  • definition and coverage of required project services
  
  • alignment of interests and benefits
  
  • early participation of key suppliers
  
  • integrated project insurance
  
  • agreed payment procedures
  
  • open book accounting
- cosbimb22.2Selection criteria:
  Selection criteria:
  
  • cost
  
  • quality
  
  • time
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering & BIM capability
- cosbimb22.2Information:
  Information:
  
  • administration details
  
  • scope of work
  
  • budget
  
  • information required from partners
  
  • selection criteria and weightings
- cosbimb22.2Partners:
  Partners:
  
  • client
  
  • client adviser
  
  • CDM co-ordinator
  
  • consultants
  
  • contractors
  
  • subcontractors
  
  • suppliers
- cosbimb22.2Capabilities:
  Capabilities:
  
  • information modelling
  
  • organisational experience
  
  • performance measurement
  
  • health, safety and environmental policy
  
  • staff competence and development
  
  • commitment to integration/partnering BIM capability
  
  • availability of appropriate resources
present information clearly and accurately and reach agreement using a style and approach which maintains goodwill and trust
cosbimd21.2 present information clearly and accurately and reach agreement using a style and approach which maintains goodwill and trust
context
- cosbimd21.2Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings, graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.2Project needs:
  Project needs:
  
  • time and sequencing
  
  • cost
  
  • quality objectives
  
  • construction and installation requirements
- cosbimd21.2Range of services:
  Range of services:
  
  • design (including management services)
  
  • materials
  
  • construction
  
  • plant and equipment
  
  • people
  
  • demolition
- cosbimd21.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimd21.2Inconsistencies:
  Inconsistencies:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
present the schedule of works to stakeholders, correct any inconsistencies and agree amendments
cosbimd21.2 present the schedule of works to stakeholders, correct any inconsistencies and agree amendments
context
- cosbimd21.2Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings, graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.2Project needs:
  Project needs:
  
  • time and sequencing
  
  • cost
  
  • quality objectives
  
  • construction and installation requirements
- cosbimd21.2Range of services:
  Range of services:
  
  • design (including management services)
  
  • materials
  
  • construction
  
  • plant and equipment
  
  • people
  
  • demolition
- cosbimd21.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimd21.2Inconsistencies:
  Inconsistencies:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
draft the schedule of works in a format which is appropriate to the type and scope of the work
cosbimd21.2 draft the schedule of works in a format which is appropriate to the type and scope of the work
context
- cosbimd21.2Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings, graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.2Project needs:
  Project needs:
  
  • time and sequencing
  
  • cost
  
  • quality objectives
  
  • construction and installation requirements
- cosbimd21.2Range of services:
  Range of services:
  
  • design (including management services)
  
  • materials
  
  • construction
  
  • plant and equipment
  
  • people
  
  • demolition
- cosbimd21.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimd21.2Inconsistencies:
  Inconsistencies:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
calculate appropriate and realistic allowances to meet anticipated contingencies
cosbimd21.2 calculate appropriate and realistic allowances to meet anticipated contingencies
context
- cosbimd21.2Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings, graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.2Project needs:
  Project needs:
  
  • time and sequencing
  
  • cost
  
  • quality objectives
  
  • construction and installation requirements
- cosbimd21.2Range of services:
  Range of services:
  
  • design (including management services)
  
  • materials
  
  • construction
  
  • plant and equipment
  
  • people
  
  • demolition
- cosbimd21.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimd21.2Inconsistencies:
  Inconsistencies:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
plan the schedules of works so that it is achievable with the resources available
cosbimd21.2 plan the schedules of works so that it is achievable with the resources available
context
- cosbimd21.2Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings, graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.2Project needs:
  Project needs:
  
  • time and sequencing
  
  • cost
  
  • quality objectives
  
  • construction and installation requirements
- cosbimd21.2Range of services:
  Range of services:
  
  • design (including management services)
  
  • materials
  
  • construction
  
  • plant and equipment
  
  • people
  
  • demolition
- cosbimd21.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimd21.2Inconsistencies:
  Inconsistencies:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
estimate the work content and time duration accurately
cosbimd21.2 estimate the work content and time duration accurately
context
- cosbimd21.2Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings, graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.2Project needs:
  Project needs:
  
  • time and sequencing
  
  • cost
  
  • quality objectives
  
  • construction and installation requirements
- cosbimd21.2Range of services:
  Range of services:
  
  • design (including management services)
  
  • materials
  
  • construction
  
  • plant and equipment
  
  • people
  
  • demolition
- cosbimd21.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimd21.2Inconsistencies:
  Inconsistencies:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
produce detailed schedule of works which are accurate, and contain a complete statement of the project needs and the range of services which will be needed
cosbimd21.2 produce detailed schedule of works which are accurate, and contain a complete statement of the project needs and the range of services which will be needed
context
- cosbimd21.2Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings, graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.2Project needs:
  Project needs:
  
  • time and sequencing
  
  • cost
  
  • quality objectives
  
  • construction and installation requirements
- cosbimd21.2Range of services:
  Range of services:
  
  • design (including management services)
  
  • materials
  
  • construction
  
  • plant and equipment
  
  • people
  
  • demolition
- cosbimd21.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimd21.2Inconsistencies:
  Inconsistencies:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
collate project information and identify project needs
cosbimd21.2 collate project information and identify project needs
context
- cosbimd21.2Project information: conditions of contract bills of quantities specifications information (digital models, documents, drawings, graphical and nongraphical electronic data files) health and safety plans timescales contractual risks, obligations and scope of works
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.2Project needs:
  Project needs:
  
  • time and sequencing
  
  • cost
  
  • quality objectives
  
  • construction and installation requirements
- cosbimd21.2Range of services:
  Range of services:
  
  • design (including management services)
  
  • materials
  
  • construction
  
  • plant and equipment
  
  • people
  
  • demolition
- cosbimd21.2Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbimd21.2Inconsistencies:
  Inconsistencies:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
implement and monitor tests so that the validity of the design options are maintained, and match the results to the design parameters
cosbimb51.2 implement and monitor tests so that the validity of the design options are maintained, and match the results to the design parameters
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
monitor the procurement programme and identify modifications which would suit changed circumstances or which offer cost and time benefits
cosbimd12.1 monitor the procurement programme and identify modifications which would suit changed circumstances or which offer cost and time benefits
context
- cosbimd12.1Resources:
  Resources:
  
  • information (including models, documents, drawings, electronic graphic and non-graphic data files)
  
  • labour, plant and equipment, materials
  
  • employer's information requirements
  
  • services
  
  • finance including cash flow
- cosbimd12.1Procurement programme for:
  Procurement programme for:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • facility/asset managers
- cosbimd12.1 cosbimb21.2Project 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 Closeout)
  
  • Stage 7 (Operation and End of Life)
- cosbimd12.1Inconsistencies and unacceptable variations:
  Inconsistencies and unacceptable variations:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
  
  • quality
  
  • waste
- cosbimd12.1Overall programme:
  Overall programme:
  
  • client's overall timescale and requirements
  
  • tender and contract activities
  
  • key dates for long delivery items
integrate the procurement programme so that it is consistent with the requirements of the overall programme programme, statutory bodies and others who will be affected
cosbimd12.1 integrate the procurement programme so that it is consistent with the requirements of the overall programme programme, statutory bodies and others who will be affected
context
- cosbimd12.1Resources:
  Resources:
  
  • information (including models, documents, drawings, electronic graphic and non-graphic data files)
  
  • labour, plant and equipment, materials
  
  • employer's information requirements
  
  • services
  
  • finance including cash flow
- cosbimd12.1Procurement programme for:
  Procurement programme for:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • facility/asset managers
- cosbimd12.1 cosbimb21.2Project 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 Closeout)
  
  • Stage 7 (Operation and End of Life)
- cosbimd12.1Inconsistencies and unacceptable variations:
  Inconsistencies and unacceptable variations:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
  
  • quality
  
  • waste
- cosbimd12.1Overall programme:
  Overall programme:
  
  • client's overall timescale and requirements
  
  • tender and contract activities
  
  • key dates for long delivery items
identify any inconsistencies and unacceptable variations in the procurement programme programme, recommend feasible alternatives, and agree modifications to the programme with the stakeholders
cosbimd12.1 identify any inconsistencies and unacceptable variations in the procurement programme programme, recommend feasible alternatives, and agree modifications to the programme with the stakeholders
context
- cosbimd12.1Resources:
  Resources:
  
  • information (including models, documents, drawings, electronic graphic and non-graphic data files)
  
  • labour, plant and equipment, materials
  
  • employer's information requirements
  
  • services
  
  • finance including cash flow
- cosbimd12.1Procurement programme for:
  Procurement programme for:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • facility/asset managers
- cosbimd12.1 cosbimb21.2Project 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 Closeout)
  
  • Stage 7 (Operation and End of Life)
- cosbimd12.1Inconsistencies and unacceptable variations:
  Inconsistencies and unacceptable variations:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
  
  • quality
  
  • waste
- cosbimd12.1Overall programme:
  Overall programme:
  
  • client's overall timescale and requirements
  
  • tender and contract activities
  
  • key dates for long delivery items
analyse the critical path for procuring and use of resources and build in sufficient buffers to optimise project programming
cosbimd12.1 analyse the critical path for procuring and use of resources and build in sufficient buffers to optimise project programming
context
- cosbimd12.1Resources:
  Resources:
  
  • information (including models, documents, drawings, electronic graphic and non-graphic data files)
  
  • labour, plant and equipment, materials
  
  • employer's information requirements
  
  • services
  
  • finance including cash flow
- cosbimd12.1Procurement programme for:
  Procurement programme for:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • facility/asset managers
- cosbimd12.1 cosbimb21.2Project 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 Closeout)
  
  • Stage 7 (Operation and End of Life)
- cosbimd12.1Inconsistencies and unacceptable variations:
  Inconsistencies and unacceptable variations:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
  
  • quality
  
  • waste
- cosbimd12.1Overall programme:
  Overall programme:
  
  • client's overall timescale and requirements
  
  • tender and contract activities
  
  • key dates for long delivery items
identify within the procurement programme the lead times for ordering and receiving essential resources appropriate to the project stage
cosbimd12.1 identify within the procurement programme the lead times for ordering and receiving essential resources appropriate to the project stage
context
- cosbimd12.1Resources:
  Resources:
  
  • information (including models, documents, drawings, electronic graphic and non-graphic data files)
  
  • labour, plant and equipment, materials
  
  • employer's information requirements
  
  • services
  
  • finance including cash flow
- cosbimd12.1Procurement programme for:
  Procurement programme for:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • facility/asset managers
- cosbimd12.1 cosbimb21.2Project 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 Closeout)
  
  • Stage 7 (Operation and End of Life)
- cosbimd12.1Inconsistencies and unacceptable variations:
  Inconsistencies and unacceptable variations:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
  
  • quality
  
  • waste
- cosbimd12.1Overall programme:
  Overall programme:
  
  • client's overall timescale and requirements
  
  • tender and contract activities
  
  • key dates for long delivery items
develop a detailed and accurate procurement programme in an appropriate format
cosbimd12.1 develop a detailed and accurate procurement programme in an appropriate format
context
- cosbimd12.1Resources:
  Resources:
  
  • information (including models, documents, drawings, electronic graphic and non-graphic data files)
  
  • labour, plant and equipment, materials
  
  • employer's information requirements
  
  • services
  
  • finance including cash flow
- cosbimd12.1Procurement programme for:
  Procurement programme for:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • facility/asset managers
- cosbimd12.1 cosbimb21.2Project 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 Closeout)
  
  • Stage 7 (Operation and End of Life)
- cosbimd12.1Inconsistencies and unacceptable variations:
  Inconsistencies and unacceptable variations:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
  
  • quality
  
  • waste
- cosbimd12.1Overall programme:
  Overall programme:
  
  • client's overall timescale and requirements
  
  • tender and contract activities
  
  • key dates for long delivery items
confirm the areas of work for which resources will need to be procured and identify potential sources for obtaining them
cosbimd12.1 confirm the areas of work for which resources will need to be procured and identify potential sources for obtaining them
context
- cosbimd12.1Resources:
  Resources:
  
  • information (including models, documents, drawings, electronic graphic and non-graphic data files)
  
  • labour, plant and equipment, materials
  
  • employer's information requirements
  
  • services
  
  • finance including cash flow
- cosbimd12.1Procurement programme for:
  Procurement programme for:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
  
  • facility/asset managers
- cosbimd12.1 cosbimb21.2Project 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 Closeout)
  
  • Stage 7 (Operation and End of Life)
- cosbimd12.1Inconsistencies and unacceptable variations:
  Inconsistencies and unacceptable variations:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
  
  • quality
  
  • waste
- cosbimd12.1Overall programme:
  Overall programme:
  
  • client's overall timescale and requirements
  
  • tender and contract activities
  
  • key dates for long delivery items
select and commission appropriate tests which will give valid and relevant information about the design option
cosbimb51.2 select and commission appropriate tests which will give valid and relevant information about the design option
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
Obtain and evaluate project feedback information and make improvements
cosbedmo19 Obtain and evaluate project feedback information and make improvements
context
- cosbedmo19Provide information and guidance on the operation and maintenance of works and installations
  Provide information and guidance on the operation and maintenance of works and installations
  
  • Information and guidance:
  
  ‐ as constructed information
  
  ‐ schedules
  
  ‐ specifications
  
  ‐ contract records
  
  ‐ photographs
  
  ‐ trade literature
  
  ‐ statutory consents
  
  ‐ commissioning and test certificates
  
  ‐ operating instructions and performance ratings
  
  ‐ guarantees
  
  ‐ warranties
  
  ‐ health and safety file
  
  ‐ energy
  
  ‐ certificates
  
  • Guidance - about:
  
  ‐ the design approach
  
  ‐ construction and installation details
  
  ‐ key references
  
  ‐ statutory and other limitations on use
  
  ‐ health and safety aspects
  
  ‐ operating installations
  
  ‐ maintenance guidance
  
  ‐ sources of replacement materials, components and equipment
  
  ‐ spare parts
  
  ‐ performance ratings
  
  ‐ energy usage
  
  ‐ environmental and sustainability aspects
  
  ‐ future demolition and decommissioning
- cosbedmo19Users:
  Users:
  
  • client
  
  • facilities/asset managers
  
  • maintenance managers
  
  • operators
  
  • occupiers
- cosbedmo19Works and installations - features:
  Works and installations - features:
  
  • structure
  
  • materials
  
  • finishes
  
  • furnishings
  
  • fittings
  
  • power and light
  
  • heating and ventilating
  
  • telecommunications
  
  • movement of goods and people
  
  • special services and equipment
  
  • external works
  
  • landscaping
- cosbedmo19 cosbimd34.1Information - produced by:
  Information - produced by:
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers and manufacturers
- cosbedmo19Guidance material:
  Guidance material:
  
  • users manuals
  
  • log books
  
  • maintenance schedules
  
  • as constructed information
- cosbedmo19Manage project handover
  Manage project handover
  
  • Project requirements:
  
  ‐ time
  
  ‐ quality
  
  ‐ cost
  
  ‐ health and safety
  
  ‐ regulations
  
  ‐ sustainability
  
  ‐ defects liability period
  
  • Stakeholders:
  
  ‐ clients
  
  ‐ users
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ regulatory authorities
  
  ‐ facility/asset managers
  
  • Responsibilities:
  
  ‐ insurances
  
  ‐ security
  
  ‐ operations
  
  ‐ health and safety
  
  ‐ utility supply
  
  ‐ environmental sustainability
  
  • Works, installations and operational information and documentation:
  
  ‐ manuals and guidance materials
  
  ‐ plans
  
  ‐ as constructed information
  
  ‐ health and safety file
  
  ‐ operating equipment
  
  ‐ security information and equipment
  
  ‐ certificates and warranties
  
  ‐ services
- cosbedmo19Obtain and evaluate project feedback information and make improvements
  Obtain and evaluate project feedback information and make improvements
  
  • Improvements from feedback:
  
  ‐ management procedures
  
  ‐ client, design and construction team performance
  
  ‐ working arrangements
  
  ‐ formal and informal communications
  
  ‐ quality assurance and control
  
  ‐ design and technical appraisal
  
  ‐ operational appraisal
  
  ‐ performance in use
  
  ‐ benchmarking
  
  ‐ post project review
  
  ‐ Building Information Modelling
  
  • Those involved with the project:
  
  ‐ the design team
  
  ‐ CDM co-ordinator
  
  ‐ specialist consultants
  
  ‐ the client
  
  ‐ contractors
  
  ‐ site inspectorate
  
  ‐ users
  
  ‐ managing agents
  
  ‐ facilities/asset managers
  
  • Feedback information:
  
  ‐ approved providers
  
  ‐ contract documentation
  
  ‐ design documentation
  
  ‐ as constructed information
  
  ‐ organisational documentation
  
  ‐ standard details
  
  ‐ specifications
  
  ‐ product information
  
  ‐ government and statutory publications
- cosbedmo19research and advisory data
  research and advisory data
  
  • periodicals and abstracts
- cosbedmo19Project 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)
  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)
- cosbedmo19Methods and sources:
  Methods and sources:
  
  • project records and documentation site inspections scientific research and data studies of performance in use meetings questionnaires reports
- cosbedmo19Building Information Modelling
  Building Information Modelling
Manage project handover
cosbedmo19 Manage project handover
context
- cosbedmo19Provide information and guidance on the operation and maintenance of works and installations
  Provide information and guidance on the operation and maintenance of works and installations
  
  • Information and guidance:
  
  ‐ as constructed information
  
  ‐ schedules
  
  ‐ specifications
  
  ‐ contract records
  
  ‐ photographs
  
  ‐ trade literature
  
  ‐ statutory consents
  
  ‐ commissioning and test certificates
  
  ‐ operating instructions and performance ratings
  
  ‐ guarantees
  
  ‐ warranties
  
  ‐ health and safety file
  
  ‐ energy
  
  ‐ certificates
  
  • Guidance - about:
  
  ‐ the design approach
  
  ‐ construction and installation details
  
  ‐ key references
  
  ‐ statutory and other limitations on use
  
  ‐ health and safety aspects
  
  ‐ operating installations
  
  ‐ maintenance guidance
  
  ‐ sources of replacement materials, components and equipment
  
  ‐ spare parts
  
  ‐ performance ratings
  
  ‐ energy usage
  
  ‐ environmental and sustainability aspects
  
  ‐ future demolition and decommissioning
- cosbedmo19Users:
  Users:
  
  • client
  
  • facilities/asset managers
  
  • maintenance managers
  
  • operators
  
  • occupiers
- cosbedmo19Works and installations - features:
  Works and installations - features:
  
  • structure
  
  • materials
  
  • finishes
  
  • furnishings
  
  • fittings
  
  • power and light
  
  • heating and ventilating
  
  • telecommunications
  
  • movement of goods and people
  
  • special services and equipment
  
  • external works
  
  • landscaping
- cosbedmo19 cosbimd34.1Information - produced by:
  Information - produced by:
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers and manufacturers
- cosbedmo19Guidance material:
  Guidance material:
  
  • users manuals
  
  • log books
  
  • maintenance schedules
  
  • as constructed information
- cosbedmo19Manage project handover
  Manage project handover
  
  • Project requirements:
  
  ‐ time
  
  ‐ quality
  
  ‐ cost
  
  ‐ health and safety
  
  ‐ regulations
  
  ‐ sustainability
  
  ‐ defects liability period
  
  • Stakeholders:
  
  ‐ clients
  
  ‐ users
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ regulatory authorities
  
  ‐ facility/asset managers
  
  • Responsibilities:
  
  ‐ insurances
  
  ‐ security
  
  ‐ operations
  
  ‐ health and safety
  
  ‐ utility supply
  
  ‐ environmental sustainability
  
  • Works, installations and operational information and documentation:
  
  ‐ manuals and guidance materials
  
  ‐ plans
  
  ‐ as constructed information
  
  ‐ health and safety file
  
  ‐ operating equipment
  
  ‐ security information and equipment
  
  ‐ certificates and warranties
  
  ‐ services
- cosbedmo19Obtain and evaluate project feedback information and make improvements
  Obtain and evaluate project feedback information and make improvements
  
  • Improvements from feedback:
  
  ‐ management procedures
  
  ‐ client, design and construction team performance
  
  ‐ working arrangements
  
  ‐ formal and informal communications
  
  ‐ quality assurance and control
  
  ‐ design and technical appraisal
  
  ‐ operational appraisal
  
  ‐ performance in use
  
  ‐ benchmarking
  
  ‐ post project review
  
  ‐ Building Information Modelling
  
  • Those involved with the project:
  
  ‐ the design team
  
  ‐ CDM co-ordinator
  
  ‐ specialist consultants
  
  ‐ the client
  
  ‐ contractors
  
  ‐ site inspectorate
  
  ‐ users
  
  ‐ managing agents
  
  ‐ facilities/asset managers
  
  • Feedback information:
  
  ‐ approved providers
  
  ‐ contract documentation
  
  ‐ design documentation
  
  ‐ as constructed information
  
  ‐ organisational documentation
  
  ‐ standard details
  
  ‐ specifications
  
  ‐ product information
  
  ‐ government and statutory publications
- cosbedmo19research and advisory data
  research and advisory data
  
  • periodicals and abstracts
- cosbedmo19Project 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)
  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)
- cosbedmo19Methods and sources:
  Methods and sources:
  
  • project records and documentation site inspections scientific research and data studies of performance in use meetings questionnaires reports
- cosbedmo19Building Information Modelling
  Building Information Modelling
Provide information and guidance on the operation and maintenance of works and installations
cosbedmo19 Provide information and guidance on the operation and maintenance of works and installations
context
- cosbedmo19Provide information and guidance on the operation and maintenance of works and installations
  Provide information and guidance on the operation and maintenance of works and installations
  
  • Information and guidance:
  
  ‐ as constructed information
  
  ‐ schedules
  
  ‐ specifications
  
  ‐ contract records
  
  ‐ photographs
  
  ‐ trade literature
  
  ‐ statutory consents
  
  ‐ commissioning and test certificates
  
  ‐ operating instructions and performance ratings
  
  ‐ guarantees
  
  ‐ warranties
  
  ‐ health and safety file
  
  ‐ energy
  
  ‐ certificates
  
  • Guidance - about:
  
  ‐ the design approach
  
  ‐ construction and installation details
  
  ‐ key references
  
  ‐ statutory and other limitations on use
  
  ‐ health and safety aspects
  
  ‐ operating installations
  
  ‐ maintenance guidance
  
  ‐ sources of replacement materials, components and equipment
  
  ‐ spare parts
  
  ‐ performance ratings
  
  ‐ energy usage
  
  ‐ environmental and sustainability aspects
  
  ‐ future demolition and decommissioning
- cosbedmo19Users:
  Users:
  
  • client
  
  • facilities/asset managers
  
  • maintenance managers
  
  • operators
  
  • occupiers
- cosbedmo19Works and installations - features:
  Works and installations - features:
  
  • structure
  
  • materials
  
  • finishes
  
  • furnishings
  
  • fittings
  
  • power and light
  
  • heating and ventilating
  
  • telecommunications
  
  • movement of goods and people
  
  • special services and equipment
  
  • external works
  
  • landscaping
- cosbedmo19 cosbimd34.1Information - produced by:
  Information - produced by:
  
  • consultants
  
  • contractors
  
  • sub-contractors
  
  • suppliers and manufacturers
- cosbedmo19Guidance material:
  Guidance material:
  
  • users manuals
  
  • log books
  
  • maintenance schedules
  
  • as constructed information
- cosbedmo19Manage project handover
  Manage project handover
  
  • Project requirements:
  
  ‐ time
  
  ‐ quality
  
  ‐ cost
  
  ‐ health and safety
  
  ‐ regulations
  
  ‐ sustainability
  
  ‐ defects liability period
  
  • Stakeholders:
  
  ‐ clients
  
  ‐ users
  
  ‐ consultants
  
  ‐ contractors
  
  ‐ regulatory authorities
  
  ‐ facility/asset managers
  
  • Responsibilities:
  
  ‐ insurances
  
  ‐ security
  
  ‐ operations
  
  ‐ health and safety
  
  ‐ utility supply
  
  ‐ environmental sustainability
  
  • Works, installations and operational information and documentation:
  
  ‐ manuals and guidance materials
  
  ‐ plans
  
  ‐ as constructed information
  
  ‐ health and safety file
  
  ‐ operating equipment
  
  ‐ security information and equipment
  
  ‐ certificates and warranties
  
  ‐ services
- cosbedmo19Obtain and evaluate project feedback information and make improvements
  Obtain and evaluate project feedback information and make improvements
  
  • Improvements from feedback:
  
  ‐ management procedures
  
  ‐ client, design and construction team performance
  
  ‐ working arrangements
  
  ‐ formal and informal communications
  
  ‐ quality assurance and control
  
  ‐ design and technical appraisal
  
  ‐ operational appraisal
  
  ‐ performance in use
  
  ‐ benchmarking
  
  ‐ post project review
  
  ‐ Building Information Modelling
  
  • Those involved with the project:
  
  ‐ the design team
  
  ‐ CDM co-ordinator
  
  ‐ specialist consultants
  
  ‐ the client
  
  ‐ contractors
  
  ‐ site inspectorate
  
  ‐ users
  
  ‐ managing agents
  
  ‐ facilities/asset managers
  
  • Feedback information:
  
  ‐ approved providers
  
  ‐ contract documentation
  
  ‐ design documentation
  
  ‐ as constructed information
  
  ‐ organisational documentation
  
  ‐ standard details
  
  ‐ specifications
  
  ‐ product information
  
  ‐ government and statutory publications
- cosbedmo19research and advisory data
  research and advisory data
  
  • periodicals and abstracts
- cosbedmo19Project 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)
  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)
- cosbedmo19Methods and sources:
  Methods and sources:
  
  • project records and documentation site inspections scientific research and data studies of performance in use meetings questionnaires reports
- cosbedmo19Building Information Modelling
  Building Information Modelling
Analyse, select and present detailed design solutions
cosccomo08 Analyse, select and present detailed design solutions
context
- cosccomo08Identify and coordinate the methods for preparing initial designs
  Identify and coordinate the methods for preparing initial designs
  
  • Parts of the overall project design:
  
  ‐ location and size
  
  ‐ assembly and construction/installation
  
  ‐ components and systems
  
  ‐ environmental assessment objectives
  
  • Evaluate:
  
  ‐ visual and spatial
  
  ‐ functional performance
  
  ‐ technical performance
  
  ‐ quality
  
  ‐ requirements of relevant legislation and codes
  
  ‐ impact on local community and neighbours
  
  ‐ obsolescence/design life
  
  ‐ cost
  
  ‐ health and safety
  
  ‐ environmental factors
  
  ‐ buildability/disassembly
  
  ‐ maintenance/operation and use
  
  ‐ value management
  
  ‐ concurrent design and construction
  
  ‐ energy use (U value calculations, Building Energy Assessment carbon rating)
  
  ‐ risk/confidence in information
  
  • Methods:
  
  ‐ data research
  
  ‐ comparison with regulations
  
  ‐ specialist guidance and best practice
  
  ‐ experts including experienced craftspersons
  
  ‐ relevant previous solutions and feedback
  
  • Develop and agree detailed project designs in construction contracting operations management
- cosccomo08computer modelling
  computer modelling
  
  • Building Information Modelling
  
  • calculation
  
  • lifetime impact modelling
  
  • maintain risk register
  
  • performance dynamic modelling
  
  • comparison of costs of new and renewable energy
  
  • building services systems and controls
  
  • minimise thermal bridging and air leakage
- cosccomo08Stakeholders:
  Stakeholders:
  
  • the client
  
  • CDM coordinator
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • regulatory authorities
  
  • facilities/asset maintenance managers
  
  • users
  
  • general public
- cosccomo08Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stage:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosccomo08Products: raw materials manufactured materials components systems
  Products:
  
  • raw materials
  
  • manufactured materials
  
  • components
  
  • systems
- cosccomo08Standards:
  Standards:
  
  • National and International standards
  
  • codes of practice
  
  • building regulations
  
  • advisory guidance publications
  
  • assessment/certification schemes
- cosccomo08Construction and installation requirements contained in the project brief:
  Construction and installation requirements contained in the project brief:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type
  
  • purpose
  
  • location
  
  • durability
  
  • scale
  
  • occupancy
- cosccomo08Investigations:
  Investigations:
  
  • compliance with regulations
  
  • specialist guidance and good practice
  
  • experts including experienced crafts persons
  
  • relevant previous solutions and feedback
  
  • calculations
  
  • simulation modelling
  
  • Building Information Modelling
  
  • computer aided analysis
- cosccomo08Present:
  Present:
  
  • sketches
  
  • drawings
  
  • physical models
  
  • electronically
  
  • diagrams
  
  • mathematical modelling
- cosccomo08Stakeholders:
  Stakeholders:
  
  • the client
  
  • CDM coordinator
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • regulatory authorities
  
  • facilities/asset maintenance managers
  
  • users
  
  • general public
assess the implications of modifying the design brief so that the overall integrity is retained
cosbimb51.2 assess the implications of modifying the design brief so that the overall integrity is retained
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
recommend modifications to the brief to allow the consideration of selected options and approaches which have the potential to meet the design parameters parameters, but fail to meet all the design brief requirements
cosbimb51.2 recommend modifications to the brief to allow the consideration of selected options and approaches which have the potential to meet the design parameters parameters, but fail to meet all the design brief requirements
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
obtain new sources of information and ideas ideas, where existing design approaches do not meet design parameters parameters, which have the potential to suggest new and innovative design options
cosbimb51.2 obtain new sources of information and ideas ideas, where existing design approaches do not meet design parameters parameters, which have the potential to suggest new and innovative 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
identify existing design approaches which are potentially consistent with the project stage and likely to lead to appropriate solutions, and select those which are most likely to contribute to design ideas
cosbimb51.2 identify existing design approaches which are potentially consistent with the project stage and likely to lead to appropriate solutions, and select those which are most likely to contribute to design ideas
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
confirm agreed design parameters parameters, significant factors and potential design options from project team analysis
cosbimb51.2 confirm agreed design parameters parameters, significant factors and potential design options from project team analysis
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
develop the design options which appear to have the greatest potential for success so that they are capable of testing
cosbimb51.2 develop the design options which appear to have the greatest potential for success so that they are capable of testing
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
make arrangements for occupier care and providing information about work operations
cosbimd23.3 make arrangements for occupier care and providing information about work operations
context
- cosbimd23.3Project 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
  
  • contractor
  
  • contractors pre-planning information
  
  • method statements
  
  • programmes
- cosbimd23.3Permissions:
  Permissions:
  
  • client
  
  • site owners and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
  
  • facility/asset managers
- cosbimd23.3Work:
  Work:
  
  • infrastructure
  
  • demolition
  
  • extension
  
  • alteration
  
  • refurbishment
  
  • conservation
  
  • retrofit
  
  • temporary works
  
  • installation
- cosbimd23.3Special considerations affecting the work:
  Special considerations affecting the work:
  
  • occupier access and on-going use
  
  • near neighbours
  
  • public access
  
  • site conditions
  
  • environmental considerations
  
  • vehicular access
  
  • health, safety and welfare
  
  • parts of the existing property requiring protection
  
  • security/trespass
  
  • 'live' conditions
- cosbimd23.3Resources:
  Resources:
  
  • people
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • Information
  
  • work area and facilities
  
  • storage
- cosbimd23.3Site work arrangements:
  Site work arrangements:
  
  • storage
  
  • temporary accommodation
  
  • work areas
  
  • material use planning and work flow
  
  • co-ordination of sub-contractors
  
  • plant
  
  • temporary services
  
  • access/egress
  
  • security
  
  • continuing use by occupiers
  
  • waste management
  
  • pollution control
  
  • provision for pre-fabricated components and systems
give adequate notice, as required in the contract, to all the people who will be affected about when the work will start, how long it will take and when it will finish, and confirm all the dates in writing
cosbimd23.3 give adequate notice, as required in the contract, to all the people who will be affected about when the work will start, how long it will take and when it will finish, and confirm all the dates in writing
context
- cosbimd23.3Project 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
  
  • contractor
  
  • contractors pre-planning information
  
  • method statements
  
  • programmes
- cosbimd23.3Permissions:
  Permissions:
  
  • client
  
  • site owners and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
  
  • facility/asset managers
- cosbimd23.3Work:
  Work:
  
  • infrastructure
  
  • demolition
  
  • extension
  
  • alteration
  
  • refurbishment
  
  • conservation
  
  • retrofit
  
  • temporary works
  
  • installation
- cosbimd23.3Special considerations affecting the work:
  Special considerations affecting the work:
  
  • occupier access and on-going use
  
  • near neighbours
  
  • public access
  
  • site conditions
  
  • environmental considerations
  
  • vehicular access
  
  • health, safety and welfare
  
  • parts of the existing property requiring protection
  
  • security/trespass
  
  • 'live' conditions
- cosbimd23.3Resources:
  Resources:
  
  • people
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • Information
  
  • work area and facilities
  
  • storage
- cosbimd23.3Site work arrangements:
  Site work arrangements:
  
  • storage
  
  • temporary accommodation
  
  • work areas
  
  • material use planning and work flow
  
  • co-ordination of sub-contractors
  
  • plant
  
  • temporary services
  
  • access/egress
  
  • security
  
  • continuing use by occupiers
  
  • waste management
  
  • pollution control
  
  • provision for pre-fabricated components and systems
plan the site work arrangements and pass on information about the plans to the people who will be working on the site and occupiers
cosbimd23.3 plan the site work arrangements and pass on information about the plans to the people who will be working on the site and occupiers
context
- cosbimd23.3Project 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
  
  • contractor
  
  • contractors pre-planning information
  
  • method statements
  
  • programmes
- cosbimd23.3Permissions:
  Permissions:
  
  • client
  
  • site owners and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
  
  • facility/asset managers
- cosbimd23.3Work:
  Work:
  
  • infrastructure
  
  • demolition
  
  • extension
  
  • alteration
  
  • refurbishment
  
  • conservation
  
  • retrofit
  
  • temporary works
  
  • installation
- cosbimd23.3Special considerations affecting the work:
  Special considerations affecting the work:
  
  • occupier access and on-going use
  
  • near neighbours
  
  • public access
  
  • site conditions
  
  • environmental considerations
  
  • vehicular access
  
  • health, safety and welfare
  
  • parts of the existing property requiring protection
  
  • security/trespass
  
  • 'live' conditions
- cosbimd23.3Resources:
  Resources:
  
  • people
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • Information
  
  • work area and facilities
  
  • storage
- cosbimd23.3Site work arrangements:
  Site work arrangements:
  
  • storage
  
  • temporary accommodation
  
  • work areas
  
  • material use planning and work flow
  
  • co-ordination of sub-contractors
  
  • plant
  
  • temporary services
  
  • access/egress
  
  • security
  
  • continuing use by occupiers
  
  • waste management
  
  • pollution control
  
  • provision for pre-fabricated components and systems
make arrangements for the acquisition and organisation of production resources to achieve efficient work flow and minimise disruption to occupiers
cosbimd23.3 make arrangements for the acquisition and organisation of production resources to achieve efficient work flow and minimise disruption to occupiers
context
- cosbimd23.3Project 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
  
  • contractor
  
  • contractors pre-planning information
  
  • method statements
  
  • programmes
- cosbimd23.3Permissions:
  Permissions:
  
  • client
  
  • site owners and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
  
  • facility/asset managers
- cosbimd23.3Work:
  Work:
  
  • infrastructure
  
  • demolition
  
  • extension
  
  • alteration
  
  • refurbishment
  
  • conservation
  
  • retrofit
  
  • temporary works
  
  • installation
- cosbimd23.3Special considerations affecting the work:
  Special considerations affecting the work:
  
  • occupier access and on-going use
  
  • near neighbours
  
  • public access
  
  • site conditions
  
  • environmental considerations
  
  • vehicular access
  
  • health, safety and welfare
  
  • parts of the existing property requiring protection
  
  • security/trespass
  
  • 'live' conditions
- cosbimd23.3Resources:
  Resources:
  
  • people
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • Information
  
  • work area and facilities
  
  • storage
- cosbimd23.3Site work arrangements:
  Site work arrangements:
  
  • storage
  
  • temporary accommodation
  
  • work areas
  
  • material use planning and work flow
  
  • co-ordination of sub-contractors
  
  • plant
  
  • temporary services
  
  • access/egress
  
  • security
  
  • continuing use by occupiers
  
  • waste management
  
  • pollution control
  
  • provision for pre-fabricated components and systems
make arrangements for adequate site safety and security before work starts, and whilst working on the site
cosbimd23.3 make arrangements for adequate site safety and security before work starts, and whilst working on the site
context
- cosbimd23.3Project 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
  
  • contractor
  
  • contractors pre-planning information
  
  • method statements
  
  • programmes
- cosbimd23.3Permissions:
  Permissions:
  
  • client
  
  • site owners and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
  
  • facility/asset managers
- cosbimd23.3Work:
  Work:
  
  • infrastructure
  
  • demolition
  
  • extension
  
  • alteration
  
  • refurbishment
  
  • conservation
  
  • retrofit
  
  • temporary works
  
  • installation
- cosbimd23.3Special considerations affecting the work:
  Special considerations affecting the work:
  
  • occupier access and on-going use
  
  • near neighbours
  
  • public access
  
  • site conditions
  
  • environmental considerations
  
  • vehicular access
  
  • health, safety and welfare
  
  • parts of the existing property requiring protection
  
  • security/trespass
  
  • 'live' conditions
- cosbimd23.3Resources:
  Resources:
  
  • people
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • Information
  
  • work area and facilities
  
  • storage
- cosbimd23.3Site work arrangements:
  Site work arrangements:
  
  • storage
  
  • temporary accommodation
  
  • work areas
  
  • material use planning and work flow
  
  • co-ordination of sub-contractors
  
  • plant
  
  • temporary services
  
  • access/egress
  
  • security
  
  • continuing use by occupiers
  
  • waste management
  
  • pollution control
  
  • provision for pre-fabricated components and systems
identify access points for the site and work which are the most convenient for works traffic and which minimise disruption to occupiers
cosbimd23.3 identify access points for the site and work which are the most convenient for works traffic and which minimise disruption to occupiers
context
- cosbimd23.3Project 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
  
  • contractor
  
  • contractors pre-planning information
  
  • method statements
  
  • programmes
- cosbimd23.3Permissions:
  Permissions:
  
  • client
  
  • site owners and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
  
  • facility/asset managers
- cosbimd23.3Work:
  Work:
  
  • infrastructure
  
  • demolition
  
  • extension
  
  • alteration
  
  • refurbishment
  
  • conservation
  
  • retrofit
  
  • temporary works
  
  • installation
- cosbimd23.3Special considerations affecting the work:
  Special considerations affecting the work:
  
  • occupier access and on-going use
  
  • near neighbours
  
  • public access
  
  • site conditions
  
  • environmental considerations
  
  • vehicular access
  
  • health, safety and welfare
  
  • parts of the existing property requiring protection
  
  • security/trespass
  
  • 'live' conditions
- cosbimd23.3Resources:
  Resources:
  
  • people
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • Information
  
  • work area and facilities
  
  • storage
- cosbimd23.3Site work arrangements:
  Site work arrangements:
  
  • storage
  
  • temporary accommodation
  
  • work areas
  
  • material use planning and work flow
  
  • co-ordination of sub-contractors
  
  • plant
  
  • temporary services
  
  • access/egress
  
  • security
  
  • continuing use by occupiers
  
  • waste management
  
  • pollution control
  
  • provision for pre-fabricated components and systems
agree changed work procedures and practices to allow for special considerations affecting the work
cosbimd23.3 agree changed work procedures and practices to allow for special considerations affecting the work
context
- cosbimd23.3Project 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
  
  • contractor
  
  • contractors pre-planning information
  
  • method statements
  
  • programmes
- cosbimd23.3Permissions:
  Permissions:
  
  • client
  
  • site owners and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
  
  • facility/asset managers
- cosbimd23.3Work:
  Work:
  
  • infrastructure
  
  • demolition
  
  • extension
  
  • alteration
  
  • refurbishment
  
  • conservation
  
  • retrofit
  
  • temporary works
  
  • installation
- cosbimd23.3Special considerations affecting the work:
  Special considerations affecting the work:
  
  • occupier access and on-going use
  
  • near neighbours
  
  • public access
  
  • site conditions
  
  • environmental considerations
  
  • vehicular access
  
  • health, safety and welfare
  
  • parts of the existing property requiring protection
  
  • security/trespass
  
  • 'live' conditions
- cosbimd23.3Resources:
  Resources:
  
  • people
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • Information
  
  • work area and facilities
  
  • storage
- cosbimd23.3Site work arrangements:
  Site work arrangements:
  
  • storage
  
  • temporary accommodation
  
  • work areas
  
  • material use planning and work flow
  
  • co-ordination of sub-contractors
  
  • plant
  
  • temporary services
  
  • access/egress
  
  • security
  
  • continuing use by occupiers
  
  • waste management
  
  • pollution control
  
  • provision for pre-fabricated components and systems
Select materials, components and systems
cosccomo08 Select materials, components and systems
context
- cosccomo08Identify and coordinate the methods for preparing initial designs
  Identify and coordinate the methods for preparing initial designs
  
  • Parts of the overall project design:
  
  ‐ location and size
  
  ‐ assembly and construction/installation
  
  ‐ components and systems
  
  ‐ environmental assessment objectives
  
  • Evaluate:
  
  ‐ visual and spatial
  
  ‐ functional performance
  
  ‐ technical performance
  
  ‐ quality
  
  ‐ requirements of relevant legislation and codes
  
  ‐ impact on local community and neighbours
  
  ‐ obsolescence/design life
  
  ‐ cost
  
  ‐ health and safety
  
  ‐ environmental factors
  
  ‐ buildability/disassembly
  
  ‐ maintenance/operation and use
  
  ‐ value management
  
  ‐ concurrent design and construction
  
  ‐ energy use (U value calculations, Building Energy Assessment carbon rating)
  
  ‐ risk/confidence in information
  
  • Methods:
  
  ‐ data research
  
  ‐ comparison with regulations
  
  ‐ specialist guidance and best practice
  
  ‐ experts including experienced craftspersons
  
  ‐ relevant previous solutions and feedback
  
  • Develop and agree detailed project designs in construction contracting operations management
- cosccomo08computer modelling
  computer modelling
  
  • Building Information Modelling
  
  • calculation
  
  • lifetime impact modelling
  
  • maintain risk register
  
  • performance dynamic modelling
  
  • comparison of costs of new and renewable energy
  
  • building services systems and controls
  
  • minimise thermal bridging and air leakage
- cosccomo08Stakeholders:
  Stakeholders:
  
  • the client
  
  • CDM coordinator
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • regulatory authorities
  
  • facilities/asset maintenance managers
  
  • users
  
  • general public
- cosccomo08Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stage:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosccomo08Products: raw materials manufactured materials components systems
  Products:
  
  • raw materials
  
  • manufactured materials
  
  • components
  
  • systems
- cosccomo08Standards:
  Standards:
  
  • National and International standards
  
  • codes of practice
  
  • building regulations
  
  • advisory guidance publications
  
  • assessment/certification schemes
- cosccomo08Construction and installation requirements contained in the project brief:
  Construction and installation requirements contained in the project brief:
  
  • client, user and community requirements, expectations, options and preferences
  
  • project type
  
  • purpose
  
  • location
  
  • durability
  
  • scale
  
  • occupancy
- cosccomo08Investigations:
  Investigations:
  
  • compliance with regulations
  
  • specialist guidance and good practice
  
  • experts including experienced crafts persons
  
  • relevant previous solutions and feedback
  
  • calculations
  
  • simulation modelling
  
  • Building Information Modelling
  
  • computer aided analysis
- cosccomo08Present:
  Present:
  
  • sketches
  
  • drawings
  
  • physical models
  
  • electronically
  
  • diagrams
  
  • mathematical modelling
- cosccomo08Stakeholders:
  Stakeholders:
  
  • the client
  
  • CDM coordinator
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • regulatory authorities
  
  • facilities/asset maintenance managers
  
  • users
  
  • general public
negotiate with stakeholders where the work is perceived to be a barrier to the ongoing use of buildings and structures
cosbimd23.3 negotiate with stakeholders where the work is perceived to be a barrier to the ongoing use of buildings and structures
context
- cosbimd23.3Project 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
  
  • contractor
  
  • contractors pre-planning information
  
  • method statements
  
  • programmes
- cosbimd23.3Permissions:
  Permissions:
  
  • client
  
  • site owners and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
  
  • facility/asset managers
- cosbimd23.3Work:
  Work:
  
  • infrastructure
  
  • demolition
  
  • extension
  
  • alteration
  
  • refurbishment
  
  • conservation
  
  • retrofit
  
  • temporary works
  
  • installation
- cosbimd23.3Special considerations affecting the work:
  Special considerations affecting the work:
  
  • occupier access and on-going use
  
  • near neighbours
  
  • public access
  
  • site conditions
  
  • environmental considerations
  
  • vehicular access
  
  • health, safety and welfare
  
  • parts of the existing property requiring protection
  
  • security/trespass
  
  • 'live' conditions
- cosbimd23.3Resources:
  Resources:
  
  • people
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • Information
  
  • work area and facilities
  
  • storage
- cosbimd23.3Site work arrangements:
  Site work arrangements:
  
  • storage
  
  • temporary accommodation
  
  • work areas
  
  • material use planning and work flow
  
  • co-ordination of sub-contractors
  
  • plant
  
  • temporary services
  
  • access/egress
  
  • security
  
  • continuing use by occupiers
  
  • waste management
  
  • pollution control
  
  • provision for pre-fabricated components and systems
contact people and organisations who will be affected by the work work, provide them with clear and accurate information about the work and ask for their cooperation
cosbimd23.3 contact people and organisations who will be affected by the work work, provide them with clear and accurate information about the work and ask for their cooperation
context
- cosbimd23.3Project 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
  
  • contractor
  
  • contractors pre-planning information
  
  • method statements
  
  • programmes
- cosbimd23.3Permissions:
  Permissions:
  
  • client
  
  • site owners and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
  
  • facility/asset managers
- cosbimd23.3Work:
  Work:
  
  • infrastructure
  
  • demolition
  
  • extension
  
  • alteration
  
  • refurbishment
  
  • conservation
  
  • retrofit
  
  • temporary works
  
  • installation
- cosbimd23.3Special considerations affecting the work:
  Special considerations affecting the work:
  
  • occupier access and on-going use
  
  • near neighbours
  
  • public access
  
  • site conditions
  
  • environmental considerations
  
  • vehicular access
  
  • health, safety and welfare
  
  • parts of the existing property requiring protection
  
  • security/trespass
  
  • 'live' conditions
- cosbimd23.3Resources:
  Resources:
  
  • people
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • Information
  
  • work area and facilities
  
  • storage
- cosbimd23.3Site work arrangements:
  Site work arrangements:
  
  • storage
  
  • temporary accommodation
  
  • work areas
  
  • material use planning and work flow
  
  • co-ordination of sub-contractors
  
  • plant
  
  • temporary services
  
  • access/egress
  
  • security
  
  • continuing use by occupiers
  
  • waste management
  
  • pollution control
  
  • provision for pre-fabricated components and systems
ask for and obtain permission to carry out the work from owners of sites who will be affected and from any authorities which have to be notified
cosbimd23.3 ask for and obtain permission to carry out the work from owners of sites who will be affected and from any authorities which have to be notified
context
- cosbimd23.3Project 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
  
  • contractor
  
  • contractors pre-planning information
  
  • method statements
  
  • programmes
- cosbimd23.3Permissions:
  Permissions:
  
  • client
  
  • site owners and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
  
  • facility/asset managers
- cosbimd23.3Work:
  Work:
  
  • infrastructure
  
  • demolition
  
  • extension
  
  • alteration
  
  • refurbishment
  
  • conservation
  
  • retrofit
  
  • temporary works
  
  • installation
- cosbimd23.3Special considerations affecting the work:
  Special considerations affecting the work:
  
  • occupier access and on-going use
  
  • near neighbours
  
  • public access
  
  • site conditions
  
  • environmental considerations
  
  • vehicular access
  
  • health, safety and welfare
  
  • parts of the existing property requiring protection
  
  • security/trespass
  
  • 'live' conditions
- cosbimd23.3Resources:
  Resources:
  
  • people
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • Information
  
  • work area and facilities
  
  • storage
- cosbimd23.3Site work arrangements:
  Site work arrangements:
  
  • storage
  
  • temporary accommodation
  
  • work areas
  
  • material use planning and work flow
  
  • co-ordination of sub-contractors
  
  • plant
  
  • temporary services
  
  • access/egress
  
  • security
  
  • continuing use by occupiers
  
  • waste management
  
  • pollution control
  
  • provision for pre-fabricated components and systems
clarify any project information which is not clear and update it for production planning purposes
cosbimd23.3 clarify any project information which is not clear and update it for production planning purposes
context
- cosbimd23.3Project 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
  
  • contractor
  
  • contractors pre-planning information
  
  • method statements
  
  • programmes
- cosbimd23.3Permissions:
  Permissions:
  
  • client
  
  • site owners and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
  
  • facility/asset managers
- cosbimd23.3Work:
  Work:
  
  • infrastructure
  
  • demolition
  
  • extension
  
  • alteration
  
  • refurbishment
  
  • conservation
  
  • retrofit
  
  • temporary works
  
  • installation
- cosbimd23.3Special considerations affecting the work:
  Special considerations affecting the work:
  
  • occupier access and on-going use
  
  • near neighbours
  
  • public access
  
  • site conditions
  
  • environmental considerations
  
  • vehicular access
  
  • health, safety and welfare
  
  • parts of the existing property requiring protection
  
  • security/trespass
  
  • 'live' conditions
- cosbimd23.3Resources:
  Resources:
  
  • people
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • Information
  
  • work area and facilities
  
  • storage
- cosbimd23.3Site work arrangements:
  Site work arrangements:
  
  • storage
  
  • temporary accommodation
  
  • work areas
  
  • material use planning and work flow
  
  • co-ordination of sub-contractors
  
  • plant
  
  • temporary services
  
  • access/egress
  
  • security
  
  • continuing use by occupiers
  
  • waste management
  
  • pollution control
  
  • provision for pre-fabricated components and systems
assemble and review relevant project information which was used in the preparation of the project plan
cosbimd23.3 assemble and review relevant project information which was used in the preparation of the project plan
context
- cosbimd23.3Project 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
  
  • contractor
  
  • contractors pre-planning information
  
  • method statements
  
  • programmes
- cosbimd23.3Permissions:
  Permissions:
  
  • client
  
  • site owners and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
  
  • facility/asset managers
- cosbimd23.3Work:
  Work:
  
  • infrastructure
  
  • demolition
  
  • extension
  
  • alteration
  
  • refurbishment
  
  • conservation
  
  • retrofit
  
  • temporary works
  
  • installation
- cosbimd23.3Special considerations affecting the work:
  Special considerations affecting the work:
  
  • occupier access and on-going use
  
  • near neighbours
  
  • public access
  
  • site conditions
  
  • environmental considerations
  
  • vehicular access
  
  • health, safety and welfare
  
  • parts of the existing property requiring protection
  
  • security/trespass
  
  • 'live' conditions
- cosbimd23.3Resources:
  Resources:
  
  • people
  
  • plant and equipment
  
  • materials and components
  
  • contractors
  
  • sub-contractors
  
  • Information
  
  • work area and facilities
  
  • storage
- cosbimd23.3Site work arrangements:
  Site work arrangements:
  
  • storage
  
  • temporary accommodation
  
  • work areas
  
  • material use planning and work flow
  
  • co-ordination of sub-contractors
  
  • plant
  
  • temporary services
  
  • access/egress
  
  • security
  
  • continuing use by occupiers
  
  • waste management
  
  • pollution control
  
  • provision for pre-fabricated components and systems
maintained which can be used for quality auditing
cosccomo09 maintained which can be used for quality auditing
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
the people who need the information to meet project requirements
cosccomo09 the people who need the information to meet project requirements
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
specification and circulate agreed amendments
cosccomo09 specification and circulate agreed amendments
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
information when they do not understand the instructions and refer
cosccomo09 information when they do not understand the instructions and refer
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
indicating any special considerations and limitations on its use
cosccomo09 indicating any special considerations and limitations on its use
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
to people who need it for project information and document production,
cosccomo09 to people who need it for project information and document production,
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
requirements for controlling information and document production
cosccomo09 requirements for controlling information and document production
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
adequate to meet the requirements of the stakeholders and
cosccomo09 adequate to meet the requirements of the stakeholders and
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
development of design and preparation of information and documents
cosccomo09 development of design and preparation of information and documents
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
information exchange between all relevant project stakeholders
cosccomo09 information exchange between all relevant project stakeholders
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
throughout the project stages
cosccomo09 throughout the project stages
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
presentation of specifications
cosccomo09 presentation of specifications
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
changes
cosccomo09 changes
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
other design documentation, and update it promptly when the design
cosccomo09 other design documentation, and update it promptly when the design
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
finished work
cosccomo09 finished work
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
define the quality, type and standard of the materials, components and
cosccomo09 define the quality, type and standard of the materials, components and
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
source information
cosccomo09 source information
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
Prepare prescriptive specifications
cosccomo09 Prepare prescriptive specifications
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
Specify production document requirements
cosccomo09 Specify production document requirements
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
explain how the overall design concept can meet both the design parameters and technical and environmental constraints
cosbimb54.2 explain how the overall design concept can meet both the design parameters and technical and environmental constraints
context
- cosbimb54.2Design 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
- cosbimb54.2Advise - methods:
  Advise - methods:
  
  • in writing
  
  • orally
  
  • graphically
  
  • electronically
- cosbimb54.2People who have an interest:
  People who have an interest:
  
  • the client
  
  • CDM coordinator
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in development programme
  
  • facilities/asset management
  
  • prospective occupiers
  
  • prospective users
  
  • community groups
  
  • regulatory authorities
  
  • public interest organisations
  
  • media
- cosbimb54.2Technical characteristics: structural forms materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability) available and projected technology (including renewable energy) prefabricated components and system options performance, quality, operation and maintenance requirements building physics (energy performance of structures, insulation, fire protection) materials form, performance, appearance, availability, sustainability, efficiency of use building services integration and control
  Technical characteristics:
  
  • structural forms
  
  • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
  
  • available and projected technology (including renewable energy)
  
  • prefabricated components and system options
  
  • performance, quality, operation and maintenance requirements
  
  • building physics (energy performance of structures, insulation, fire protection)
  
  • materials form, performance, appearance, availability, sustainability, efficiency of use
  
  • building services integration and control
- cosbimb54.2 cosbimb51 cosbimb52.2Environmental characteristics:
  Environmental characteristics:
  
  • local ecology
  
  • hydrology (tides and currents and flood risk
  
  • water use
  
  • exposure/shelter/shading
  
  • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
  
  • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
  
  • daylight and illumination
  
  • acoustics
  
  • energy & natural resource use and management
  
  • interaction of users and buildings,
  
  • carbon (embodied and in-use) and carbon rating
  
  • resource/waste management
  
  • pollution risk and reduction of emissions and waste
- cosbimb54.2Implications for:
  Implications for:
  
  • cost
  
  • the programme
  
  • design quality
  
  • best value
  
  • buildability
  
  • sustainability/low carbon/water use/energy use
  
  • health and safety
  
  • facilities/asset management
- cosbimb54.2Project Stage: Stage 2 (Concept) Stage 3 (Definition)
  Project Stage:
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
check and confirm that risk management processes are undertaken
cosbimb24.1 check and confirm that risk management processes are undertaken
context
- cosbimb24.1 cosbedmo06Project information:
  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
- cosbimb24.1 cosbimb24.2Risks:
  Risks:
  
  • health, safety and welfare
  
  • carbon use
  
  • management and workforce experience
  
  • information management and project stage decision making
  
  • complexity and scope
  
  • consents
  
  • team composition
  
  • project costs
  
  • impact on business
  
  • technical considerations
  
  • timescale
  
  • contract form
  
  • availability of resources
  
  • maintenance and communication of information
  
  • innovation
  
  • impact on cost
  
  • poor quality
  
  • impact on natural and built environment
  
  • impact on community
  
  • impact of users; public and third parties
  
  • resource scarcity
- cosbimb24.1Opportunities:
  Opportunities:
  
  • impact on the natural and built environment
  
  • impact on users, public and third parties
  
  • improved quality
  
  • procurement
  
  • timescale reduction
  
  • specification change
  
  • business benefit
  
  • profitability
- cosbimb24.1Risk Management:
  Risk Management:
  
  • risk identification
  
  • risk assessment
  
  • prevention, reduction and protection
  
  • risk register
assess the significant risks and opportunities of potential projects
cosbimb24.1 assess the significant risks and opportunities of potential projects
context
- cosbimb24.1 cosbedmo06Project information:
  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
- cosbimb24.1 cosbimb24.2Risks:
  Risks:
  
  • health, safety and welfare
  
  • carbon use
  
  • management and workforce experience
  
  • information management and project stage decision making
  
  • complexity and scope
  
  • consents
  
  • team composition
  
  • project costs
  
  • impact on business
  
  • technical considerations
  
  • timescale
  
  • contract form
  
  • availability of resources
  
  • maintenance and communication of information
  
  • innovation
  
  • impact on cost
  
  • poor quality
  
  • impact on natural and built environment
  
  • impact on community
  
  • impact of users; public and third parties
  
  • resource scarcity
- cosbimb24.1Opportunities:
  Opportunities:
  
  • impact on the natural and built environment
  
  • impact on users, public and third parties
  
  • improved quality
  
  • procurement
  
  • timescale reduction
  
  • specification change
  
  • business benefit
  
  • profitability
- cosbimb24.1Risk Management:
  Risk Management:
  
  • risk identification
  
  • risk assessment
  
  • prevention, reduction and protection
  
  • risk register
identify the significance of the risks and opportunities
cosbimb24.1 identify the significance of the risks and opportunities
context
- cosbimb24.1 cosbedmo06Project information:
  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
- cosbimb24.1 cosbimb24.2Risks:
  Risks:
  
  • health, safety and welfare
  
  • carbon use
  
  • management and workforce experience
  
  • information management and project stage decision making
  
  • complexity and scope
  
  • consents
  
  • team composition
  
  • project costs
  
  • impact on business
  
  • technical considerations
  
  • timescale
  
  • contract form
  
  • availability of resources
  
  • maintenance and communication of information
  
  • innovation
  
  • impact on cost
  
  • poor quality
  
  • impact on natural and built environment
  
  • impact on community
  
  • impact of users; public and third parties
  
  • resource scarcity
- cosbimb24.1Opportunities:
  Opportunities:
  
  • impact on the natural and built environment
  
  • impact on users, public and third parties
  
  • improved quality
  
  • procurement
  
  • timescale reduction
  
  • specification change
  
  • business benefit
  
  • profitability
- cosbimb24.1Risk Management:
  Risk Management:
  
  • risk identification
  
  • risk assessment
  
  • prevention, reduction and protection
  
  • risk register
obtain information on any risks and opportunities relating to the project
cosbimb24.1 obtain information on any risks and opportunities relating to the project
context
- cosbimb24.1 cosbedmo06Project information:
  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
- cosbimb24.1 cosbimb24.2Risks:
  Risks:
  
  • health, safety and welfare
  
  • carbon use
  
  • management and workforce experience
  
  • information management and project stage decision making
  
  • complexity and scope
  
  • consents
  
  • team composition
  
  • project costs
  
  • impact on business
  
  • technical considerations
  
  • timescale
  
  • contract form
  
  • availability of resources
  
  • maintenance and communication of information
  
  • innovation
  
  • impact on cost
  
  • poor quality
  
  • impact on natural and built environment
  
  • impact on community
  
  • impact of users; public and third parties
  
  • resource scarcity
- cosbimb24.1Opportunities:
  Opportunities:
  
  • impact on the natural and built environment
  
  • impact on users, public and third parties
  
  • improved quality
  
  • procurement
  
  • timescale reduction
  
  • specification change
  
  • business benefit
  
  • profitability
- cosbimb24.1Risk Management:
  Risk Management:
  
  • risk identification
  
  • risk assessment
  
  • prevention, reduction and protection
  
  • risk register
identify risks and opportunities that arise from potential project processes
cosbimb24.1 identify risks and opportunities that arise from potential project processes
context
- cosbimb24.1 cosbedmo06Project information:
  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
- cosbimb24.1 cosbimb24.2Risks:
  Risks:
  
  • health, safety and welfare
  
  • carbon use
  
  • management and workforce experience
  
  • information management and project stage decision making
  
  • complexity and scope
  
  • consents
  
  • team composition
  
  • project costs
  
  • impact on business
  
  • technical considerations
  
  • timescale
  
  • contract form
  
  • availability of resources
  
  • maintenance and communication of information
  
  • innovation
  
  • impact on cost
  
  • poor quality
  
  • impact on natural and built environment
  
  • impact on community
  
  • impact of users; public and third parties
  
  • resource scarcity
- cosbimb24.1Opportunities:
  Opportunities:
  
  • impact on the natural and built environment
  
  • impact on users, public and third parties
  
  • improved quality
  
  • procurement
  
  • timescale reduction
  
  • specification change
  
  • business benefit
  
  • profitability
- cosbimb24.1Risk Management:
  Risk Management:
  
  • risk identification
  
  • risk assessment
  
  • prevention, reduction and protection
  
  • risk register
identify and review project information relating to risks and opportunities
cosbimb24.1 identify and review project information relating to risks and opportunities
context
- cosbimb24.1 cosbedmo06Project information:
  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
- cosbimb24.1 cosbimb24.2Risks:
  Risks:
  
  • health, safety and welfare
  
  • carbon use
  
  • management and workforce experience
  
  • information management and project stage decision making
  
  • complexity and scope
  
  • consents
  
  • team composition
  
  • project costs
  
  • impact on business
  
  • technical considerations
  
  • timescale
  
  • contract form
  
  • availability of resources
  
  • maintenance and communication of information
  
  • innovation
  
  • impact on cost
  
  • poor quality
  
  • impact on natural and built environment
  
  • impact on community
  
  • impact of users; public and third parties
  
  • resource scarcity
- cosbimb24.1Opportunities:
  Opportunities:
  
  • impact on the natural and built environment
  
  • impact on users, public and third parties
  
  • improved quality
  
  • procurement
  
  • timescale reduction
  
  • specification change
  
  • business benefit
  
  • profitability
- cosbimb24.1Risk Management:
  Risk Management:
  
  • risk identification
  
  • risk assessment
  
  • prevention, reduction and protection
  
  • risk register
discuss the selected design options with project team members, assess their observations and note them for future reference
cosbimb51.2 discuss the selected design options with project team members, assess their observations and note them for future reference
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
Make design choices to manage health and safety risks
cosbedmo21 Make design choices to manage health and safety risks
context
- cosbedmo21Review and assess health and safety hazards
  Review and assess health and safety hazards
  
  • Clients:
  
  ‐ customers
  
  ‐ owners
  
  ‐ users
  
  ‐ occupiers
  
  • Relevant health and safety regulations:
  
  ‐ CDM regulations and Approved Codes of Practice
  
  ‐ current health, safety and welfare regulations
  
  ‐ Construction and Building Regulations
  
  • Interested parties:
  
  ‐ CDM co-ordinator
  
  ‐ other designers
  
  ‐ specialist advisors
  
  ‐ clients
  
  ‐ facility/asset managers
  
  ‐ construction and construction managers
  
  ‐ contractors and specialist contractors
  
  • Project Stages:
  
  ‐ Stage 4 (Design)
  
  ‐ Stage 5 (Build and Commission)
  
  • Operations and individual activities:
  
  ‐ constructing (infrastructure, structure, building fabric, finishes, services and equipment, landscape)
  
  ‐ using
  
  ‐ cleaning
  
  ‐ maintaining
  
  ‐ altering
  
  ‐ demolition
  
  ‐ commissioning and decommissioning
- cosbedmo21Hazards:
  Hazards:
  
  • falls from height
  
  • slips, trips and falls
  
  • 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
- cosbedmo21Potential consequences:
  Potential consequences:
  
  • injuring people
  
  • causing ill health
  
  • damaging property
  
  • adversely affecting the natural and built environment
  
  • contravening legislative requirements
  
  • litigation and prosecution
  
  • working conditions and circumstances, buildability
- cosbedmo21Assess: likelihood of occurrence severity of harm incurred
  Assess:
  
  • likelihood of occurrence
  
  • severity of harm incurred
- cosbedmo21Risks:
  Risks:
  
  • high
  
  • medium
  
  • low
- cosbedmo21Make design choices to manage health and safety risks
  Make design choices to manage health and safety risks
  
  • Hazards:
  
  ‐ 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
  
  • Developing and modifying:
  
  ‐ planning
  
  ‐ investigation
  
  ‐ verifying competence and resources
  
  ‐ analysis
  
  ‐ identifying interactions
  
  ‐ calculation
  
  ‐ testing
  
  ‐ selecting materials, components and systems
  
  ‐ detailing and specifying
  
  ‐ consideration of costs and benefits (including lifestyle costing)
  
  • Designs:
  
  ‐ infrastructure
  
  ‐ structure
  
  ‐ building fabric
  
  ‐ prefabrication
  
  ‐ finishes
  
  ‐ services and equipment
  
  ‐ landscape
  
  ‐ temporary works
- cosbedmo21Project Stages: Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stages:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbedmo21Measures:
  Measures:
  
  • eliminate
  
  • reduce
  
  • inform
  
  • control
- cosbedmo21Risks: high medium low
  Risks:
  
  • high
  
  • medium
  
  • low
- cosbedmo21Design documentation:
  Design documentation:
  
  • drawings
  
  • specifications
  
  • models
  
  • calculations
  
  • Health and safety plans and files
- cosbedmo21Relevant health and safety regulations and guidelines:
  Relevant health and safety regulations and guidelines:
  
  • CDM regulations and Approved Code of Practice
  
  • current health, safety and welfare regulations
  
  • Construction and Building Regulations
- cosbedmo21Other involved people:
  Other involved people:
  
  • contractors
  
  • operators
  
  • facility/asset managers
  
  • owners
Review and assess health and safety hazards in design development
cosbedmo21 Review and assess health and safety hazards in design development
context
- cosbedmo21Review and assess health and safety hazards
  Review and assess health and safety hazards
  
  • Clients:
  
  ‐ customers
  
  ‐ owners
  
  ‐ users
  
  ‐ occupiers
  
  • Relevant health and safety regulations:
  
  ‐ CDM regulations and Approved Codes of Practice
  
  ‐ current health, safety and welfare regulations
  
  ‐ Construction and Building Regulations
  
  • Interested parties:
  
  ‐ CDM co-ordinator
  
  ‐ other designers
  
  ‐ specialist advisors
  
  ‐ clients
  
  ‐ facility/asset managers
  
  ‐ construction and construction managers
  
  ‐ contractors and specialist contractors
  
  • Project Stages:
  
  ‐ Stage 4 (Design)
  
  ‐ Stage 5 (Build and Commission)
  
  • Operations and individual activities:
  
  ‐ constructing (infrastructure, structure, building fabric, finishes, services and equipment, landscape)
  
  ‐ using
  
  ‐ cleaning
  
  ‐ maintaining
  
  ‐ altering
  
  ‐ demolition
  
  ‐ commissioning and decommissioning
- cosbedmo21Hazards:
  Hazards:
  
  • falls from height
  
  • slips, trips and falls
  
  • 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
- cosbedmo21Potential consequences:
  Potential consequences:
  
  • injuring people
  
  • causing ill health
  
  • damaging property
  
  • adversely affecting the natural and built environment
  
  • contravening legislative requirements
  
  • litigation and prosecution
  
  • working conditions and circumstances, buildability
- cosbedmo21Assess: likelihood of occurrence severity of harm incurred
  Assess:
  
  • likelihood of occurrence
  
  • severity of harm incurred
- cosbedmo21Risks:
  Risks:
  
  • high
  
  • medium
  
  • low
- cosbedmo21Make design choices to manage health and safety risks
  Make design choices to manage health and safety risks
  
  • Hazards:
  
  ‐ 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
  
  • Developing and modifying:
  
  ‐ planning
  
  ‐ investigation
  
  ‐ verifying competence and resources
  
  ‐ analysis
  
  ‐ identifying interactions
  
  ‐ calculation
  
  ‐ testing
  
  ‐ selecting materials, components and systems
  
  ‐ detailing and specifying
  
  ‐ consideration of costs and benefits (including lifestyle costing)
  
  • Designs:
  
  ‐ infrastructure
  
  ‐ structure
  
  ‐ building fabric
  
  ‐ prefabrication
  
  ‐ finishes
  
  ‐ services and equipment
  
  ‐ landscape
  
  ‐ temporary works
- cosbedmo21Project Stages: Stage 4 (Design) Stage 5 (Build and Commission)
  Project Stages:
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
- cosbedmo21Measures:
  Measures:
  
  • eliminate
  
  • reduce
  
  • inform
  
  • control
- cosbedmo21Risks: high medium low
  Risks:
  
  • high
  
  • medium
  
  • low
- cosbedmo21Design documentation:
  Design documentation:
  
  • drawings
  
  • specifications
  
  • models
  
  • calculations
  
  • Health and safety plans and files
- cosbedmo21Relevant health and safety regulations and guidelines:
  Relevant health and safety regulations and guidelines:
  
  • CDM regulations and Approved Code of Practice
  
  • current health, safety and welfare regulations
  
  • Construction and Building Regulations
- cosbedmo21Other involved people:
  Other involved people:
  
  • contractors
  
  • operators
  
  • facility/asset managers
  
  • owners
provide operating and maintenance instructions to users to enable property and services to be operated in an energy efficient manner
cosbime22.1 provide operating and maintenance instructions to users to enable property and services to be operated in an energy efficient manner
context
- cosbime22.1Criteria:
  Criteria:
  
  • carbon dioxide emissions
  
  • u values
  
  • continuity of insulation
  
  • air leakage
  
  • efficiency of heating equipment and controls
  
  • efficiency of lighting
  
  • efficiency of natural/mechanical ventilation
  
  • overheating
- cosbime22.1Property and systems:
  Property and systems:
  
  • new dwellings
  
  • existing dwellings
  
  • condition survey
  
  • energy measurement and assessment tools
- cosbime22.1Gather and record:
  Gather and record:
  
  • design proposals
  
  • measured survey
  
  • condition survey
  
  • energy measurement and assessment tools
- cosbime22.1Information:
  Information:
  
  • building type
  
  • building size and capacity
  
  • current energy usage
  
  • building fabric
  
  • building heating, lighting and ventilation
identify and define any consequent improvements that may be required to meet energy use and control criteria relevant to the type of property and systems
cosbime22.1 identify and define any consequent improvements that may be required to meet energy use and control criteria relevant to the type of property and systems
context
- cosbime22.1Criteria:
  Criteria:
  
  • carbon dioxide emissions
  
  • u values
  
  • continuity of insulation
  
  • air leakage
  
  • efficiency of heating equipment and controls
  
  • efficiency of lighting
  
  • efficiency of natural/mechanical ventilation
  
  • overheating
- cosbime22.1Property and systems:
  Property and systems:
  
  • new dwellings
  
  • existing dwellings
  
  • condition survey
  
  • energy measurement and assessment tools
- cosbime22.1Gather and record:
  Gather and record:
  
  • design proposals
  
  • measured survey
  
  • condition survey
  
  • energy measurement and assessment tools
- cosbime22.1Information:
  Information:
  
  • building type
  
  • building size and capacity
  
  • current energy usage
  
  • building fabric
  
  • building heating, lighting and ventilation
prescribe commissioning procedures and certification necessary for property and systems
cosbime22.1 prescribe commissioning procedures and certification necessary for property and systems
context
- cosbime22.1Criteria:
  Criteria:
  
  • carbon dioxide emissions
  
  • u values
  
  • continuity of insulation
  
  • air leakage
  
  • efficiency of heating equipment and controls
  
  • efficiency of lighting
  
  • efficiency of natural/mechanical ventilation
  
  • overheating
- cosbime22.1Property and systems:
  Property and systems:
  
  • new dwellings
  
  • existing dwellings
  
  • condition survey
  
  • energy measurement and assessment tools
- cosbime22.1Gather and record:
  Gather and record:
  
  • design proposals
  
  • measured survey
  
  • condition survey
  
  • energy measurement and assessment tools
- cosbime22.1Information:
  Information:
  
  • building type
  
  • building size and capacity
  
  • current energy usage
  
  • building fabric
  
  • building heating, lighting and ventilation
review, calculate and specify solutions which meet the criteria for the type of property and systems
cosbime22.1 review, calculate and specify solutions which meet the criteria for the type of property and systems
context
- cosbime22.1Criteria:
  Criteria:
  
  • carbon dioxide emissions
  
  • u values
  
  • continuity of insulation
  
  • air leakage
  
  • efficiency of heating equipment and controls
  
  • efficiency of lighting
  
  • efficiency of natural/mechanical ventilation
  
  • overheating
- cosbime22.1Property and systems:
  Property and systems:
  
  • new dwellings
  
  • existing dwellings
  
  • condition survey
  
  • energy measurement and assessment tools
- cosbime22.1Gather and record:
  Gather and record:
  
  • design proposals
  
  • measured survey
  
  • condition survey
  
  • energy measurement and assessment tools
- cosbime22.1Information:
  Information:
  
  • building type
  
  • building size and capacity
  
  • current energy usage
  
  • building fabric
  
  • building heating, lighting and ventilation
gather and record the information on property and systems necessary to assess energy use
cosbime22.1 gather and record the information on property and systems necessary to assess energy use
context
- cosbime22.1Criteria:
  Criteria:
  
  • carbon dioxide emissions
  
  • u values
  
  • continuity of insulation
  
  • air leakage
  
  • efficiency of heating equipment and controls
  
  • efficiency of lighting
  
  • efficiency of natural/mechanical ventilation
  
  • overheating
- cosbime22.1Property and systems:
  Property and systems:
  
  • new dwellings
  
  • existing dwellings
  
  • condition survey
  
  • energy measurement and assessment tools
- cosbime22.1Gather and record:
  Gather and record:
  
  • design proposals
  
  • measured survey
  
  • condition survey
  
  • energy measurement and assessment tools
- cosbime22.1Information:
  Information:
  
  • building type
  
  • building size and capacity
  
  • current energy usage
  
  • building fabric
  
  • building heating, lighting and ventilation
review legislative requirements in order to identify the energy use and control criteria relevant to the type of property and systems
cosbime22.1 review legislative requirements in order to identify the energy use and control criteria relevant to the type of property and systems
context
- cosbime22.1Criteria:
  Criteria:
  
  • carbon dioxide emissions
  
  • u values
  
  • continuity of insulation
  
  • air leakage
  
  • efficiency of heating equipment and controls
  
  • efficiency of lighting
  
  • efficiency of natural/mechanical ventilation
  
  • overheating
- cosbime22.1Property and systems:
  Property and systems:
  
  • new dwellings
  
  • existing dwellings
  
  • condition survey
  
  • energy measurement and assessment tools
- cosbime22.1Gather and record:
  Gather and record:
  
  • design proposals
  
  • measured survey
  
  • condition survey
  
  • energy measurement and assessment tools
- cosbime22.1Information:
  Information:
  
  • building type
  
  • building size and capacity
  
  • current energy usage
  
  • building fabric
  
  • building heating, lighting and ventilation
Exchange information and present advice on technical issues 1 obtain and evaluate information which is sufficiently detailed for the purpose 2 present technical information and advice which is complete, summarised accurately and relevant to technical issues 3 present technical recommendations and judgements which are clear, accurate and valid, and which represent the best advice possible, given the information and resources available 4 give technical instructions and guidance which are likely to be understood by the people who will follow them 5 present technical recommendations and judgements using a style of communication which is appropriate to the people receiving information and advice 6 adapt and modify the presentation of technical recommendations and judgements where people have difficulties understanding them
COSCSMO03 Exchange information and present advice on technical issues 1 obtain and evaluate information which is sufficiently detailed for the purpose 2 present technical information and advice which is complete, summarised accurately and relevant to technical issues 3 present technical recommendations and judgements which are clear, accurate and valid, and which represent the best advice possible, given the information and resources available 4 give technical instructions and guidance which are likely to be understood by the people who will follow them 5 present technical recommendations and judgements using a style of communication which is appropriate to the people receiving information and advice 6 adapt and modify the presentation of technical recommendations and judgements where people have difficulties understanding them
context
- COSCSMO03Exchange information and present advice on technical issues
  Exchange information and present advice on technical issues
  
  • Purpose:
  
  ‐ sharing experience
  
  ‐ issuing instructions
  
  ‐ making judgements
  
  ‐ increasing understanding
  
  ‐ implementing a solution
  
  ‐ dealing with confrontation
  
  ‐ negotiation
  
  • Present:
  
  ‐ orally
  
  ‐ in writing
  
  ‐ graphically
  
  ‐ electronically
  
  • Technical recommendations and judgements include:
  
  ‐ realistic estimates of the implications of other options which have been considered
  
  ‐ clear descriptions of the information sources consulted
  
  ‐ the analysis techniques applied
  
  ‐ the criteria used for making evaluations and reaching justifiable conclusions
  
  • People receiving information and advice:
  
  ‐ peers and other related occupations
  
  ‐ clients and customers
  
  ‐ technical and non-technical team members
  
  ‐ craftspeople and operatives
  
  ‐ senior and junior colleagues
  
  ‐ members of the public
  
  ‐ people with individual needs
- COSCSMO03Resolve complex indeterminate situations
  Resolve complex indeterminate situations
  
  • Information:
  
  ‐ project information
  
  ‐ own experience and practice
  
  ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
  
  ‐ published research
  
  ‐ other colleagues and specialists
  
  ‐ continuing professional development
  
  • Reflect:
  
  ‐ comparison between previous cases and the current situation
  
  ‐ the outcomes required
  
  ‐ known and anticipated limitations and opportunities
- COSCSMO03Practice within an ethical framework
  Practice within an ethical framework
  
  • Conflicts of interest:
  
  ‐ actions which may mislead other individuals
  
  ‐ offers which involve the financial interest of the practitioner
  
  ‐ giving unfair advantage to the practitioner's family or friends
  
  ‐ as defined by legislation
  
  • Ethical standards and recognised good practice:
  
  ‐ personal beliefs
  
  ‐ mandatory ethical codes of practice within the occupation, discipline or organisation
  
  ‐ national and international statute law
  
  ‐ national and international voluntary codes of practice and guidance
  
  • Systems:
  
  ‐ organisational policies
  
  ‐ indemnity insurance
  
  ‐ guarantees
  
  ‐ contract conditions
  
  ‐ bonds
discuss the whole life costs and low carbon costs with stakeholders and select and agree the most viable options
cosbimb51.4 discuss the whole life costs and low carbon costs with stakeholders and select and agree the most viable options
context
- cosbimb51.4Energy goals and priorities:
  Energy goals and priorities:
  
  • energy sources and infrastructure
  
  • energy consumption
  
  • low carbon targets
  
  • use of renewable resources
  
  • use of non-renewable resources
  
  • energy reduction programmes
  
  • heat recovery and re-use energy efficient technologies
  
  • energy efficient practices
  
  • grey water usage
- cosbimb51.4 cosbedmc02 cosbimb51.1 cosbimb51.2Project Stage:
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb51.4Stakeholders:
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants;
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb51.4Whole life costs and low carbon cost:
  Whole life costs and low carbon cost:
  
  • energy sources and infrastructure
  
  • design stage
  
  • materials and components (including embodied energy)
  
  • construction and installation
  
  • energy use (space heating, space cooling/ventilation, hot water, grey water lighting, power for equipment)
  
  • grey water
  
  • operations/maintenance
  
  • demolition/decommissioning
- cosbimb51.4Assess and quantify
  Assess and quantify
  
  • cost benefit analysis
  
  • whole life
  
  • life cycle costing
  
  • lifetime impact modelling
  
  • in-use asset performance
  
  • carbon accounting
  
  • value management feasibility studies
  
  • elemental cost planning
  
  • risk management
  
  • cost effective out-performance of statutory requirements
  
  • decision tools for passive/active systems
  
  • model costs of alternative designs
- cosbimb51.4Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • simulation
summarise and present clearly and accurately the whole life costs and low carbon costs
cosbimb51.4 summarise and present clearly and accurately the whole life costs and low carbon costs
context
- cosbimb51.4Energy goals and priorities:
  Energy goals and priorities:
  
  • energy sources and infrastructure
  
  • energy consumption
  
  • low carbon targets
  
  • use of renewable resources
  
  • use of non-renewable resources
  
  • energy reduction programmes
  
  • heat recovery and re-use energy efficient technologies
  
  • energy efficient practices
  
  • grey water usage
- cosbimb51.4 cosbedmc02 cosbimb51.1 cosbimb51.2Project Stage:
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb51.4Stakeholders:
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants;
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb51.4Whole life costs and low carbon cost:
  Whole life costs and low carbon cost:
  
  • energy sources and infrastructure
  
  • design stage
  
  • materials and components (including embodied energy)
  
  • construction and installation
  
  • energy use (space heating, space cooling/ventilation, hot water, grey water lighting, power for equipment)
  
  • grey water
  
  • operations/maintenance
  
  • demolition/decommissioning
- cosbimb51.4Assess and quantify
  Assess and quantify
  
  • cost benefit analysis
  
  • whole life
  
  • life cycle costing
  
  • lifetime impact modelling
  
  • in-use asset performance
  
  • carbon accounting
  
  • value management feasibility studies
  
  • elemental cost planning
  
  • risk management
  
  • cost effective out-performance of statutory requirements
  
  • decision tools for passive/active systems
  
  • model costs of alternative designs
- cosbimb51.4Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • simulation
Develop a procurement programme
cosccomo10 Develop a procurement programme
context
- cosccomo10Develop a schedule of works
  Develop a schedule of works
  
  • Schedules:
  
  ‐ schedules of rates
  
  ‐ schedules of works materials, building elements and components, finishes
  
  ‐ Health and Safety Plan
  
  ‐ archiving
  
  ‐ cutting sheets and requisitions
  
  • Project needs:
  
  ‐ time
  
  ‐ cost
  
  ‐ quality objectives
  
  • Services:
  
  ‐ design (including management services)
  
  ‐ materials
  
  ‐ construction (e.g. buildings, roads, motorways, railways, civil engineering works and all infrastructure projects)
  
  ‐ plant and equipment
  
  ‐ people
  
  ‐ manufacturing
  
  • Present:
  
  ‐ orally
  
  ‐ in writing
  
  ‐ graphically
  
  ‐ electronically
  
  • Inconsistencies and unacceptable variations:
  
  ‐ working arrangements
  
  ‐ staging of payments
  
  ‐ schedule of deliveries
  
  ‐ obligations to third parties
- cosccomo10statutory obligations and approvals
  statutory obligations and approvals
- cosccomo10Register and records:
  Register and records:
  
  • electronic
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
- cosccomo10Checks and approvals cover:
  Checks and approvals cover:
  
  • format
  
  • presentation
  
  • accuracy (including balancing checks)
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents and information
  
  • spelling, grammar and punctuation
  
  • status
  
  • positioning
  
  • shape
  
  • dimensions
  
  • tolerances
  
  • composition
  
  • fixing
  
  • annotation
  
  • symbols and conventions
  
  • co-ordination
  
  • non-duplication
  
  • validation of measurements
  
  • revision control
- cosccomo10Resources:
  Resources:
  
  • information (including documents and drawings)
  
  • labour, plant and equipment, materials
  
  • services
  
  • finance including cash flow
- cosccomo10Procurement programme for:
  Procurement programme for:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
- cosccomo10Project stage
  Project stage
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosccomo10Inconsistencies and unacceptable variations:
  Inconsistencies and unacceptable variations:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
- cosccomo10Overall programme:
  Overall programme:
  
  • clients' overall timescale and requirements
  
  • tender and contract activities
  
  • key dates for long delivery items
Develop a schedule of works
cosccomo10 Develop a schedule of works
context
- cosccomo10Develop a schedule of works
  Develop a schedule of works
  
  • Schedules:
  
  ‐ schedules of rates
  
  ‐ schedules of works materials, building elements and components, finishes
  
  ‐ Health and Safety Plan
  
  ‐ archiving
  
  ‐ cutting sheets and requisitions
  
  • Project needs:
  
  ‐ time
  
  ‐ cost
  
  ‐ quality objectives
  
  • Services:
  
  ‐ design (including management services)
  
  ‐ materials
  
  ‐ construction (e.g. buildings, roads, motorways, railways, civil engineering works and all infrastructure projects)
  
  ‐ plant and equipment
  
  ‐ people
  
  ‐ manufacturing
  
  • Present:
  
  ‐ orally
  
  ‐ in writing
  
  ‐ graphically
  
  ‐ electronically
  
  • Inconsistencies and unacceptable variations:
  
  ‐ working arrangements
  
  ‐ staging of payments
  
  ‐ schedule of deliveries
  
  ‐ obligations to third parties
- cosccomo10statutory obligations and approvals
  statutory obligations and approvals
- cosccomo10Register and records:
  Register and records:
  
  • electronic
  
  • incoming and outgoing information and document registers
  
  • records of information and document approval and revision
  
  • quality assurance documentation
- cosccomo10Checks and approvals cover:
  Checks and approvals cover:
  
  • format
  
  • presentation
  
  • accuracy (including balancing checks)
  
  • technical content
  
  • completeness
  
  • referencing
  
  • cross-referencing and correlation with associated documents and information
  
  • spelling, grammar and punctuation
  
  • status
  
  • positioning
  
  • shape
  
  • dimensions
  
  • tolerances
  
  • composition
  
  • fixing
  
  • annotation
  
  • symbols and conventions
  
  • co-ordination
  
  • non-duplication
  
  • validation of measurements
  
  • revision control
- cosccomo10Resources:
  Resources:
  
  • information (including documents and drawings)
  
  • labour, plant and equipment, materials
  
  • services
  
  • finance including cash flow
- cosccomo10Procurement programme for:
  Procurement programme for:
  
  • principal contractors
  
  • sub/works/trade contractors
  
  • suppliers
  
  • consultants
- cosccomo10Project stage
  Project stage
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
  
  • Stage 4 (Design)
  
  • Stage 5 (Build and Commission)
  
  • Stage 6 (Handover and Closeout)
- cosccomo10Inconsistencies and unacceptable variations:
  Inconsistencies and unacceptable variations:
  
  • working arrangements
  
  • staging of payments
  
  • schedule of deliveries
  
  • obligations to third parties
  
  • statutory obligations and approvals
- cosccomo10Overall programme:
  Overall programme:
  
  • clients' overall timescale and requirements
  
  • tender and contract activities
  
  • key dates for long delivery items
review and present the potential whole life costs and low carbon cost of the project from available design and development information
cosbimb51.4 review and present the potential whole life costs and low carbon cost of the project from available design and development information
context
- cosbimb51.4Energy goals and priorities:
  Energy goals and priorities:
  
  • energy sources and infrastructure
  
  • energy consumption
  
  • low carbon targets
  
  • use of renewable resources
  
  • use of non-renewable resources
  
  • energy reduction programmes
  
  • heat recovery and re-use energy efficient technologies
  
  • energy efficient practices
  
  • grey water usage
- cosbimb51.4 cosbedmc02 cosbimb51.1 cosbimb51.2Project Stage:
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb51.4Stakeholders:
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants;
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb51.4Whole life costs and low carbon cost:
  Whole life costs and low carbon cost:
  
  • energy sources and infrastructure
  
  • design stage
  
  • materials and components (including embodied energy)
  
  • construction and installation
  
  • energy use (space heating, space cooling/ventilation, hot water, grey water lighting, power for equipment)
  
  • grey water
  
  • operations/maintenance
  
  • demolition/decommissioning
- cosbimb51.4Assess and quantify
  Assess and quantify
  
  • cost benefit analysis
  
  • whole life
  
  • life cycle costing
  
  • lifetime impact modelling
  
  • in-use asset performance
  
  • carbon accounting
  
  • value management feasibility studies
  
  • elemental cost planning
  
  • risk management
  
  • cost effective out-performance of statutory requirements
  
  • decision tools for passive/active systems
  
  • model costs of alternative designs
- cosbimb51.4Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • simulation
confirm assumptions about cost elements, alternative designs, construction, services, financing and use options for the project stage with stakeholders
cosbimb51.4 confirm assumptions about cost elements, alternative designs, construction, services, financing and use options for the project stage with stakeholders
context
- cosbimb51.4Energy goals and priorities:
  Energy goals and priorities:
  
  • energy sources and infrastructure
  
  • energy consumption
  
  • low carbon targets
  
  • use of renewable resources
  
  • use of non-renewable resources
  
  • energy reduction programmes
  
  • heat recovery and re-use energy efficient technologies
  
  • energy efficient practices
  
  • grey water usage
- cosbimb51.4 cosbedmc02 cosbimb51.1 cosbimb51.2Project Stage:
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb51.4Stakeholders:
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants;
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb51.4Whole life costs and low carbon cost:
  Whole life costs and low carbon cost:
  
  • energy sources and infrastructure
  
  • design stage
  
  • materials and components (including embodied energy)
  
  • construction and installation
  
  • energy use (space heating, space cooling/ventilation, hot water, grey water lighting, power for equipment)
  
  • grey water
  
  • operations/maintenance
  
  • demolition/decommissioning
- cosbimb51.4Assess and quantify
  Assess and quantify
  
  • cost benefit analysis
  
  • whole life
  
  • life cycle costing
  
  • lifetime impact modelling
  
  • in-use asset performance
  
  • carbon accounting
  
  • value management feasibility studies
  
  • elemental cost planning
  
  • risk management
  
  • cost effective out-performance of statutory requirements
  
  • decision tools for passive/active systems
  
  • model costs of alternative designs
- cosbimb51.4Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • simulation
confirm energy goals and priorities for the project, both currently and in the future
cosbimb51.4 confirm energy goals and priorities for the project, both currently and in the future
context
- cosbimb51.4Energy goals and priorities:
  Energy goals and priorities:
  
  • energy sources and infrastructure
  
  • energy consumption
  
  • low carbon targets
  
  • use of renewable resources
  
  • use of non-renewable resources
  
  • energy reduction programmes
  
  • heat recovery and re-use energy efficient technologies
  
  • energy efficient practices
  
  • grey water usage
- cosbimb51.4 cosbedmc02 cosbimb51.1 cosbimb51.2Project Stage:
  Project Stage:
  
  • Stage 0 (Strategy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb51.4Stakeholders:
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants;
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb51.4Whole life costs and low carbon cost:
  Whole life costs and low carbon cost:
  
  • energy sources and infrastructure
  
  • design stage
  
  • materials and components (including embodied energy)
  
  • construction and installation
  
  • energy use (space heating, space cooling/ventilation, hot water, grey water lighting, power for equipment)
  
  • grey water
  
  • operations/maintenance
  
  • demolition/decommissioning
- cosbimb51.4Assess and quantify
  Assess and quantify
  
  • cost benefit analysis
  
  • whole life
  
  • life cycle costing
  
  • lifetime impact modelling
  
  • in-use asset performance
  
  • carbon accounting
  
  • value management feasibility studies
  
  • elemental cost planning
  
  • risk management
  
  • cost effective out-performance of statutory requirements
  
  • decision tools for passive/active systems
  
  • model costs of alternative designs
- cosbimb51.4Present:
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
  
  • simulation
assemble any supporting data which is relevant to the study, but which is not included in the report, storing it safely and index it clearly for future reference
cosbedmo10 assemble any supporting data which is relevant to the study, but which is not included in the report, storing it safely and index it clearly for future reference
context
- cosbedmo10Identify survey and investigation requirements
  Identify survey and investigation requirements
  
  • Factors:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Survey and investigation:
  
  ‐ visual
  
  ‐ measured
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Existing information:
  
  ‐ photographs (including aerial photographs)
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ surveys
  
  ‐ archive records
  
  ‐ legal documents
  
  • Sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owners
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities
  
  ‐ public utilities
  
  ‐ government departments
  
  ‐ public and specialist libraries and archives
- cosbedmo10Investigate and evaluate development factors, likely problems and potential solutions
  Investigate and evaluate development factors, likely problems and potential solutions
  
  • Survey and investigation:
  
  ‐ visual
  
  ‐ measured
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owners
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities
  
  ‐ public utilities
  
  ‐ government departments
  
  ‐ public and specialist libraries and archives
  
  • Data:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ archive records
  
  ‐ legal documents
  
  ‐ surveys
  
  • Factors:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
- cosbedmo10Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
  
  • physical and technical constraints
  
  • health and safety
  
  • anticipated development timetable
  
  • environmental quality and sustainability
  
  • standardisation
- cosbedmo10Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbedmo10Stakeholders:
  Stakeholders:
  
  • client
  
  • owners
  
  • occupiers
  
  • community and special interest groups
  
  • planning authorities
  
  • regulatory authorities
state clearly the authority for assumptions and projections used in the report
cosbedmo10 cosccomo05 state clearly the authority for assumptions and projections used in the report
context
- cosbedmo10Identify survey and investigation requirements
  Identify survey and investigation requirements
  
  • Factors:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Survey and investigation:
  
  ‐ visual
  
  ‐ measured
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Existing information:
  
  ‐ photographs (including aerial photographs)
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ surveys
  
  ‐ archive records
  
  ‐ legal documents
  
  • Sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owners
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities
  
  ‐ public utilities
  
  ‐ government departments
  
  ‐ public and specialist libraries and archives
- cosbedmo10Investigate and evaluate development factors, likely problems and potential solutions
  Investigate and evaluate development factors, likely problems and potential solutions
  
  • Survey and investigation:
  
  ‐ visual
  
  ‐ measured
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owners
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities
  
  ‐ public utilities
  
  ‐ government departments
  
  ‐ public and specialist libraries and archives
  
  • Data:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ archive records
  
  ‐ legal documents
  
  ‐ surveys
  
  • Factors:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
- cosbedmo10Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
  
  • physical and technical constraints
  
  • health and safety
  
  • anticipated development timetable
  
  • environmental quality and sustainability
  
  • standardisation
- cosbedmo10Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbedmo10Stakeholders:
  Stakeholders:
  
  • client
  
  • owners
  
  • occupiers
  
  • community and special interest groups
  
  • planning authorities
  
  • regulatory authorities
present accurate findings which are unambiguous, which clearly describe all the important factors, and which detail the implications for each development option, and in a format which is suitable for circulation and discussion with stakeholders
cosbedmo10 present accurate findings which are unambiguous, which clearly describe all the important factors, and which detail the implications for each development option, and in a format which is suitable for circulation and discussion with stakeholders
context
- cosbedmo10Identify survey and investigation requirements
  Identify survey and investigation requirements
  
  • Factors:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Survey and investigation:
  
  ‐ visual
  
  ‐ measured
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Existing information:
  
  ‐ photographs (including aerial photographs)
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ surveys
  
  ‐ archive records
  
  ‐ legal documents
  
  • Sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owners
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities
  
  ‐ public utilities
  
  ‐ government departments
  
  ‐ public and specialist libraries and archives
- cosbedmo10Investigate and evaluate development factors, likely problems and potential solutions
  Investigate and evaluate development factors, likely problems and potential solutions
  
  • Survey and investigation:
  
  ‐ visual
  
  ‐ measured
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owners
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities
  
  ‐ public utilities
  
  ‐ government departments
  
  ‐ public and specialist libraries and archives
  
  • Data:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ archive records
  
  ‐ legal documents
  
  ‐ surveys
  
  • Factors:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
- cosbedmo10Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
  
  • physical and technical constraints
  
  • health and safety
  
  • anticipated development timetable
  
  • environmental quality and sustainability
  
  • standardisation
- cosbedmo10Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbedmo10Stakeholders:
  Stakeholders:
  
  • client
  
  • owners
  
  • occupiers
  
  • community and special interest groups
  
  • planning authorities
  
  • regulatory authorities
identify and assess previous solutions which are similar to the current circumstances to see whether they are relevant and useful
cosbedmo10 cosccomo05 identify and assess previous solutions which are similar to the current circumstances to see whether they are relevant and useful
context
- cosbedmo10Identify survey and investigation requirements
  Identify survey and investigation requirements
  
  • Factors:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Survey and investigation:
  
  ‐ visual
  
  ‐ measured
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Existing information:
  
  ‐ photographs (including aerial photographs)
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ surveys
  
  ‐ archive records
  
  ‐ legal documents
  
  • Sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owners
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities
  
  ‐ public utilities
  
  ‐ government departments
  
  ‐ public and specialist libraries and archives
- cosbedmo10Investigate and evaluate development factors, likely problems and potential solutions
  Investigate and evaluate development factors, likely problems and potential solutions
  
  • Survey and investigation:
  
  ‐ visual
  
  ‐ measured
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owners
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities
  
  ‐ public utilities
  
  ‐ government departments
  
  ‐ public and specialist libraries and archives
  
  • Data:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ archive records
  
  ‐ legal documents
  
  ‐ surveys
  
  • Factors:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
- cosbedmo10Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
  
  • physical and technical constraints
  
  • health and safety
  
  • anticipated development timetable
  
  • environmental quality and sustainability
  
  • standardisation
- cosbedmo10Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbedmo10Stakeholders:
  Stakeholders:
  
  • client
  
  • owners
  
  • occupiers
  
  • community and special interest groups
  
  • planning authorities
  
  • regulatory authorities
Investigate and evaluate development factors, likely problems and potential solutions
cosbedmo10 Investigate and evaluate development factors, likely problems and potential solutions
context
- cosbedmo10Identify survey and investigation requirements
  Identify survey and investigation requirements
  
  • Factors:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Survey and investigation:
  
  ‐ visual
  
  ‐ measured
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Existing information:
  
  ‐ photographs (including aerial photographs)
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ surveys
  
  ‐ archive records
  
  ‐ legal documents
  
  • Sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owners
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities
  
  ‐ public utilities
  
  ‐ government departments
  
  ‐ public and specialist libraries and archives
- cosbedmo10Investigate and evaluate development factors, likely problems and potential solutions
  Investigate and evaluate development factors, likely problems and potential solutions
  
  • Survey and investigation:
  
  ‐ visual
  
  ‐ measured
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owners
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities
  
  ‐ public utilities
  
  ‐ government departments
  
  ‐ public and specialist libraries and archives
  
  • Data:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ archive records
  
  ‐ legal documents
  
  ‐ surveys
  
  • Factors:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
- cosbedmo10Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
  
  • physical and technical constraints
  
  • health and safety
  
  • anticipated development timetable
  
  • environmental quality and sustainability
  
  • standardisation
- cosbedmo10Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbedmo10Stakeholders:
  Stakeholders:
  
  • client
  
  • owners
  
  • occupiers
  
  • community and special interest groups
  
  • planning authorities
  
  • regulatory authorities
Identify survey and investigation requirements
cosbedmo10 Identify survey and investigation requirements
context
- cosbedmo10Identify survey and investigation requirements
  Identify survey and investigation requirements
  
  • Factors:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Survey and investigation:
  
  ‐ visual
  
  ‐ measured
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Existing information:
  
  ‐ photographs (including aerial photographs)
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ surveys
  
  ‐ archive records
  
  ‐ legal documents
  
  • Sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owners
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities
  
  ‐ public utilities
  
  ‐ government departments
  
  ‐ public and specialist libraries and archives
- cosbedmo10Investigate and evaluate development factors, likely problems and potential solutions
  Investigate and evaluate development factors, likely problems and potential solutions
  
  • Survey and investigation:
  
  ‐ visual
  
  ‐ measured
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owners
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities
  
  ‐ public utilities
  
  ‐ government departments
  
  ‐ public and specialist libraries and archives
  
  • Data:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ archive records
  
  ‐ legal documents
  
  ‐ surveys
  
  • Factors:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
- cosbedmo10Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
  
  • physical and technical constraints
  
  • health and safety
  
  • anticipated development timetable
  
  • environmental quality and sustainability
  
  • standardisation
- cosbedmo10Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
- cosbedmo10Stakeholders:
  Stakeholders:
  
  • client
  
  • owners
  
  • occupiers
  
  • community and special interest groups
  
  • planning authorities
  
  • regulatory authorities
identify and agree assumptions about cost elements, alternative designs, construction, services, financing and use options for the project with stakeholders appropriate to the project stage
cosbimb51.3 identify and agree assumptions about cost elements, alternative designs, construction, services, financing and use options for the project with stakeholders appropriate to the project stage
context
- cosbimb51.3 cosbimb53.3 cosbimb53.1 cosbimb53.2Stakeholders:
  Stakeholders:
  
  • the client
  
  • financial advisers
  
  • consultants
  
  • potential contractors
  
  • potential subcontractors and suppliers
  
  • potential investors
  
  • partners in the development programme
  
  • facilities/asset managers
- cosbimb51.3Project Stage:
  Project Stage:
  
  • Stage 0 (Stragegy)
  
  • Stage 1 (Brief)
  
  • Stage 2 (Concept)
  
  • Stage 3 (Definition)
- cosbimb51.3Methods:
  Methods:
  
  • cost benefit analysis
  
  • whole life
  
  • life cycle costing
  
  • value management
  
  • feasibility studies
  
  • elemental cost planning
- cosbimb51.3Factors:
  Factors:
  
  • level of confidence/risk in design information refinement
  
  • quality
  
  • scheduling
  
  • whole-life costs
  
  • residual costs
  
  • scale
  
  • location
  
  • use and flexibility of use
  
  • projected planned life
  
  • land costs (including environmental value)
  
  • capital construction costs
  
  • procurement type
  
  • health and safety costs
  
  • capital financing models and costs
  
  • maintenance costs
  
  • business/investment risk
  
  • water use
  
  • energy costs
  
  • technologies and materials consistent with sustainability principles
  
  • optimise material use
  
  • costs in use
  
  • income from rentals
  
  • residual value of site
  
  • residual value of structures
  
  • residual value of salvageable materials and equipment
  
  • costs of returning site to original use
  
  • project organisation costs
  
  • maximise environmental and ecological benefits
  
  • community benefits
  
  • low carbon (capital and in-use)
  
  • value management
  
  • risk management
  
  • cost effective out-performance of statutory requirements
Prepare and agree compensation events and entitlement for reimbursement for loss and expense
cosccomo18 Prepare and agree compensation events and entitlement for reimbursement for loss and expense
context
- cosccomo18Prepare and agree interim valuations and final accounts
  Prepare and agree interim valuations and final accounts
  
  • Value work in progress:
  
  ‐ measure quantities
  
  ‐ suppliers' and sub-contractors' accounts and variations
  
  ‐ project records
  
  ‐ inspection of works
  
  ‐ agreed variations
  
  ‐ by invoice
  
  • Contract - type:
  
  ‐ main contract
  
  ‐ sub-contract
  
  • Valuations and accounts:
  
  ‐ interim payment
  
  ‐ final accounts
  
  • Variations:
  
  ‐ costs
  
  ‐ quantity
  
  ‐ quality
  
  ‐ Programme
- cosccomo18Prepare and agree compensation events and entitlement for reimbursement for loss and expense
  Prepare and agree compensation events and entitlement for reimbursement for loss and expense
  
  • Entitlement - resulting from:
  
  ‐ measurement
  
  ‐ valuation of variations
  
  ‐ liability for costs
  
  ‐ loss and expense arising from breaches of contract
  
  ‐ extensions of time
  
  ‐ damages arising from extra-contractual consideration
  
  • Contract - type:
  
  • main contractors
  
  ‐ sub-contract
  
  • Expert opinion:
  
  ‐ legal
  
  ‐ technical
  
  • Information sources:
  
  ‐ records of executed work
  
  ‐ day work
  
  ‐ records of meetings
  
  ‐ contract documents e.g. specifications, quantities, drawings
  
  ‐ revised contract documents
  
  ‐ variations issued
  
  ‐ site records including photographs
  
  ‐ agreed rates of payment
  
  ‐ agreed method of calculation
  
  ‐ legislative change e.g. tax and NI payments, minimum wage, VAT
  
  ‐ company accounts
  
  • Analyse:
  
  ‐ claimants' analysis
  
  ‐ respondents' analysis
Prepare and agree interim valuations and final accounts
cosccomo18 Prepare and agree interim valuations and final accounts
context
- cosccomo18Prepare and agree interim valuations and final accounts
  Prepare and agree interim valuations and final accounts
  
  • Value work in progress:
  
  ‐ measure quantities
  
  ‐ suppliers' and sub-contractors' accounts and variations
  
  ‐ project records
  
  ‐ inspection of works
  
  ‐ agreed variations
  
  ‐ by invoice
  
  • Contract - type:
  
  ‐ main contract
  
  ‐ sub-contract
  
  • Valuations and accounts:
  
  ‐ interim payment
  
  ‐ final accounts
  
  • Variations:
  
  ‐ costs
  
  ‐ quantity
  
  ‐ quality
  
  ‐ Programme
- cosccomo18Prepare and agree compensation events and entitlement for reimbursement for loss and expense
  Prepare and agree compensation events and entitlement for reimbursement for loss and expense
  
  • Entitlement - resulting from:
  
  ‐ measurement
  
  ‐ valuation of variations
  
  ‐ liability for costs
  
  ‐ loss and expense arising from breaches of contract
  
  ‐ extensions of time
  
  ‐ damages arising from extra-contractual consideration
  
  • Contract - type:
  
  • main contractors
  
  ‐ sub-contract
  
  • Expert opinion:
  
  ‐ legal
  
  ‐ technical
  
  • Information sources:
  
  ‐ records of executed work
  
  ‐ day work
  
  ‐ records of meetings
  
  ‐ contract documents e.g. specifications, quantities, drawings
  
  ‐ revised contract documents
  
  ‐ variations issued
  
  ‐ site records including photographs
  
  ‐ agreed rates of payment
  
  ‐ agreed method of calculation
  
  ‐ legislative change e.g. tax and NI payments, minimum wage, VAT
  
  ‐ company accounts
  
  • Analyse:
  
  ‐ claimants' analysis
  
  ‐ respondents' analysis
Assess the environmental impact of development options
cosbedmo05 Assess the environmental impact of development options
context
- cosbedmo05Investigate and evaluate development options
  Investigate and evaluate development options
  
  • Goals and priorities:
  
  ‐ security
  
  ‐ health and safety
  
  ‐ quantity
  
  ‐ quality (including design)
  
  ‐ time
  
  ‐ whole life costs
  
  ‐ environmental
  
  ‐ sustainability
  
  ‐ return on investment
  
  ‐ function
  
  ‐ performance
  
  • Development options:
  
  ‐ new build
  
  ‐ adaptation
  
  ‐ alteration
  
  ‐ refurbishment
  
  ‐ relocation
  
  ‐ not carrying out the proposal
  
  • Economic factors and resources:
  
  ‐ finance
  
  ‐ taxation
  
  ‐ workforce
  
  ‐ raw materials
  
  ‐ manufactured systems and components
  
  ‐ energy
  
  • Environmental and ecological factors:
  
  ‐ natural resources
  
  ‐ emissions
  
  ‐ effluent
  
  ‐ waste
  
  ‐ the effects of climate
- cosbedmo05Stakeholder views:
  Stakeholder views:
  
  • client
  
  • users
- cosbedmo05Assess the environmental impact of development options
  Assess the environmental impact of development options
  
  • Requirements:
  
  ‐ community
  
  ‐ meeting social and community obligations
  
  ‐ meeting legal and regulatory obligations
  
  ‐ considering significant environmental issues and effects
  
  • Development options:
  
  ‐ new build
  
  ‐ adaptation
  
  ‐ alteration
  
  ‐ refurbishment
  
  ‐ relocation
  
  ‐ not carrying out the proposal
  
  • Factors:
  
  ‐ social
  
  ‐ cultural
  
  ‐ economic
  
  ‐ political
  
  ‐ legal
  
  ‐ use
  
  ‐ timescale
  
  ‐ environmental
  
  ‐ sustainability
  
  ‐ accessibility
  
  ‐ health and safety
  
  • Relevant data:
  
  ‐ baseline information
  
  ‐ survey information
  
  ‐ standards
  
  ‐ legal, regulatory and policy requirements
  
  ‐ historical
- cosbedmo05Alternative solutions:
  Alternative solutions:
  
  • different locations
  
  • different layouts
  
  • extending the use of existing resources
  
  • use of alternative resources
  
  • changes to implementation and phasing
Investigate and evaluate development options
cosbedmo05 Investigate and evaluate development options
context
- cosbedmo05Investigate and evaluate development options
  Investigate and evaluate development options
  
  • Goals and priorities:
  
  ‐ security
  
  ‐ health and safety
  
  ‐ quantity
  
  ‐ quality (including design)
  
  ‐ time
  
  ‐ whole life costs
  
  ‐ environmental
  
  ‐ sustainability
  
  ‐ return on investment
  
  ‐ function
  
  ‐ performance
  
  • Development options:
  
  ‐ new build
  
  ‐ adaptation
  
  ‐ alteration
  
  ‐ refurbishment
  
  ‐ relocation
  
  ‐ not carrying out the proposal
  
  • Economic factors and resources:
  
  ‐ finance
  
  ‐ taxation
  
  ‐ workforce
  
  ‐ raw materials
  
  ‐ manufactured systems and components
  
  ‐ energy
  
  • Environmental and ecological factors:
  
  ‐ natural resources
  
  ‐ emissions
  
  ‐ effluent
  
  ‐ waste
  
  ‐ the effects of climate
- cosbedmo05Stakeholder views:
  Stakeholder views:
  
  • client
  
  • users
- cosbedmo05Assess the environmental impact of development options
  Assess the environmental impact of development options
  
  • Requirements:
  
  ‐ community
  
  ‐ meeting social and community obligations
  
  ‐ meeting legal and regulatory obligations
  
  ‐ considering significant environmental issues and effects
  
  • Development options:
  
  ‐ new build
  
  ‐ adaptation
  
  ‐ alteration
  
  ‐ refurbishment
  
  ‐ relocation
  
  ‐ not carrying out the proposal
  
  • Factors:
  
  ‐ social
  
  ‐ cultural
  
  ‐ economic
  
  ‐ political
  
  ‐ legal
  
  ‐ use
  
  ‐ timescale
  
  ‐ environmental
  
  ‐ sustainability
  
  ‐ accessibility
  
  ‐ health and safety
  
  • Relevant data:
  
  ‐ baseline information
  
  ‐ survey information
  
  ‐ standards
  
  ‐ legal, regulatory and policy requirements
  
  ‐ historical
- cosbedmo05Alternative solutions:
  Alternative solutions:
  
  • different locations
  
  • different layouts
  
  • extending the use of existing resources
  
  • use of alternative resources
  
  • changes to implementation and phasing
summarise and confirm findings of investigation, evaluation and analysis, and present the results to enable decisions to be made on resources and work methods
cosbimd21.1 summarise and confirm findings of investigation, evaluation and analysis, and present the results to enable decisions to be made on resources and work methods
context
- cosbimd21.1 cosbimd21.2Project information:
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.1Resources:
  Resources:
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • Common Data Environment (CDE)
  
  • land
  
  • construction materials, products and systems
  
  • building services installations
  
  • construction plant and equipment
  
  • site facilities and ancillary site services
- cosbimd21.1Work methods:
  Work methods:
  
  • sequencing and integration of work operations
  
  • organisation of resources (people, plant, materials, finance)
  
  • management of information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • physical
  
  • construction and installation techniques
  
  • temporary works
  
  • prefabrication and standardisation (volumetric pods, panelised hybrid)
  
  • working conditions (health, safety and welfare)
  
  • new materials and technologies
  
  • use and properties of low energy materials
  
  • use and properties of recyclates
- cosbimd21.1Identify:
  Identify:
  
  • review of specified development requirements
  
  • standard lists and procedures
  
  • investigative and market research
- cosbimd21.1Technical:
  Technical:
  
  • project type
  
  • purpose
  
  • client, user and community expectations, options and preferences
  
  • site and location
  
  • durability/obsolescence
  
  • scale
  
  • occupancy
  
  • legal and regulatory constraints
  
  • flexibility and adaptability
  
  • adjacent site conditions
  
  • surrounding environment
  
  • specified technical performance standards
  
  • available and projected technology
  
  • health and safety
  
  • quality
  
  • cost including whole-life costs
  
  • security
  
  • certification & accreditation of products & build systems
  
  • low carbon
  
  • alternative energy sources
  
  • energy usage and efficiency
  
  • embodied carbon
  
  • life cycle assessment and costing (raw material extraction, transport, manufacture, use and disposal)
  
  • environmental impact
  
  • sustainability
- cosbimd21.1Production:
  Production:
  
  • planning and coordinating construction processes (including lean construction)
  
  • pre-fabrication and off-site manufacture
  
  • degree of inter-connectedness between building components (e.g. bathroom & kitchen pods)
  
  • buildability and on-site activity (remove inefficiency - design out waste, materials recovery and reuse)
  
  • ease of maintenance
  
  • costs and availability of replacement parts (including any bespoke components and ease of installation)
  
  • service support
  
  • skills needs
  
  • costs and availability of labour “ ease with which local trades could undertake repairs/alterations, or the need to employ manufacturerapproved contractors
  
  • advice of experts, including experienced craftspeople and suppliers
- cosbimd21.1Viability:
  Viability:
  
  • certification and accreditation
  
  • potential impact on programming, processes and site workforce
  
  • compliance with regulations
  
  • compliance with industry recognised standards
  
  • new legislation and standards and options for compliance
  
  • benefits and disadvantages
identify work methods which will potentially make the best use of resources and which meet project, statutory and contractual requirements
cosbimd21.1 identify work methods which will potentially make the best use of resources and which meet project, statutory and contractual requirements
context
- cosbimd21.1 cosbimd21.2Project information:
  Project information:
  
  • conditions of contract
  
  • bills of quantities
  
  • specifications
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • health and safety plans
  
  • timescales
  
  • contractual risks, obligations and scope of works
- cosbimd21.1Resources:
  Resources:
  
  • information (digital models, documents, drawings, graphical and nongraphical electronic data files)
  
  • Common Data Environment (CDE)
  
  • land
  
  • construction materials, products and systems
  
  • building services installations
  
  • construction plant and equipment
  
  • site facilities and ancillary site services
- cosbimd21.1Work methods:
  Work methods:
  
  • sequencing and integration of work operations
  
  • organisation of resources (people, plant, materials, finance)
  
  • management of information (digital models, documents, drawings, graphical and non-graphical electronic data files)
  
  • physical
  
  • construction and installation techniques
  
  • temporary works
  
  • prefabrication and standardisation (volumetric pods, panelised hybrid)
  
  • working conditions (health, safety and welfare)
  
  • new materials and technologies
  
  • use and properties of low energy materials
  
  • use and properties of recyclates
- cosbimd21.1Identify:
  Identify:
  
  • review of specified development requirements
  
  • standard lists and procedures
  
  • investigative and market research
- cosbimd21.1Technical:
  Technical:
  
  • project type
  
  • purpose
  
  • client, user and community expectations, options and preferences
  
  • site and location
  
  • durability/obsolescence
  
  • scale
  
  • occupancy
  
  • legal and regulatory constraints
  
  • flexibility and adaptability
  
  • adjacent site conditions
  
  • surrounding environment
  
  • specified technical performance standards
  
  • available and projected technology
  
  • health and safety
  
  • quality
  
  • cost including whole-life costs
  
  • security
  
  • certification & accreditation of products & build systems
  
  • low carbon
  
  • alternative energy sources
  
  • energy usage and efficiency
  
  • embodied carbon
  
  • life cycle assessment and costing (raw material extraction, transport, manufacture, use and disposal)
  
  • environmental impact
  
  • sustainability
- cosbimd21.1Production:
  Production:
  
  • planning and coordinating construction processes (including lean construction)
  
  • pre-fabrication and off-site manufacture
  
  • degree of inter-connectedness between building components (e.g. bathroom & kitchen pods)
  
  • buildability and on-site activity (remove inefficiency - design out waste, materials recovery and reuse)
  
  • ease of maintenance
  
  • costs and availability of replacement parts (including any bespoke components and ease of installation)
  
  • service support
  
  • skills needs
  
  • costs and availability of labour “ ease with which local trades could undertake repairs/alterations, or the need to employ manufacturerapproved contractors
  
  • advice of experts, including experienced craftspeople and suppliers
- cosbimd21.1Viability:
  Viability:
  
  • certification and accreditation
  
  • potential impact on programming, processes and site workforce
  
  • compliance with regulations
  
  • compliance with industry recognised standards
  
  • new legislation and standards and options for compliance
  
  • benefits and disadvantages
evaluate the results of the investigation and decide on an appropriate course of action
cosccomo05 evaluate the results of the investigation and decide on an appropriate course of action
context
- cosccomo05Identify investigation requirements
  Identify investigation requirements
  
  • Factors for investigation:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Permission from:
  
  ‐ client
  
  ‐ site owner and occupiers
  
  ‐ adjoining owners and occupiers
  
  ‐ notifiable authorities
- cosccomo05Identify survey requirements
  Identify survey requirements
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Existing information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ digital data
  
  ‐ archive records
  
  ‐ legal documents
  
  • Investigation - sources:
  
  ‐ client records
- cosccomo05tenants
  tenants
  
  • site owners
  
  • site managers
  
  • previous owners
  
  • local authorities
  
  • statutory authorities e.g. government departments, heritage bodies and environmental agencies
  
  • local knowledge
  
  • public utilities
  
  • public and specialist libraries and archives
  
  • commercial organisations
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Select survey processes and operations
  Select survey processes and operations
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
- cosccomo05drawings
  drawings
  
  • digital data
  
  • archive records
  
  • legal documents
- cosccomo05Permission from:
  Permission from:
  
  • client
  
  • site owner and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Investigate and evaluate project factors
  Investigate and evaluate project factors
  
  • Methods and techniques for the investigation:
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Investigation sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owner
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities (e.g. government departments, heritage bodies & environmental agencies)
  
  ‐ local knowledge
- cosccomo05public utilities
  public utilities
  
  • consultative bodies
  
  • public and specialist libraries and archives
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Information:
  Information:
  
  • photographs
  
  • maps
  
  • charts
  
  • drawings
  
  • digital data
  
  • archive records
  
  • legal documents
  
  • surveys
- cosccomo05Factors
  Factors
  
  • historical
  
  • conservation
  
  • social
  
  • visual and spatial
  
  • ecological and environmental
  
  • construction
- cosccomo05Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • cost and time
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
- cosccomo05Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
assemble any supporting information which is relevant to the study, but which is not included in the report, store it safely and index it clearly for future reference
cosccomo05 assemble any supporting information which is relevant to the study, but which is not included in the report, store it safely and index it clearly for future reference
context
- cosccomo05Identify investigation requirements
  Identify investigation requirements
  
  • Factors for investigation:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Permission from:
  
  ‐ client
  
  ‐ site owner and occupiers
  
  ‐ adjoining owners and occupiers
  
  ‐ notifiable authorities
- cosccomo05Identify survey requirements
  Identify survey requirements
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Existing information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ digital data
  
  ‐ archive records
  
  ‐ legal documents
  
  • Investigation - sources:
  
  ‐ client records
- cosccomo05tenants
  tenants
  
  • site owners
  
  • site managers
  
  • previous owners
  
  • local authorities
  
  • statutory authorities e.g. government departments, heritage bodies and environmental agencies
  
  • local knowledge
  
  • public utilities
  
  • public and specialist libraries and archives
  
  • commercial organisations
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Select survey processes and operations
  Select survey processes and operations
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
- cosccomo05drawings
  drawings
  
  • digital data
  
  • archive records
  
  • legal documents
- cosccomo05Permission from:
  Permission from:
  
  • client
  
  • site owner and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Investigate and evaluate project factors
  Investigate and evaluate project factors
  
  • Methods and techniques for the investigation:
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Investigation sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owner
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities (e.g. government departments, heritage bodies & environmental agencies)
  
  ‐ local knowledge
- cosccomo05public utilities
  public utilities
  
  • consultative bodies
  
  • public and specialist libraries and archives
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Information:
  Information:
  
  • photographs
  
  • maps
  
  • charts
  
  • drawings
  
  • digital data
  
  • archive records
  
  • legal documents
  
  • surveys
- cosccomo05Factors
  Factors
  
  • historical
  
  • conservation
  
  • social
  
  • visual and spatial
  
  • ecological and environmental
  
  • construction
- cosccomo05Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • cost and time
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
- cosccomo05Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
present accurate findings which clearly describe all the important factors
cosccomo05 present accurate findings which clearly describe all the important factors
context
- cosccomo05Identify investigation requirements
  Identify investigation requirements
  
  • Factors for investigation:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Permission from:
  
  ‐ client
  
  ‐ site owner and occupiers
  
  ‐ adjoining owners and occupiers
  
  ‐ notifiable authorities
- cosccomo05Identify survey requirements
  Identify survey requirements
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Existing information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ digital data
  
  ‐ archive records
  
  ‐ legal documents
  
  • Investigation - sources:
  
  ‐ client records
- cosccomo05tenants
  tenants
  
  • site owners
  
  • site managers
  
  • previous owners
  
  • local authorities
  
  • statutory authorities e.g. government departments, heritage bodies and environmental agencies
  
  • local knowledge
  
  • public utilities
  
  • public and specialist libraries and archives
  
  • commercial organisations
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Select survey processes and operations
  Select survey processes and operations
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
- cosccomo05drawings
  drawings
  
  • digital data
  
  • archive records
  
  • legal documents
- cosccomo05Permission from:
  Permission from:
  
  • client
  
  • site owner and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Investigate and evaluate project factors
  Investigate and evaluate project factors
  
  • Methods and techniques for the investigation:
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Investigation sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owner
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities (e.g. government departments, heritage bodies & environmental agencies)
  
  ‐ local knowledge
- cosccomo05public utilities
  public utilities
  
  • consultative bodies
  
  • public and specialist libraries and archives
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Information:
  Information:
  
  • photographs
  
  • maps
  
  • charts
  
  • drawings
  
  • digital data
  
  • archive records
  
  • legal documents
  
  • surveys
- cosccomo05Factors
  Factors
  
  • historical
  
  • conservation
  
  • social
  
  • visual and spatial
  
  • ecological and environmental
  
  • construction
- cosccomo05Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • cost and time
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
- cosccomo05Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
identify and record the opportunities and constraints for project development options
cosccomo05 identify and record the opportunities and constraints for project development options
context
- cosccomo05Identify investigation requirements
  Identify investigation requirements
  
  • Factors for investigation:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Permission from:
  
  ‐ client
  
  ‐ site owner and occupiers
  
  ‐ adjoining owners and occupiers
  
  ‐ notifiable authorities
- cosccomo05Identify survey requirements
  Identify survey requirements
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Existing information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ digital data
  
  ‐ archive records
  
  ‐ legal documents
  
  • Investigation - sources:
  
  ‐ client records
- cosccomo05tenants
  tenants
  
  • site owners
  
  • site managers
  
  • previous owners
  
  • local authorities
  
  • statutory authorities e.g. government departments, heritage bodies and environmental agencies
  
  • local knowledge
  
  • public utilities
  
  • public and specialist libraries and archives
  
  • commercial organisations
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Select survey processes and operations
  Select survey processes and operations
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
- cosccomo05drawings
  drawings
  
  • digital data
  
  • archive records
  
  • legal documents
- cosccomo05Permission from:
  Permission from:
  
  • client
  
  • site owner and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Investigate and evaluate project factors
  Investigate and evaluate project factors
  
  • Methods and techniques for the investigation:
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Investigation sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owner
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities (e.g. government departments, heritage bodies & environmental agencies)
  
  ‐ local knowledge
- cosccomo05public utilities
  public utilities
  
  • consultative bodies
  
  • public and specialist libraries and archives
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Information:
  Information:
  
  • photographs
  
  • maps
  
  • charts
  
  • drawings
  
  • digital data
  
  • archive records
  
  • legal documents
  
  • surveys
- cosccomo05Factors
  Factors
  
  • historical
  
  • conservation
  
  • social
  
  • visual and spatial
  
  • ecological and environmental
  
  • construction
- cosccomo05Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • cost and time
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
- cosccomo05Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
consult with experts on specific problems which are relevant to the investigation by providing them with an accurate summary of the problems
cosccomo05 consult with experts on specific problems which are relevant to the investigation by providing them with an accurate summary of the problems
context
- cosccomo05Identify investigation requirements
  Identify investigation requirements
  
  • Factors for investigation:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Permission from:
  
  ‐ client
  
  ‐ site owner and occupiers
  
  ‐ adjoining owners and occupiers
  
  ‐ notifiable authorities
- cosccomo05Identify survey requirements
  Identify survey requirements
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Existing information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ digital data
  
  ‐ archive records
  
  ‐ legal documents
  
  • Investigation - sources:
  
  ‐ client records
- cosccomo05tenants
  tenants
  
  • site owners
  
  • site managers
  
  • previous owners
  
  • local authorities
  
  • statutory authorities e.g. government departments, heritage bodies and environmental agencies
  
  • local knowledge
  
  • public utilities
  
  • public and specialist libraries and archives
  
  • commercial organisations
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Select survey processes and operations
  Select survey processes and operations
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
- cosccomo05drawings
  drawings
  
  • digital data
  
  • archive records
  
  • legal documents
- cosccomo05Permission from:
  Permission from:
  
  • client
  
  • site owner and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Investigate and evaluate project factors
  Investigate and evaluate project factors
  
  • Methods and techniques for the investigation:
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Investigation sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owner
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities (e.g. government departments, heritage bodies & environmental agencies)
  
  ‐ local knowledge
- cosccomo05public utilities
  public utilities
  
  • consultative bodies
  
  • public and specialist libraries and archives
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Information:
  Information:
  
  • photographs
  
  • maps
  
  • charts
  
  • drawings
  
  • digital data
  
  • archive records
  
  • legal documents
  
  • surveys
- cosccomo05Factors
  Factors
  
  • historical
  
  • conservation
  
  • social
  
  • visual and spatial
  
  • ecological and environmental
  
  • construction
- cosccomo05Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • cost and time
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
- cosccomo05Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
analyse and evaluate the investigation information which has been collected about all of the significant factors affecting the project development
cosccomo05 analyse and evaluate the investigation information which has been collected about all of the significant factors affecting the project development
context
- cosccomo05Identify investigation requirements
  Identify investigation requirements
  
  • Factors for investigation:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Permission from:
  
  ‐ client
  
  ‐ site owner and occupiers
  
  ‐ adjoining owners and occupiers
  
  ‐ notifiable authorities
- cosccomo05Identify survey requirements
  Identify survey requirements
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Existing information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ digital data
  
  ‐ archive records
  
  ‐ legal documents
  
  • Investigation - sources:
  
  ‐ client records
- cosccomo05tenants
  tenants
  
  • site owners
  
  • site managers
  
  • previous owners
  
  • local authorities
  
  • statutory authorities e.g. government departments, heritage bodies and environmental agencies
  
  • local knowledge
  
  • public utilities
  
  • public and specialist libraries and archives
  
  • commercial organisations
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Select survey processes and operations
  Select survey processes and operations
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
- cosccomo05drawings
  drawings
  
  • digital data
  
  • archive records
  
  • legal documents
- cosccomo05Permission from:
  Permission from:
  
  • client
  
  • site owner and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Investigate and evaluate project factors
  Investigate and evaluate project factors
  
  • Methods and techniques for the investigation:
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Investigation sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owner
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities (e.g. government departments, heritage bodies & environmental agencies)
  
  ‐ local knowledge
- cosccomo05public utilities
  public utilities
  
  • consultative bodies
  
  • public and specialist libraries and archives
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Information:
  Information:
  
  • photographs
  
  • maps
  
  • charts
  
  • drawings
  
  • digital data
  
  • archive records
  
  • legal documents
  
  • surveys
- cosccomo05Factors
  Factors
  
  • historical
  
  • conservation
  
  • social
  
  • visual and spatial
  
  • ecological and environmental
  
  • construction
- cosccomo05Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • cost and time
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
- cosccomo05Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
identify investigation sources and collect and collate relevant information
cosccomo05 identify investigation sources and collect and collate relevant information
context
- cosccomo05Identify investigation requirements
  Identify investigation requirements
  
  • Factors for investigation:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Permission from:
  
  ‐ client
  
  ‐ site owner and occupiers
  
  ‐ adjoining owners and occupiers
  
  ‐ notifiable authorities
- cosccomo05Identify survey requirements
  Identify survey requirements
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Existing information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ digital data
  
  ‐ archive records
  
  ‐ legal documents
  
  • Investigation - sources:
  
  ‐ client records
- cosccomo05tenants
  tenants
  
  • site owners
  
  • site managers
  
  • previous owners
  
  • local authorities
  
  • statutory authorities e.g. government departments, heritage bodies and environmental agencies
  
  • local knowledge
  
  • public utilities
  
  • public and specialist libraries and archives
  
  • commercial organisations
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Select survey processes and operations
  Select survey processes and operations
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
- cosccomo05drawings
  drawings
  
  • digital data
  
  • archive records
  
  • legal documents
- cosccomo05Permission from:
  Permission from:
  
  • client
  
  • site owner and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Investigate and evaluate project factors
  Investigate and evaluate project factors
  
  • Methods and techniques for the investigation:
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Investigation sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owner
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities (e.g. government departments, heritage bodies & environmental agencies)
  
  ‐ local knowledge
- cosccomo05public utilities
  public utilities
  
  • consultative bodies
  
  • public and specialist libraries and archives
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Information:
  Information:
  
  • photographs
  
  • maps
  
  • charts
  
  • drawings
  
  • digital data
  
  • archive records
  
  • legal documents
  
  • surveys
- cosccomo05Factors
  Factors
  
  • historical
  
  • conservation
  
  • social
  
  • visual and spatial
  
  • ecological and environmental
  
  • construction
- cosccomo05Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • cost and time
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
- cosccomo05Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
choose methods and techniques for the investigation which are valid, reliable, consistent with legal requirements and which recognise concerns raised by the public
cosccomo05 choose methods and techniques for the investigation which are valid, reliable, consistent with legal requirements and which recognise concerns raised by the public
context
- cosccomo05Identify investigation requirements
  Identify investigation requirements
  
  • Factors for investigation:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Permission from:
  
  ‐ client
  
  ‐ site owner and occupiers
  
  ‐ adjoining owners and occupiers
  
  ‐ notifiable authorities
- cosccomo05Identify survey requirements
  Identify survey requirements
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Existing information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ digital data
  
  ‐ archive records
  
  ‐ legal documents
  
  • Investigation - sources:
  
  ‐ client records
- cosccomo05tenants
  tenants
  
  • site owners
  
  • site managers
  
  • previous owners
  
  • local authorities
  
  • statutory authorities e.g. government departments, heritage bodies and environmental agencies
  
  • local knowledge
  
  • public utilities
  
  • public and specialist libraries and archives
  
  • commercial organisations
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Select survey processes and operations
  Select survey processes and operations
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
- cosccomo05drawings
  drawings
  
  • digital data
  
  • archive records
  
  • legal documents
- cosccomo05Permission from:
  Permission from:
  
  • client
  
  • site owner and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Investigate and evaluate project factors
  Investigate and evaluate project factors
  
  • Methods and techniques for the investigation:
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Investigation sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owner
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities (e.g. government departments, heritage bodies & environmental agencies)
  
  ‐ local knowledge
- cosccomo05public utilities
  public utilities
  
  • consultative bodies
  
  • public and specialist libraries and archives
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Information:
  Information:
  
  • photographs
  
  • maps
  
  • charts
  
  • drawings
  
  • digital data
  
  • archive records
  
  • legal documents
  
  • surveys
- cosccomo05Factors
  Factors
  
  • historical
  
  • conservation
  
  • social
  
  • visual and spatial
  
  • ecological and environmental
  
  • construction
- cosccomo05Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • cost and time
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
- cosccomo05Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
check and confirm that insurance has been taken out to provide full cover against accidents and negligence
cosccomo05 check and confirm that insurance has been taken out to provide full cover against accidents and negligence
context
- cosccomo05Identify investigation requirements
  Identify investigation requirements
  
  • Factors for investigation:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Permission from:
  
  ‐ client
  
  ‐ site owner and occupiers
  
  ‐ adjoining owners and occupiers
  
  ‐ notifiable authorities
- cosccomo05Identify survey requirements
  Identify survey requirements
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Existing information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ digital data
  
  ‐ archive records
  
  ‐ legal documents
  
  • Investigation - sources:
  
  ‐ client records
- cosccomo05tenants
  tenants
  
  • site owners
  
  • site managers
  
  • previous owners
  
  • local authorities
  
  • statutory authorities e.g. government departments, heritage bodies and environmental agencies
  
  • local knowledge
  
  • public utilities
  
  • public and specialist libraries and archives
  
  • commercial organisations
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Select survey processes and operations
  Select survey processes and operations
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
- cosccomo05drawings
  drawings
  
  • digital data
  
  • archive records
  
  • legal documents
- cosccomo05Permission from:
  Permission from:
  
  • client
  
  • site owner and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Investigate and evaluate project factors
  Investigate and evaluate project factors
  
  • Methods and techniques for the investigation:
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Investigation sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owner
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities (e.g. government departments, heritage bodies & environmental agencies)
  
  ‐ local knowledge
- cosccomo05public utilities
  public utilities
  
  • consultative bodies
  
  • public and specialist libraries and archives
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Information:
  Information:
  
  • photographs
  
  • maps
  
  • charts
  
  • drawings
  
  • digital data
  
  • archive records
  
  • legal documents
  
  • surveys
- cosccomo05Factors
  Factors
  
  • historical
  
  • conservation
  
  • social
  
  • visual and spatial
  
  • ecological and environmental
  
  • construction
- cosccomo05Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • cost and time
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
- cosccomo05Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
identify and implement quality assurance and safety standards which are suitable for the survey
cosccomo05 identify and implement quality assurance and safety standards which are suitable for the survey
context
- cosccomo05Identify investigation requirements
  Identify investigation requirements
  
  • Factors for investigation:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Permission from:
  
  ‐ client
  
  ‐ site owner and occupiers
  
  ‐ adjoining owners and occupiers
  
  ‐ notifiable authorities
- cosccomo05Identify survey requirements
  Identify survey requirements
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Existing information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ digital data
  
  ‐ archive records
  
  ‐ legal documents
  
  • Investigation - sources:
  
  ‐ client records
- cosccomo05tenants
  tenants
  
  • site owners
  
  • site managers
  
  • previous owners
  
  • local authorities
  
  • statutory authorities e.g. government departments, heritage bodies and environmental agencies
  
  • local knowledge
  
  • public utilities
  
  • public and specialist libraries and archives
  
  • commercial organisations
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Select survey processes and operations
  Select survey processes and operations
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
- cosccomo05drawings
  drawings
  
  • digital data
  
  • archive records
  
  • legal documents
- cosccomo05Permission from:
  Permission from:
  
  • client
  
  • site owner and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Investigate and evaluate project factors
  Investigate and evaluate project factors
  
  • Methods and techniques for the investigation:
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Investigation sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owner
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities (e.g. government departments, heritage bodies & environmental agencies)
  
  ‐ local knowledge
- cosccomo05public utilities
  public utilities
  
  • consultative bodies
  
  • public and specialist libraries and archives
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Information:
  Information:
  
  • photographs
  
  • maps
  
  • charts
  
  • drawings
  
  • digital data
  
  • archive records
  
  • legal documents
  
  • surveys
- cosccomo05Factors
  Factors
  
  • historical
  
  • conservation
  
  • social
  
  • visual and spatial
  
  • ecological and environmental
  
  • construction
- cosccomo05Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • cost and time
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
- cosccomo05Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
Select survey processes and operations
cosccomo05 Select survey processes and operations
context
- cosccomo05Identify investigation requirements
  Identify investigation requirements
  
  • Factors for investigation:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Permission from:
  
  ‐ client
  
  ‐ site owner and occupiers
  
  ‐ adjoining owners and occupiers
  
  ‐ notifiable authorities
- cosccomo05Identify survey requirements
  Identify survey requirements
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Existing information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ digital data
  
  ‐ archive records
  
  ‐ legal documents
  
  • Investigation - sources:
  
  ‐ client records
- cosccomo05tenants
  tenants
  
  • site owners
  
  • site managers
  
  • previous owners
  
  • local authorities
  
  • statutory authorities e.g. government departments, heritage bodies and environmental agencies
  
  • local knowledge
  
  • public utilities
  
  • public and specialist libraries and archives
  
  • commercial organisations
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Select survey processes and operations
  Select survey processes and operations
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
- cosccomo05drawings
  drawings
  
  • digital data
  
  • archive records
  
  • legal documents
- cosccomo05Permission from:
  Permission from:
  
  • client
  
  • site owner and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Investigate and evaluate project factors
  Investigate and evaluate project factors
  
  • Methods and techniques for the investigation:
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Investigation sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owner
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities (e.g. government departments, heritage bodies & environmental agencies)
  
  ‐ local knowledge
- cosccomo05public utilities
  public utilities
  
  • consultative bodies
  
  • public and specialist libraries and archives
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Information:
  Information:
  
  • photographs
  
  • maps
  
  • charts
  
  • drawings
  
  • digital data
  
  • archive records
  
  • legal documents
  
  • surveys
- cosccomo05Factors
  Factors
  
  • historical
  
  • conservation
  
  • social
  
  • visual and spatial
  
  • ecological and environmental
  
  • construction
- cosccomo05Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • cost and time
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
- cosccomo05Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
Identify survey requirements
cosccomo05 Identify survey requirements
context
- cosccomo05Identify investigation requirements
  Identify investigation requirements
  
  • Factors for investigation:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Permission from:
  
  ‐ client
  
  ‐ site owner and occupiers
  
  ‐ adjoining owners and occupiers
  
  ‐ notifiable authorities
- cosccomo05Identify survey requirements
  Identify survey requirements
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Existing information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ digital data
  
  ‐ archive records
  
  ‐ legal documents
  
  • Investigation - sources:
  
  ‐ client records
- cosccomo05tenants
  tenants
  
  • site owners
  
  • site managers
  
  • previous owners
  
  • local authorities
  
  • statutory authorities e.g. government departments, heritage bodies and environmental agencies
  
  • local knowledge
  
  • public utilities
  
  • public and specialist libraries and archives
  
  • commercial organisations
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Select survey processes and operations
  Select survey processes and operations
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
- cosccomo05drawings
  drawings
  
  • digital data
  
  • archive records
  
  • legal documents
- cosccomo05Permission from:
  Permission from:
  
  • client
  
  • site owner and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Investigate and evaluate project factors
  Investigate and evaluate project factors
  
  • Methods and techniques for the investigation:
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Investigation sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owner
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities (e.g. government departments, heritage bodies & environmental agencies)
  
  ‐ local knowledge
- cosccomo05public utilities
  public utilities
  
  • consultative bodies
  
  • public and specialist libraries and archives
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Information:
  Information:
  
  • photographs
  
  • maps
  
  • charts
  
  • drawings
  
  • digital data
  
  • archive records
  
  • legal documents
  
  • surveys
- cosccomo05Factors
  Factors
  
  • historical
  
  • conservation
  
  • social
  
  • visual and spatial
  
  • ecological and environmental
  
  • construction
- cosccomo05Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • cost and time
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
- cosccomo05Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
Identify investigation requirements
cosccomo05 cosbedo03 Identify investigation requirements
context
- cosccomo05Identify investigation requirements
  Identify investigation requirements
  
  • Factors for investigation:
  
  ‐ historical
  
  ‐ conservation
  
  ‐ social
  
  ‐ visual and spatial
  
  ‐ ecological and environmental
  
  ‐ construction
  
  • Permission from:
  
  ‐ client
  
  ‐ site owner and occupiers
  
  ‐ adjoining owners and occupiers
  
  ‐ notifiable authorities
- cosccomo05Identify survey requirements
  Identify survey requirements
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Existing information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
  
  ‐ drawings
  
  ‐ digital data
  
  ‐ archive records
  
  ‐ legal documents
  
  • Investigation - sources:
  
  ‐ client records
- cosccomo05tenants
  tenants
  
  • site owners
  
  • site managers
  
  • previous owners
  
  • local authorities
  
  • statutory authorities e.g. government departments, heritage bodies and environmental agencies
  
  • local knowledge
  
  • public utilities
  
  • public and specialist libraries and archives
  
  • commercial organisations
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Select survey processes and operations
  Select survey processes and operations
  
  • Survey:
  
  ‐ land
  
  ‐ building
  
  ‐ engineering
  
  ‐ environmental
  
  • Information:
  
  ‐ photographs
  
  ‐ maps
  
  ‐ charts
- cosccomo05drawings
  drawings
  
  • digital data
  
  • archive records
  
  • legal documents
- cosccomo05Permission from:
  Permission from:
  
  • client
  
  • site owner and occupiers
  
  • adjoining owners and occupiers
  
  • notifiable authorities
- cosccomo05Survey - method:
  Survey - method:
  
  • visual
  
  • approximate measured
  
  • detailed measurement of all specified features
  
  • graphic
  
  • instrumental
- cosccomo05Investigate and evaluate project factors
  Investigate and evaluate project factors
  
  • Methods and techniques for the investigation:
  
  ‐ documentary and record search
  
  ‐ investigative research
  
  ‐ field research
  
  • Investigation sources:
  
  ‐ client records
  
  ‐ tenants
  
  ‐ site owner
  
  ‐ site managers
  
  ‐ previous owners
  
  ‐ local authorities
  
  ‐ statutory authorities (e.g. government departments, heritage bodies & environmental agencies)
  
  ‐ local knowledge
- cosccomo05public utilities
  public utilities
  
  • consultative bodies
  
  • public and specialist libraries and archives
  
  • original designs
  
  • contractors and suppliers
  
  • experts including experienced craftspeople
- cosccomo05Information:
  Information:
  
  • photographs
  
  • maps
  
  • charts
  
  • drawings
  
  • digital data
  
  • archive records
  
  • legal documents
  
  • surveys
- cosccomo05Factors
  Factors
  
  • historical
  
  • conservation
  
  • social
  
  • visual and spatial
  
  • ecological and environmental
  
  • construction
- cosccomo05Opportunities and constraints:
  Opportunities and constraints:
  
  • project type, purpose, location
  
  • cost and time
  
  • durability
  
  • occupancy
  
  • significance/status
  
  • legal and regulatory constraints
- cosccomo05Present: orally in writing graphically electronically
  Present:
  
  • orally
  
  • in writing
  
  • graphically
  
  • electronically
client
cosccomo04 client
context
- cosccomo04Develop and maintain working relationships
  Develop and maintain working relationships
  
  • Working relationships:
  
  ‐ formal
  
  ‐ informal
  
  • People:
  
  ‐ those commissioning work
  
  ‐ employers
  
  ‐ employees
  
  ‐ clients and customers
  
  ‐ statutory and regulatory bodies
  
  ‐ users and community groups
  
  ‐ contractors
  
  ‐ consultants
  
  ‐ partners
  
  ‐ near neighbours
  
  ‐ occupiers
  
  ‐ general public
  
  ‐ people with specific access and communication needs
  
  ‐ suppliers of products and services
  
  ‐ government agencies
  
  ‐ non English speakers
  
  ‐ local community
  
  ‐ society at large (locally and globally)
  
  • Promote goodwill and trust:
  
  ‐ demonstrating a duty of care
  
  ‐ ethical relationships
  
  ‐ professional independence
  
  ‐ honouring promises and undertakings
  
  ‐ honest relationships
  
  • Develop and maintain working relationships and personal development in construction contracting operations management
- cosccomo04constructive relationships
  constructive relationships
  
  • equal opportunities
  
  • acknowledge diversity
- cosccomo04Instruct, provide guidance, present and acknowledge:
  Instruct, provide guidance, present and acknowledge:
  
  • orally
  
  • in writing
  
  • using graphics
  
  • electronically
- cosccomo04Work activities:
  Work activities:
  
  • progress
  
  • results
  
  • achievements
  
  • potential problems
  
  • risks
  
  • opportunities
- cosccomo04Sources of support and guidance:
  Sources of support and guidance:
  
  • national/industry bodies
  
  • Professional Institutions
  
  • education and training providers
  
  • in house
- cosccomo04Benchmarks of competence
  Benchmarks of competence
  
  • job descriptions
  
  • personal specification
  
  • professional institution requirements
  
  • industry standards (e.g. card schemes, best practice)
  
  • national occupational standards
- cosccomo04Development plan includes: priorities target dates development activities
  Development plan includes:
  
  • priorities
  
  • target dates
  
  • development activities
- cosccomo04Development activities:
  Development activities:
  
  • formal courses
  
  • research
  
  • work experience
  
  • personal study
  
  • work shadowing/secondments
  
  • mentoring including professional discussions
  
  • developing personal networks
  
  • publications
- cosccomo04People:
  People:
  
  • those commissioning work
  
  • employers
  
  • employees
  
  • clients and customers
  
  • statutory and regulatory bodies
  
  • users and community groups
  
  • contractors
  
  • consultants
  
  • partners
  
  • near neighbours
  
  • occupiers
  
  • general public
  
  • people with specific access and communication needs
  
  • suppliers of products and services
  
  • government agencies
  
  • non English speakers
  
  • local community
  
  • society at large (locally and globally)
- cosccomo04Conflicts of interest:
  Conflicts of interest:
  
  • actions which may mislead other individuals
  
  • actions which involve the financial interest of the practitioner
  
  • giving unfair advantage to the practitioners family or friends
  
  • as defined by legislation
- cosccomo04Ethical standards:
  Ethical standards:
  
  • personal beliefs
  
  • ethical codes of practice within the occupation, discipline or organisation
monitor and check that the allocation of space and facilities is compatible with the needs of neighbouring users and relevant legislation
cosbime41.2 monitor and check that the allocation of space and facilities is compatible with the needs of neighbouring users and relevant legislation
context
- cosbime41.2 cosbime41.1Information:
  Information:
  
  • drawings
  
  • records of document approval and revisions
  
  • building log books
  
  • BIM as-constructed models and associated graphical and non-graphical data files
  
  • energy use
  
  • estate terriers
  
  • caution records
  
  • historical records
  
  • surveys
  
  • business plans
  
  • user requirements
  
  • water use
  
  • energy generated on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.2 cosbime41.1Assets:
  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)
- cosbime41.2Management 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
  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
- cosbime41.2Criteria:
  Criteria:
  
  • financial
  
  • physical
  
  • social
  
  • environmental
  
  • legislative
  
  • personal
  
  • disabled access
  
  • energy use, efficiency and performance
calculate the requirements for additional space and facilities and make recommendations to decision makers
cosbime41.2 calculate the requirements for additional space and facilities and make recommendations to decision makers
context
- cosbime41.2 cosbime41.1Information:
  Information:
  
  • drawings
  
  • records of document approval and revisions
  
  • building log books
  
  • BIM as-constructed models and associated graphical and non-graphical data files
  
  • energy use
  
  • estate terriers
  
  • caution records
  
  • historical records
  
  • surveys
  
  • business plans
  
  • user requirements
  
  • water use
  
  • energy generated on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.2 cosbime41.1Assets:
  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)
- cosbime41.2Management 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
  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
- cosbime41.2Criteria:
  Criteria:
  
  • financial
  
  • physical
  
  • social
  
  • environmental
  
  • legislative
  
  • personal
  
  • disabled access
  
  • energy use, efficiency and performance
allocate and manage space and facilities available to users to reflect their relative needs and the degree of importance
cosbime41.2 allocate and manage space and facilities available to users to reflect their relative needs and the degree of importance
context
- cosbime41.2 cosbime41.1Information:
  Information:
  
  • drawings
  
  • records of document approval and revisions
  
  • building log books
  
  • BIM as-constructed models and associated graphical and non-graphical data files
  
  • energy use
  
  • estate terriers
  
  • caution records
  
  • historical records
  
  • surveys
  
  • business plans
  
  • user requirements
  
  • water use
  
  • energy generated on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.2 cosbime41.1Assets:
  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)
- cosbime41.2Management 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
  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
- cosbime41.2Criteria:
  Criteria:
  
  • financial
  
  • physical
  
  • social
  
  • environmental
  
  • legislative
  
  • personal
  
  • disabled access
  
  • energy use, efficiency and performance
place the needs of individuals and groups of users in order of importance
cosbime41.2 place the needs of individuals and groups of users in order of importance
context
- cosbime41.2 cosbime41.1Information:
  Information:
  
  • drawings
  
  • records of document approval and revisions
  
  • building log books
  
  • BIM as-constructed models and associated graphical and non-graphical data files
  
  • energy use
  
  • estate terriers
  
  • caution records
  
  • historical records
  
  • surveys
  
  • business plans
  
  • user requirements
  
  • water use
  
  • energy generated on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.2 cosbime41.1Assets:
  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)
- cosbime41.2Management 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
  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
- cosbime41.2Criteria:
  Criteria:
  
  • financial
  
  • physical
  
  • social
  
  • environmental
  
  • legislative
  
  • personal
  
  • disabled access
  
  • energy use, efficiency and performance
select criteria for allocating space and facilities which are relevant, clear and explicit and take account of all users' needs
cosbime41.2 select criteria for allocating space and facilities which are relevant, clear and explicit and take account of all users' needs
context
- cosbime41.2 cosbime41.1Information:
  Information:
  
  • drawings
  
  • records of document approval and revisions
  
  • building log books
  
  • BIM as-constructed models and associated graphical and non-graphical data files
  
  • energy use
  
  • estate terriers
  
  • caution records
  
  • historical records
  
  • surveys
  
  • business plans
  
  • user requirements
  
  • water use
  
  • energy generated on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.2 cosbime41.1Assets:
  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)
- cosbime41.2Management 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
  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
- cosbime41.2Criteria:
  Criteria:
  
  • financial
  
  • physical
  
  • social
  
  • environmental
  
  • legislative
  
  • personal
  
  • disabled access
  
  • energy use, efficiency and performance
review user's needs in relation to asset management plans
cosbime41.2 review user's needs in relation to asset management plans
context
- cosbime41.2 cosbime41.1Information:
  Information:
  
  • drawings
  
  • records of document approval and revisions
  
  • building log books
  
  • BIM as-constructed models and associated graphical and non-graphical data files
  
  • energy use
  
  • estate terriers
  
  • caution records
  
  • historical records
  
  • surveys
  
  • business plans
  
  • user requirements
  
  • water use
  
  • energy generated on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.2 cosbime41.1Assets:
  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)
- cosbime41.2Management 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
  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
- cosbime41.2Criteria:
  Criteria:
  
  • financial
  
  • physical
  
  • social
  
  • environmental
  
  • legislative
  
  • personal
  
  • disabled access
  
  • energy use, efficiency and performance
identify the user's needs and update the information regularly
cosbime41.2 identify the user's needs and update the information regularly
context
- cosbime41.2 cosbime41.1Information:
  Information:
  
  • drawings
  
  • records of document approval and revisions
  
  • building log books
  
  • BIM as-constructed models and associated graphical and non-graphical data files
  
  • energy use
  
  • estate terriers
  
  • caution records
  
  • historical records
  
  • surveys
  
  • business plans
  
  • user requirements
  
  • water use
  
  • energy generated on site
  
  • ecology information
  
  • health and safety plans
  
  • asset tagging
- cosbime41.2 cosbime41.1Assets:
  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)
- cosbime41.2Management 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
  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
- cosbime41.2Criteria:
  Criteria:
  
  • financial
  
  • physical
  
  • social
  
  • environmental
  
  • legislative
  
  • personal
  
  • disabled access
  
  • energy use, efficiency and performance
negotiate and agree formal contractual arrangements that set out the requirements for the implementation and operation of strategic sourcing partnerships
cosbimd11.2 negotiate and agree formal contractual arrangements that set out the requirements for the implementation and operation of strategic sourcing partnerships
context
- cosbimd11.2Partners:
  Partners:
  
  • contractors
  
  • subcontractors
  
  • suppliers
  
  • consultants
  
  • clients/end users
  
  • facility/asset managers
- cosbimd11.2Systems:
  Systems:
  
  • manual
  
  • electronic
  
  • Building Information Modelling
  
  • TQM systems
  
  • design
  
  • commercial
  
  • health and safety
  
  • environmental
  
  • Key Performance Indicators
  
  • time management
  
  • open book forms linked to outcomes
  
  • agreed payment procedure
- cosbimd11.2Stakeholders: internal external
  Stakeholders:
  
  • internal
  
  • external
check that the alignment of systems conforms to the requirements of data protection legislation
cosbimd11.2 check that the alignment of systems conforms to the requirements of data protection legislation
context
- cosbimd11.2Partners:
  Partners:
  
  • contractors
  
  • subcontractors
  
  • suppliers
  
  • consultants
  
  • clients/end users
  
  • facility/asset managers
- cosbimd11.2Systems:
  Systems:
  
  • manual
  
  • electronic
  
  • Building Information Modelling
  
  • TQM systems
  
  • design
  
  • commercial
  
  • health and safety
  
  • environmental
  
  • Key Performance Indicators
  
  • time management
  
  • open book forms linked to outcomes
  
  • agreed payment procedure
- cosbimd11.2Stakeholders: internal external
  Stakeholders:
  
  • internal
  
  • external
develop and implement appropriate trials, assess the results, identify problems and make appropriate modifications before moving to full implementation
cosbimd11.2 develop and implement appropriate trials, assess the results, identify problems and make appropriate modifications before moving to full implementation
context
- cosbimd11.2Partners:
  Partners:
  
  • contractors
  
  • subcontractors
  
  • suppliers
  
  • consultants
  
  • clients/end users
  
  • facility/asset managers
- cosbimd11.2Systems:
  Systems:
  
  • manual
  
  • electronic
  
  • Building Information Modelling
  
  • TQM systems
  
  • design
  
  • commercial
  
  • health and safety
  
  • environmental
  
  • Key Performance Indicators
  
  • time management
  
  • open book forms linked to outcomes
  
  • agreed payment procedure
- cosbimd11.2Stakeholders: internal external
  Stakeholders:
  
  • internal
  
  • external
specify and agree with partners the ways in which systems will be managed and aligned
cosbimd11.2 specify and agree with partners the ways in which systems will be managed and aligned
context
- cosbimd11.2Partners:
  Partners:
  
  • contractors
  
  • subcontractors
  
  • suppliers
  
  • consultants
  
  • clients/end users
  
  • facility/asset managers
- cosbimd11.2Systems:
  Systems:
  
  • manual
  
  • electronic
  
  • Building Information Modelling
  
  • TQM systems
  
  • design
  
  • commercial
  
  • health and safety
  
  • environmental
  
  • Key Performance Indicators
  
  • time management
  
  • open book forms linked to outcomes
  
  • agreed payment procedure
- cosbimd11.2Stakeholders: internal external
  Stakeholders:
  
  • internal
  
  • external

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