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  1. Control contract costs

    cosccomo17 Control contract costs

    context
    • cosccomo17Optimise contract progress

      Optimise contract progress
      • Resource and cost control systems:
      ‐ contractual procedures and meetings
      ‐ operational procedures and meetings
      ‐ open book accounting
      ‐ electronic recording
      • Systems to monitor and record:
      ‐ inspection and testing
      ‐ resource records
      ‐ site inspection reports
      ‐ contractors reports
      ‐ certified payments
      ‐ written, graphical and electronic records of actual work against programmed work
      ‐ meetings
      ‐ Key Performance Indicators
      ‐ organisational procedures
      ‐ management reports
      ‐ benchmarks
      ‐ organisational procedures
      ‐ comparison with project requirements
      ‐ supply chain management
      • Programmes:
      ‐ bar charts
      ‐ flow charts
      ‐ critical path
      ‐ action lists
      ‐ time chainage
      ‐ method statements
      ‐ project expenditure forecasts
      • Optimise and control contract progress and costs in construction contracting operations management

    • cosccomo17Resource:

      Resource:
      • people
      • plant and equipment
      • materials and components
      • finance
      • time
      • specialist services
      • utility services
      • Information

    • cosccomo17Changing circumstances:

      Changing circumstances:
      • over & under supply
      • quality issues
      • changes to project programme
      • non-availability
      • inadequately & inappropriately specified resources

    • cosccomo17Deviations:

      Deviations:
      • resource shortages
      • design problems and constraints
      • industrial disputes
      • lack of essential construction information
      • construction errors
      • weather conditions
      • physical constraints
      • legal
      • environmental
      • contract variations
      • force majeure

    • cosccomo17Corrective action:

      Corrective action:
      • restore progress to accordance with agreed programme

    • cosccomo17secure additional resource

      secure additional resource
      • alter planned work
      • incentive schemes
      • agreeing additional costs
      • changing suppliers
      • carrying out a value engineering exercise
      • regulating expenditure to conform with budgets
      • making a contract claim

    • cosccomo17Decision makers:

      Decision makers:
      • the client
      • contractors
      • sub contractors
      • consultants
      • suppliers
      • internal management

    • cosccomo17Opportunities for cost saving:

      Opportunities for cost saving:
      • increase productivity
      • modify project management structure
      • use new technology
      • manage energy consumption
      • materials recovery and waste management
      • seek permission to use alternative materials and/or source of materials
      • reduce plant/labour/equipment resources
      • apply lean construction processes

    • cosccomo17Corrective action:

      Corrective action:
      • restore progress to accordance with agreed programme
      • secure additional resource
      • alter planned work
      • incentive schemes
      • agreeing additional costs
      • changing suppliers
      • carrying out a value engineering exercise
      • regulating expenditure to conform with budgets
      • making a contract claim

  2. Optimise contract progress

    cosccomo17 Optimise contract progress

    context
    • cosccomo17Optimise contract progress

      Optimise contract progress
      • Resource and cost control systems:
      ‐ contractual procedures and meetings
      ‐ operational procedures and meetings
      ‐ open book accounting
      ‐ electronic recording
      • Systems to monitor and record:
      ‐ inspection and testing
      ‐ resource records
      ‐ site inspection reports
      ‐ contractors reports
      ‐ certified payments
      ‐ written, graphical and electronic records of actual work against programmed work
      ‐ meetings
      ‐ Key Performance Indicators
      ‐ organisational procedures
      ‐ management reports
      ‐ benchmarks
      ‐ organisational procedures
      ‐ comparison with project requirements
      ‐ supply chain management
      • Programmes:
      ‐ bar charts
      ‐ flow charts
      ‐ critical path
      ‐ action lists
      ‐ time chainage
      ‐ method statements
      ‐ project expenditure forecasts
      • Optimise and control contract progress and costs in construction contracting operations management

    • cosccomo17Resource:

      Resource:
      • people
      • plant and equipment
      • materials and components
      • finance
      • time
      • specialist services
      • utility services
      • Information

    • cosccomo17Changing circumstances:

      Changing circumstances:
      • over & under supply
      • quality issues
      • changes to project programme
      • non-availability
      • inadequately & inappropriately specified resources

    • cosccomo17Deviations:

      Deviations:
      • resource shortages
      • design problems and constraints
      • industrial disputes
      • lack of essential construction information
      • construction errors
      • weather conditions
      • physical constraints
      • legal
      • environmental
      • contract variations
      • force majeure

    • cosccomo17Corrective action:

      Corrective action:
      • restore progress to accordance with agreed programme

    • cosccomo17secure additional resource

      secure additional resource
      • alter planned work
      • incentive schemes
      • agreeing additional costs
      • changing suppliers
      • carrying out a value engineering exercise
      • regulating expenditure to conform with budgets
      • making a contract claim

    • cosccomo17Decision makers:

      Decision makers:
      • the client
      • contractors
      • sub contractors
      • consultants
      • suppliers
      • internal management

    • cosccomo17Opportunities for cost saving:

      Opportunities for cost saving:
      • increase productivity
      • modify project management structure
      • use new technology
      • manage energy consumption
      • materials recovery and waste management
      • seek permission to use alternative materials and/or source of materials
      • reduce plant/labour/equipment resources
      • apply lean construction processes

    • cosccomo17Corrective action:

      Corrective action:
      • restore progress to accordance with agreed programme
      • secure additional resource
      • alter planned work
      • incentive schemes
      • agreeing additional costs
      • changing suppliers
      • carrying out a value engineering exercise
      • regulating expenditure to conform with budgets
      • making a contract claim

  3. indemnify clients where the advice given results in loss or damage to the

    cosccomo04 indemnify clients where the advice given results in loss or damage to the

    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

  4. Help people to learn and benefit from your experience

    cosbedmo20 Help people to learn and benefit from your experience

    context
    • cosbedmo20Undertake personal development in your occupational practice area

      Undertake personal development in your occupational practice area
      • Aims and objectives:
      ‐ preparation for new jobs
      ‐ intellectual challenge
      ‐ need for updating
      ‐ need to provide evidence of professional competence
      ‐ compliance with employer and professional requirements
      ‐ promotion or job change
      ‐ awareness of shortcomings
      • Personal development:
      ‐ maintenance of existing competence
      ‐ improvements to existing competence
      ‐ development of new competence
      ‐ commitment to professional excellence
      • Sources of support and guidance:
      ‐ national/industry bodies
      ‐ Professional Institutions
      ‐ education and training providers
      ‐ in house
      • Standards of competence:
      ‐ client requirements
      ‐ employer requirements
      ‐ professional institution requirements
      ‐ industry national occupational standards
      • Development plan includes:
      ‐ priorities
      ‐ target dates
      ‐ development activities
      • Development activities:
      ‐ formal courses
      ‐ research
      ‐ work experience
      ‐ personal study
      ‐ CPD presentations

    • cosbedmo20Help people to learn and benefit from your experience

      Help people to learn and benefit from your experience
      • Opportunities:
      ‐ paid time
      ‐ personal time
      ‐ office
      ‐ project, group and mutual collaboration
      ‐ on the job
      ‐ off the job
      ‐ professional activities
      ‐ mentoring
      ‐ tutoring
      ‐ guest lecturing
      • People:
      ‐ colleagues
      ‐ junior colleagues
      ‐ trainees entering the industry
      ‐ potential entrants to the industry
      • Form which is appropriate to their needs:
      ‐ attending training and educational programmes
      ‐ coaching
      ‐ mentoring
      ‐ instructing

  5. confirm with the people who have an interest whether the design recommendation is accepted, modified or rejected

    cosbimb54.2 confirm with the people who have an interest whether the design recommendation is accepted, modified or rejected

    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)

  6. advise people who have an interest on how much more advice, research and consultancy will be necessary to produce a project design which is acceptable

    cosbimb54.2 advise people who have an interest on how much more advice, research and consultancy will be necessary to produce a project design which is acceptable

    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)

  7. advise people who have an interest on the consequences of accepting, modifying or rejecting design proposals and ensure that they understand their implications appropriate to the project stage

    cosbimb54.2 advise people who have an interest on the consequences of accepting, modifying or rejecting design proposals and ensure that they understand their implications appropriate to the project stage

    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)

  8. advise people who have an interest on the designers' creative interpretation of the design parameters and overall design concept

    cosbimb54.2 advise people who have an interest on the designers' creative interpretation of the design parameters and overall design concept

    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)

  9. advise people who have an interest on how well the design concept proposals match the objective criteria in the design parameters

    cosbimb54.2 advise people who have an interest on how well the design concept proposals match the objective criteria in the design parameters

    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)

  10. identify changes in the project that are not reflected in any formal variations to the design parameters

    cosbimb54.2 identify changes in the project that are not reflected in any formal variations to the design parameters

    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)

  11. identify those elements of designs which meet the requirements of the original design parameters and any subsequent modifications

    cosbimb54.2 identify those elements of designs which meet the requirements of the original design parameters and any subsequent modifications

    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)

  12. people involved in the contract

    cosccomo04 people involved in the contract

    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

  13. record the results of the commissioning as appropriate and issue to stakeholders

    cosvx07 record the results of the commissioning as appropriate and issue to stakeholders

    context
    • cosvx07Procedures, specifications, regulations and guidelines:

      Procedures, specifications, regulations and guidelines:
      • witness test
      • inspections
      • obtain certificates
      • provision of operation manuals

    • cosvx07Engineering systems:

      Engineering systems:
      • components
      • equipment
      • products
      • services

    • cosvx07Commissioning:

      Commissioning:
      • tests trials
      • configuration
      • hand-over

    • cosvx07Conditions:

      Conditions:
      • authorisation
      • availability of resources
      • preparation of products
      • preparation of site
      • health and safety
      • environmental
      • permits

    • cosvx07 cosvx08Stakeholders:

      Stakeholders:
      • clients
      • users
      • consultants
      • contractors
      • regulating authorities
      • manufacturers

  14. appoint the successful tenderer formally and notify tenderers who have been unsuccessful, about the result

    cosccomo12 appoint the successful tenderer formally and notify tenderers who have been unsuccessful, about the result

    context
    • cosccomo12Shortlist tenderers

      Shortlist tenderers
      • Procurement process:
      ‐ open competitive
      ‐ two stage tender
      ‐ selected list
      ‐ negotiated
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Selection criteria:
      ‐ quality and delivery record
      ‐ perceived added value (including reputation of potential contractors and past performance)
      ‐ acceptability of known sub-contracting and organisational supply chain arrangements
      ‐ acceptability to client
      ‐ financial resources
      ‐ references from previous clients and bankers
      ‐ health, safety and welfare record
      ‐ human resource records
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ systems compatibility
      ‐ resources (human, materials, facilities)
      ‐ insurance
      ‐ environmental policy and management record
      ‐ innovation record
      ‐ local economic benefit
      • Obtain tenders and appoint successful contractors in construction contracting operations management

    • cosccomo12Evidence:

      Evidence:
      • documentary
      • references
      • interview

    • cosccomo12referencing

      referencing
      • cross-referencing and correlation with associated documents
      • spelling, grammar and punctuation
      • status

    • cosccomo12consultants

      consultants

    • cosccomo12Evaluate tenders and appoint contractors

      Evaluate tenders and appoint contractors
      • Tenders:
      ‐ open competitive
      ‐ two stage
      ‐ selected list
      ‐ negotiated
      • Criteria
      ‐ tender compliance
      ‐ quality
      • Obtain tenders and appoint successful contractors in construction contracting operations management
      • technical viability
      ‐ timescale
      ‐ cost (budgets, rates)
      ‐ loading and cash flow
      ‐ policies which offer added value
      ‐ any variations, adjustments and corrections
      ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
      ‐ weighting
      ‐ organisational policies
      ‐ regulatory requirements
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ information delivery
      ‐ design quality and costing
      ‐ community benefits
      ‐ best whole life value
      ‐ open book accounting
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Variations, adjustments and corrections:
      ‐ price
      ‐ quantity
      ‐ quality
      ‐ standards
      ‐ logistics
      ‐ completion
      • Obtain tenders and appoint successful contractors in construction contracting operations management

  15. negotiate and agree any variations, adjustments and corrections with the most appropriate tenderer and confirm them in writing, subject to contract

    cosccomo12 negotiate and agree any variations, adjustments and corrections with the most appropriate tenderer and confirm them in writing, subject to contract

    context
    • cosccomo12Shortlist tenderers

      Shortlist tenderers
      • Procurement process:
      ‐ open competitive
      ‐ two stage tender
      ‐ selected list
      ‐ negotiated
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Selection criteria:
      ‐ quality and delivery record
      ‐ perceived added value (including reputation of potential contractors and past performance)
      ‐ acceptability of known sub-contracting and organisational supply chain arrangements
      ‐ acceptability to client
      ‐ financial resources
      ‐ references from previous clients and bankers
      ‐ health, safety and welfare record
      ‐ human resource records
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ systems compatibility
      ‐ resources (human, materials, facilities)
      ‐ insurance
      ‐ environmental policy and management record
      ‐ innovation record
      ‐ local economic benefit
      • Obtain tenders and appoint successful contractors in construction contracting operations management

    • cosccomo12Evidence:

      Evidence:
      • documentary
      • references
      • interview

    • cosccomo12referencing

      referencing
      • cross-referencing and correlation with associated documents
      • spelling, grammar and punctuation
      • status

    • cosccomo12consultants

      consultants

    • cosccomo12Evaluate tenders and appoint contractors

      Evaluate tenders and appoint contractors
      • Tenders:
      ‐ open competitive
      ‐ two stage
      ‐ selected list
      ‐ negotiated
      • Criteria
      ‐ tender compliance
      ‐ quality
      • Obtain tenders and appoint successful contractors in construction contracting operations management
      • technical viability
      ‐ timescale
      ‐ cost (budgets, rates)
      ‐ loading and cash flow
      ‐ policies which offer added value
      ‐ any variations, adjustments and corrections
      ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
      ‐ weighting
      ‐ organisational policies
      ‐ regulatory requirements
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ information delivery
      ‐ design quality and costing
      ‐ community benefits
      ‐ best whole life value
      ‐ open book accounting
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Variations, adjustments and corrections:
      ‐ price
      ‐ quantity
      ‐ quality
      ‐ standards
      ‐ logistics
      ‐ completion
      • Obtain tenders and appoint successful contractors in construction contracting operations management

  16. choose the tender which best meets the criteria

    cosccomo12 choose the tender which best meets the criteria

    context
    • cosccomo12Shortlist tenderers

      Shortlist tenderers
      • Procurement process:
      ‐ open competitive
      ‐ two stage tender
      ‐ selected list
      ‐ negotiated
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Selection criteria:
      ‐ quality and delivery record
      ‐ perceived added value (including reputation of potential contractors and past performance)
      ‐ acceptability of known sub-contracting and organisational supply chain arrangements
      ‐ acceptability to client
      ‐ financial resources
      ‐ references from previous clients and bankers
      ‐ health, safety and welfare record
      ‐ human resource records
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ systems compatibility
      ‐ resources (human, materials, facilities)
      ‐ insurance
      ‐ environmental policy and management record
      ‐ innovation record
      ‐ local economic benefit
      • Obtain tenders and appoint successful contractors in construction contracting operations management

    • cosccomo12Evidence:

      Evidence:
      • documentary
      • references
      • interview

    • cosccomo12referencing

      referencing
      • cross-referencing and correlation with associated documents
      • spelling, grammar and punctuation
      • status

    • cosccomo12consultants

      consultants

    • cosccomo12Evaluate tenders and appoint contractors

      Evaluate tenders and appoint contractors
      • Tenders:
      ‐ open competitive
      ‐ two stage
      ‐ selected list
      ‐ negotiated
      • Criteria
      ‐ tender compliance
      ‐ quality
      • Obtain tenders and appoint successful contractors in construction contracting operations management
      • technical viability
      ‐ timescale
      ‐ cost (budgets, rates)
      ‐ loading and cash flow
      ‐ policies which offer added value
      ‐ any variations, adjustments and corrections
      ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
      ‐ weighting
      ‐ organisational policies
      ‐ regulatory requirements
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ information delivery
      ‐ design quality and costing
      ‐ community benefits
      ‐ best whole life value
      ‐ open book accounting
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Variations, adjustments and corrections:
      ‐ price
      ‐ quantity
      ‐ quality
      ‐ standards
      ‐ logistics
      ‐ completion
      • Obtain tenders and appoint successful contractors in construction contracting operations management

  17. modify and/or repeat the tendering processes in consultation with the client if too few tenders are received

    cosccomo12 modify and/or repeat the tendering processes in consultation with the client if too few tenders are received

    context
    • cosccomo12Shortlist tenderers

      Shortlist tenderers
      • Procurement process:
      ‐ open competitive
      ‐ two stage tender
      ‐ selected list
      ‐ negotiated
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Selection criteria:
      ‐ quality and delivery record
      ‐ perceived added value (including reputation of potential contractors and past performance)
      ‐ acceptability of known sub-contracting and organisational supply chain arrangements
      ‐ acceptability to client
      ‐ financial resources
      ‐ references from previous clients and bankers
      ‐ health, safety and welfare record
      ‐ human resource records
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ systems compatibility
      ‐ resources (human, materials, facilities)
      ‐ insurance
      ‐ environmental policy and management record
      ‐ innovation record
      ‐ local economic benefit
      • Obtain tenders and appoint successful contractors in construction contracting operations management

    • cosccomo12Evidence:

      Evidence:
      • documentary
      • references
      • interview

    • cosccomo12referencing

      referencing
      • cross-referencing and correlation with associated documents
      • spelling, grammar and punctuation
      • status

    • cosccomo12consultants

      consultants

    • cosccomo12Evaluate tenders and appoint contractors

      Evaluate tenders and appoint contractors
      • Tenders:
      ‐ open competitive
      ‐ two stage
      ‐ selected list
      ‐ negotiated
      • Criteria
      ‐ tender compliance
      ‐ quality
      • Obtain tenders and appoint successful contractors in construction contracting operations management
      • technical viability
      ‐ timescale
      ‐ cost (budgets, rates)
      ‐ loading and cash flow
      ‐ policies which offer added value
      ‐ any variations, adjustments and corrections
      ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
      ‐ weighting
      ‐ organisational policies
      ‐ regulatory requirements
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ information delivery
      ‐ design quality and costing
      ‐ community benefits
      ‐ best whole life value
      ‐ open book accounting
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Variations, adjustments and corrections:
      ‐ price
      ‐ quantity
      ‐ quality
      ‐ standards
      ‐ logistics
      ‐ completion
      • Obtain tenders and appoint successful contractors in construction contracting operations management

  18. acknowledge and evaluate the tenders received against the agreed

    cosccomo12 acknowledge and evaluate the tenders received against the agreed

    context
    • cosccomo12Shortlist tenderers

      Shortlist tenderers
      • Procurement process:
      ‐ open competitive
      ‐ two stage tender
      ‐ selected list
      ‐ negotiated
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Selection criteria:
      ‐ quality and delivery record
      ‐ perceived added value (including reputation of potential contractors and past performance)
      ‐ acceptability of known sub-contracting and organisational supply chain arrangements
      ‐ acceptability to client
      ‐ financial resources
      ‐ references from previous clients and bankers
      ‐ health, safety and welfare record
      ‐ human resource records
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ systems compatibility
      ‐ resources (human, materials, facilities)
      ‐ insurance
      ‐ environmental policy and management record
      ‐ innovation record
      ‐ local economic benefit
      • Obtain tenders and appoint successful contractors in construction contracting operations management

    • cosccomo12Evidence:

      Evidence:
      • documentary
      • references
      • interview

    • cosccomo12referencing

      referencing
      • cross-referencing and correlation with associated documents
      • spelling, grammar and punctuation
      • status

    • cosccomo12consultants

      consultants

    • cosccomo12Evaluate tenders and appoint contractors

      Evaluate tenders and appoint contractors
      • Tenders:
      ‐ open competitive
      ‐ two stage
      ‐ selected list
      ‐ negotiated
      • Criteria
      ‐ tender compliance
      ‐ quality
      • Obtain tenders and appoint successful contractors in construction contracting operations management
      • technical viability
      ‐ timescale
      ‐ cost (budgets, rates)
      ‐ loading and cash flow
      ‐ policies which offer added value
      ‐ any variations, adjustments and corrections
      ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
      ‐ weighting
      ‐ organisational policies
      ‐ regulatory requirements
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ information delivery
      ‐ design quality and costing
      ‐ community benefits
      ‐ best whole life value
      ‐ open book accounting
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Variations, adjustments and corrections:
      ‐ price
      ‐ quantity
      ‐ quality
      ‐ standards
      ‐ logistics
      ‐ completion
      • Obtain tenders and appoint successful contractors in construction contracting operations management

  19. keep records of tender information and documents issued, feedback, queries and information from tenderers

    cosccomo12 keep records of tender information and documents issued, feedback, queries and information from tenderers

    context
    • cosccomo12Shortlist tenderers

      Shortlist tenderers
      • Procurement process:
      ‐ open competitive
      ‐ two stage tender
      ‐ selected list
      ‐ negotiated
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Selection criteria:
      ‐ quality and delivery record
      ‐ perceived added value (including reputation of potential contractors and past performance)
      ‐ acceptability of known sub-contracting and organisational supply chain arrangements
      ‐ acceptability to client
      ‐ financial resources
      ‐ references from previous clients and bankers
      ‐ health, safety and welfare record
      ‐ human resource records
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ systems compatibility
      ‐ resources (human, materials, facilities)
      ‐ insurance
      ‐ environmental policy and management record
      ‐ innovation record
      ‐ local economic benefit
      • Obtain tenders and appoint successful contractors in construction contracting operations management

    • cosccomo12Evidence:

      Evidence:
      • documentary
      • references
      • interview

    • cosccomo12referencing

      referencing
      • cross-referencing and correlation with associated documents
      • spelling, grammar and punctuation
      • status

    • cosccomo12consultants

      consultants

    • cosccomo12Evaluate tenders and appoint contractors

      Evaluate tenders and appoint contractors
      • Tenders:
      ‐ open competitive
      ‐ two stage
      ‐ selected list
      ‐ negotiated
      • Criteria
      ‐ tender compliance
      ‐ quality
      • Obtain tenders and appoint successful contractors in construction contracting operations management
      • technical viability
      ‐ timescale
      ‐ cost (budgets, rates)
      ‐ loading and cash flow
      ‐ policies which offer added value
      ‐ any variations, adjustments and corrections
      ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
      ‐ weighting
      ‐ organisational policies
      ‐ regulatory requirements
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ information delivery
      ‐ design quality and costing
      ‐ community benefits
      ‐ best whole life value
      ‐ open book accounting
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Variations, adjustments and corrections:
      ‐ price
      ‐ quantity
      ‐ quality
      ‐ standards
      ‐ logistics
      ‐ completion
      • Obtain tenders and appoint successful contractors in construction contracting operations management

  20. agree and implement action when tenderers withdraw from the process

    cosccomo12 agree and implement action when tenderers withdraw from the process

    context
    • cosccomo12Shortlist tenderers

      Shortlist tenderers
      • Procurement process:
      ‐ open competitive
      ‐ two stage tender
      ‐ selected list
      ‐ negotiated
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Selection criteria:
      ‐ quality and delivery record
      ‐ perceived added value (including reputation of potential contractors and past performance)
      ‐ acceptability of known sub-contracting and organisational supply chain arrangements
      ‐ acceptability to client
      ‐ financial resources
      ‐ references from previous clients and bankers
      ‐ health, safety and welfare record
      ‐ human resource records
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ systems compatibility
      ‐ resources (human, materials, facilities)
      ‐ insurance
      ‐ environmental policy and management record
      ‐ innovation record
      ‐ local economic benefit
      • Obtain tenders and appoint successful contractors in construction contracting operations management

    • cosccomo12Evidence:

      Evidence:
      • documentary
      • references
      • interview

    • cosccomo12referencing

      referencing
      • cross-referencing and correlation with associated documents
      • spelling, grammar and punctuation
      • status

    • cosccomo12consultants

      consultants

    • cosccomo12Evaluate tenders and appoint contractors

      Evaluate tenders and appoint contractors
      • Tenders:
      ‐ open competitive
      ‐ two stage
      ‐ selected list
      ‐ negotiated
      • Criteria
      ‐ tender compliance
      ‐ quality
      • Obtain tenders and appoint successful contractors in construction contracting operations management
      • technical viability
      ‐ timescale
      ‐ cost (budgets, rates)
      ‐ loading and cash flow
      ‐ policies which offer added value
      ‐ any variations, adjustments and corrections
      ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
      ‐ weighting
      ‐ organisational policies
      ‐ regulatory requirements
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ information delivery
      ‐ design quality and costing
      ‐ community benefits
      ‐ best whole life value
      ‐ open book accounting
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Variations, adjustments and corrections:
      ‐ price
      ‐ quantity
      ‐ quality
      ‐ standards
      ‐ logistics
      ‐ completion
      • Obtain tenders and appoint successful contractors in construction contracting operations management

  21. amend the tender information and documents to correct them and ensure that addendums are re-issued

    cosccomo12 amend the tender information and documents to correct them and ensure that addendums are re-issued

    context
    • cosccomo12Shortlist tenderers

      Shortlist tenderers
      • Procurement process:
      ‐ open competitive
      ‐ two stage tender
      ‐ selected list
      ‐ negotiated
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Selection criteria:
      ‐ quality and delivery record
      ‐ perceived added value (including reputation of potential contractors and past performance)
      ‐ acceptability of known sub-contracting and organisational supply chain arrangements
      ‐ acceptability to client
      ‐ financial resources
      ‐ references from previous clients and bankers
      ‐ health, safety and welfare record
      ‐ human resource records
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ systems compatibility
      ‐ resources (human, materials, facilities)
      ‐ insurance
      ‐ environmental policy and management record
      ‐ innovation record
      ‐ local economic benefit
      • Obtain tenders and appoint successful contractors in construction contracting operations management

    • cosccomo12Evidence:

      Evidence:
      • documentary
      • references
      • interview

    • cosccomo12referencing

      referencing
      • cross-referencing and correlation with associated documents
      • spelling, grammar and punctuation
      • status

    • cosccomo12consultants

      consultants

    • cosccomo12Evaluate tenders and appoint contractors

      Evaluate tenders and appoint contractors
      • Tenders:
      ‐ open competitive
      ‐ two stage
      ‐ selected list
      ‐ negotiated
      • Criteria
      ‐ tender compliance
      ‐ quality
      • Obtain tenders and appoint successful contractors in construction contracting operations management
      • technical viability
      ‐ timescale
      ‐ cost (budgets, rates)
      ‐ loading and cash flow
      ‐ policies which offer added value
      ‐ any variations, adjustments and corrections
      ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
      ‐ weighting
      ‐ organisational policies
      ‐ regulatory requirements
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ information delivery
      ‐ design quality and costing
      ‐ community benefits
      ‐ best whole life value
      ‐ open book accounting
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Variations, adjustments and corrections:
      ‐ price
      ‐ quantity
      ‐ quality
      ‐ standards
      ‐ logistics
      ‐ completion
      • Obtain tenders and appoint successful contractors in construction contracting operations management

  22. Select documents

    cosccomo12 Select documents

    context
    • cosccomo12Shortlist tenderers

      Shortlist tenderers
      • Procurement process:
      ‐ open competitive
      ‐ two stage tender
      ‐ selected list
      ‐ negotiated
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Selection criteria:
      ‐ quality and delivery record
      ‐ perceived added value (including reputation of potential contractors and past performance)
      ‐ acceptability of known sub-contracting and organisational supply chain arrangements
      ‐ acceptability to client
      ‐ financial resources
      ‐ references from previous clients and bankers
      ‐ health, safety and welfare record
      ‐ human resource records
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ systems compatibility
      ‐ resources (human, materials, facilities)
      ‐ insurance
      ‐ environmental policy and management record
      ‐ innovation record
      ‐ local economic benefit
      • Obtain tenders and appoint successful contractors in construction contracting operations management

    • cosccomo12Evidence:

      Evidence:
      • documentary
      • references
      • interview

    • cosccomo12referencing

      referencing
      • cross-referencing and correlation with associated documents
      • spelling, grammar and punctuation
      • status

    • cosccomo12consultants

      consultants

    • cosccomo12Evaluate tenders and appoint contractors

      Evaluate tenders and appoint contractors
      • Tenders:
      ‐ open competitive
      ‐ two stage
      ‐ selected list
      ‐ negotiated
      • Criteria
      ‐ tender compliance
      ‐ quality
      • Obtain tenders and appoint successful contractors in construction contracting operations management
      • technical viability
      ‐ timescale
      ‐ cost (budgets, rates)
      ‐ loading and cash flow
      ‐ policies which offer added value
      ‐ any variations, adjustments and corrections
      ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
      ‐ weighting
      ‐ organisational policies
      ‐ regulatory requirements
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ information delivery
      ‐ design quality and costing
      ‐ community benefits
      ‐ best whole life value
      ‐ open book accounting
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Variations, adjustments and corrections:
      ‐ price
      ‐ quantity
      ‐ quality
      ‐ standards
      ‐ logistics
      ‐ completion
      • Obtain tenders and appoint successful contractors in construction contracting operations management

  23. Shortlist tenderers

    cosccomo12 Shortlist tenderers

    context
    • cosccomo12Shortlist tenderers

      Shortlist tenderers
      • Procurement process:
      ‐ open competitive
      ‐ two stage tender
      ‐ selected list
      ‐ negotiated
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Selection criteria:
      ‐ quality and delivery record
      ‐ perceived added value (including reputation of potential contractors and past performance)
      ‐ acceptability of known sub-contracting and organisational supply chain arrangements
      ‐ acceptability to client
      ‐ financial resources
      ‐ references from previous clients and bankers
      ‐ health, safety and welfare record
      ‐ human resource records
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ systems compatibility
      ‐ resources (human, materials, facilities)
      ‐ insurance
      ‐ environmental policy and management record
      ‐ innovation record
      ‐ local economic benefit
      • Obtain tenders and appoint successful contractors in construction contracting operations management

    • cosccomo12Evidence:

      Evidence:
      • documentary
      • references
      • interview

    • cosccomo12referencing

      referencing
      • cross-referencing and correlation with associated documents
      • spelling, grammar and punctuation
      • status

    • cosccomo12consultants

      consultants

    • cosccomo12Evaluate tenders and appoint contractors

      Evaluate tenders and appoint contractors
      • Tenders:
      ‐ open competitive
      ‐ two stage
      ‐ selected list
      ‐ negotiated
      • Criteria
      ‐ tender compliance
      ‐ quality
      • Obtain tenders and appoint successful contractors in construction contracting operations management
      • technical viability
      ‐ timescale
      ‐ cost (budgets, rates)
      ‐ loading and cash flow
      ‐ policies which offer added value
      ‐ any variations, adjustments and corrections
      ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
      ‐ weighting
      ‐ organisational policies
      ‐ regulatory requirements
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ information delivery
      ‐ design quality and costing
      ‐ community benefits
      ‐ best whole life value
      ‐ open book accounting
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Variations, adjustments and corrections:
      ‐ price
      ‐ quantity
      ‐ quality
      ‐ standards
      ‐ logistics
      ‐ completion
      • Obtain tenders and appoint successful contractors in construction contracting operations management

  24. check with tenderers if any discrepancies, omissions and errors are found in the tenders, and make any amendments which tenderers authorise

    cosccomo12 check with tenderers if any discrepancies, omissions and errors are found in the tenders, and make any amendments which tenderers authorise

    context
    • cosccomo12Shortlist tenderers

      Shortlist tenderers
      • Procurement process:
      ‐ open competitive
      ‐ two stage tender
      ‐ selected list
      ‐ negotiated
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Selection criteria:
      ‐ quality and delivery record
      ‐ perceived added value (including reputation of potential contractors and past performance)
      ‐ acceptability of known sub-contracting and organisational supply chain arrangements
      ‐ acceptability to client
      ‐ financial resources
      ‐ references from previous clients and bankers
      ‐ health, safety and welfare record
      ‐ human resource records
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ systems compatibility
      ‐ resources (human, materials, facilities)
      ‐ insurance
      ‐ environmental policy and management record
      ‐ innovation record
      ‐ local economic benefit
      • Obtain tenders and appoint successful contractors in construction contracting operations management

    • cosccomo12Evidence:

      Evidence:
      • documentary
      • references
      • interview

    • cosccomo12referencing

      referencing
      • cross-referencing and correlation with associated documents
      • spelling, grammar and punctuation
      • status

    • cosccomo12consultants

      consultants

    • cosccomo12Evaluate tenders and appoint contractors

      Evaluate tenders and appoint contractors
      • Tenders:
      ‐ open competitive
      ‐ two stage
      ‐ selected list
      ‐ negotiated
      • Criteria
      ‐ tender compliance
      ‐ quality
      • Obtain tenders and appoint successful contractors in construction contracting operations management
      • technical viability
      ‐ timescale
      ‐ cost (budgets, rates)
      ‐ loading and cash flow
      ‐ policies which offer added value
      ‐ any variations, adjustments and corrections
      ‐ comparative criteria (eg price indices, databases, trade journals, pre-tender estimates)
      ‐ weighting
      ‐ organisational policies
      ‐ regulatory requirements
      ‐ competence of people
      ‐ Building Information Modelling capability
      ‐ information delivery
      ‐ design quality and costing
      ‐ community benefits
      ‐ best whole life value
      ‐ open book accounting
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Variations, adjustments and corrections:
      ‐ price
      ‐ quantity
      ‐ quality
      ‐ standards
      ‐ logistics
      ‐ completion
      • Obtain tenders and appoint successful contractors in construction contracting operations management

  25. Contribute to effective working relationships for plant installation activities

    cospi28 Contribute to effective working relationships for plant installation activities

    context
    • cospi28Types of engineering activities installation of plant machinery and equipment

      Types of engineering activities installation of plant machinery and equipment
      • Complexity of activities these activities would be carried out on site or client's/hirers premises planned installation of plant and equipment and their associated systems and components, depending on the installation environment; typical examples could include construction sites; client/hirers premises; working at height; unfavourable weather conditions; working below ground; confined spaces dealing with problems, breakdowns and emergencies
      • Level and extent of responsibility the responsibility extends to organising and supervising your own and work of other staff on a day-to-day basis and requires you to provide technical expertise to the work of others as required. This would be in accordance with organisational procedures and requirements for the installation of plant machinery and equipment
      • Methods of communicating activities use of the following methods of communication activities: spoken; written; electronic
      • Groups of people with which relationships should be maintained establishing and maintaining working relationships and dealing with difficulties whilst still maintaining relationships with colleagues, customers, general public, supervisors and line managers when dealing with own work and the work of others
      • Communications reporting to others in a fair and honest manner and seeking guidance, advice and assistance informing others of their work activities and plans, work progress and results

  26. select plant, machinery, equipment or vehicle resources for the methods of work and operations to be carried out

    COSVR608 select plant, machinery, equipment or vehicle resources for the methods of work and operations to be carried out

    knowledge
    • COSVR608 cosvr608Selection of resources

      Selection of resources
      • the characteristics, quality, uses, sustainability, limitations and defects associated with plant, machinery, equipment and vehicle resources and how defects should be rectified
      • how the resources should be used and how any problems associated with the resources are reported
      • the organisational procedures to select resources, why they have been developed and how they are used
      • the hazards associated with the resources and methods of work and how they are overcome

    context
    • COSVR608 cosvr608selection of resources associated with own work

      selection of resources associated with own work
      • tools and ancillary equipment

  27. Practice within an ethical framework 13 make judgements and offer advice which balance the needs of the client, the resources available and the needs of people in the community who are directly and indirectly affected 14 take clear and unequivocal personal responsibility for your own decisions and the decisions of others in your organisation 15 behave in an ethical manner and take appropriate action if unethical behaviour is brought to your attention 16 establish a system of communication to report instances of unethical behaviour which encourages responsibility and empowerment at all levels 17 offer judgements and advice which recognise the needs of other people 18 manage criteria that identify offers and contracts which are illegal and which may generate conflicts of interest and reject those that fail the criteria 19 define the limits of your professional expertise and set perimeters to work within them 20 disclose information obtained from clients only to those who have a legitimate right to receive it 21 enter into formal and informal contracts and agreements for advisory and problem-solving services which conform to legal requirements, ethical standards and recognised good practice and that service providers adhere to relevant conditions 22 communicate with clients in a style and manner which maintains professional independence and maximises goodwill and trust 23 define and agree the working practices and the expectations of the people involved in the contract 24 set up and implement systems to protect the individual, and the interests of society and to indemnify clients where the advice given results in loss or damage to the client 25 keep all funds, including interest, held on behalf of clients, separate from personal and organisational funds 26 promote a culture of honesty and equity with people, identify areas of weakness and recommend or implement improvements

    COSCSMO03 Practice within an ethical framework 13 make judgements and offer advice which balance the needs of the client, the resources available and the needs of people in the community who are directly and indirectly affected 14 take clear and unequivocal personal responsibility for your own decisions and the decisions of others in your organisation 15 behave in an ethical manner and take appropriate action if unethical behaviour is brought to your attention 16 establish a system of communication to report instances of unethical behaviour which encourages responsibility and empowerment at all levels 17 offer judgements and advice which recognise the needs of other people 18 manage criteria that identify offers and contracts which are illegal and which may generate conflicts of interest and reject those that fail the criteria 19 define the limits of your professional expertise and set perimeters to work within them 20 disclose information obtained from clients only to those who have a legitimate right to receive it 21 enter into formal and informal contracts and agreements for advisory and problem-solving services which conform to legal requirements, ethical standards and recognised good practice and that service providers adhere to relevant conditions 22 communicate with clients in a style and manner which maintains professional independence and maximises goodwill and trust 23 define and agree the working practices and the expectations of the people involved in the contract 24 set up and implement systems to protect the individual, and the interests of society and to indemnify clients where the advice given results in loss or damage to the client 25 keep all funds, including interest, held on behalf of clients, separate from personal and organisational funds 26 promote a culture of honesty and equity with people, identify areas of weakness and recommend or implement improvements

    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

  28. professional independence and maximises goodwill and trust

    cosccomo04 professional independence and maximises goodwill and trust

    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

  29. Identify and implement methods and procedures to reduce risk

    cosccomo01 Identify and implement methods and procedures to reduce risk

    context
    • cosccomo01Maintain health, safety and welfare in the workplace

      Maintain health, safety and welfare in the workplace
      • Workplace:
      ‐ office
      ‐ workshop
      ‐ warehouse/storage
      ‐ construction sites including public areas (e.g. buildings, roads, motorways, railways, civil engineering works and all infrastructure projects)
      • Induction:
      ‐ health and safety responsibilities
      ‐ all construction activities
      ‐ health, safety and welfare equipment and resources
      ‐ risk control procedures/method statements
      ‐ first aid arrangements
      ‐ Health and Safety Plan
      • People:
      ‐ workforce
      ‐ visitors
      ‐ public
      ‐ people with specific access and communication needs
      • Organisational and statutory requirements:
      ‐ construction specific health, safety and welfare regulations
      ‐ general health, safety and welfare legislation
      ‐ recognised industry codes of practice
      ‐ organisational procedures
      ‐ safety audit
      ‐ occupiers and near neighbours

    • cosccomo01Identify hazards and assess risks in the workplace

      Identify hazards and assess risks in the workplace
      • Hazards
      ‐ falls from height
      • slips, trips and falls (same level)
      ‐ hit by falling or moving objects
      ‐ manual handling
      ‐ health issues
      ‐ power sources
      ‐ hazardous substances
      ‐ confined spaces
      ‐ fire
      • Workplace:
      ‐ office
      ‐ workshop
      ‐ warehouse/storage
      ‐ construction sites including public areas (e.g. buildings, motorways, railways, civil engineering works and all infrastructure projects)
      • Factors:
      ‐ injury to people
      ‐ cause of ill health
      ‐ damage of property
      ‐ adversely affect the built environment
      • Assess:
      ‐ likelihood of occurrence
      ‐ severity of harm or damage which may be incurred
      • Risks:
      ‐ high
      ‐ medium
      ‐ low
      • Principles of prevention and protection:
      ‐ eliminate risk
      ‐ control at source

    • cosccomo01cumulative protection

      cumulative protection
      • manage
      • personal protection equipment
      • collective protection

  30. Identify hazards and assess risks in the workplace

    cosccomo01 cosccoc01 Identify hazards and assess risks in the workplace

    context
    • cosccomo01Maintain health, safety and welfare in the workplace

      Maintain health, safety and welfare in the workplace
      • Workplace:
      ‐ office
      ‐ workshop
      ‐ warehouse/storage
      ‐ construction sites including public areas (e.g. buildings, roads, motorways, railways, civil engineering works and all infrastructure projects)
      • Induction:
      ‐ health and safety responsibilities
      ‐ all construction activities
      ‐ health, safety and welfare equipment and resources
      ‐ risk control procedures/method statements
      ‐ first aid arrangements
      ‐ Health and Safety Plan
      • People:
      ‐ workforce
      ‐ visitors
      ‐ public
      ‐ people with specific access and communication needs
      • Organisational and statutory requirements:
      ‐ construction specific health, safety and welfare regulations
      ‐ general health, safety and welfare legislation
      ‐ recognised industry codes of practice
      ‐ organisational procedures
      ‐ safety audit
      ‐ occupiers and near neighbours

    • cosccomo01Identify hazards and assess risks in the workplace

      Identify hazards and assess risks in the workplace
      • Hazards
      ‐ falls from height
      • slips, trips and falls (same level)
      ‐ hit by falling or moving objects
      ‐ manual handling
      ‐ health issues
      ‐ power sources
      ‐ hazardous substances
      ‐ confined spaces
      ‐ fire
      • Workplace:
      ‐ office
      ‐ workshop
      ‐ warehouse/storage
      ‐ construction sites including public areas (e.g. buildings, motorways, railways, civil engineering works and all infrastructure projects)
      • Factors:
      ‐ injury to people
      ‐ cause of ill health
      ‐ damage of property
      ‐ adversely affect the built environment
      • Assess:
      ‐ likelihood of occurrence
      ‐ severity of harm or damage which may be incurred
      • Risks:
      ‐ high
      ‐ medium
      ‐ low
      • Principles of prevention and protection:
      ‐ eliminate risk
      ‐ control at source

    • cosccomo01cumulative protection

      cumulative protection
      • manage
      • personal protection equipment
      • collective protection

  31. Maintain health, safety and welfare in the workplace

    cosccomo01 Maintain health, safety and welfare in the workplace

    context
    • cosccomo01Maintain health, safety and welfare in the workplace

      Maintain health, safety and welfare in the workplace
      • Workplace:
      ‐ office
      ‐ workshop
      ‐ warehouse/storage
      ‐ construction sites including public areas (e.g. buildings, roads, motorways, railways, civil engineering works and all infrastructure projects)
      • Induction:
      ‐ health and safety responsibilities
      ‐ all construction activities
      ‐ health, safety and welfare equipment and resources
      ‐ risk control procedures/method statements
      ‐ first aid arrangements
      ‐ Health and Safety Plan
      • People:
      ‐ workforce
      ‐ visitors
      ‐ public
      ‐ people with specific access and communication needs
      • Organisational and statutory requirements:
      ‐ construction specific health, safety and welfare regulations
      ‐ general health, safety and welfare legislation
      ‐ recognised industry codes of practice
      ‐ organisational procedures
      ‐ safety audit
      ‐ occupiers and near neighbours

    • cosccomo01Identify hazards and assess risks in the workplace

      Identify hazards and assess risks in the workplace
      • Hazards
      ‐ falls from height
      • slips, trips and falls (same level)
      ‐ hit by falling or moving objects
      ‐ manual handling
      ‐ health issues
      ‐ power sources
      ‐ hazardous substances
      ‐ confined spaces
      ‐ fire
      • Workplace:
      ‐ office
      ‐ workshop
      ‐ warehouse/storage
      ‐ construction sites including public areas (e.g. buildings, motorways, railways, civil engineering works and all infrastructure projects)
      • Factors:
      ‐ injury to people
      ‐ cause of ill health
      ‐ damage of property
      ‐ adversely affect the built environment
      • Assess:
      ‐ likelihood of occurrence
      ‐ severity of harm or damage which may be incurred
      • Risks:
      ‐ high
      ‐ medium
      ‐ low
      • Principles of prevention and protection:
      ‐ eliminate risk
      ‐ control at source

    • cosccomo01cumulative protection

      cumulative protection
      • manage
      • personal protection equipment
      • collective protection

  32. Contribute to the planning and organisation of plant installation activities

    cospi28 Contribute to the planning and organisation of plant installation activities

    context
    • cospi28Types of engineering activities installation of plant machinery and equipment

      Types of engineering activities installation of plant machinery and equipment
      • Complexity of activities these activities would be carried out on site or client's/hirers premises planned installation of plant and equipment and their associated systems and components, depending on the installation environment; typical examples could include construction sites; client/hirers premises; working at height; unfavourable weather conditions; working below ground; confined spaces dealing with problems, breakdowns and emergencies
      • Level and extent of responsibility the responsibility extends to organising and supervising your own and work of other staff on a day-to-day basis and requires you to provide technical expertise to the work of others as required. This would be in accordance with organisational procedures and requirements for the installation of plant machinery and equipment
      • Methods of communicating activities use of the following methods of communication activities: spoken; written; electronic
      • Groups of people with which relationships should be maintained establishing and maintaining working relationships and dealing with difficulties whilst still maintaining relationships with colleagues, customers, general public, supervisors and line managers when dealing with own work and the work of others
      • Communications reporting to others in a fair and honest manner and seeking guidance, advice and assistance informing others of their work activities and plans, work progress and results

  33. evaluate whether the purpose and objectives of the meeting have been achieved and how future meetings could be made more effective

    cosbedmc04 evaluate whether the purpose and objectives of the meeting have been achieved and how future meetings could be made more effective

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  34. check that decisions and action points are accurately recorded and promptly communicated to those who need to know

    cosbedmc04 check that decisions and action points are accurately recorded and promptly communicated to those who need to know

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  35. observe any formal procedures or standing orders that apply to the meeting

    cosbedmc04 observe any formal procedures or standing orders that apply to the meeting

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  36. ensure that meetings achieve their objectives within the allocated time

    cosbedmc04 ensure that meetings achieve their objectives within the allocated time

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  37. present information and provide summaries clearly, at appropriate points during the meeting to make useful contributions

    cosbedmc04 present information and provide summaries clearly, at appropriate points during the meeting to make useful contributions

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  38. discourage unhelpful arguments and digressions

    cosbedmc04 discourage unhelpful arguments and digressions

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  39. maintain a style of leadership which helps those attending the meeting to make useful contributions

    cosbedmc04 maintain a style of leadership which helps those attending the meeting to make useful contributions

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  40. allocate discussion time to topics consistently with their importance, urgency and complexity

    cosbedmc04 allocate discussion time to topics consistently with their importance, urgency and complexity

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  41. ensure that everyone attending the meeting agrees the objective of the meeting at the start

    cosbedmc04 ensure that everyone attending the meeting agrees the objective of the meeting at the start

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  42. ensure that the appropriate people are invited to the meeting and given sufficient notice and information to allow them to contribute effectively

    cosbedmc04 ensure that the appropriate people are invited to the meeting and given sufficient notice and information to allow them to contribute effectively

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  43. refuse offers and contracts which are illegal and which may generate conflicts of interest

    cosbedmc04 refuse offers and contracts which are illegal and which may generate conflicts of interest

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  44. enter into formal and informal contracts and agreements for advisory and problem-solving services which conform to legal requirements, ethical standards and recognised good practice

    cosbedmc04 enter into formal and informal contracts and agreements for advisory and problem-solving services which conform to legal requirements, ethical standards and recognised good practice

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  45. identify any problems with the commissioning and refer them to relevant stakeholders

    cosvx07 identify any problems with the commissioning and refer them to relevant stakeholders

    context
    • cosvx07Procedures, specifications, regulations and guidelines:

      Procedures, specifications, regulations and guidelines:
      • witness test
      • inspections
      • obtain certificates
      • provision of operation manuals

    • cosvx07Engineering systems:

      Engineering systems:
      • components
      • equipment
      • products
      • services

    • cosvx07Commissioning:

      Commissioning:
      • tests trials
      • configuration
      • hand-over

    • cosvx07Conditions:

      Conditions:
      • authorisation
      • availability of resources
      • preparation of products
      • preparation of site
      • health and safety
      • environmental
      • permits

    • cosvx07 cosvx08Stakeholders:

      Stakeholders:
      • clients
      • users
      • consultants
      • contractors
      • regulating authorities
      • manufacturers

  46. Monitor and control supply chain arrangements

    cosccomo11 Monitor and control supply chain arrangements

    context
    • cosccomo11Evaluate and agree the benefits and risks of strategic sourcing

      Evaluate and agree the benefits and risks of strategic sourcing
      • Criteria:
      ‐ cost
      ‐ legislation
      ‐ codes of practice
      ‐ security of supply
      ‐ consistency of supply
      ‐ quality of product/service being supplied
      ‐ contract providing mutual benefits
      ‐ agreed payment procedures
      ‐ time and scheduling
      ‐ Building Information Modelling capability
      ‐ alignment of systems
      ‐ adoption of industry guidance and benchmarking
      ‐ community and sustainability benefits
      ‐ business case including whole life value
      ‐ project objectives
      ‐ competence of supplier
      • Strategic sourcing - of:
      ‐ principal contractors
      ‐ sub/works/trade contractors
      ‐ suppliers of goods, materials and labour
      ‐ consultants
      ‐ facility/asset managers
      ‐ finance

    • cosccomo11Agree and implement alignment of systems

      Agree and implement alignment of systems
      • Supply chain:
      ‐ principal contractors
      • Implement strategic and integrated supply chain management and sourcing partnerships in construction contracting operations management
      • sub/works/trade contractors
      ‐ suppliers of goods, materials and labour
      ‐ consultants
      ‐ facility/asset managers
      ‐ finance
      • Systems:
      ‐ health & safety
      ‐ environment
      ‐ certification of workforce
      ‐ manual
      ‐ electronic
      ‐ Building Information Modelling
      ‐ TQM systems
      ‐ design
      ‐ commercial
      ‐ Key Performance Indicators
      ‐ time management
      ‐ open book forms linked to outcomes
      ‐ agreed payment procedure
      • Stakeholders:
      ‐ internal
      ‐ external

  47. Evaluate and agree the benefits and risks of strategic sourcing

    cosccomo11 Evaluate and agree the benefits and risks of strategic sourcing

    context
    • cosccomo11Evaluate and agree the benefits and risks of strategic sourcing

      Evaluate and agree the benefits and risks of strategic sourcing
      • Criteria:
      ‐ cost
      ‐ legislation
      ‐ codes of practice
      ‐ security of supply
      ‐ consistency of supply
      ‐ quality of product/service being supplied
      ‐ contract providing mutual benefits
      ‐ agreed payment procedures
      ‐ time and scheduling
      ‐ Building Information Modelling capability
      ‐ alignment of systems
      ‐ adoption of industry guidance and benchmarking
      ‐ community and sustainability benefits
      ‐ business case including whole life value
      ‐ project objectives
      ‐ competence of supplier
      • Strategic sourcing - of:
      ‐ principal contractors
      ‐ sub/works/trade contractors
      ‐ suppliers of goods, materials and labour
      ‐ consultants
      ‐ facility/asset managers
      ‐ finance

    • cosccomo11Agree and implement alignment of systems

      Agree and implement alignment of systems
      • Supply chain:
      ‐ principal contractors
      • Implement strategic and integrated supply chain management and sourcing partnerships in construction contracting operations management
      • sub/works/trade contractors
      ‐ suppliers of goods, materials and labour
      ‐ consultants
      ‐ facility/asset managers
      ‐ finance
      • Systems:
      ‐ health & safety
      ‐ environment
      ‐ certification of workforce
      ‐ manual
      ‐ electronic
      ‐ Building Information Modelling
      ‐ TQM systems
      ‐ design
      ‐ commercial
      ‐ Key Performance Indicators
      ‐ time management
      ‐ open book forms linked to outcomes
      ‐ agreed payment procedure
      • Stakeholders:
      ‐ internal
      ‐ external

  48. produce a specification which is based on identified, applicable, current source information

    cosbimb62.1 produce a specification which is based on identified, applicable, current source information

    context
    • cosbimb62.1Type of specification:

      Type of specification:
      • original document
      • National Building Specification
      • industry/practice standards
      • elements, trade, building
      • phase

    • cosbimb62.1Purpose:

      Purpose:
      • to obtain consents and permissions
      • procurement
      • contract
      • production and installation

    • cosbimb62.1 cosbimb55.5 cosccomo08 cosbedmc03 cosccomo09 cosbimb55.3Project Stage:

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

    • cosbimb62.1Source information: design information (digital models, documents, drawings, graphical and non-graphical electronic data files) statutory regulations British Standards codes of practice technical literature

      Source information:
      • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
      • statutory regulations
      • British Standards
      • codes of practice
      • technical literature

    • cosbimb62.1Valid: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents status being up to date applied principles

      Valid:
      • format
      • presentation
      • accuracy
      • technical content
      • completeness
      • referencing
      • cross-referencing and correlation with associated documents
      • status
      • being up to date
      • applied principles

    • cosbimb62.1Referenced against:

      Referenced against:
      • standard methods of measurements
      • classifications
      • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)

    • cosbimb62.1Checks and approvals: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents spelling, grammar and punctuation status

      Checks and approvals:
      • format
      • presentation
      • accuracy
      • technical content
      • completeness
      • referencing
      • cross-referencing and correlation with associated documents
      • spelling, grammar and punctuation
      • status

  49. Identify, assess and evaluate resource procurement factors

    cosccomo07 Identify, assess and evaluate resource procurement factors

    context
    • cosccomo07Identify, assess and agree project requirements and stakeholder preferences

      Identify, assess and agree project requirements and stakeholder preferences
      • Agree:
      ‐ direct with a client
      ‐ by negotiation and agreement with partnering team
      ‐ facilitation
      • Project Stakeholders:
      ‐ the client
      ‐ CDM co-ordinator
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers
      ‐ user groups
      ‐ community groups
      ‐ facilities/asset managers
      • Goals and priorities:
      ‐ quantity
      ‐ quality
      ‐ cost (whole life costs)
      ‐ time
      ‐ development
      ‐ improvement
      ‐ use
      ‐ Maintenance
      ‐ low carbon design
      ‐ environmental impact and sustainability
      ‐ security
      • Identify, assess and evaluate project requirements in construction contracting operations management

    • cosccomo07health and safety

      health and safety
      • logistics

    • cosccomo07Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosccomo07Clarify the project stakeholders requirements by:

      Clarify the project stakeholders requirements by:
      • reference to standard documentation
      • checklists
      • client consultation
      • questionnaires
      • comparative field research
      • market research
      • identifying options and alternatives
      • use of benchmarking tools
      • digital exchange

    • cosccomo07Constraints and risks:

      Constraints and risks:
      • cost
      • time
      • statutory regulations
      • health and safety
      • the environment
      • client requirements
      • system compatibility
      • system interoperability

    • cosccomo07Investigate:

      Investigate:
      • use of benchmarking tools
      • research

    • cosccomo07Economic factors and resources:

      Economic factors and resources:
      • finance
      • fiscal policy (including carbon tax/incentives)
      • water demand/supply/use minimisation
      • payback/return on investment
      • carbon trading schemes/carbon reduction credits
      • climate change levy agreements
      • workforce (skills)
      • raw materials
      • manufactured systems and component/modular systems
      • energy use/demand minimisation
      • water demand/supply/use minimisation
      • brownfield development
      • land use
      • resource efficient low carbon urban design
      • market demands and social factors

    • cosccomo07Environmental and ecological factors:

      Environmental and ecological factors:
      • natural resources
      • emissions (air, land, water)
      • effluent
      • waste and recycling
      • access to environmentally sensitive areas
      • effects of climate change
      • carbon use minimisation
      • water use
      • biodiversity

    • cosccomo07Social views:

      Social views:
      • client
      • funders/investors
      • workforce
      • suppliers
      • users
      • community (including public/private space)

    • cosccomo07Asset value and sustainability:

      Asset value and sustainability:
      • saleable revenue
      • minimising running costs (environmental and economic)
      • minimising maintenance
      • location in relation to flooding/ground conditions
      • energy use/demand minimisation
      • decentralised district heating

    • cosccomo07Factors which will influence the procurement of resources:

      Factors which will influence the procurement of resources:
      • forms of contract
      • availability
      • cost
      • insurances
      • time and period required
      • transport
      • delivery dates
      • recoverable costs
      • discounts
      • service support
      • environmental impact and sustainability
      • political sensitivities
      • legal and regulatory constraints on access and use
      • permit

    • cosccomo07Factors which will influence the use of resources:

      Factors which will influence the use of resources:
      • workforce competences and availability
      • use of materials
      • sustainability
      • equipment
      • construction methods
      • contracting methods
      • quantity
      • quality standards
      • climate
      • legal and regulatory constraints
      • health, safety and welfare
      • infrastructure

    • cosccomo07Present:

      Present:

  50. Identify, assess and agree project requirements and stakeholder preferences

    cosccomo07 Identify, assess and agree project requirements and stakeholder preferences

    context
    • cosccomo07Identify, assess and agree project requirements and stakeholder preferences

      Identify, assess and agree project requirements and stakeholder preferences
      • Agree:
      ‐ direct with a client
      ‐ by negotiation and agreement with partnering team
      ‐ facilitation
      • Project Stakeholders:
      ‐ the client
      ‐ CDM co-ordinator
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers
      ‐ user groups
      ‐ community groups
      ‐ facilities/asset managers
      • Goals and priorities:
      ‐ quantity
      ‐ quality
      ‐ cost (whole life costs)
      ‐ time
      ‐ development
      ‐ improvement
      ‐ use
      ‐ Maintenance
      ‐ low carbon design
      ‐ environmental impact and sustainability
      ‐ security
      • Identify, assess and evaluate project requirements in construction contracting operations management

    • cosccomo07health and safety

      health and safety
      • logistics

    • cosccomo07Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosccomo07Clarify the project stakeholders requirements by:

      Clarify the project stakeholders requirements by:
      • reference to standard documentation
      • checklists
      • client consultation
      • questionnaires
      • comparative field research
      • market research
      • identifying options and alternatives
      • use of benchmarking tools
      • digital exchange

    • cosccomo07Constraints and risks:

      Constraints and risks:
      • cost
      • time
      • statutory regulations
      • health and safety
      • the environment
      • client requirements
      • system compatibility
      • system interoperability

    • cosccomo07Investigate:

      Investigate:
      • use of benchmarking tools
      • research

    • cosccomo07Economic factors and resources:

      Economic factors and resources:
      • finance
      • fiscal policy (including carbon tax/incentives)
      • water demand/supply/use minimisation
      • payback/return on investment
      • carbon trading schemes/carbon reduction credits
      • climate change levy agreements
      • workforce (skills)
      • raw materials
      • manufactured systems and component/modular systems
      • energy use/demand minimisation
      • water demand/supply/use minimisation
      • brownfield development
      • land use
      • resource efficient low carbon urban design
      • market demands and social factors

    • cosccomo07Environmental and ecological factors:

      Environmental and ecological factors:
      • natural resources
      • emissions (air, land, water)
      • effluent
      • waste and recycling
      • access to environmentally sensitive areas
      • effects of climate change
      • carbon use minimisation
      • water use
      • biodiversity

    • cosccomo07Social views:

      Social views:
      • client
      • funders/investors
      • workforce
      • suppliers
      • users
      • community (including public/private space)

    • cosccomo07Asset value and sustainability:

      Asset value and sustainability:
      • saleable revenue
      • minimising running costs (environmental and economic)
      • minimising maintenance
      • location in relation to flooding/ground conditions
      • energy use/demand minimisation
      • decentralised district heating

    • cosccomo07Factors which will influence the procurement of resources:

      Factors which will influence the procurement of resources:
      • forms of contract
      • availability
      • cost
      • insurances
      • time and period required
      • transport
      • delivery dates
      • recoverable costs
      • discounts
      • service support
      • environmental impact and sustainability
      • political sensitivities
      • legal and regulatory constraints on access and use
      • permit

    • cosccomo07Factors which will influence the use of resources:

      Factors which will influence the use of resources:
      • workforce competences and availability
      • use of materials
      • sustainability
      • equipment
      • construction methods
      • contracting methods
      • quantity
      • quality standards
      • climate
      • legal and regulatory constraints
      • health, safety and welfare
      • infrastructure

    • cosccomo07Present:

      Present:

  51. collate the sections in the specification so that they are based on elements of a type appropriate to the circumstances and requirements

    cosbimb62.1 collate the sections in the specification so that they are based on elements of a type appropriate to the circumstances and requirements

    context
    • cosbimb62.1Type of specification:

      Type of specification:
      • original document
      • National Building Specification
      • industry/practice standards
      • elements, trade, building
      • phase

    • cosbimb62.1Purpose:

      Purpose:
      • to obtain consents and permissions
      • procurement
      • contract
      • production and installation

    • cosbimb62.1 cosbimb55.5 cosccomo08 cosbedmc03 cosccomo09 cosbimb55.3Project Stage:

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

    • cosbimb62.1Source information: design information (digital models, documents, drawings, graphical and non-graphical electronic data files) statutory regulations British Standards codes of practice technical literature

      Source information:
      • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)
      • statutory regulations
      • British Standards
      • codes of practice
      • technical literature

    • cosbimb62.1Valid: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents status being up to date applied principles

      Valid:
      • format
      • presentation
      • accuracy
      • technical content
      • completeness
      • referencing
      • cross-referencing and correlation with associated documents
      • status
      • being up to date
      • applied principles

    • cosbimb62.1Referenced against:

      Referenced against:
      • standard methods of measurements
      • classifications
      • design information (digital models, documents, drawings, graphical and non-graphical electronic data files)

    • cosbimb62.1Checks and approvals: format presentation accuracy technical content completeness referencing cross-referencing and correlation with associated documents spelling, grammar and punctuation status

      Checks and approvals:
      • format
      • presentation
      • accuracy
      • technical content
      • completeness
      • referencing
      • cross-referencing and correlation with associated documents
      • spelling, grammar and punctuation
      • status

  52. identify any special considerations affecting the work work, record them and review their implications with occupiers and decision makers

    cosbimd23.3 identify any special considerations affecting the work work, record them and review their implications with occupiers and decision makers

    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

  53. reach an agreement on the production and installation solution which is acceptable to the stakeholders and which allows the project to progress to the next project stage

    cosbedmc03 reach an agreement on the production and installation solution which is acceptable to the stakeholders and which allows the project to progress to the next project stage

    context
    • cosbedmc03Identify the purpose, methods and techniques for preparing detailed designs

      Identify the purpose, methods and techniques for preparing detailed designs
      • Stakeholders:
      ‐ the client
      ‐ consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ regulatory authorities
      ‐ facilities/asset managers
      ‐ users
      • Project Stage:
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Format for presenting:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Aspects of the overall project design:
      ‐ location and size
      ‐ assembly and construction
      ‐ components and systems
      ‐ environmental assessment objectives
      • Maintain coherence and consistency:
      ‐ visual and spatial
      ‐ functional performance
      ‐ technical performance
      ‐ operation and maintenance
      ‐ requirements of relevant legislation and codes
      ‐ cost
      ‐ health and safety
      ‐ environmental quality and sustainability
      ‐ buildability/disassembly

    • cosbedmc03value management

      value management
      • concurrent design and construction
      • comparison of costs of new and renewable energy systems in buildings
      • building services system controls
      • minimise thermal bridging and air leakage
      • minimize emissions and waste
      • water usage
      • energy use (U Value Calculations, Building Energy Assessment,

    • cosbedmc03Carbon Rating)

      Carbon Rating)
      • protect archaeological and historically valuable resources
      ‐ carbon footprint
      ‐ risk/confidence in information
      • Techniques:
      ‐ data research
      ‐ survey and investigation
      ‐ conformity with regulations
      ‐ specialist guidance and good practice
      ‐ relevant previous solutions and feedback
      ‐ computer modelling
      ‐ calculation
      ‐ Building Information Modelling

    • cosbedmc03Identify and select materials, components and systems

      Identify and select materials, components and systems
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation factors:

      Production and installation factors:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Standards:

      Standards:
      • British Standards and Codes of Practice
      • BBA certificates
      • EU Standards
      • trade advisory guidance publications
      • BRE publications
      • CIRIA publications
      • client standards
      • environmental assessment/certification schemes

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management
      • procurement

    • cosbedmc03Investigate, produce and analyse detailed design solutions

      Investigate, produce and analyse detailed design solutions
      • Identify:
      ‐ standard lists and procedures
      ‐ investigative research
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation:

      Production and installation:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban & social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management)
      • procurement
      • in-use performance
      • environmental quality and sustainability
      • environmental assessment/certification schemes
      • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
      • statutory, regulatory and legal constraints
      • standards and codes of practice
      • health and safety
      • form, function, materials, components and systems

    • cosbedmc03Integrate the design of fabric, services and systems

      Integrate the design of fabric, services and systems
      • Review:
      ‐ with co-designers, suppliers, contractors
      ‐ with experts, decision makers
      ‐ research authoritative industry guidance
      ‐ reference to regulatory requirements
      • Design information:
      ‐ survey information
      ‐ location details
      ‐ construction assembly details
      ‐ construction component details

    • cosbedmc03structural layouts; details

      structural layouts; details
      • building services layouts; details
      • specialist suppliers layouts; details
      • graphical and non-graphical electronic data files

    • cosbedmc03Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Fabric, services and systems: structure elements of the building materials finishes furnishings power and light heating and ventilation telecommunications movement of goods and people special services and equipment external works landscaping

      Fabric, services and systems:
      • structure
      • elements of the building
      • materials
      • finishes
      • furnishings
      • power and light
      • heating and ventilation
      • telecommunications
      • movement of goods and people
      • special services and equipment
      • external works
      • landscaping

    • cosbedmc03Technical factors: structural forms materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability) available and projected technology (including renewable energy) prefabricated components and system options performance, quality, operation and maintenance requirements building physics (energy performance of structures, insulation, fire protection) materials form, performance, appearance, availability, sustainability, efficiency of use building services integration and control

      Technical factors:
      • structural forms
      • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      • available and projected technology (including renewable energy)
      • prefabricated components and system options
      • performance, quality, operation and maintenance requirements
      • building physics (energy performance of structures, insulation, fire protection)
      • materials form, performance, appearance, availability, sustainability, efficiency of use
      • building services integration and control

    • cosbedmc03Agree a detailed design

      Agree a detailed design
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ consultants
      ‐ potential contractors and suppliers
      ‐ potential investors
      ‐ partners in the development programme
      ‐ potential occupiers
      ‐ public interest organisations
      ‐ local authorities

    • cosbedmc03government agencies

      government agencies
      • internal
      • facilty/asset managers

    • cosbedmc03Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Justify (by using):

      Justify (by using):
      • sketches
      • drawings
      • physical models
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • programming
      • cash analysis
      • outline approvals from regulatory authorities
      • design quality benchmarking analysis
      • 3D computer models
      • lifetime impact modelling
      • decsion tools for passive/active systems
      • Implications:
      • building performance dynamic modelling
      • cost (including whole life)
      • Resources
      • time
      • quality and technical
      • effectiveness

  54. compare the recommended production and installation solution with the requirements of the agreed brief and justify its selection

    cosbedmc03 compare the recommended production and installation solution with the requirements of the agreed brief and justify its selection

    context
    • cosbedmc03Identify the purpose, methods and techniques for preparing detailed designs

      Identify the purpose, methods and techniques for preparing detailed designs
      • Stakeholders:
      ‐ the client
      ‐ consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ regulatory authorities
      ‐ facilities/asset managers
      ‐ users
      • Project Stage:
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Format for presenting:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Aspects of the overall project design:
      ‐ location and size
      ‐ assembly and construction
      ‐ components and systems
      ‐ environmental assessment objectives
      • Maintain coherence and consistency:
      ‐ visual and spatial
      ‐ functional performance
      ‐ technical performance
      ‐ operation and maintenance
      ‐ requirements of relevant legislation and codes
      ‐ cost
      ‐ health and safety
      ‐ environmental quality and sustainability
      ‐ buildability/disassembly

    • cosbedmc03value management

      value management
      • concurrent design and construction
      • comparison of costs of new and renewable energy systems in buildings
      • building services system controls
      • minimise thermal bridging and air leakage
      • minimize emissions and waste
      • water usage
      • energy use (U Value Calculations, Building Energy Assessment,

    • cosbedmc03Carbon Rating)

      Carbon Rating)
      • protect archaeological and historically valuable resources
      ‐ carbon footprint
      ‐ risk/confidence in information
      • Techniques:
      ‐ data research
      ‐ survey and investigation
      ‐ conformity with regulations
      ‐ specialist guidance and good practice
      ‐ relevant previous solutions and feedback
      ‐ computer modelling
      ‐ calculation
      ‐ Building Information Modelling

    • cosbedmc03Identify and select materials, components and systems

      Identify and select materials, components and systems
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation factors:

      Production and installation factors:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Standards:

      Standards:
      • British Standards and Codes of Practice
      • BBA certificates
      • EU Standards
      • trade advisory guidance publications
      • BRE publications
      • CIRIA publications
      • client standards
      • environmental assessment/certification schemes

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management
      • procurement

    • cosbedmc03Investigate, produce and analyse detailed design solutions

      Investigate, produce and analyse detailed design solutions
      • Identify:
      ‐ standard lists and procedures
      ‐ investigative research
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation:

      Production and installation:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban & social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management)
      • procurement
      • in-use performance
      • environmental quality and sustainability
      • environmental assessment/certification schemes
      • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
      • statutory, regulatory and legal constraints
      • standards and codes of practice
      • health and safety
      • form, function, materials, components and systems

    • cosbedmc03Integrate the design of fabric, services and systems

      Integrate the design of fabric, services and systems
      • Review:
      ‐ with co-designers, suppliers, contractors
      ‐ with experts, decision makers
      ‐ research authoritative industry guidance
      ‐ reference to regulatory requirements
      • Design information:
      ‐ survey information
      ‐ location details
      ‐ construction assembly details
      ‐ construction component details

    • cosbedmc03structural layouts; details

      structural layouts; details
      • building services layouts; details
      • specialist suppliers layouts; details
      • graphical and non-graphical electronic data files

    • cosbedmc03Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Fabric, services and systems: structure elements of the building materials finishes furnishings power and light heating and ventilation telecommunications movement of goods and people special services and equipment external works landscaping

      Fabric, services and systems:
      • structure
      • elements of the building
      • materials
      • finishes
      • furnishings
      • power and light
      • heating and ventilation
      • telecommunications
      • movement of goods and people
      • special services and equipment
      • external works
      • landscaping

    • cosbedmc03Technical factors: structural forms materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability) available and projected technology (including renewable energy) prefabricated components and system options performance, quality, operation and maintenance requirements building physics (energy performance of structures, insulation, fire protection) materials form, performance, appearance, availability, sustainability, efficiency of use building services integration and control

      Technical factors:
      • structural forms
      • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      • available and projected technology (including renewable energy)
      • prefabricated components and system options
      • performance, quality, operation and maintenance requirements
      • building physics (energy performance of structures, insulation, fire protection)
      • materials form, performance, appearance, availability, sustainability, efficiency of use
      • building services integration and control

    • cosbedmc03Agree a detailed design

      Agree a detailed design
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ consultants
      ‐ potential contractors and suppliers
      ‐ potential investors
      ‐ partners in the development programme
      ‐ potential occupiers
      ‐ public interest organisations
      ‐ local authorities

    • cosbedmc03government agencies

      government agencies
      • internal
      • facilty/asset managers

    • cosbedmc03Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Justify (by using):

      Justify (by using):
      • sketches
      • drawings
      • physical models
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • programming
      • cash analysis
      • outline approvals from regulatory authorities
      • design quality benchmarking analysis
      • 3D computer models
      • lifetime impact modelling
      • decsion tools for passive/active systems
      • Implications:
      • building performance dynamic modelling
      • cost (including whole life)
      • Resources
      • time
      • quality and technical
      • effectiveness

  55. assess and justify the features and benefits of the recommended production and installation solution

    cosbedmc03 assess and justify the features and benefits of the recommended production and installation solution

    context
    • cosbedmc03Identify the purpose, methods and techniques for preparing detailed designs

      Identify the purpose, methods and techniques for preparing detailed designs
      • Stakeholders:
      ‐ the client
      ‐ consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ regulatory authorities
      ‐ facilities/asset managers
      ‐ users
      • Project Stage:
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Format for presenting:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Aspects of the overall project design:
      ‐ location and size
      ‐ assembly and construction
      ‐ components and systems
      ‐ environmental assessment objectives
      • Maintain coherence and consistency:
      ‐ visual and spatial
      ‐ functional performance
      ‐ technical performance
      ‐ operation and maintenance
      ‐ requirements of relevant legislation and codes
      ‐ cost
      ‐ health and safety
      ‐ environmental quality and sustainability
      ‐ buildability/disassembly

    • cosbedmc03value management

      value management
      • concurrent design and construction
      • comparison of costs of new and renewable energy systems in buildings
      • building services system controls
      • minimise thermal bridging and air leakage
      • minimize emissions and waste
      • water usage
      • energy use (U Value Calculations, Building Energy Assessment,

    • cosbedmc03Carbon Rating)

      Carbon Rating)
      • protect archaeological and historically valuable resources
      ‐ carbon footprint
      ‐ risk/confidence in information
      • Techniques:
      ‐ data research
      ‐ survey and investigation
      ‐ conformity with regulations
      ‐ specialist guidance and good practice
      ‐ relevant previous solutions and feedback
      ‐ computer modelling
      ‐ calculation
      ‐ Building Information Modelling

    • cosbedmc03Identify and select materials, components and systems

      Identify and select materials, components and systems
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation factors:

      Production and installation factors:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Standards:

      Standards:
      • British Standards and Codes of Practice
      • BBA certificates
      • EU Standards
      • trade advisory guidance publications
      • BRE publications
      • CIRIA publications
      • client standards
      • environmental assessment/certification schemes

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management
      • procurement

    • cosbedmc03Investigate, produce and analyse detailed design solutions

      Investigate, produce and analyse detailed design solutions
      • Identify:
      ‐ standard lists and procedures
      ‐ investigative research
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation:

      Production and installation:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban & social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management)
      • procurement
      • in-use performance
      • environmental quality and sustainability
      • environmental assessment/certification schemes
      • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
      • statutory, regulatory and legal constraints
      • standards and codes of practice
      • health and safety
      • form, function, materials, components and systems

    • cosbedmc03Integrate the design of fabric, services and systems

      Integrate the design of fabric, services and systems
      • Review:
      ‐ with co-designers, suppliers, contractors
      ‐ with experts, decision makers
      ‐ research authoritative industry guidance
      ‐ reference to regulatory requirements
      • Design information:
      ‐ survey information
      ‐ location details
      ‐ construction assembly details
      ‐ construction component details

    • cosbedmc03structural layouts; details

      structural layouts; details
      • building services layouts; details
      • specialist suppliers layouts; details
      • graphical and non-graphical electronic data files

    • cosbedmc03Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Fabric, services and systems: structure elements of the building materials finishes furnishings power and light heating and ventilation telecommunications movement of goods and people special services and equipment external works landscaping

      Fabric, services and systems:
      • structure
      • elements of the building
      • materials
      • finishes
      • furnishings
      • power and light
      • heating and ventilation
      • telecommunications
      • movement of goods and people
      • special services and equipment
      • external works
      • landscaping

    • cosbedmc03Technical factors: structural forms materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability) available and projected technology (including renewable energy) prefabricated components and system options performance, quality, operation and maintenance requirements building physics (energy performance of structures, insulation, fire protection) materials form, performance, appearance, availability, sustainability, efficiency of use building services integration and control

      Technical factors:
      • structural forms
      • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      • available and projected technology (including renewable energy)
      • prefabricated components and system options
      • performance, quality, operation and maintenance requirements
      • building physics (energy performance of structures, insulation, fire protection)
      • materials form, performance, appearance, availability, sustainability, efficiency of use
      • building services integration and control

    • cosbedmc03Agree a detailed design

      Agree a detailed design
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ consultants
      ‐ potential contractors and suppliers
      ‐ potential investors
      ‐ partners in the development programme
      ‐ potential occupiers
      ‐ public interest organisations
      ‐ local authorities

    • cosbedmc03government agencies

      government agencies
      • internal
      • facilty/asset managers

    • cosbedmc03Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Justify (by using):

      Justify (by using):
      • sketches
      • drawings
      • physical models
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • programming
      • cash analysis
      • outline approvals from regulatory authorities
      • design quality benchmarking analysis
      • 3D computer models
      • lifetime impact modelling
      • decsion tools for passive/active systems
      • Implications:
      • building performance dynamic modelling
      • cost (including whole life)
      • Resources
      • time
      • quality and technical
      • effectiveness

  56. provide stakeholders with relevant and accurate information appropriate to the project stage to review production and installation solutions

    cosbedmc03 provide stakeholders with relevant and accurate information appropriate to the project stage to review production and installation solutions

    context
    • cosbedmc03Identify the purpose, methods and techniques for preparing detailed designs

      Identify the purpose, methods and techniques for preparing detailed designs
      • Stakeholders:
      ‐ the client
      ‐ consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ regulatory authorities
      ‐ facilities/asset managers
      ‐ users
      • Project Stage:
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Format for presenting:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Aspects of the overall project design:
      ‐ location and size
      ‐ assembly and construction
      ‐ components and systems
      ‐ environmental assessment objectives
      • Maintain coherence and consistency:
      ‐ visual and spatial
      ‐ functional performance
      ‐ technical performance
      ‐ operation and maintenance
      ‐ requirements of relevant legislation and codes
      ‐ cost
      ‐ health and safety
      ‐ environmental quality and sustainability
      ‐ buildability/disassembly

    • cosbedmc03value management

      value management
      • concurrent design and construction
      • comparison of costs of new and renewable energy systems in buildings
      • building services system controls
      • minimise thermal bridging and air leakage
      • minimize emissions and waste
      • water usage
      • energy use (U Value Calculations, Building Energy Assessment,

    • cosbedmc03Carbon Rating)

      Carbon Rating)
      • protect archaeological and historically valuable resources
      ‐ carbon footprint
      ‐ risk/confidence in information
      • Techniques:
      ‐ data research
      ‐ survey and investigation
      ‐ conformity with regulations
      ‐ specialist guidance and good practice
      ‐ relevant previous solutions and feedback
      ‐ computer modelling
      ‐ calculation
      ‐ Building Information Modelling

    • cosbedmc03Identify and select materials, components and systems

      Identify and select materials, components and systems
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation factors:

      Production and installation factors:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Standards:

      Standards:
      • British Standards and Codes of Practice
      • BBA certificates
      • EU Standards
      • trade advisory guidance publications
      • BRE publications
      • CIRIA publications
      • client standards
      • environmental assessment/certification schemes

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management
      • procurement

    • cosbedmc03Investigate, produce and analyse detailed design solutions

      Investigate, produce and analyse detailed design solutions
      • Identify:
      ‐ standard lists and procedures
      ‐ investigative research
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation:

      Production and installation:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban & social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management)
      • procurement
      • in-use performance
      • environmental quality and sustainability
      • environmental assessment/certification schemes
      • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
      • statutory, regulatory and legal constraints
      • standards and codes of practice
      • health and safety
      • form, function, materials, components and systems

    • cosbedmc03Integrate the design of fabric, services and systems

      Integrate the design of fabric, services and systems
      • Review:
      ‐ with co-designers, suppliers, contractors
      ‐ with experts, decision makers
      ‐ research authoritative industry guidance
      ‐ reference to regulatory requirements
      • Design information:
      ‐ survey information
      ‐ location details
      ‐ construction assembly details
      ‐ construction component details

    • cosbedmc03structural layouts; details

      structural layouts; details
      • building services layouts; details
      • specialist suppliers layouts; details
      • graphical and non-graphical electronic data files

    • cosbedmc03Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Fabric, services and systems: structure elements of the building materials finishes furnishings power and light heating and ventilation telecommunications movement of goods and people special services and equipment external works landscaping

      Fabric, services and systems:
      • structure
      • elements of the building
      • materials
      • finishes
      • furnishings
      • power and light
      • heating and ventilation
      • telecommunications
      • movement of goods and people
      • special services and equipment
      • external works
      • landscaping

    • cosbedmc03Technical factors: structural forms materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability) available and projected technology (including renewable energy) prefabricated components and system options performance, quality, operation and maintenance requirements building physics (energy performance of structures, insulation, fire protection) materials form, performance, appearance, availability, sustainability, efficiency of use building services integration and control

      Technical factors:
      • structural forms
      • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      • available and projected technology (including renewable energy)
      • prefabricated components and system options
      • performance, quality, operation and maintenance requirements
      • building physics (energy performance of structures, insulation, fire protection)
      • materials form, performance, appearance, availability, sustainability, efficiency of use
      • building services integration and control

    • cosbedmc03Agree a detailed design

      Agree a detailed design
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ consultants
      ‐ potential contractors and suppliers
      ‐ potential investors
      ‐ partners in the development programme
      ‐ potential occupiers
      ‐ public interest organisations
      ‐ local authorities

    • cosbedmc03government agencies

      government agencies
      • internal
      • facilty/asset managers

    • cosbedmc03Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Justify (by using):

      Justify (by using):
      • sketches
      • drawings
      • physical models
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • programming
      • cash analysis
      • outline approvals from regulatory authorities
      • design quality benchmarking analysis
      • 3D computer models
      • lifetime impact modelling
      • decsion tools for passive/active systems
      • Implications:
      • building performance dynamic modelling
      • cost (including whole life)
      • Resources
      • time
      • quality and technical
      • effectiveness

  57. assess the technical, environmental, production and installation solutions against all relevant factors, and recheck the results

    cosbedmc03 assess the technical, environmental, production and installation solutions against all relevant factors, and recheck the results

    context
    • cosbedmc03Identify the purpose, methods and techniques for preparing detailed designs

      Identify the purpose, methods and techniques for preparing detailed designs
      • Stakeholders:
      ‐ the client
      ‐ consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ regulatory authorities
      ‐ facilities/asset managers
      ‐ users
      • Project Stage:
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Format for presenting:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Aspects of the overall project design:
      ‐ location and size
      ‐ assembly and construction
      ‐ components and systems
      ‐ environmental assessment objectives
      • Maintain coherence and consistency:
      ‐ visual and spatial
      ‐ functional performance
      ‐ technical performance
      ‐ operation and maintenance
      ‐ requirements of relevant legislation and codes
      ‐ cost
      ‐ health and safety
      ‐ environmental quality and sustainability
      ‐ buildability/disassembly

    • cosbedmc03value management

      value management
      • concurrent design and construction
      • comparison of costs of new and renewable energy systems in buildings
      • building services system controls
      • minimise thermal bridging and air leakage
      • minimize emissions and waste
      • water usage
      • energy use (U Value Calculations, Building Energy Assessment,

    • cosbedmc03Carbon Rating)

      Carbon Rating)
      • protect archaeological and historically valuable resources
      ‐ carbon footprint
      ‐ risk/confidence in information
      • Techniques:
      ‐ data research
      ‐ survey and investigation
      ‐ conformity with regulations
      ‐ specialist guidance and good practice
      ‐ relevant previous solutions and feedback
      ‐ computer modelling
      ‐ calculation
      ‐ Building Information Modelling

    • cosbedmc03Identify and select materials, components and systems

      Identify and select materials, components and systems
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation factors:

      Production and installation factors:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Standards:

      Standards:
      • British Standards and Codes of Practice
      • BBA certificates
      • EU Standards
      • trade advisory guidance publications
      • BRE publications
      • CIRIA publications
      • client standards
      • environmental assessment/certification schemes

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management
      • procurement

    • cosbedmc03Investigate, produce and analyse detailed design solutions

      Investigate, produce and analyse detailed design solutions
      • Identify:
      ‐ standard lists and procedures
      ‐ investigative research
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation:

      Production and installation:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban & social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management)
      • procurement
      • in-use performance
      • environmental quality and sustainability
      • environmental assessment/certification schemes
      • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
      • statutory, regulatory and legal constraints
      • standards and codes of practice
      • health and safety
      • form, function, materials, components and systems

    • cosbedmc03Integrate the design of fabric, services and systems

      Integrate the design of fabric, services and systems
      • Review:
      ‐ with co-designers, suppliers, contractors
      ‐ with experts, decision makers
      ‐ research authoritative industry guidance
      ‐ reference to regulatory requirements
      • Design information:
      ‐ survey information
      ‐ location details
      ‐ construction assembly details
      ‐ construction component details

    • cosbedmc03structural layouts; details

      structural layouts; details
      • building services layouts; details
      • specialist suppliers layouts; details
      • graphical and non-graphical electronic data files

    • cosbedmc03Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Fabric, services and systems: structure elements of the building materials finishes furnishings power and light heating and ventilation telecommunications movement of goods and people special services and equipment external works landscaping

      Fabric, services and systems:
      • structure
      • elements of the building
      • materials
      • finishes
      • furnishings
      • power and light
      • heating and ventilation
      • telecommunications
      • movement of goods and people
      • special services and equipment
      • external works
      • landscaping

    • cosbedmc03Technical factors: structural forms materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability) available and projected technology (including renewable energy) prefabricated components and system options performance, quality, operation and maintenance requirements building physics (energy performance of structures, insulation, fire protection) materials form, performance, appearance, availability, sustainability, efficiency of use building services integration and control

      Technical factors:
      • structural forms
      • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      • available and projected technology (including renewable energy)
      • prefabricated components and system options
      • performance, quality, operation and maintenance requirements
      • building physics (energy performance of structures, insulation, fire protection)
      • materials form, performance, appearance, availability, sustainability, efficiency of use
      • building services integration and control

    • cosbedmc03Agree a detailed design

      Agree a detailed design
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ consultants
      ‐ potential contractors and suppliers
      ‐ potential investors
      ‐ partners in the development programme
      ‐ potential occupiers
      ‐ public interest organisations
      ‐ local authorities

    • cosbedmc03government agencies

      government agencies
      • internal
      • facilty/asset managers

    • cosbedmc03Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Justify (by using):

      Justify (by using):
      • sketches
      • drawings
      • physical models
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • programming
      • cash analysis
      • outline approvals from regulatory authorities
      • design quality benchmarking analysis
      • 3D computer models
      • lifetime impact modelling
      • decsion tools for passive/active systems
      • Implications:
      • building performance dynamic modelling
      • cost (including whole life)
      • Resources
      • time
      • quality and technical
      • effectiveness

  58. record the data from calculations, investigations and analysis and arrange for appropriate checking

    cosbedmc03 record the data from calculations, investigations and analysis and arrange for appropriate checking

    context
    • cosbedmc03Identify the purpose, methods and techniques for preparing detailed designs

      Identify the purpose, methods and techniques for preparing detailed designs
      • Stakeholders:
      ‐ the client
      ‐ consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ regulatory authorities
      ‐ facilities/asset managers
      ‐ users
      • Project Stage:
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Format for presenting:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Aspects of the overall project design:
      ‐ location and size
      ‐ assembly and construction
      ‐ components and systems
      ‐ environmental assessment objectives
      • Maintain coherence and consistency:
      ‐ visual and spatial
      ‐ functional performance
      ‐ technical performance
      ‐ operation and maintenance
      ‐ requirements of relevant legislation and codes
      ‐ cost
      ‐ health and safety
      ‐ environmental quality and sustainability
      ‐ buildability/disassembly

    • cosbedmc03value management

      value management
      • concurrent design and construction
      • comparison of costs of new and renewable energy systems in buildings
      • building services system controls
      • minimise thermal bridging and air leakage
      • minimize emissions and waste
      • water usage
      • energy use (U Value Calculations, Building Energy Assessment,

    • cosbedmc03Carbon Rating)

      Carbon Rating)
      • protect archaeological and historically valuable resources
      ‐ carbon footprint
      ‐ risk/confidence in information
      • Techniques:
      ‐ data research
      ‐ survey and investigation
      ‐ conformity with regulations
      ‐ specialist guidance and good practice
      ‐ relevant previous solutions and feedback
      ‐ computer modelling
      ‐ calculation
      ‐ Building Information Modelling

    • cosbedmc03Identify and select materials, components and systems

      Identify and select materials, components and systems
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation factors:

      Production and installation factors:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Standards:

      Standards:
      • British Standards and Codes of Practice
      • BBA certificates
      • EU Standards
      • trade advisory guidance publications
      • BRE publications
      • CIRIA publications
      • client standards
      • environmental assessment/certification schemes

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management
      • procurement

    • cosbedmc03Investigate, produce and analyse detailed design solutions

      Investigate, produce and analyse detailed design solutions
      • Identify:
      ‐ standard lists and procedures
      ‐ investigative research
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation:

      Production and installation:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban & social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management)
      • procurement
      • in-use performance
      • environmental quality and sustainability
      • environmental assessment/certification schemes
      • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
      • statutory, regulatory and legal constraints
      • standards and codes of practice
      • health and safety
      • form, function, materials, components and systems

    • cosbedmc03Integrate the design of fabric, services and systems

      Integrate the design of fabric, services and systems
      • Review:
      ‐ with co-designers, suppliers, contractors
      ‐ with experts, decision makers
      ‐ research authoritative industry guidance
      ‐ reference to regulatory requirements
      • Design information:
      ‐ survey information
      ‐ location details
      ‐ construction assembly details
      ‐ construction component details

    • cosbedmc03structural layouts; details

      structural layouts; details
      • building services layouts; details
      • specialist suppliers layouts; details
      • graphical and non-graphical electronic data files

    • cosbedmc03Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Fabric, services and systems: structure elements of the building materials finishes furnishings power and light heating and ventilation telecommunications movement of goods and people special services and equipment external works landscaping

      Fabric, services and systems:
      • structure
      • elements of the building
      • materials
      • finishes
      • furnishings
      • power and light
      • heating and ventilation
      • telecommunications
      • movement of goods and people
      • special services and equipment
      • external works
      • landscaping

    • cosbedmc03Technical factors: structural forms materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability) available and projected technology (including renewable energy) prefabricated components and system options performance, quality, operation and maintenance requirements building physics (energy performance of structures, insulation, fire protection) materials form, performance, appearance, availability, sustainability, efficiency of use building services integration and control

      Technical factors:
      • structural forms
      • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      • available and projected technology (including renewable energy)
      • prefabricated components and system options
      • performance, quality, operation and maintenance requirements
      • building physics (energy performance of structures, insulation, fire protection)
      • materials form, performance, appearance, availability, sustainability, efficiency of use
      • building services integration and control

    • cosbedmc03Agree a detailed design

      Agree a detailed design
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ consultants
      ‐ potential contractors and suppliers
      ‐ potential investors
      ‐ partners in the development programme
      ‐ potential occupiers
      ‐ public interest organisations
      ‐ local authorities

    • cosbedmc03government agencies

      government agencies
      • internal
      • facilty/asset managers

    • cosbedmc03Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Justify (by using):

      Justify (by using):
      • sketches
      • drawings
      • physical models
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • programming
      • cash analysis
      • outline approvals from regulatory authorities
      • design quality benchmarking analysis
      • 3D computer models
      • lifetime impact modelling
      • decsion tools for passive/active systems
      • Implications:
      • building performance dynamic modelling
      • cost (including whole life)
      • Resources
      • time
      • quality and technical
      • effectiveness

  59. agree and apply criteria for selecting and producing production and installation solutions against design parameters

    cosbedmc03 agree and apply criteria for selecting and producing production and installation solutions against design parameters

    context
    • cosbedmc03Identify the purpose, methods and techniques for preparing detailed designs

      Identify the purpose, methods and techniques for preparing detailed designs
      • Stakeholders:
      ‐ the client
      ‐ consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ regulatory authorities
      ‐ facilities/asset managers
      ‐ users
      • Project Stage:
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Format for presenting:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Aspects of the overall project design:
      ‐ location and size
      ‐ assembly and construction
      ‐ components and systems
      ‐ environmental assessment objectives
      • Maintain coherence and consistency:
      ‐ visual and spatial
      ‐ functional performance
      ‐ technical performance
      ‐ operation and maintenance
      ‐ requirements of relevant legislation and codes
      ‐ cost
      ‐ health and safety
      ‐ environmental quality and sustainability
      ‐ buildability/disassembly

    • cosbedmc03value management

      value management
      • concurrent design and construction
      • comparison of costs of new and renewable energy systems in buildings
      • building services system controls
      • minimise thermal bridging and air leakage
      • minimize emissions and waste
      • water usage
      • energy use (U Value Calculations, Building Energy Assessment,

    • cosbedmc03Carbon Rating)

      Carbon Rating)
      • protect archaeological and historically valuable resources
      ‐ carbon footprint
      ‐ risk/confidence in information
      • Techniques:
      ‐ data research
      ‐ survey and investigation
      ‐ conformity with regulations
      ‐ specialist guidance and good practice
      ‐ relevant previous solutions and feedback
      ‐ computer modelling
      ‐ calculation
      ‐ Building Information Modelling

    • cosbedmc03Identify and select materials, components and systems

      Identify and select materials, components and systems
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation factors:

      Production and installation factors:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Standards:

      Standards:
      • British Standards and Codes of Practice
      • BBA certificates
      • EU Standards
      • trade advisory guidance publications
      • BRE publications
      • CIRIA publications
      • client standards
      • environmental assessment/certification schemes

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management
      • procurement

    • cosbedmc03Investigate, produce and analyse detailed design solutions

      Investigate, produce and analyse detailed design solutions
      • Identify:
      ‐ standard lists and procedures
      ‐ investigative research
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation:

      Production and installation:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban & social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management)
      • procurement
      • in-use performance
      • environmental quality and sustainability
      • environmental assessment/certification schemes
      • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
      • statutory, regulatory and legal constraints
      • standards and codes of practice
      • health and safety
      • form, function, materials, components and systems

    • cosbedmc03Integrate the design of fabric, services and systems

      Integrate the design of fabric, services and systems
      • Review:
      ‐ with co-designers, suppliers, contractors
      ‐ with experts, decision makers
      ‐ research authoritative industry guidance
      ‐ reference to regulatory requirements
      • Design information:
      ‐ survey information
      ‐ location details
      ‐ construction assembly details
      ‐ construction component details

    • cosbedmc03structural layouts; details

      structural layouts; details
      • building services layouts; details
      • specialist suppliers layouts; details
      • graphical and non-graphical electronic data files

    • cosbedmc03Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Fabric, services and systems: structure elements of the building materials finishes furnishings power and light heating and ventilation telecommunications movement of goods and people special services and equipment external works landscaping

      Fabric, services and systems:
      • structure
      • elements of the building
      • materials
      • finishes
      • furnishings
      • power and light
      • heating and ventilation
      • telecommunications
      • movement of goods and people
      • special services and equipment
      • external works
      • landscaping

    • cosbedmc03Technical factors: structural forms materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability) available and projected technology (including renewable energy) prefabricated components and system options performance, quality, operation and maintenance requirements building physics (energy performance of structures, insulation, fire protection) materials form, performance, appearance, availability, sustainability, efficiency of use building services integration and control

      Technical factors:
      • structural forms
      • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      • available and projected technology (including renewable energy)
      • prefabricated components and system options
      • performance, quality, operation and maintenance requirements
      • building physics (energy performance of structures, insulation, fire protection)
      • materials form, performance, appearance, availability, sustainability, efficiency of use
      • building services integration and control

    • cosbedmc03Agree a detailed design

      Agree a detailed design
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ consultants
      ‐ potential contractors and suppliers
      ‐ potential investors
      ‐ partners in the development programme
      ‐ potential occupiers
      ‐ public interest organisations
      ‐ local authorities

    • cosbedmc03government agencies

      government agencies
      • internal
      • facilty/asset managers

    • cosbedmc03Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Justify (by using):

      Justify (by using):
      • sketches
      • drawings
      • physical models
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • programming
      • cash analysis
      • outline approvals from regulatory authorities
      • design quality benchmarking analysis
      • 3D computer models
      • lifetime impact modelling
      • decsion tools for passive/active systems
      • Implications:
      • building performance dynamic modelling
      • cost (including whole life)
      • Resources
      • time
      • quality and technical
      • effectiveness

  60. choose the solutions which best meet the significant technical, environmental, production and installation factors, evaluate them against the requirements of the agreed design parameters and keep records of them for the project team

    cosbedmc03 choose the solutions which best meet the significant technical, environmental, production and installation factors, evaluate them against the requirements of the agreed design parameters and keep records of them for the project team

    context
    • cosbedmc03Identify the purpose, methods and techniques for preparing detailed designs

      Identify the purpose, methods and techniques for preparing detailed designs
      • Stakeholders:
      ‐ the client
      ‐ consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ regulatory authorities
      ‐ facilities/asset managers
      ‐ users
      • Project Stage:
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Format for presenting:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Aspects of the overall project design:
      ‐ location and size
      ‐ assembly and construction
      ‐ components and systems
      ‐ environmental assessment objectives
      • Maintain coherence and consistency:
      ‐ visual and spatial
      ‐ functional performance
      ‐ technical performance
      ‐ operation and maintenance
      ‐ requirements of relevant legislation and codes
      ‐ cost
      ‐ health and safety
      ‐ environmental quality and sustainability
      ‐ buildability/disassembly

    • cosbedmc03value management

      value management
      • concurrent design and construction
      • comparison of costs of new and renewable energy systems in buildings
      • building services system controls
      • minimise thermal bridging and air leakage
      • minimize emissions and waste
      • water usage
      • energy use (U Value Calculations, Building Energy Assessment,

    • cosbedmc03Carbon Rating)

      Carbon Rating)
      • protect archaeological and historically valuable resources
      ‐ carbon footprint
      ‐ risk/confidence in information
      • Techniques:
      ‐ data research
      ‐ survey and investigation
      ‐ conformity with regulations
      ‐ specialist guidance and good practice
      ‐ relevant previous solutions and feedback
      ‐ computer modelling
      ‐ calculation
      ‐ Building Information Modelling

    • cosbedmc03Identify and select materials, components and systems

      Identify and select materials, components and systems
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation factors:

      Production and installation factors:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Standards:

      Standards:
      • British Standards and Codes of Practice
      • BBA certificates
      • EU Standards
      • trade advisory guidance publications
      • BRE publications
      • CIRIA publications
      • client standards
      • environmental assessment/certification schemes

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management
      • procurement

    • cosbedmc03Investigate, produce and analyse detailed design solutions

      Investigate, produce and analyse detailed design solutions
      • Identify:
      ‐ standard lists and procedures
      ‐ investigative research
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation:

      Production and installation:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban & social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management)
      • procurement
      • in-use performance
      • environmental quality and sustainability
      • environmental assessment/certification schemes
      • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
      • statutory, regulatory and legal constraints
      • standards and codes of practice
      • health and safety
      • form, function, materials, components and systems

    • cosbedmc03Integrate the design of fabric, services and systems

      Integrate the design of fabric, services and systems
      • Review:
      ‐ with co-designers, suppliers, contractors
      ‐ with experts, decision makers
      ‐ research authoritative industry guidance
      ‐ reference to regulatory requirements
      • Design information:
      ‐ survey information
      ‐ location details
      ‐ construction assembly details
      ‐ construction component details

    • cosbedmc03structural layouts; details

      structural layouts; details
      • building services layouts; details
      • specialist suppliers layouts; details
      • graphical and non-graphical electronic data files

    • cosbedmc03Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Fabric, services and systems: structure elements of the building materials finishes furnishings power and light heating and ventilation telecommunications movement of goods and people special services and equipment external works landscaping

      Fabric, services and systems:
      • structure
      • elements of the building
      • materials
      • finishes
      • furnishings
      • power and light
      • heating and ventilation
      • telecommunications
      • movement of goods and people
      • special services and equipment
      • external works
      • landscaping

    • cosbedmc03Technical factors: structural forms materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability) available and projected technology (including renewable energy) prefabricated components and system options performance, quality, operation and maintenance requirements building physics (energy performance of structures, insulation, fire protection) materials form, performance, appearance, availability, sustainability, efficiency of use building services integration and control

      Technical factors:
      • structural forms
      • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      • available and projected technology (including renewable energy)
      • prefabricated components and system options
      • performance, quality, operation and maintenance requirements
      • building physics (energy performance of structures, insulation, fire protection)
      • materials form, performance, appearance, availability, sustainability, efficiency of use
      • building services integration and control

    • cosbedmc03Agree a detailed design

      Agree a detailed design
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ consultants
      ‐ potential contractors and suppliers
      ‐ potential investors
      ‐ partners in the development programme
      ‐ potential occupiers
      ‐ public interest organisations
      ‐ local authorities

    • cosbedmc03government agencies

      government agencies
      • internal
      • facilty/asset managers

    • cosbedmc03Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Justify (by using):

      Justify (by using):
      • sketches
      • drawings
      • physical models
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • programming
      • cash analysis
      • outline approvals from regulatory authorities
      • design quality benchmarking analysis
      • 3D computer models
      • lifetime impact modelling
      • decsion tools for passive/active systems
      • Implications:
      • building performance dynamic modelling
      • cost (including whole life)
      • Resources
      • time
      • quality and technical
      • effectiveness

  61. select materials, components and systems which meet the identified technical, environmental, production and installation factors and standards

    cosbedmc03 select materials, components and systems which meet the identified technical, environmental, production and installation factors and standards

    context
    • cosbedmc03Identify the purpose, methods and techniques for preparing detailed designs

      Identify the purpose, methods and techniques for preparing detailed designs
      • Stakeholders:
      ‐ the client
      ‐ consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ regulatory authorities
      ‐ facilities/asset managers
      ‐ users
      • Project Stage:
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Format for presenting:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Aspects of the overall project design:
      ‐ location and size
      ‐ assembly and construction
      ‐ components and systems
      ‐ environmental assessment objectives
      • Maintain coherence and consistency:
      ‐ visual and spatial
      ‐ functional performance
      ‐ technical performance
      ‐ operation and maintenance
      ‐ requirements of relevant legislation and codes
      ‐ cost
      ‐ health and safety
      ‐ environmental quality and sustainability
      ‐ buildability/disassembly

    • cosbedmc03value management

      value management
      • concurrent design and construction
      • comparison of costs of new and renewable energy systems in buildings
      • building services system controls
      • minimise thermal bridging and air leakage
      • minimize emissions and waste
      • water usage
      • energy use (U Value Calculations, Building Energy Assessment,

    • cosbedmc03Carbon Rating)

      Carbon Rating)
      • protect archaeological and historically valuable resources
      ‐ carbon footprint
      ‐ risk/confidence in information
      • Techniques:
      ‐ data research
      ‐ survey and investigation
      ‐ conformity with regulations
      ‐ specialist guidance and good practice
      ‐ relevant previous solutions and feedback
      ‐ computer modelling
      ‐ calculation
      ‐ Building Information Modelling

    • cosbedmc03Identify and select materials, components and systems

      Identify and select materials, components and systems
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation factors:

      Production and installation factors:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Standards:

      Standards:
      • British Standards and Codes of Practice
      • BBA certificates
      • EU Standards
      • trade advisory guidance publications
      • BRE publications
      • CIRIA publications
      • client standards
      • environmental assessment/certification schemes

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management
      • procurement

    • cosbedmc03Investigate, produce and analyse detailed design solutions

      Investigate, produce and analyse detailed design solutions
      • Identify:
      ‐ standard lists and procedures
      ‐ investigative research
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation:

      Production and installation:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban & social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management)
      • procurement
      • in-use performance
      • environmental quality and sustainability
      • environmental assessment/certification schemes
      • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
      • statutory, regulatory and legal constraints
      • standards and codes of practice
      • health and safety
      • form, function, materials, components and systems

    • cosbedmc03Integrate the design of fabric, services and systems

      Integrate the design of fabric, services and systems
      • Review:
      ‐ with co-designers, suppliers, contractors
      ‐ with experts, decision makers
      ‐ research authoritative industry guidance
      ‐ reference to regulatory requirements
      • Design information:
      ‐ survey information
      ‐ location details
      ‐ construction assembly details
      ‐ construction component details

    • cosbedmc03structural layouts; details

      structural layouts; details
      • building services layouts; details
      • specialist suppliers layouts; details
      • graphical and non-graphical electronic data files

    • cosbedmc03Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Fabric, services and systems: structure elements of the building materials finishes furnishings power and light heating and ventilation telecommunications movement of goods and people special services and equipment external works landscaping

      Fabric, services and systems:
      • structure
      • elements of the building
      • materials
      • finishes
      • furnishings
      • power and light
      • heating and ventilation
      • telecommunications
      • movement of goods and people
      • special services and equipment
      • external works
      • landscaping

    • cosbedmc03Technical factors: structural forms materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability) available and projected technology (including renewable energy) prefabricated components and system options performance, quality, operation and maintenance requirements building physics (energy performance of structures, insulation, fire protection) materials form, performance, appearance, availability, sustainability, efficiency of use building services integration and control

      Technical factors:
      • structural forms
      • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      • available and projected technology (including renewable energy)
      • prefabricated components and system options
      • performance, quality, operation and maintenance requirements
      • building physics (energy performance of structures, insulation, fire protection)
      • materials form, performance, appearance, availability, sustainability, efficiency of use
      • building services integration and control

    • cosbedmc03Agree a detailed design

      Agree a detailed design
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ consultants
      ‐ potential contractors and suppliers
      ‐ potential investors
      ‐ partners in the development programme
      ‐ potential occupiers
      ‐ public interest organisations
      ‐ local authorities

    • cosbedmc03government agencies

      government agencies
      • internal
      • facilty/asset managers

    • cosbedmc03Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Justify (by using):

      Justify (by using):
      • sketches
      • drawings
      • physical models
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • programming
      • cash analysis
      • outline approvals from regulatory authorities
      • design quality benchmarking analysis
      • 3D computer models
      • lifetime impact modelling
      • decsion tools for passive/active systems
      • Implications:
      • building performance dynamic modelling
      • cost (including whole life)
      • Resources
      • time
      • quality and technical
      • effectiveness

  62. Identify and select materials, components and systems

    cosbedmc03 Identify and select materials, components and systems

    context
    • cosbedmc03Identify the purpose, methods and techniques for preparing detailed designs

      Identify the purpose, methods and techniques for preparing detailed designs
      • Stakeholders:
      ‐ the client
      ‐ consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ regulatory authorities
      ‐ facilities/asset managers
      ‐ users
      • Project Stage:
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Format for presenting:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Aspects of the overall project design:
      ‐ location and size
      ‐ assembly and construction
      ‐ components and systems
      ‐ environmental assessment objectives
      • Maintain coherence and consistency:
      ‐ visual and spatial
      ‐ functional performance
      ‐ technical performance
      ‐ operation and maintenance
      ‐ requirements of relevant legislation and codes
      ‐ cost
      ‐ health and safety
      ‐ environmental quality and sustainability
      ‐ buildability/disassembly

    • cosbedmc03value management

      value management
      • concurrent design and construction
      • comparison of costs of new and renewable energy systems in buildings
      • building services system controls
      • minimise thermal bridging and air leakage
      • minimize emissions and waste
      • water usage
      • energy use (U Value Calculations, Building Energy Assessment,

    • cosbedmc03Carbon Rating)

      Carbon Rating)
      • protect archaeological and historically valuable resources
      ‐ carbon footprint
      ‐ risk/confidence in information
      • Techniques:
      ‐ data research
      ‐ survey and investigation
      ‐ conformity with regulations
      ‐ specialist guidance and good practice
      ‐ relevant previous solutions and feedback
      ‐ computer modelling
      ‐ calculation
      ‐ Building Information Modelling

    • cosbedmc03Identify and select materials, components and systems

      Identify and select materials, components and systems
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation factors:

      Production and installation factors:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Standards:

      Standards:
      • British Standards and Codes of Practice
      • BBA certificates
      • EU Standards
      • trade advisory guidance publications
      • BRE publications
      • CIRIA publications
      • client standards
      • environmental assessment/certification schemes

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management
      • procurement

    • cosbedmc03Investigate, produce and analyse detailed design solutions

      Investigate, produce and analyse detailed design solutions
      • Identify:
      ‐ standard lists and procedures
      ‐ investigative research
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation:

      Production and installation:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban & social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management)
      • procurement
      • in-use performance
      • environmental quality and sustainability
      • environmental assessment/certification schemes
      • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
      • statutory, regulatory and legal constraints
      • standards and codes of practice
      • health and safety
      • form, function, materials, components and systems

    • cosbedmc03Integrate the design of fabric, services and systems

      Integrate the design of fabric, services and systems
      • Review:
      ‐ with co-designers, suppliers, contractors
      ‐ with experts, decision makers
      ‐ research authoritative industry guidance
      ‐ reference to regulatory requirements
      • Design information:
      ‐ survey information
      ‐ location details
      ‐ construction assembly details
      ‐ construction component details

    • cosbedmc03structural layouts; details

      structural layouts; details
      • building services layouts; details
      • specialist suppliers layouts; details
      • graphical and non-graphical electronic data files

    • cosbedmc03Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Fabric, services and systems: structure elements of the building materials finishes furnishings power and light heating and ventilation telecommunications movement of goods and people special services and equipment external works landscaping

      Fabric, services and systems:
      • structure
      • elements of the building
      • materials
      • finishes
      • furnishings
      • power and light
      • heating and ventilation
      • telecommunications
      • movement of goods and people
      • special services and equipment
      • external works
      • landscaping

    • cosbedmc03Technical factors: structural forms materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability) available and projected technology (including renewable energy) prefabricated components and system options performance, quality, operation and maintenance requirements building physics (energy performance of structures, insulation, fire protection) materials form, performance, appearance, availability, sustainability, efficiency of use building services integration and control

      Technical factors:
      • structural forms
      • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      • available and projected technology (including renewable energy)
      • prefabricated components and system options
      • performance, quality, operation and maintenance requirements
      • building physics (energy performance of structures, insulation, fire protection)
      • materials form, performance, appearance, availability, sustainability, efficiency of use
      • building services integration and control

    • cosbedmc03Agree a detailed design

      Agree a detailed design
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ consultants
      ‐ potential contractors and suppliers
      ‐ potential investors
      ‐ partners in the development programme
      ‐ potential occupiers
      ‐ public interest organisations
      ‐ local authorities

    • cosbedmc03government agencies

      government agencies
      • internal
      • facilty/asset managers

    • cosbedmc03Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Justify (by using):

      Justify (by using):
      • sketches
      • drawings
      • physical models
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • programming
      • cash analysis
      • outline approvals from regulatory authorities
      • design quality benchmarking analysis
      • 3D computer models
      • lifetime impact modelling
      • decsion tools for passive/active systems
      • Implications:
      • building performance dynamic modelling
      • cost (including whole life)
      • Resources
      • time
      • quality and technical
      • effectiveness

  63. Identify the purpose, methods and techniques for preparing detailed design information

    cosbedmc03 Identify the purpose, methods and techniques for preparing detailed design information

    context
    • cosbedmc03Identify the purpose, methods and techniques for preparing detailed designs

      Identify the purpose, methods and techniques for preparing detailed designs
      • Stakeholders:
      ‐ the client
      ‐ consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ regulatory authorities
      ‐ facilities/asset managers
      ‐ users
      • Project Stage:
      ‐ Stage 4 (Design)
      ‐ Stage 5 (Build and Commission)
      • Format for presenting:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Aspects of the overall project design:
      ‐ location and size
      ‐ assembly and construction
      ‐ components and systems
      ‐ environmental assessment objectives
      • Maintain coherence and consistency:
      ‐ visual and spatial
      ‐ functional performance
      ‐ technical performance
      ‐ operation and maintenance
      ‐ requirements of relevant legislation and codes
      ‐ cost
      ‐ health and safety
      ‐ environmental quality and sustainability
      ‐ buildability/disassembly

    • cosbedmc03value management

      value management
      • concurrent design and construction
      • comparison of costs of new and renewable energy systems in buildings
      • building services system controls
      • minimise thermal bridging and air leakage
      • minimize emissions and waste
      • water usage
      • energy use (U Value Calculations, Building Energy Assessment,

    • cosbedmc03Carbon Rating)

      Carbon Rating)
      • protect archaeological and historically valuable resources
      ‐ carbon footprint
      ‐ risk/confidence in information
      • Techniques:
      ‐ data research
      ‐ survey and investigation
      ‐ conformity with regulations
      ‐ specialist guidance and good practice
      ‐ relevant previous solutions and feedback
      ‐ computer modelling
      ‐ calculation
      ‐ Building Information Modelling

    • cosbedmc03Identify and select materials, components and systems

      Identify and select materials, components and systems
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation factors:

      Production and installation factors:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Standards:

      Standards:
      • British Standards and Codes of Practice
      • BBA certificates
      • EU Standards
      • trade advisory guidance publications
      • BRE publications
      • CIRIA publications
      • client standards
      • environmental assessment/certification schemes

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management
      • procurement

    • cosbedmc03Investigate, produce and analyse detailed design solutions

      Investigate, produce and analyse detailed design solutions
      • Identify:
      ‐ standard lists and procedures
      ‐ investigative research
      • Technical factors:
      ‐ structural forms
      ‐ materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      ‐ available and projected technology (including renewable energy)
      ‐ prefabricated components and system options
      ‐ performance, quality, operation and maintenance requirements
      ‐ building physics (energy performance of structures, insulation, fire protection)
      ‐ materials form, performance, appearance, availability, sustainability, efficiency of use
      ‐ building services integration and control

    • cosbedmc03Environmental factors:

      Environmental factors:
      • local ecology
      • hydrology (tides and currents and flood risk
      • water use
      • exposure/shelter/shading
      • heating, ventilation and cooling (solar gain, temperature range, natural ventilation, thermal and ventilation performance, thermal flows)
      • thermal properties (heat loss and SAP variables, U values, thermal bridging, air tightness)
      • daylight and illumination
      • acoustics
      • energy; natural resource use and management
      • interaction of users and buildings,
      • carbon (embodied and in-use) and carbon rating
      • resource/waste management
      • pollution risk and reduction of emissions and waste

    • cosbedmc03Production and installation:

      Production and installation:
      • construction requirements and compatibility with site constraints
      • adaptation of existing structural elements
      • practicality, buildability and disassembly
      • standardisation and component co-ordination
      • production and installation processes, scheduling, lead-in times, construction programming/sequencing and quality control
      • expertise including experienced crafts people
      • fit and tolerances
      • production resources availability and performance (plant/equipment/people/skills)
      • materials, components and systems availability and capability
      • strategies to address interface issues on and off-site
      • access/transportation/traffic management
      • health and safety
      • system commissioning
      • operation and maintenance information

    • cosbedmc03Design parameters:

      Design parameters:
      • client, user and community requirements, expectations, options and preferences
      • project type/purpose/use
      • site, location and surrounding environment
      • geology (seismology, ground movements and soil type)
      • transport and infrastructure
      • planning, urban & social integration
      • design form (architectural, structural, civil, services)
      • design quality (character/scale/aesthetics)
      • function/spatial planning (occupancy/room information/access and egress incl. DDA, security)
      • programme budget
      • cost (including whole life)
      • development timetable
      • risk assessment and mitigation
      • cost planning (including life cycle cost) and value management)
      • procurement
      • in-use performance
      • environmental quality and sustainability
      • environmental assessment/certification schemes
      • protection of archaeological, architectural, cultural and historically valuable resources (significance/status)
      • statutory, regulatory and legal constraints
      • standards and codes of practice
      • health and safety
      • form, function, materials, components and systems

    • cosbedmc03Integrate the design of fabric, services and systems

      Integrate the design of fabric, services and systems
      • Review:
      ‐ with co-designers, suppliers, contractors
      ‐ with experts, decision makers
      ‐ research authoritative industry guidance
      ‐ reference to regulatory requirements
      • Design information:
      ‐ survey information
      ‐ location details
      ‐ construction assembly details
      ‐ construction component details

    • cosbedmc03structural layouts; details

      structural layouts; details
      • building services layouts; details
      • specialist suppliers layouts; details
      • graphical and non-graphical electronic data files

    • cosbedmc03Project Stage: Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Fabric, services and systems: structure elements of the building materials finishes furnishings power and light heating and ventilation telecommunications movement of goods and people special services and equipment external works landscaping

      Fabric, services and systems:
      • structure
      • elements of the building
      • materials
      • finishes
      • furnishings
      • power and light
      • heating and ventilation
      • telecommunications
      • movement of goods and people
      • special services and equipment
      • external works
      • landscaping

    • cosbedmc03Technical factors: structural forms materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability) available and projected technology (including renewable energy) prefabricated components and system options performance, quality, operation and maintenance requirements building physics (energy performance of structures, insulation, fire protection) materials form, performance, appearance, availability, sustainability, efficiency of use building services integration and control

      Technical factors:
      • structural forms
      • materials and component performance standards and fitness for purpose (form, performance, appearance, availability, sustainability, efficiency of use, component life, durability)
      • available and projected technology (including renewable energy)
      • prefabricated components and system options
      • performance, quality, operation and maintenance requirements
      • building physics (energy performance of structures, insulation, fire protection)
      • materials form, performance, appearance, availability, sustainability, efficiency of use
      • building services integration and control

    • cosbedmc03Agree a detailed design

      Agree a detailed design
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ consultants
      ‐ potential contractors and suppliers
      ‐ potential investors
      ‐ partners in the development programme
      ‐ potential occupiers
      ‐ public interest organisations
      ‐ local authorities

    • cosbedmc03government agencies

      government agencies
      • internal
      • facilty/asset managers

    • cosbedmc03Project Stage: Stage 4 (Design) Stage 5 (Build and Commission)

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

    • cosbedmc03Justify (by using):

      Justify (by using):
      • sketches
      • drawings
      • physical models
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • cost estimates
      • programming
      • cash analysis
      • outline approvals from regulatory authorities
      • design quality benchmarking analysis
      • 3D computer models
      • lifetime impact modelling
      • decsion tools for passive/active systems
      • Implications:
      • building performance dynamic modelling
      • cost (including whole life)
      • Resources
      • time
      • quality and technical
      • effectiveness

  64. Check tenders

    cosccoo07 Check tenders

    context
    • cosccoo07Identify potential tenderers

      Identify potential tenderers
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants
      • Evidence:
      ‐ documentary
      ‐ references
      ‐ interview
      • Selection criteria:
      ‐ quality and delivery record
      ‐ competitiveness
      ‐ perceived added value (including reputation of potential contractors)
      ‐ acceptability of known sub-contracting arrangements
      ‐ acceptability to client
      ‐ financial resources
      ‐ references from previous clients and bankers
      ‐ health and safety
      ‐ competence of people
      ‐ resources (human, materials, facilities)
      ‐ insurance
      ‐ environmental policy and management
      ‐ innovation
      ‐ local economic benefit

    • cosccoo07Prepare and issue tender documents

      Prepare and issue tender documents
      • Tender:
      ‐ open competitive
      ‐ two stage
      ‐ selected list
      ‐ negotiated
      • Documents:
      ‐ invitation to tender
      ‐ form of tender
      ‐ returns procedure
      ‐ surveys
      ‐ specifications
      ‐ drawings
      ‐ schedules
      ‐ bills of quantities
      ‐ health, safety and welfare requirements
      ‐ scope of services
      ‐ terms and conditions
      ‐ schedules of rates
      ‐ evaluation criteria and procedures
      ‐ environmental requirements
      ‐ procedures for submitting tenders
      • Formats:
      ‐ paper
      ‐ electronic
      • Client requirements:
      ‐ electronic
      ‐ preferred suppliers
      ‐ confidentiality
      ‐ publicity restrictions
      ‐ local and economic benefits
      ‐ industry accreditation
      ‐ workforce accreditation
      ‐ agreed conservation value
      • Changes:
      ‐ price
      ‐ quantity
      ‐ quality
      ‐ standards
      ‐ carriage and delivery
      ‐ completion
      ‐ Maintenance
      ‐ after sales service
      ‐ method of payment
      ‐ terms of payment
      ‐ contract conditions
      ‐ survey information
      ‐ timescales
      ‐ client amendment
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      ‐ consultants

    • cosccoo07Check tenders

      Check tenders
      • Tenderers:
      ‐ contractors
      ‐ sub/works/trade contractors
      ‐ suppliers
      • Criteria:
      ‐ consultants
      ‐ tender compliance
      ‐ quality
      ‐ technical viability
      ‐ timescale
      ‐ cost (budgets, rates)
      ‐ loading and cash flow
      ‐ policies which offer added value
      ‐ any variations, adjustments and corrections

  65. Evaluate, review and select work methods

    cosccomo14 Evaluate, review and select work methods

    context
    • cosccomo14Evaluate, review and select work methods

      Evaluate, review and select work methods
      • Project information:
      ‐ conditions and obligations of contract
      ‐ bills of quantities
      ‐ specifications
      ‐ information (digital models, documents, drawings, graphical and non-graphical electronic data files)
      ‐ health, safety and welfare plans
      ‐ environmental plan
      ‐ time-scales
      ‐ risk
      • Production, installation and work methods:
      ‐ sequencing and integration of work operations
      ‐ organisation and use of resources (people, plant, materials, finance)
      ‐ construction and installation techniques
      ‐ temporary works
      ‐ prefabrication and standardisation
      ‐ handling operations
      ‐ materials recovery & waste management
      ‐ supply chain management
      ‐ health, safety and welfare
      ‐ impact on programming processes & workforce of new materials and technologies
      • Other sources:
      ‐ consultant
      ‐ contractors
      ‐ sub-contractors
      ‐ suppliers
      ‐ statutory and regulatory authorities
      • Evaluate work methods and programme in construction contracting operations management

    • cosccomo14technical literature

      technical literature
      • trade literature
      • organisational expertise

    • cosccomo14Identify work methods:

      Identify work methods:
      • standard procedures
      • investigative research

    • cosccomo14Technical criteria:

      Technical criteria:
      • materials & component performance & availability
      • structural forms
      • physical conditions and environmental factors
      • health, safety and welfare
      • fire protection
      • access
      • plant, equipment & people availability
      • traffic generation and management
      • waste and sustainability
      • weather conditions
      • energy and low carbon efficiency
      • buildability
      • protection of archaeological and historically valuable resources
      • demolition

    • cosccomo14Project criteria:

      Project criteria:
      • cost benefit
      • value engineering
      • conformity to statutory requirements
      • phsed occupancy
      • facility/asset management requirements
      • contract requirements in terms of time, quantity and quality
      • environmental considerations

    • cosccomo14Analyse - using:

      Analyse - using:
      • method study
      • production analysis
      • feedback from similar projects
      • Building Information Modelling

    • cosccomo14Programmes and schedules:

      Programmes and schedules:
      • digital timeline model
      • bar charts
      • flow charts
      • critical path
      • line of balance
      • time chainage
      • action lists
      • method statements
      • check costs
      • control systems
      • as built programme

    • cosccomo14Clarification and advice:

      Clarification and advice:
      • the client/clients representative
      • consultants
      • project team partners
      • industry research
      • technical publications
      • trade literature
      • experts, including experienced craftspeople and suppliers

    • cosccomo14Analyse - using: method study production analysis Building Information Modelling

      Analyse - using:
      • method study
      • production analysis
      • Building Information Modelling

    • cosccomo14Project requirements:

      Project requirements:
      • contract conditions
      • defined responsibilities

    • cosccomo14External factors:

      External factors:
      • other related programmes
      • supply lead times
      • contingencies
      • special working conditions
      • impact on occupiers and near neighbours
      • weather conditions
      • statutory limitations
      • site conditions
      • off-site manufacture and on-site assembly

    • cosccomo14System for monitoring and recording: manual electronic

      System for monitoring and recording:
      • manual
      • electronic

  66. resolve disputes and differences of opinion in ways which minimise offence, and promote goodwill, trust and respect

    cosao29 cosao30 resolve disputes and differences of opinion in ways which minimise offence, and promote goodwill, trust and respect

    context
    • cosao29 cosao30Working relationships:

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

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

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

    • cosao29 cosao30Promote goodwill and trust:

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

    • cosao29 cosao30Inform, offer advice, present and clarify:

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

  67. Finalise and submit a tender

    cosccomo13 Finalise and submit a tender

    context
    • cosccomo13Evaluate tender enquiry documentation

      Evaluate tender enquiry documentation
      • Points of concern:
      ‐ inconsistent with the policy of the organisation
      ‐ discrepancies within enquiry information
      ‐ tender procedure requirements
      ‐ quantitative requirements
      ‐ qualitative requirements
      ‐ contractual requirements
      • Tender - type:
      ‐ contractor
      ‐ sub/works/trade contractor
      ‐ supply
      ‐ consultants
      • Tender documents - type:
      ‐ invitation to tender
      ‐ form of tender
      ‐ surveys
      ‐ specifications
      ‐ bills of quantities
      ‐ models
      ‐ graphical and non-graphical electronic data files
      ‐ drawings, schedules and programmes
      ‐ health, safety and welfare requirements
      ‐ terms and conditions
      ‐ schedules of rates
      ‐ evaluation criteria and procedures
      ‐ environmental requirements
      ‐ procedures for submitting tenders
      • Agreed criteria:

    • cosccomo13change to organisational capability

      change to organisational capability
      • financial
      • viability of tendering information
      • current workload
      • type of work
      • competence of people
      • timescale (tender and contract)
      • social & political policies
      • environmental impact
      • location
      • potential competition

    • cosccomo13Tender requirements:

      Tender requirements:
      • construction
      • installation and maintenance work
      • supply of goods and materials
      • consultancy services

    • cosccomo13Legal issues:

      Legal issues:
      • planning
      • health and safety
      • environmental
      • ownerships
      • common law rights
      • European Union requirements

    • cosccomo13Tender

      Tender
      • contracting
      • sub/works/trade contracting
      • supply
      • consultancy

    • cosccomo13Alternatives and/or qualifications:

      Alternatives and/or qualifications:
      • specifications and materials
      • methods of construction
      • services
      • time-scales
      • supply options
      • price offer options

    • cosccomo13Tender requirements:

      Tender requirements:
      • form of tender
      • construction
      • installation and maintenance work
      • supply of goods and materials
      • consultancy services
      • low carbon & resource efficient procurement
      • purchasing
      • technology required
      • procedures for submitting tenders

  68. Evaluate tender enquiry documentation

    cosccomo13 Evaluate tender enquiry documentation

    context
    • cosccomo13Evaluate tender enquiry documentation

      Evaluate tender enquiry documentation
      • Points of concern:
      ‐ inconsistent with the policy of the organisation
      ‐ discrepancies within enquiry information
      ‐ tender procedure requirements
      ‐ quantitative requirements
      ‐ qualitative requirements
      ‐ contractual requirements
      • Tender - type:
      ‐ contractor
      ‐ sub/works/trade contractor
      ‐ supply
      ‐ consultants
      • Tender documents - type:
      ‐ invitation to tender
      ‐ form of tender
      ‐ surveys
      ‐ specifications
      ‐ bills of quantities
      ‐ models
      ‐ graphical and non-graphical electronic data files
      ‐ drawings, schedules and programmes
      ‐ health, safety and welfare requirements
      ‐ terms and conditions
      ‐ schedules of rates
      ‐ evaluation criteria and procedures
      ‐ environmental requirements
      ‐ procedures for submitting tenders
      • Agreed criteria:

    • cosccomo13change to organisational capability

      change to organisational capability
      • financial
      • viability of tendering information
      • current workload
      • type of work
      • competence of people
      • timescale (tender and contract)
      • social & political policies
      • environmental impact
      • location
      • potential competition

    • cosccomo13Tender requirements:

      Tender requirements:
      • construction
      • installation and maintenance work
      • supply of goods and materials
      • consultancy services

    • cosccomo13Legal issues:

      Legal issues:
      • planning
      • health and safety
      • environmental
      • ownerships
      • common law rights
      • European Union requirements

    • cosccomo13Tender

      Tender
      • contracting
      • sub/works/trade contracting
      • supply
      • consultancy

    • cosccomo13Alternatives and/or qualifications:

      Alternatives and/or qualifications:
      • specifications and materials
      • methods of construction
      • services
      • time-scales
      • supply options
      • price offer options

    • cosccomo13Tender requirements:

      Tender requirements:
      • form of tender
      • construction
      • installation and maintenance work
      • supply of goods and materials
      • consultancy services
      • low carbon & resource efficient procurement
      • purchasing
      • technology required
      • procedures for submitting tenders

  69. report the hazards which you have identified to the people responsible

    cosvx02 report the hazards which you have identified to the people responsible

    context
    • cosvx02Monitor health and safety responsibilities

      Monitor health and safety responsibilities
      • Hazards:
      ‐ falls from height
      ‐ slips, trips and falls (same level)
      ‐ hit by falling or moving objects
      ‐ manual handling
      ‐ health issues
      ‐ power sources
      ‐ hazardous substances
      ‐ trapped by something collapsing or overturning
      ‐ confined spaces
      ‐ fire
      ‐ lack of/breaches of security
      ‐ water
      ‐ moving vehicles

    • cosvx02Monitor systems for managing site health, safety and welfare

      Monitor systems for managing site health, safety and welfare
      • Statutory notices:
      ‐ prescribed notices
      ‐ certificates
      ‐ site safety signs
      • Health, safety and welfare equipment:
      ‐ protective clothing
      ‐ protective equipment
      ‐ first aid facilities and arrangements
      ‐ welfare facilities
      ‐ storage, security and disposal of materials and equipment
      ‐ accident and incident reporting
      ‐ fire fighting equipment
      ‐ provision of health, safety and welfare training
      • Inductions:
      ‐ health and safety responsibilities
      ‐ site, construction and installation operations
      ‐ health, safety and welfare equipment and resources
      ‐ risk control procedures
      ‐ first aid arrangements
      ‐ health and safety plans
      ‐ site specific procedures
      ‐ emergency and evacuation procedures
      • Project requirements:
      ‐ construction specific health, safety and welfare regulations
      ‐ general health, safety and welfare legislation
      ‐ recognised industry codes of practice
      ‐ organisational procedures
      ‐ identifying hazards
      ‐ reducing associated risk
      ‐ reporting accidents and incidents and preventing recurrence
      ‐ situations which do not comply with regulations

  70. identify the hazards arising from construction products and processes

    cosvx02 identify the hazards arising from construction products and processes

    context
    • cosvx02Monitor health and safety responsibilities

      Monitor health and safety responsibilities
      • Hazards:
      ‐ falls from height
      ‐ slips, trips and falls (same level)
      ‐ hit by falling or moving objects
      ‐ manual handling
      ‐ health issues
      ‐ power sources
      ‐ hazardous substances
      ‐ trapped by something collapsing or overturning
      ‐ confined spaces
      ‐ fire
      ‐ lack of/breaches of security
      ‐ water
      ‐ moving vehicles

    • cosvx02Monitor systems for managing site health, safety and welfare

      Monitor systems for managing site health, safety and welfare
      • Statutory notices:
      ‐ prescribed notices
      ‐ certificates
      ‐ site safety signs
      • Health, safety and welfare equipment:
      ‐ protective clothing
      ‐ protective equipment
      ‐ first aid facilities and arrangements
      ‐ welfare facilities
      ‐ storage, security and disposal of materials and equipment
      ‐ accident and incident reporting
      ‐ fire fighting equipment
      ‐ provision of health, safety and welfare training
      • Inductions:
      ‐ health and safety responsibilities
      ‐ site, construction and installation operations
      ‐ health, safety and welfare equipment and resources
      ‐ risk control procedures
      ‐ first aid arrangements
      ‐ health and safety plans
      ‐ site specific procedures
      ‐ emergency and evacuation procedures
      • Project requirements:
      ‐ construction specific health, safety and welfare regulations
      ‐ general health, safety and welfare legislation
      ‐ recognised industry codes of practice
      ‐ organisational procedures
      ‐ identifying hazards
      ‐ reducing associated risk
      ‐ reporting accidents and incidents and preventing recurrence
      ‐ situations which do not comply with regulations

  71. Prepare and agree entitlement for reimbursement for loss and expense 8 assess the basis of entitlement and criteria for recovery against the contract and relevant expert opinion, and progress and structure valid entitlement which can be substantiated 9 calculate entitlement accurately from relevant and verified information sources 10 identify the liability for the cost and inform the parties involved in the contract 11 analyse the opposing grounds for the entitlement, structure the entitlement clearly and present them 12 conduct negotiations with the parties involved in the contract in a professional manner 13 negotiate, agree and finalise amendments to the entitlement with the parties involved in the contract 14 record and store documents, back-up information and calculations so that they can be easily accessed for reference and auditing purposes

    COSCSMO16 Prepare and agree entitlement for reimbursement for loss and expense 8 assess the basis of entitlement and criteria for recovery against the contract and relevant expert opinion, and progress and structure valid entitlement which can be substantiated 9 calculate entitlement accurately from relevant and verified information sources 10 identify the liability for the cost and inform the parties involved in the contract 11 analyse the opposing grounds for the entitlement, structure the entitlement clearly and present them 12 conduct negotiations with the parties involved in the contract in a professional manner 13 negotiate, agree and finalise amendments to the entitlement with the parties involved in the contract 14 record and store documents, back-up information and calculations so that they can be easily accessed for reference and auditing purposes

    context
    • COSCSMO16Allocate budgets

      Allocate budgets
      • Budget headings:
      ‐ income
      ‐ employment costs
      ‐ capital plant and equipment
      ‐ materials
      ‐ liabilities
      ‐ subcontract costs
      ‐ consumables
      • Financial plans:
      ‐ forecasts
      ‐ budgets
      ‐ cash flow
      • Cash flow calculations:
      ‐ income receivable
      ‐ expenditure
      • Contingencies:
      ‐ delays in receivables
      ‐ project and contract delays
      ‐ interruptions
      ‐ risk
      • Variances:
      ‐ overspend
      ‐ underspend

    • COSCSMO16Prepare and agree entitlement for reimbursement for loss and expense

      Prepare and agree entitlement for reimbursement for loss and expense
      • Entitlement - resulting from:
      ‐ measurement
      ‐ valuation of variations
      ‐ liability for costs
      ‐ loss and expense arising from breaches of contract
      ‐ extensions of time
      ‐ damages arising from extra-contractual consideration
      • Expert opinion:
      ‐ legal
      ‐ technical
      ‐ financial
      • Information sources:
      ‐ contract provisions
      ‐ contract claims for payment
      ‐ dimensions and approximations from latest revisions of contract drawings
      ‐ records of executed work
      ‐ inspections of work in progress
      ‐ contract documents
      ‐ day work
      ‐ agreed contract quantities
      ‐ agreed contract rates of payment
      ‐ agreed methods of calculation
      ‐ variations issued
      ‐ contract records
      ‐ site records including photographs
      ‐ company accounts
      • Costs:
      ‐ re-work
      ‐ additional work
      ‐ programme implications
      ‐ increased complexity
      ‐ logistical implications
      • Analyse:
      ‐ claimant's analysis
      ‐ respondent's analysis

  72. confirm with the stakeholders whether the design recommendation is accepted, modified or rejected

    cosbedmc02 confirm with the stakeholders whether the design recommendation is accepted, modified or rejected

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  73. advise stakeholders on how much more advice, research and consultancy is needed to produce a project design which is acceptable

    cosbedmc02 advise stakeholders on how much more advice, research and consultancy is needed to produce a project design which is acceptable

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  74. advise stakeholders on the implications of accepting, modifying or rejecting design proposals appropriate to the project stage and ensure that they understand their consequences

    cosbedmc02 advise stakeholders on the implications of accepting, modifying or rejecting design proposals appropriate to the project stage and ensure that they understand their consequences

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  75. agree and record the variations to the design brief and to the design proposals which resulted from the presentations and which the client requires

    cosbedmc02 agree and record the variations to the design brief and to the design proposals which resulted from the presentations and which the client requires

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  76. identify those elements of designs which meet the requirements of the original design brief and those that do not

    cosbedmc02 identify those elements of designs which meet the requirements of the original design brief and those that do not

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  77. define, agree and record amendments and variations to the brief and/or design, which are required by the client and can be demonstrated

    cosbedmc02 define, agree and record amendments and variations to the brief and/or design, which are required by the client and can be demonstrated

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  78. provide valid evidence to support design recommendations which do not meet all the requirements of the brief

    cosbedmc02 provide valid evidence to support design recommendations which do not meet all the requirements of the brief

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  79. present the project design recommendations in a way which promotes the goodwill and trust of the audience

    cosbedmc02 present the project design recommendations in a way which promotes the goodwill and trust of the audience

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  80. present and explain the project design recommendations clearly and objectively and show how they are justified by the requirements of the brief

    cosbedmc02 present and explain the project design recommendations clearly and objectively and show how they are justified by the requirements of the brief

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  81. prepare clear and accurate presentational materials which support the design options and use them to facilitate discussions

    cosbedmc02 prepare clear and accurate presentational materials which support the design options and use them to facilitate discussions

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  82. choose and agree effective presentation media and techniques which will communicate design ideas clearly

    cosbedmc02 choose and agree effective presentation media and techniques which will communicate design ideas clearly

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  83. agree with the client and the project team the purpose of the presentation and the audience

    cosbedmc02 agree with the client and the project team the purpose of the presentation and the audience

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  84. assess the implications of modifying the design brief so that the overall integrity is retained record feasible design options accurately and present them in sufficient detail so that decision makers can select design options

    cosbedmc02 assess the implications of modifying the design brief so that the overall integrity is retained record feasible design options accurately and present them in sufficient detail so that decision makers can select design options

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  85. recommend modifications to the brief in order to consider selected options and approaches which may meet the design parameters, but fail to meet all the design brief requirements

    cosbedmc02 recommend modifications to the brief in order to consider selected options and approaches which may meet the design parameters, but fail to meet all the design brief requirements

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  86. reject design options which fail to meet the design parameters and identify more suitable design approaches

    cosbedmc02 reject design options which fail to meet the design parameters and identify more suitable design approaches

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  87. Create design options

    cosbedmc02 Create design options

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  88. Identify and assess significant factors which affect project design solutions

    cosbedmc02 Identify and assess significant factors which affect project design solutions

    context
    • cosbedmc02Identify and assess significant factors which affect project design solutions

      Identify and assess significant factors which affect project design solutions
      • 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

    • cosbedmc02Project 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)

    • cosbedmc02Create design options

      Create design options
      • 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
      ‐ review alternatives through interactive simulation and analysis
      ‐ experts including experienced craftspeople
      ‐ passive design principles
      ‐ environmental assessment/certification schemes
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • 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)

    • cosbedmc02development timetable

      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

    • cosbedmc02Tests:

      Tests:
      • comparative
      • consultative
      • mathematical modelling
      • physical modelling
      • simulation
      • physical testing
      • value engineering
      • interaction of buildings & people
      • decision tools for passive/active systems
      • model costs of variant designs

    • cosbedmc02Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmc02Prepare and present project design recommendations

      Prepare and present project design recommendations
      • Presentation methods:
      ‐ documentary
      ‐ design quality benchmarking analysis
      ‐ comparative studies with similar projects
      ‐ illustrated oral presentations
      ‐ computer modelled simulations
      ‐ public exhibition
      • Project Stage:
      ‐ Stage 0 (Strategy)
      ‐ Stage 1 (Brief)
      ‐ Stage 2 (Concept)
      ‐ Stage 3 (Definition)
      • Audience:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Presentation media: sketches drawings and projections physical models computer generated data diagrams mathematical modelling photo-montage mock-ups written reports simulation computer models

      Presentation media:
      • sketches
      • drawings and projections
      • physical models
      • computer generated data
      • diagrams
      • mathematical modelling
      • photo-montage
      • mock-ups
      • written reports
      • simulation computer models

    • cosbedmc02Advise on changes to the design brief and design recommendations

      Advise on changes to the design brief and design recommendations
      • Advise:
      ‐ in writing
      ‐ orally
      ‐ using graphics
      ‐ electronically
      • Stakeholders:
      ‐ the client
      ‐ the clients financial advisers
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ facilities/asset managers
      ‐ potential investors
      ‐ funding agencies
      ‐ independent client advisers

    • cosbedmc02partners in development programme

      partners in development programme
      • user groups
      • prospective occupiers and users
      • community groups
      • regulatory authorities
      • public interest organisations
      • media

    • cosbedmc02Implications:

      Implications:
      • cost
      • the programme
      • performance
      • design quality
      • best value
      • buildability
      • health and safety
      • environment
      • sustainability
      • facilities/ asset management

    • cosbedmc02Project Stage:

      Project Stage:
      • Stage 0 (Strategy)
      • Stage 1 (Brief)
      • Stage 2 (Concept)

  89. maintain records which are clear, accurate and complete and conform to accepted professional and statutory requirements

    cosccomo06 maintain records which are clear, accurate and complete and conform to accepted professional and statutory requirements

    context
    • cosccomo06Recommend and agree a condition survey process

      Recommend and agree a condition survey process
      • Information and documents - sources:
      ‐ land registry
      ‐ local search
      ‐ statutory notice
      ‐ acts of parliament
      ‐ local authority
      • Condition survey:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Relevant information:
      ‐ legal
      ‐ physical
      ‐ previous surveys
      ‐ technical
      ‐ historical
      ‐ access and permissions
      • Significant factors:
      ‐ degree of urgency
      ‐ gaps in information
      ‐ susceptibility to damage
      ‐ safety requirements

    • cosccomo06Investigate property for condition

      Investigate property for condition
      • Information sources:
      • Establish the condition of property in construction contracting operations management
      • the client
      ‐ land registry
      ‐ local search
      ‐ tenants
      ‐ occupiers
      ‐ local authorities
      • Condition inspection:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Record:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Conventions:
      ‐ relevant professional bodies' guidance
      ‐ in house
      ‐ health and safety legislation
      ‐ building standards and legislation
      • Causes of failures, deterioration & decay:
      ‐ building defects and failures
      ‐ rising damp, penetrating damp and condensation problems
      ‐ dry rot, wet rot and timer decay
      ‐ infestation
      ‐ physical, chemical and environmental processes

    • cosccomo06sick building syndrome including indoor air quality

      sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Evaluation methods and techniques:

      Evaluation methods and techniques:
      • comparison
      • quantitative
      • qualitative
      • risk assessment

    • cosccomo06Causes of failures, deterioration & decay:

      Causes of failures, deterioration & decay:
      • building defects and failures
      • rising damp, penetrating damp and condensation problems
      • dry rot, wet rot and timer decay
      • infestation
      • physical, chemical and environmental processes
      • sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Report:

      Report:
      • in writing
      • graphically
      • electronically
      • client discussion

    • cosccomo06Necessary remedial work due to:

      Necessary remedial work due to:
      • susceptibility to damage
      • safety requirements
      • need to inhibit deterioration
      • minimum legal standards
      • in-house standards
      • client requirements

    • cosccomo06Relevant factors:

      Relevant factors:
      • costs
      • specialist reports

  90. answer the client's questions about the condition survey and give appropriate clarification

    cosccomo06 answer the client's questions about the condition survey and give appropriate clarification

    context
    • cosccomo06Recommend and agree a condition survey process

      Recommend and agree a condition survey process
      • Information and documents - sources:
      ‐ land registry
      ‐ local search
      ‐ statutory notice
      ‐ acts of parliament
      ‐ local authority
      • Condition survey:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Relevant information:
      ‐ legal
      ‐ physical
      ‐ previous surveys
      ‐ technical
      ‐ historical
      ‐ access and permissions
      • Significant factors:
      ‐ degree of urgency
      ‐ gaps in information
      ‐ susceptibility to damage
      ‐ safety requirements

    • cosccomo06Investigate property for condition

      Investigate property for condition
      • Information sources:
      • Establish the condition of property in construction contracting operations management
      • the client
      ‐ land registry
      ‐ local search
      ‐ tenants
      ‐ occupiers
      ‐ local authorities
      • Condition inspection:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Record:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Conventions:
      ‐ relevant professional bodies' guidance
      ‐ in house
      ‐ health and safety legislation
      ‐ building standards and legislation
      • Causes of failures, deterioration & decay:
      ‐ building defects and failures
      ‐ rising damp, penetrating damp and condensation problems
      ‐ dry rot, wet rot and timer decay
      ‐ infestation
      ‐ physical, chemical and environmental processes

    • cosccomo06sick building syndrome including indoor air quality

      sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Evaluation methods and techniques:

      Evaluation methods and techniques:
      • comparison
      • quantitative
      • qualitative
      • risk assessment

    • cosccomo06Causes of failures, deterioration & decay:

      Causes of failures, deterioration & decay:
      • building defects and failures
      • rising damp, penetrating damp and condensation problems
      • dry rot, wet rot and timer decay
      • infestation
      • physical, chemical and environmental processes
      • sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Report:

      Report:
      • in writing
      • graphically
      • electronically
      • client discussion

    • cosccomo06Necessary remedial work due to:

      Necessary remedial work due to:
      • susceptibility to damage
      • safety requirements
      • need to inhibit deterioration
      • minimum legal standards
      • in-house standards
      • client requirements

    • cosccomo06Relevant factors:

      Relevant factors:
      • costs
      • specialist reports

  91. explain clearly where and why accurate inspection and measurement has not been possible

    cosccomo06 explain clearly where and why accurate inspection and measurement has not been possible

    context
    • cosccomo06Recommend and agree a condition survey process

      Recommend and agree a condition survey process
      • Information and documents - sources:
      ‐ land registry
      ‐ local search
      ‐ statutory notice
      ‐ acts of parliament
      ‐ local authority
      • Condition survey:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Relevant information:
      ‐ legal
      ‐ physical
      ‐ previous surveys
      ‐ technical
      ‐ historical
      ‐ access and permissions
      • Significant factors:
      ‐ degree of urgency
      ‐ gaps in information
      ‐ susceptibility to damage
      ‐ safety requirements

    • cosccomo06Investigate property for condition

      Investigate property for condition
      • Information sources:
      • Establish the condition of property in construction contracting operations management
      • the client
      ‐ land registry
      ‐ local search
      ‐ tenants
      ‐ occupiers
      ‐ local authorities
      • Condition inspection:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Record:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Conventions:
      ‐ relevant professional bodies' guidance
      ‐ in house
      ‐ health and safety legislation
      ‐ building standards and legislation
      • Causes of failures, deterioration & decay:
      ‐ building defects and failures
      ‐ rising damp, penetrating damp and condensation problems
      ‐ dry rot, wet rot and timer decay
      ‐ infestation
      ‐ physical, chemical and environmental processes

    • cosccomo06sick building syndrome including indoor air quality

      sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Evaluation methods and techniques:

      Evaluation methods and techniques:
      • comparison
      • quantitative
      • qualitative
      • risk assessment

    • cosccomo06Causes of failures, deterioration & decay:

      Causes of failures, deterioration & decay:
      • building defects and failures
      • rising damp, penetrating damp and condensation problems
      • dry rot, wet rot and timer decay
      • infestation
      • physical, chemical and environmental processes
      • sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Report:

      Report:
      • in writing
      • graphically
      • electronically
      • client discussion

    • cosccomo06Necessary remedial work due to:

      Necessary remedial work due to:
      • susceptibility to damage
      • safety requirements
      • need to inhibit deterioration
      • minimum legal standards
      • in-house standards
      • client requirements

    • cosccomo06Relevant factors:

      Relevant factors:
      • costs
      • specialist reports

  92. prepare a condition survey report which is accurate, complete, meets relevant codes of practice and standards, clearly specifies the level of condition, recommends any necessary remedial work, and is qualified by any relevant factors

    cosccomo06 prepare a condition survey report which is accurate, complete, meets relevant codes of practice and standards, clearly specifies the level of condition, recommends any necessary remedial work, and is qualified by any relevant factors

    context
    • cosccomo06Recommend and agree a condition survey process

      Recommend and agree a condition survey process
      • Information and documents - sources:
      ‐ land registry
      ‐ local search
      ‐ statutory notice
      ‐ acts of parliament
      ‐ local authority
      • Condition survey:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Relevant information:
      ‐ legal
      ‐ physical
      ‐ previous surveys
      ‐ technical
      ‐ historical
      ‐ access and permissions
      • Significant factors:
      ‐ degree of urgency
      ‐ gaps in information
      ‐ susceptibility to damage
      ‐ safety requirements

    • cosccomo06Investigate property for condition

      Investigate property for condition
      • Information sources:
      • Establish the condition of property in construction contracting operations management
      • the client
      ‐ land registry
      ‐ local search
      ‐ tenants
      ‐ occupiers
      ‐ local authorities
      • Condition inspection:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Record:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Conventions:
      ‐ relevant professional bodies' guidance
      ‐ in house
      ‐ health and safety legislation
      ‐ building standards and legislation
      • Causes of failures, deterioration & decay:
      ‐ building defects and failures
      ‐ rising damp, penetrating damp and condensation problems
      ‐ dry rot, wet rot and timer decay
      ‐ infestation
      ‐ physical, chemical and environmental processes

    • cosccomo06sick building syndrome including indoor air quality

      sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Evaluation methods and techniques:

      Evaluation methods and techniques:
      • comparison
      • quantitative
      • qualitative
      • risk assessment

    • cosccomo06Causes of failures, deterioration & decay:

      Causes of failures, deterioration & decay:
      • building defects and failures
      • rising damp, penetrating damp and condensation problems
      • dry rot, wet rot and timer decay
      • infestation
      • physical, chemical and environmental processes
      • sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Report:

      Report:
      • in writing
      • graphically
      • electronically
      • client discussion

    • cosccomo06Necessary remedial work due to:

      Necessary remedial work due to:
      • susceptibility to damage
      • safety requirements
      • need to inhibit deterioration
      • minimum legal standards
      • in-house standards
      • client requirements

    • cosccomo06Relevant factors:

      Relevant factors:
      • costs
      • specialist reports

  93. analyse all relevant evidence and information using appropriate methods and techniques and make a realistic assessment of condition to identify causes of failure, deterioration and decay

    cosccomo06 analyse all relevant evidence and information using appropriate methods and techniques and make a realistic assessment of condition to identify causes of failure, deterioration and decay

    context
    • cosccomo06Recommend and agree a condition survey process

      Recommend and agree a condition survey process
      • Information and documents - sources:
      ‐ land registry
      ‐ local search
      ‐ statutory notice
      ‐ acts of parliament
      ‐ local authority
      • Condition survey:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Relevant information:
      ‐ legal
      ‐ physical
      ‐ previous surveys
      ‐ technical
      ‐ historical
      ‐ access and permissions
      • Significant factors:
      ‐ degree of urgency
      ‐ gaps in information
      ‐ susceptibility to damage
      ‐ safety requirements

    • cosccomo06Investigate property for condition

      Investigate property for condition
      • Information sources:
      • Establish the condition of property in construction contracting operations management
      • the client
      ‐ land registry
      ‐ local search
      ‐ tenants
      ‐ occupiers
      ‐ local authorities
      • Condition inspection:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Record:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Conventions:
      ‐ relevant professional bodies' guidance
      ‐ in house
      ‐ health and safety legislation
      ‐ building standards and legislation
      • Causes of failures, deterioration & decay:
      ‐ building defects and failures
      ‐ rising damp, penetrating damp and condensation problems
      ‐ dry rot, wet rot and timer decay
      ‐ infestation
      ‐ physical, chemical and environmental processes

    • cosccomo06sick building syndrome including indoor air quality

      sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Evaluation methods and techniques:

      Evaluation methods and techniques:
      • comparison
      • quantitative
      • qualitative
      • risk assessment

    • cosccomo06Causes of failures, deterioration & decay:

      Causes of failures, deterioration & decay:
      • building defects and failures
      • rising damp, penetrating damp and condensation problems
      • dry rot, wet rot and timer decay
      • infestation
      • physical, chemical and environmental processes
      • sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Report:

      Report:
      • in writing
      • graphically
      • electronically
      • client discussion

    • cosccomo06Necessary remedial work due to:

      Necessary remedial work due to:
      • susceptibility to damage
      • safety requirements
      • need to inhibit deterioration
      • minimum legal standards
      • in-house standards
      • client requirements

    • cosccomo06Relevant factors:

      Relevant factors:
      • costs
      • specialist reports

  94. select evidence for the assessment of condition which is accurate, complete and relevant to the requirements of the condition survey process

    cosccomo06 select evidence for the assessment of condition which is accurate, complete and relevant to the requirements of the condition survey process

    context
    • cosccomo06Recommend and agree a condition survey process

      Recommend and agree a condition survey process
      • Information and documents - sources:
      ‐ land registry
      ‐ local search
      ‐ statutory notice
      ‐ acts of parliament
      ‐ local authority
      • Condition survey:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Relevant information:
      ‐ legal
      ‐ physical
      ‐ previous surveys
      ‐ technical
      ‐ historical
      ‐ access and permissions
      • Significant factors:
      ‐ degree of urgency
      ‐ gaps in information
      ‐ susceptibility to damage
      ‐ safety requirements

    • cosccomo06Investigate property for condition

      Investigate property for condition
      • Information sources:
      • Establish the condition of property in construction contracting operations management
      • the client
      ‐ land registry
      ‐ local search
      ‐ tenants
      ‐ occupiers
      ‐ local authorities
      • Condition inspection:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Record:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Conventions:
      ‐ relevant professional bodies' guidance
      ‐ in house
      ‐ health and safety legislation
      ‐ building standards and legislation
      • Causes of failures, deterioration & decay:
      ‐ building defects and failures
      ‐ rising damp, penetrating damp and condensation problems
      ‐ dry rot, wet rot and timer decay
      ‐ infestation
      ‐ physical, chemical and environmental processes

    • cosccomo06sick building syndrome including indoor air quality

      sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Evaluation methods and techniques:

      Evaluation methods and techniques:
      • comparison
      • quantitative
      • qualitative
      • risk assessment

    • cosccomo06Causes of failures, deterioration & decay:

      Causes of failures, deterioration & decay:
      • building defects and failures
      • rising damp, penetrating damp and condensation problems
      • dry rot, wet rot and timer decay
      • infestation
      • physical, chemical and environmental processes
      • sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Report:

      Report:
      • in writing
      • graphically
      • electronically
      • client discussion

    • cosccomo06Necessary remedial work due to:

      Necessary remedial work due to:
      • susceptibility to damage
      • safety requirements
      • need to inhibit deterioration
      • minimum legal standards
      • in-house standards
      • client requirements

    • cosccomo06Relevant factors:

      Relevant factors:
      • costs
      • specialist reports

  95. select evaluation methods and techniques which are appropriate to the type of property and which meet the requirements of professional standards and codes of practice

    cosccomo06 select evaluation methods and techniques which are appropriate to the type of property and which meet the requirements of professional standards and codes of practice

    context
    • cosccomo06Recommend and agree a condition survey process

      Recommend and agree a condition survey process
      • Information and documents - sources:
      ‐ land registry
      ‐ local search
      ‐ statutory notice
      ‐ acts of parliament
      ‐ local authority
      • Condition survey:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Relevant information:
      ‐ legal
      ‐ physical
      ‐ previous surveys
      ‐ technical
      ‐ historical
      ‐ access and permissions
      • Significant factors:
      ‐ degree of urgency
      ‐ gaps in information
      ‐ susceptibility to damage
      ‐ safety requirements

    • cosccomo06Investigate property for condition

      Investigate property for condition
      • Information sources:
      • Establish the condition of property in construction contracting operations management
      • the client
      ‐ land registry
      ‐ local search
      ‐ tenants
      ‐ occupiers
      ‐ local authorities
      • Condition inspection:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Record:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Conventions:
      ‐ relevant professional bodies' guidance
      ‐ in house
      ‐ health and safety legislation
      ‐ building standards and legislation
      • Causes of failures, deterioration & decay:
      ‐ building defects and failures
      ‐ rising damp, penetrating damp and condensation problems
      ‐ dry rot, wet rot and timer decay
      ‐ infestation
      ‐ physical, chemical and environmental processes

    • cosccomo06sick building syndrome including indoor air quality

      sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Evaluation methods and techniques:

      Evaluation methods and techniques:
      • comparison
      • quantitative
      • qualitative
      • risk assessment

    • cosccomo06Causes of failures, deterioration & decay:

      Causes of failures, deterioration & decay:
      • building defects and failures
      • rising damp, penetrating damp and condensation problems
      • dry rot, wet rot and timer decay
      • infestation
      • physical, chemical and environmental processes
      • sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Report:

      Report:
      • in writing
      • graphically
      • electronically
      • client discussion

    • cosccomo06Necessary remedial work due to:

      Necessary remedial work due to:
      • susceptibility to damage
      • safety requirements
      • need to inhibit deterioration
      • minimum legal standards
      • in-house standards
      • client requirements

    • cosccomo06Relevant factors:

      Relevant factors:
      • costs
      • specialist reports

  96. assemble and collate information on the condition survey

    cosccomo06 assemble and collate information on the condition survey

    context
    • cosccomo06Recommend and agree a condition survey process

      Recommend and agree a condition survey process
      • Information and documents - sources:
      ‐ land registry
      ‐ local search
      ‐ statutory notice
      ‐ acts of parliament
      ‐ local authority
      • Condition survey:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Relevant information:
      ‐ legal
      ‐ physical
      ‐ previous surveys
      ‐ technical
      ‐ historical
      ‐ access and permissions
      • Significant factors:
      ‐ degree of urgency
      ‐ gaps in information
      ‐ susceptibility to damage
      ‐ safety requirements

    • cosccomo06Investigate property for condition

      Investigate property for condition
      • Information sources:
      • Establish the condition of property in construction contracting operations management
      • the client
      ‐ land registry
      ‐ local search
      ‐ tenants
      ‐ occupiers
      ‐ local authorities
      • Condition inspection:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Record:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Conventions:
      ‐ relevant professional bodies' guidance
      ‐ in house
      ‐ health and safety legislation
      ‐ building standards and legislation
      • Causes of failures, deterioration & decay:
      ‐ building defects and failures
      ‐ rising damp, penetrating damp and condensation problems
      ‐ dry rot, wet rot and timer decay
      ‐ infestation
      ‐ physical, chemical and environmental processes

    • cosccomo06sick building syndrome including indoor air quality

      sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Evaluation methods and techniques:

      Evaluation methods and techniques:
      • comparison
      • quantitative
      • qualitative
      • risk assessment

    • cosccomo06Causes of failures, deterioration & decay:

      Causes of failures, deterioration & decay:
      • building defects and failures
      • rising damp, penetrating damp and condensation problems
      • dry rot, wet rot and timer decay
      • infestation
      • physical, chemical and environmental processes
      • sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Report:

      Report:
      • in writing
      • graphically
      • electronically
      • client discussion

    • cosccomo06Necessary remedial work due to:

      Necessary remedial work due to:
      • susceptibility to damage
      • safety requirements
      • need to inhibit deterioration
      • minimum legal standards
      • in-house standards
      • client requirements

    • cosccomo06Relevant factors:

      Relevant factors:
      • costs
      • specialist reports

  97. Prepare and present condition survey reports and records 2

    cosccomo06 Prepare and present condition survey reports and records 2

    context
    • cosccomo06Recommend and agree a condition survey process

      Recommend and agree a condition survey process
      • Information and documents - sources:
      ‐ land registry
      ‐ local search
      ‐ statutory notice
      ‐ acts of parliament
      ‐ local authority
      • Condition survey:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Relevant information:
      ‐ legal
      ‐ physical
      ‐ previous surveys
      ‐ technical
      ‐ historical
      ‐ access and permissions
      • Significant factors:
      ‐ degree of urgency
      ‐ gaps in information
      ‐ susceptibility to damage
      ‐ safety requirements

    • cosccomo06Investigate property for condition

      Investigate property for condition
      • Information sources:
      • Establish the condition of property in construction contracting operations management
      • the client
      ‐ land registry
      ‐ local search
      ‐ tenants
      ‐ occupiers
      ‐ local authorities
      • Condition inspection:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Record:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Conventions:
      ‐ relevant professional bodies' guidance
      ‐ in house
      ‐ health and safety legislation
      ‐ building standards and legislation
      • Causes of failures, deterioration & decay:
      ‐ building defects and failures
      ‐ rising damp, penetrating damp and condensation problems
      ‐ dry rot, wet rot and timer decay
      ‐ infestation
      ‐ physical, chemical and environmental processes

    • cosccomo06sick building syndrome including indoor air quality

      sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Evaluation methods and techniques:

      Evaluation methods and techniques:
      • comparison
      • quantitative
      • qualitative
      • risk assessment

    • cosccomo06Causes of failures, deterioration & decay:

      Causes of failures, deterioration & decay:
      • building defects and failures
      • rising damp, penetrating damp and condensation problems
      • dry rot, wet rot and timer decay
      • infestation
      • physical, chemical and environmental processes
      • sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Report:

      Report:
      • in writing
      • graphically
      • electronically
      • client discussion

    • cosccomo06Necessary remedial work due to:

      Necessary remedial work due to:
      • susceptibility to damage
      • safety requirements
      • need to inhibit deterioration
      • minimum legal standards
      • in-house standards
      • client requirements

    • cosccomo06Relevant factors:

      Relevant factors:
      • costs
      • specialist reports

  98. Investigate property for condition

    cosccomo06 Investigate property for condition

    context
    • cosccomo06Recommend and agree a condition survey process

      Recommend and agree a condition survey process
      • Information and documents - sources:
      ‐ land registry
      ‐ local search
      ‐ statutory notice
      ‐ acts of parliament
      ‐ local authority
      • Condition survey:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Relevant information:
      ‐ legal
      ‐ physical
      ‐ previous surveys
      ‐ technical
      ‐ historical
      ‐ access and permissions
      • Significant factors:
      ‐ degree of urgency
      ‐ gaps in information
      ‐ susceptibility to damage
      ‐ safety requirements

    • cosccomo06Investigate property for condition

      Investigate property for condition
      • Information sources:
      • Establish the condition of property in construction contracting operations management
      • the client
      ‐ land registry
      ‐ local search
      ‐ tenants
      ‐ occupiers
      ‐ local authorities
      • Condition inspection:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Record:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Conventions:
      ‐ relevant professional bodies' guidance
      ‐ in house
      ‐ health and safety legislation
      ‐ building standards and legislation
      • Causes of failures, deterioration & decay:
      ‐ building defects and failures
      ‐ rising damp, penetrating damp and condensation problems
      ‐ dry rot, wet rot and timer decay
      ‐ infestation
      ‐ physical, chemical and environmental processes

    • cosccomo06sick building syndrome including indoor air quality

      sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Evaluation methods and techniques:

      Evaluation methods and techniques:
      • comparison
      • quantitative
      • qualitative
      • risk assessment

    • cosccomo06Causes of failures, deterioration & decay:

      Causes of failures, deterioration & decay:
      • building defects and failures
      • rising damp, penetrating damp and condensation problems
      • dry rot, wet rot and timer decay
      • infestation
      • physical, chemical and environmental processes
      • sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Report:

      Report:
      • in writing
      • graphically
      • electronically
      • client discussion

    • cosccomo06Necessary remedial work due to:

      Necessary remedial work due to:
      • susceptibility to damage
      • safety requirements
      • need to inhibit deterioration
      • minimum legal standards
      • in-house standards
      • client requirements

    • cosccomo06Relevant factors:

      Relevant factors:
      • costs
      • specialist reports

  99. Recommend and agree a condition survey process

    cosccomo06 cosbedmo09 Recommend and agree a condition survey process

    context
    • cosccomo06Recommend and agree a condition survey process

      Recommend and agree a condition survey process
      • Information and documents - sources:
      ‐ land registry
      ‐ local search
      ‐ statutory notice
      ‐ acts of parliament
      ‐ local authority
      • Condition survey:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Relevant information:
      ‐ legal
      ‐ physical
      ‐ previous surveys
      ‐ technical
      ‐ historical
      ‐ access and permissions
      • Significant factors:
      ‐ degree of urgency
      ‐ gaps in information
      ‐ susceptibility to damage
      ‐ safety requirements

    • cosccomo06Investigate property for condition

      Investigate property for condition
      • Information sources:
      • Establish the condition of property in construction contracting operations management
      • the client
      ‐ land registry
      ‐ local search
      ‐ tenants
      ‐ occupiers
      ‐ local authorities
      • Condition inspection:
      ‐ letting
      ‐ compensation
      ‐ insurance
      ‐ dilapidation
      ‐ tenant right
      ‐ condition
      ‐ estimating
      • Record:
      ‐ in writing
      ‐ graphically
      ‐ electronically
      • Conventions:
      ‐ relevant professional bodies' guidance
      ‐ in house
      ‐ health and safety legislation
      ‐ building standards and legislation
      • Causes of failures, deterioration & decay:
      ‐ building defects and failures
      ‐ rising damp, penetrating damp and condensation problems
      ‐ dry rot, wet rot and timer decay
      ‐ infestation
      ‐ physical, chemical and environmental processes

    • cosccomo06sick building syndrome including indoor air quality

      sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Evaluation methods and techniques:

      Evaluation methods and techniques:
      • comparison
      • quantitative
      • qualitative
      • risk assessment

    • cosccomo06Causes of failures, deterioration & decay:

      Causes of failures, deterioration & decay:
      • building defects and failures
      • rising damp, penetrating damp and condensation problems
      • dry rot, wet rot and timer decay
      • infestation
      • physical, chemical and environmental processes
      • sick building syndrome including indoor air quality
      • lack of use, total or partial
      • structural (including ground conditions)
      • interaction of materials
      • poor workmanship
      • inappropriate materials
      • wear and tear
      • fire
      • theft
      • vandalism
      • flora & fauna
      • weathering
      • flooding
      • thermal expansion

    • cosccomo06Report:

      Report:
      • in writing
      • graphically
      • electronically
      • client discussion

    • cosccomo06Necessary remedial work due to:

      Necessary remedial work due to:
      • susceptibility to damage
      • safety requirements
      • need to inhibit deterioration
      • minimum legal standards
      • in-house standards
      • client requirements

    • cosccomo06Relevant factors:

      Relevant factors:
      • costs
      • specialist reports

  100. apply standard rules for the selected method of estimating and assessing options to relevant design data, calculate estimates for cost elements and present them clearly

    cosbimb51.3 apply standard rules for the selected method of estimating and assessing options to relevant design data, calculate estimates for cost elements and present them clearly

    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

  101. Practice in an ethical manner

    cosao27 cosccomo04 Practice in an ethical manner

    context
    • cosao27Identify, analyse and resolve complex and non-standard situations

      Identify, analyse and resolve complex and non-standard situations
      • Information - sources:
      ‐ project information
      ‐ own experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Tests:
      ‐ site investigation
      ‐ physical surveys
      ‐ materials and systems tests
      ‐ laboratory analysis
      ‐ examination of compliance with statutory, health and safety, environmental and other ruling constraints
      • Analyse the different perceptions of situations:
      ‐ information and perceptions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities
      • Aids and techniques:
      ‐ identify options
      ‐ relationships between factors
      ‐ weighted priorities
      ‐ expert advice
      ‐ decision trees/flow charts
      ‐ graphical and electronic aids

    • cosao27Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal/industry guidance
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • assessed risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosao27Judgments:

      Judgments:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solution

    • cosao27Practice in an ethical manner

      Practice in an ethical manner
      • Recognised good practice:
      ‐ codes of practice within the occupation, discipline or organisation
      ‐ statute law
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends
      ‐ as defined by legislation
      • Systems:
      ‐ indemnity insurance
      ‐ guarantees
      ‐ contract conditions
      ‐ bonds

  102. Identify, analyse and resolve non-standard situations

    cosao27 Identify, analyse and resolve non-standard situations

    context
    • cosao27Identify, analyse and resolve complex and non-standard situations

      Identify, analyse and resolve complex and non-standard situations
      • Information - sources:
      ‐ project information
      ‐ own experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Tests:
      ‐ site investigation
      ‐ physical surveys
      ‐ materials and systems tests
      ‐ laboratory analysis
      ‐ examination of compliance with statutory, health and safety, environmental and other ruling constraints
      • Analyse the different perceptions of situations:
      ‐ information and perceptions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities
      • Aids and techniques:
      ‐ identify options
      ‐ relationships between factors
      ‐ weighted priorities
      ‐ expert advice
      ‐ decision trees/flow charts
      ‐ graphical and electronic aids

    • cosao27Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal/industry guidance
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • assessed risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosao27Judgments:

      Judgments:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solution

    • cosao27Practice in an ethical manner

      Practice in an ethical manner
      • Recognised good practice:
      ‐ codes of practice within the occupation, discipline or organisation
      ‐ statute law
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends
      ‐ as defined by legislation
      • Systems:
      ‐ indemnity insurance
      ‐ guarantees
      ‐ contract conditions
      ‐ bonds

  103. weakness and recommend or implement improvements

    cosccomo04 weakness and recommend or implement improvements

    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

  104. personal and organisational funds

    cosccomo04 personal and organisational funds

    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

  105. take mitigating action where test results indicate that airborne fibre levels create a potential increased risk to health

    cosao21 cosao20 take mitigating action where test results indicate that airborne fibre levels create a potential increased risk to health

    context
    • cosao21Tests:

      Tests:
      • air monitoring
      • visual assessment
      • clearance testing

    • cosao21Present:

      Present:
      • in writing
      • graphically
      • using photographs
      • electronically

    • cosao21Report:

      Report:
      • test data
      • analyses

  106. prepare and present in a format which is suitable for the people who need to use the findings

    cosao21 prepare and present in a format which is suitable for the people who need to use the findings

    context
    • cosao21Tests:

      Tests:
      • air monitoring
      • visual assessment
      • clearance testing

    • cosao21Present:

      Present:
      • in writing
      • graphically
      • using photographs
      • electronically

    • cosao21Report:

      Report:
      • test data
      • analyses

  107. process the test data using appropriate guidance and present it in a format that will help people to understand it

    cosao21 cosao20 process the test data using appropriate guidance and present it in a format that will help people to understand it

    context
    • cosao21Tests:

      Tests:
      • air monitoring
      • visual assessment
      • clearance testing

    • cosao21Present:

      Present:
      • in writing
      • graphically
      • using photographs
      • electronically

    • cosao21Report:

      Report:
      • test data
      • analyses

  108. collate the test data, check and consolidate it whilst maintaining accuracy and integrity

    cosao21 collate the test data, check and consolidate it whilst maintaining accuracy and integrity

    context
    • cosao21Tests:

      Tests:
      • air monitoring
      • visual assessment
      • clearance testing

    • cosao21Present:

      Present:
      • in writing
      • graphically
      • using photographs
      • electronically

    • cosao21Report:

      Report:
      • test data
      • analyses

  109. adhere to relevant conditions

    cosccomo04 adhere to relevant conditions

    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

  110. standards and recognised good practice and that service providers

    cosccomo04 standards and recognised good practice and that service providers

    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

  111. and problem solving services conform to legal requirements, ethical

    cosccomo04 and problem solving services conform to legal requirements, ethical

    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

  112. legitimate right to receive it

    cosccomo04 legitimate right to receive it

    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

  113. within them

    cosccomo04 within them

    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

  114. which may generate conflicts of interest and reject those that fail the

    cosccomo04 which may generate conflicts of interest and reject those that fail the

    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

  115. levels

    cosccomo04 levels

    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

  116. Control contract progress against agreed programmes

    cosbedmo18 Control contract progress against agreed programmes

    context
    • cosbedmo18Control contract(s) against agreed quality standards

      Control contract(s) against agreed quality standards
      • Quality standards:
      ‐ statutory requirements
      ‐ project specifications
      ‐ British Standards
      ‐ International Standards
      ‐ codes of practice
      ‐ organisation standards
      ‐ trade advisory guidance and best practice
      ‐ benchmarks
      ‐ dimensional control
      ‐ certification and accreditation of products and systems
      • People responsible:
      ‐ the client
      ‐ contractors
      ‐ consultants
      ‐ sub-contractors
      ‐ suppliers
      • Processes:
      ‐ visual inspection
      ‐ comparison with design requirements
      ‐ comparison with standard documentation
      ‐ checking manufacturers documentation
      ‐ checking materials supply
      ‐ sampling and mock-ups
      ‐ testing
      ‐ site inspection reports
      ‐ contractors reports
      ‐ meetings
      • Work:
      ‐ materials and components and their use
      ‐ methods of construction
      ‐ completed elements

    • cosbedmo18Control contract progress against agreed programmes

      Control contract progress against agreed programmes
      • Systems to monitor and record:
      ‐ visual inspection
      ‐ resource records
      ‐ site inspection reports
      ‐ contractors reports
      ‐ certified payments
      ‐ written, graphical and electronic records of actual work against programmed work
      ‐ site meetings
      ‐ organisational procedures
      ‐ management reports
      ‐ benchmarks
      ‐ comparison with project requirements
      ‐ Building Information Modelling
      • Programmes:
      ‐ bar charts
      ‐ network analysis
      ‐ critical path
      ‐ project expenditure forecasts
      ‐ action lists
      ‐ method statements
      • Resources:
      ‐ people
      ‐ plant and equipment
      ‐ materials and components
      ‐ finance
      ‐ time
      ‐ specialist services
      ‐ public utility services
      ‐ Information
      • People responsible:
      ‐ the client
      ‐ contractors
      ‐ consultants
      ‐ sub-contractors
      ‐ suppliers
      • Quantify:
      ‐ method study
      ‐ work study
      ‐ production analysis
      ‐ Building Information Modelling
      • Deviations:
      ‐ resource shortages
      ‐ design problems and constraints
      ‐ industrial disputes
      ‐ lack of essential construction information
      ‐ construction errors
      ‐ contract variations
      ‐ inclement weather
      ‐ physical constraints
      ‐ legal
      ‐ social
      ‐ environmental
      ‐ force majeure
      • Corrective action:
      ‐ restore progress in accordance with agreed programme
      ‐ agree new completion dates
      ‐ initiate contract claim
      ‐ securing additional resources
      ‐ altering planned work

    • cosbedmo18Control contract costs and issue certification

      Control contract costs and issue certification
      • Quantities and cost data:
      ‐ materials
      ‐ completed work
      ‐ dayworks
      ‐ periodic valuations
      ‐ retention sums
      ‐ forecasts of expenditure
      ‐ contract programme and progress
      • People responsible:
      ‐ the client
      ‐ contractors
      ‐ consultants
      ‐ sub-contractors
      ‐ suppliers
      ‐ line management
      • Appropriate action:
      ‐ agree cost changes
      ‐ agree quality changes
      ‐ agree programme changes
      • Opportunities for cost savings:
      ‐ waste reduction
      ‐ resource management and logistics
      ‐ applications of new technologies and materials
      ‐ energy management
      ‐ recycling/re-using materials
      ‐ alternative sources and types of materials
      ‐ revisions in quality
      ‐ standardisation
      ‐ alternative construction methods
      • Contracts requirements:
      ‐ main contract
      ‐ sub-contract
      ‐ lump sum
      ‐ design and construct
      ‐ schedule based
      ‐ prime cost based
      ‐ firm price
      ‐ fluctuating price
      ‐ labour and materials
      ‐ labour only
      ‐ goods and material supply only
      ‐ service contracts
      • Instructions and certificates:
      ‐ instruction
      ‐ non-conformance
      ‐ dayworks
      ‐ Interim Certificate
      ‐ Statement of Retention
      ‐ notification to nominated subcontractor
      ‐ revision to completion date
      ‐ partial possession
      ‐ Schedule of Defects
      ‐ making good defects
      ‐ practical completion/final notice

  117. Control contract(s) against agreed quality standards

    cosbedmo18 Control contract(s) against agreed quality standards

    context
    • cosbedmo18Control contract(s) against agreed quality standards

      Control contract(s) against agreed quality standards
      • Quality standards:
      ‐ statutory requirements
      ‐ project specifications
      ‐ British Standards
      ‐ International Standards
      ‐ codes of practice
      ‐ organisation standards
      ‐ trade advisory guidance and best practice
      ‐ benchmarks
      ‐ dimensional control
      ‐ certification and accreditation of products and systems
      • People responsible:
      ‐ the client
      ‐ contractors
      ‐ consultants
      ‐ sub-contractors
      ‐ suppliers
      • Processes:
      ‐ visual inspection
      ‐ comparison with design requirements
      ‐ comparison with standard documentation
      ‐ checking manufacturers documentation
      ‐ checking materials supply
      ‐ sampling and mock-ups
      ‐ testing
      ‐ site inspection reports
      ‐ contractors reports
      ‐ meetings
      • Work:
      ‐ materials and components and their use
      ‐ methods of construction
      ‐ completed elements

    • cosbedmo18Control contract progress against agreed programmes

      Control contract progress against agreed programmes
      • Systems to monitor and record:
      ‐ visual inspection
      ‐ resource records
      ‐ site inspection reports
      ‐ contractors reports
      ‐ certified payments
      ‐ written, graphical and electronic records of actual work against programmed work
      ‐ site meetings
      ‐ organisational procedures
      ‐ management reports
      ‐ benchmarks
      ‐ comparison with project requirements
      ‐ Building Information Modelling
      • Programmes:
      ‐ bar charts
      ‐ network analysis
      ‐ critical path
      ‐ project expenditure forecasts
      ‐ action lists
      ‐ method statements
      • Resources:
      ‐ people
      ‐ plant and equipment
      ‐ materials and components
      ‐ finance
      ‐ time
      ‐ specialist services
      ‐ public utility services
      ‐ Information
      • People responsible:
      ‐ the client
      ‐ contractors
      ‐ consultants
      ‐ sub-contractors
      ‐ suppliers
      • Quantify:
      ‐ method study
      ‐ work study
      ‐ production analysis
      ‐ Building Information Modelling
      • Deviations:
      ‐ resource shortages
      ‐ design problems and constraints
      ‐ industrial disputes
      ‐ lack of essential construction information
      ‐ construction errors
      ‐ contract variations
      ‐ inclement weather
      ‐ physical constraints
      ‐ legal
      ‐ social
      ‐ environmental
      ‐ force majeure
      • Corrective action:
      ‐ restore progress in accordance with agreed programme
      ‐ agree new completion dates
      ‐ initiate contract claim
      ‐ securing additional resources
      ‐ altering planned work

    • cosbedmo18Control contract costs and issue certification

      Control contract costs and issue certification
      • Quantities and cost data:
      ‐ materials
      ‐ completed work
      ‐ dayworks
      ‐ periodic valuations
      ‐ retention sums
      ‐ forecasts of expenditure
      ‐ contract programme and progress
      • People responsible:
      ‐ the client
      ‐ contractors
      ‐ consultants
      ‐ sub-contractors
      ‐ suppliers
      ‐ line management
      • Appropriate action:
      ‐ agree cost changes
      ‐ agree quality changes
      ‐ agree programme changes
      • Opportunities for cost savings:
      ‐ waste reduction
      ‐ resource management and logistics
      ‐ applications of new technologies and materials
      ‐ energy management
      ‐ recycling/re-using materials
      ‐ alternative sources and types of materials
      ‐ revisions in quality
      ‐ standardisation
      ‐ alternative construction methods
      • Contracts requirements:
      ‐ main contract
      ‐ sub-contract
      ‐ lump sum
      ‐ design and construct
      ‐ schedule based
      ‐ prime cost based
      ‐ firm price
      ‐ fluctuating price
      ‐ labour and materials
      ‐ labour only
      ‐ goods and material supply only
      ‐ service contracts
      • Instructions and certificates:
      ‐ instruction
      ‐ non-conformance
      ‐ dayworks
      ‐ Interim Certificate
      ‐ Statement of Retention
      ‐ notification to nominated subcontractor
      ‐ revision to completion date
      ‐ partial possession
      ‐ Schedule of Defects
      ‐ making good defects
      ‐ practical completion/final notice

  118. Control contract costs and issue certification

    cosbedmo18 Control contract costs and issue certification

    context
    • cosbedmo18Control contract(s) against agreed quality standards

      Control contract(s) against agreed quality standards
      • Quality standards:
      ‐ statutory requirements
      ‐ project specifications
      ‐ British Standards
      ‐ International Standards
      ‐ codes of practice
      ‐ organisation standards
      ‐ trade advisory guidance and best practice
      ‐ benchmarks
      ‐ dimensional control
      ‐ certification and accreditation of products and systems
      • People responsible:
      ‐ the client
      ‐ contractors
      ‐ consultants
      ‐ sub-contractors
      ‐ suppliers
      • Processes:
      ‐ visual inspection
      ‐ comparison with design requirements
      ‐ comparison with standard documentation
      ‐ checking manufacturers documentation
      ‐ checking materials supply
      ‐ sampling and mock-ups
      ‐ testing
      ‐ site inspection reports
      ‐ contractors reports
      ‐ meetings
      • Work:
      ‐ materials and components and their use
      ‐ methods of construction
      ‐ completed elements

    • cosbedmo18Control contract progress against agreed programmes

      Control contract progress against agreed programmes
      • Systems to monitor and record:
      ‐ visual inspection
      ‐ resource records
      ‐ site inspection reports
      ‐ contractors reports
      ‐ certified payments
      ‐ written, graphical and electronic records of actual work against programmed work
      ‐ site meetings
      ‐ organisational procedures
      ‐ management reports
      ‐ benchmarks
      ‐ comparison with project requirements
      ‐ Building Information Modelling
      • Programmes:
      ‐ bar charts
      ‐ network analysis
      ‐ critical path
      ‐ project expenditure forecasts
      ‐ action lists
      ‐ method statements
      • Resources:
      ‐ people
      ‐ plant and equipment
      ‐ materials and components
      ‐ finance
      ‐ time
      ‐ specialist services
      ‐ public utility services
      ‐ Information
      • People responsible:
      ‐ the client
      ‐ contractors
      ‐ consultants
      ‐ sub-contractors
      ‐ suppliers
      • Quantify:
      ‐ method study
      ‐ work study
      ‐ production analysis
      ‐ Building Information Modelling
      • Deviations:
      ‐ resource shortages
      ‐ design problems and constraints
      ‐ industrial disputes
      ‐ lack of essential construction information
      ‐ construction errors
      ‐ contract variations
      ‐ inclement weather
      ‐ physical constraints
      ‐ legal
      ‐ social
      ‐ environmental
      ‐ force majeure
      • Corrective action:
      ‐ restore progress in accordance with agreed programme
      ‐ agree new completion dates
      ‐ initiate contract claim
      ‐ securing additional resources
      ‐ altering planned work

    • cosbedmo18Control contract costs and issue certification

      Control contract costs and issue certification
      • Quantities and cost data:
      ‐ materials
      ‐ completed work
      ‐ dayworks
      ‐ periodic valuations
      ‐ retention sums
      ‐ forecasts of expenditure
      ‐ contract programme and progress
      • People responsible:
      ‐ the client
      ‐ contractors
      ‐ consultants
      ‐ sub-contractors
      ‐ suppliers
      ‐ line management
      • Appropriate action:
      ‐ agree cost changes
      ‐ agree quality changes
      ‐ agree programme changes
      • Opportunities for cost savings:
      ‐ waste reduction
      ‐ resource management and logistics
      ‐ applications of new technologies and materials
      ‐ energy management
      ‐ recycling/re-using materials
      ‐ alternative sources and types of materials
      ‐ revisions in quality
      ‐ standardisation
      ‐ alternative construction methods
      • Contracts requirements:
      ‐ main contract
      ‐ sub-contract
      ‐ lump sum
      ‐ design and construct
      ‐ schedule based
      ‐ prime cost based
      ‐ firm price
      ‐ fluctuating price
      ‐ labour and materials
      ‐ labour only
      ‐ goods and material supply only
      ‐ service contracts
      • Instructions and certificates:
      ‐ instruction
      ‐ non-conformance
      ‐ dayworks
      ‐ Interim Certificate
      ‐ Statement of Retention
      ‐ notification to nominated subcontractor
      ‐ revision to completion date
      ‐ partial possession
      ‐ Schedule of Defects
      ‐ making good defects
      ‐ practical completion/final notice

  119. prepare and present a report in a format which is suitable for the people who need to use the findings

    cosao20 prepare and present a report in a format which is suitable for the people who need to use the findings

    context
    • cosao20Test data:

      Test data:
      • air borne fibre levels
      • product type

    • cosao20Present:

      Present:
      • orally
      • in writing
      • graphically
      • using photographs
      • electronically

    • cosao20Report:

      Report:
      • test data
      • analyses
      • recommendations

  120. collate the test data from tests, check and consolidate it whilst maintaining accuracy and integrity

    cosao20 collate the test data from tests, check and consolidate it whilst maintaining accuracy and integrity

    context
    • cosao20Test data:

      Test data:
      • air borne fibre levels
      • product type

    • cosao20Present:

      Present:
      • orally
      • in writing
      • graphically
      • using photographs
      • electronically

    • cosao20Report:

      Report:
      • test data
      • analyses
      • recommendations

  121. identify which workplace hazards are relevant to your job

    cosvx02 identify which workplace hazards are relevant to your job

    context
    • cosvx02Monitor health and safety responsibilities

      Monitor health and safety responsibilities
      • Hazards:
      ‐ falls from height
      ‐ slips, trips and falls (same level)
      ‐ hit by falling or moving objects
      ‐ manual handling
      ‐ health issues
      ‐ power sources
      ‐ hazardous substances
      ‐ trapped by something collapsing or overturning
      ‐ confined spaces
      ‐ fire
      ‐ lack of/breaches of security
      ‐ water
      ‐ moving vehicles

    • cosvx02Monitor systems for managing site health, safety and welfare

      Monitor systems for managing site health, safety and welfare
      • Statutory notices:
      ‐ prescribed notices
      ‐ certificates
      ‐ site safety signs
      • Health, safety and welfare equipment:
      ‐ protective clothing
      ‐ protective equipment
      ‐ first aid facilities and arrangements
      ‐ welfare facilities
      ‐ storage, security and disposal of materials and equipment
      ‐ accident and incident reporting
      ‐ fire fighting equipment
      ‐ provision of health, safety and welfare training
      • Inductions:
      ‐ health and safety responsibilities
      ‐ site, construction and installation operations
      ‐ health, safety and welfare equipment and resources
      ‐ risk control procedures
      ‐ first aid arrangements
      ‐ health and safety plans
      ‐ site specific procedures
      ‐ emergency and evacuation procedures
      • Project requirements:
      ‐ construction specific health, safety and welfare regulations
      ‐ general health, safety and welfare legislation
      ‐ recognised industry codes of practice
      ‐ organisational procedures
      ‐ identifying hazards
      ‐ reducing associated risk
      ‐ reporting accidents and incidents and preventing recurrence
      ‐ situations which do not comply with regulations

  122. maintain internal records which are clear, accurate and complete and conform to accepted professional and statutory requirements

    cosao10 maintain internal records which are clear, accurate and complete and conform to accepted professional and statutory requirements

    context
    • cosao10Information:

      Information:
      • existing asbestos register
      • inspection observations and measurements
      • investigation and research findings
      • industry standard and legislation
      • published technical data
      • sample analysis

    • cosao10Purpose:

      Purpose:
      • management
      • refurbishment
      • demolition
      • sampling
      • re-inspection

    • cosao10Prepare:

      Prepare:
      • written
      • photographic
      • electronic

    • cosao10Relevant information:

      Relevant information:
      • meets relevant approved codes of practice and guidance
      • recommended courses of action
      • any qualifying factors
      • specialist reports
      • need for further investigation

    • cosao10Aspects of the asset:

      Aspects of the asset:
      • age
      • type
      • location
      • features and characteristics
      • use
      • structure - construction methods & techniques & technologies
      • fabric
      • service installation
      • insulation
      • effects of previous repairs and maintenance

  123. prepare an asbestos survey report which is accurate, contains all relevant information and describes aspects of the asset and can be justified

    cosao10 prepare an asbestos survey report which is accurate, contains all relevant information and describes aspects of the asset and can be justified

    context
    • cosao10Information:

      Information:
      • existing asbestos register
      • inspection observations and measurements
      • investigation and research findings
      • industry standard and legislation
      • published technical data
      • sample analysis

    • cosao10Purpose:

      Purpose:
      • management
      • refurbishment
      • demolition
      • sampling
      • re-inspection

    • cosao10Prepare:

      Prepare:
      • written
      • photographic
      • electronic

    • cosao10Relevant information:

      Relevant information:
      • meets relevant approved codes of practice and guidance
      • recommended courses of action
      • any qualifying factors
      • specialist reports
      • need for further investigation

    • cosao10Aspects of the asset:

      Aspects of the asset:
      • age
      • type
      • location
      • features and characteristics
      • use
      • structure - construction methods & techniques & technologies
      • fabric
      • service installation
      • insulation
      • effects of previous repairs and maintenance

  124. state clearly the authority for assumptions and projections used in the report and indicate any instances where and why accurate inspection and measurement has not been possible

    cosao10 state clearly the authority for assumptions and projections used in the report and indicate any instances where and why accurate inspection and measurement has not been possible

    context
    • cosao10Information:

      Information:
      • existing asbestos register
      • inspection observations and measurements
      • investigation and research findings
      • industry standard and legislation
      • published technical data
      • sample analysis

    • cosao10Purpose:

      Purpose:
      • management
      • refurbishment
      • demolition
      • sampling
      • re-inspection

    • cosao10Prepare:

      Prepare:
      • written
      • photographic
      • electronic

    • cosao10Relevant information:

      Relevant information:
      • meets relevant approved codes of practice and guidance
      • recommended courses of action
      • any qualifying factors
      • specialist reports
      • need for further investigation

    • cosao10Aspects of the asset:

      Aspects of the asset:
      • age
      • type
      • location
      • features and characteristics
      • use
      • structure - construction methods & techniques & technologies
      • fabric
      • service installation
      • insulation
      • effects of previous repairs and maintenance

  125. prepare findings and conclusions in recognised formats that are suitable for circulation and discussion by non-specialists

    cosao10 prepare findings and conclusions in recognised formats that are suitable for circulation and discussion by non-specialists

    context
    • cosao10Information:

      Information:
      • existing asbestos register
      • inspection observations and measurements
      • investigation and research findings
      • industry standard and legislation
      • published technical data
      • sample analysis

    • cosao10Purpose:

      Purpose:
      • management
      • refurbishment
      • demolition
      • sampling
      • re-inspection

    • cosao10Prepare:

      Prepare:
      • written
      • photographic
      • electronic

    • cosao10Relevant information:

      Relevant information:
      • meets relevant approved codes of practice and guidance
      • recommended courses of action
      • any qualifying factors
      • specialist reports
      • need for further investigation

    • cosao10Aspects of the asset:

      Aspects of the asset:
      • age
      • type
      • location
      • features and characteristics
      • use
      • structure - construction methods & techniques & technologies
      • fabric
      • service installation
      • insulation
      • effects of previous repairs and maintenance

  126. evaluate the results of the survey and investigation and identify an appropriate course of action

    cosao10 evaluate the results of the survey and investigation and identify an appropriate course of action

    context
    • cosao10Information:

      Information:
      • existing asbestos register
      • inspection observations and measurements
      • investigation and research findings
      • industry standard and legislation
      • published technical data
      • sample analysis

    • cosao10Purpose:

      Purpose:
      • management
      • refurbishment
      • demolition
      • sampling
      • re-inspection

    • cosao10Prepare:

      Prepare:
      • written
      • photographic
      • electronic

    • cosao10Relevant information:

      Relevant information:
      • meets relevant approved codes of practice and guidance
      • recommended courses of action
      • any qualifying factors
      • specialist reports
      • need for further investigation

    • cosao10Aspects of the asset:

      Aspects of the asset:
      • age
      • type
      • location
      • features and characteristics
      • use
      • structure - construction methods & techniques & technologies
      • fabric
      • service installation
      • insulation
      • effects of previous repairs and maintenance

  127. review all relevant evidence and information using appropriate methods and techniques and make a realistic assessment of the presence or otherwise of asbestos

    cosao10 review all relevant evidence and information using appropriate methods and techniques and make a realistic assessment of the presence or otherwise of asbestos

    context
    • cosao10Information:

      Information:
      • existing asbestos register
      • inspection observations and measurements
      • investigation and research findings
      • industry standard and legislation
      • published technical data
      • sample analysis

    • cosao10Purpose:

      Purpose:
      • management
      • refurbishment
      • demolition
      • sampling
      • re-inspection

    • cosao10Prepare:

      Prepare:
      • written
      • photographic
      • electronic

    • cosao10Relevant information:

      Relevant information:
      • meets relevant approved codes of practice and guidance
      • recommended courses of action
      • any qualifying factors
      • specialist reports
      • need for further investigation

    • cosao10Aspects of the asset:

      Aspects of the asset:
      • age
      • type
      • location
      • features and characteristics
      • use
      • structure - construction methods & techniques & technologies
      • fabric
      • service installation
      • insulation
      • effects of previous repairs and maintenance

  128. assemble and collate information related to the purpose of the survey

    cosao10 assemble and collate information related to the purpose of the survey

    context
    • cosao10Information:

      Information:
      • existing asbestos register
      • inspection observations and measurements
      • investigation and research findings
      • industry standard and legislation
      • published technical data
      • sample analysis

    • cosao10Purpose:

      Purpose:
      • management
      • refurbishment
      • demolition
      • sampling
      • re-inspection

    • cosao10Prepare:

      Prepare:
      • written
      • photographic
      • electronic

    • cosao10Relevant information:

      Relevant information:
      • meets relevant approved codes of practice and guidance
      • recommended courses of action
      • any qualifying factors
      • specialist reports
      • need for further investigation

    • cosao10Aspects of the asset:

      Aspects of the asset:
      • age
      • type
      • location
      • features and characteristics
      • use
      • structure - construction methods & techniques & technologies
      • fabric
      • service installation
      • insulation
      • effects of previous repairs and maintenance

  129. Develop and maintain working relationships

    cosccomo04 Develop and maintain working relationships

    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

  130. define and agree the terms of reference and the expectations of the people involved in contracts

    cosbedmc04 define and agree the terms of reference and the expectations of the people involved in contracts

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  131. stage

    cosccomo08 stage

    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

  132. Identify and coordinate the methods for preparing initial designs

    cosccomo08 Identify and coordinate the methods for preparing initial designs

    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

  133. Define community needs

    cosbedmo07 Define community needs

    context
    • cosbedmo07Clarify and agree project requirements and stakeholder preferences

      Clarify and agree project requirements and stakeholder preferences
      • Stakeholders:
      ‐ the client
      ‐ financial advisers/investors and funders
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ independent client advisers
      ‐ facility/asset managers
      ‐ user groups
      ‐ community
      • Processes:
      ‐ project stages
      ‐ contractual
      ‐ statutory
      • Goals and priorities:
      ‐ quantity
      ‐ quality (including design)
      ‐ cost
      ‐ time
      ‐ development
      ‐ improvement
      ‐ use/adaptability
      ‐ whole life costs
      ‐ environmental benefits
      ‐ sustainability
      ‐ energy sources
      ‐ carbon
      ‐ security
      ‐ health, safety and welfare
      ‐ economic and social benefits

    • cosbedmo07Agree: direct with a client by negotiation and agreement with partnering team facilitation

      Agree:
      • direct with a client
      • by negotiation and agreement with partnering team
      • facilitation

    • cosbedmo07Protocols:

      Protocols:
      • information requirements
      • implementation plans
      • capability assessments
      • delivery plans
      • execution plans

    • cosbedmo07Clarify the project stakeholders circumstances and requirements by:

      Clarify the project stakeholders circumstances and requirements by:
      • reference to standard documentation
      • checklist
      • comparative field research
      • consultation/survey
      • identifying options and alternatives
      • use of benchmarking tool(s)
      • digital exchange

    • cosbedmo07Constraints and risks:

      Constraints and risks:
      • cost
      • quality
      • time
      • health and safety
      • the environment
      • client
      • physical
      • statutory and regulatory
      • technical

    • cosbedmo07Present:

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmo07Define user needs

      Define user needs
      • Identify by:
      ‐ consultation with interested parties (clients, users, statutory bodies)
      ‐ inspecting standard documentation and advisory material
      ‐ results of comparative field research
      ‐ use of benchmarking tool
      • Needs:
      ‐ purpose of use
      ‐ location
      ‐ occupancy
      ‐ site access
      ‐ access to services
      ‐ access to transport
      ‐ design quality (functionality, build quality, maintenance, impact)
      ‐ space standards and requirements for spatial organisation and relationship of functions
      ‐ health and safety
      ‐ environmental benefits
      ‐ accessibility
      ‐ sustainability
      ‐ disabled access and facilities
      • Identify by:
      ‐ consultation with interested parties (clients, users, statutory bodies)
      ‐ inspecting standard documentation and advisory material
      ‐ results of comparative field research
      ‐ use of benchmarking tool
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically

    • cosbedmo07Stakeholders:

      Stakeholders:
      • clients
      • representatives of users
      • statutory bodies
      • consultants
      • facility/asset managers
      • partners

    • cosbedmo07Define community needs

      Define community needs
      • What the members of the community expect, and might need:
      ‐ location
      ‐ scale
      ‐ occupancy
      ‐ significance/status
      ‐ use/adaptability
      ‐ site access
      ‐ access to services
      ‐ access to transport infrastructure
      ‐ legal and regulatory constraints on development and development process
      ‐ project programme and budget
      ‐ environmental impact
      ‐ design quality (functionality, build quality, impact, maintenance)
      ‐ sustainable development
      ‐ performance of transportation systems
      ‐ health and safety
      ‐ public/private space
      ‐ security
      ‐ employment and skills development
      • Investigate - by:
      ‐ documentation
      ‐ consultation
      ‐ comparative field research
      ‐ use of benchmarking tools

    • cosbedmo07Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmo07Stakeholders:

      Stakeholders:
      • clients
      • representatives of community
      • statutory bodies
      • consultants
      • facility/asset managers

  134. Define user needs

    cosbedmo07 Define user needs

    context
    • cosbedmo07Clarify and agree project requirements and stakeholder preferences

      Clarify and agree project requirements and stakeholder preferences
      • Stakeholders:
      ‐ the client
      ‐ financial advisers/investors and funders
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ independent client advisers
      ‐ facility/asset managers
      ‐ user groups
      ‐ community
      • Processes:
      ‐ project stages
      ‐ contractual
      ‐ statutory
      • Goals and priorities:
      ‐ quantity
      ‐ quality (including design)
      ‐ cost
      ‐ time
      ‐ development
      ‐ improvement
      ‐ use/adaptability
      ‐ whole life costs
      ‐ environmental benefits
      ‐ sustainability
      ‐ energy sources
      ‐ carbon
      ‐ security
      ‐ health, safety and welfare
      ‐ economic and social benefits

    • cosbedmo07Agree: direct with a client by negotiation and agreement with partnering team facilitation

      Agree:
      • direct with a client
      • by negotiation and agreement with partnering team
      • facilitation

    • cosbedmo07Protocols:

      Protocols:
      • information requirements
      • implementation plans
      • capability assessments
      • delivery plans
      • execution plans

    • cosbedmo07Clarify the project stakeholders circumstances and requirements by:

      Clarify the project stakeholders circumstances and requirements by:
      • reference to standard documentation
      • checklist
      • comparative field research
      • consultation/survey
      • identifying options and alternatives
      • use of benchmarking tool(s)
      • digital exchange

    • cosbedmo07Constraints and risks:

      Constraints and risks:
      • cost
      • quality
      • time
      • health and safety
      • the environment
      • client
      • physical
      • statutory and regulatory
      • technical

    • cosbedmo07Present:

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmo07Define user needs

      Define user needs
      • Identify by:
      ‐ consultation with interested parties (clients, users, statutory bodies)
      ‐ inspecting standard documentation and advisory material
      ‐ results of comparative field research
      ‐ use of benchmarking tool
      • Needs:
      ‐ purpose of use
      ‐ location
      ‐ occupancy
      ‐ site access
      ‐ access to services
      ‐ access to transport
      ‐ design quality (functionality, build quality, maintenance, impact)
      ‐ space standards and requirements for spatial organisation and relationship of functions
      ‐ health and safety
      ‐ environmental benefits
      ‐ accessibility
      ‐ sustainability
      ‐ disabled access and facilities
      • Identify by:
      ‐ consultation with interested parties (clients, users, statutory bodies)
      ‐ inspecting standard documentation and advisory material
      ‐ results of comparative field research
      ‐ use of benchmarking tool
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically

    • cosbedmo07Stakeholders:

      Stakeholders:
      • clients
      • representatives of users
      • statutory bodies
      • consultants
      • facility/asset managers
      • partners

    • cosbedmo07Define community needs

      Define community needs
      • What the members of the community expect, and might need:
      ‐ location
      ‐ scale
      ‐ occupancy
      ‐ significance/status
      ‐ use/adaptability
      ‐ site access
      ‐ access to services
      ‐ access to transport infrastructure
      ‐ legal and regulatory constraints on development and development process
      ‐ project programme and budget
      ‐ environmental impact
      ‐ design quality (functionality, build quality, impact, maintenance)
      ‐ sustainable development
      ‐ performance of transportation systems
      ‐ health and safety
      ‐ public/private space
      ‐ security
      ‐ employment and skills development
      • Investigate - by:
      ‐ documentation
      ‐ consultation
      ‐ comparative field research
      ‐ use of benchmarking tools

    • cosbedmo07Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmo07Stakeholders:

      Stakeholders:
      • clients
      • representatives of community
      • statutory bodies
      • consultants
      • facility/asset managers

  135. Clarify and agree project requirements and stakeholder preferences

    cosbedmo07 Clarify and agree project requirements and stakeholder preferences

    context
    • cosbedmo07Clarify and agree project requirements and stakeholder preferences

      Clarify and agree project requirements and stakeholder preferences
      • Stakeholders:
      ‐ the client
      ‐ financial advisers/investors and funders
      ‐ design consultants
      ‐ potential contractors
      ‐ potential subcontractors and suppliers
      ‐ independent client advisers
      ‐ facility/asset managers
      ‐ user groups
      ‐ community
      • Processes:
      ‐ project stages
      ‐ contractual
      ‐ statutory
      • Goals and priorities:
      ‐ quantity
      ‐ quality (including design)
      ‐ cost
      ‐ time
      ‐ development
      ‐ improvement
      ‐ use/adaptability
      ‐ whole life costs
      ‐ environmental benefits
      ‐ sustainability
      ‐ energy sources
      ‐ carbon
      ‐ security
      ‐ health, safety and welfare
      ‐ economic and social benefits

    • cosbedmo07Agree: direct with a client by negotiation and agreement with partnering team facilitation

      Agree:
      • direct with a client
      • by negotiation and agreement with partnering team
      • facilitation

    • cosbedmo07Protocols:

      Protocols:
      • information requirements
      • implementation plans
      • capability assessments
      • delivery plans
      • execution plans

    • cosbedmo07Clarify the project stakeholders circumstances and requirements by:

      Clarify the project stakeholders circumstances and requirements by:
      • reference to standard documentation
      • checklist
      • comparative field research
      • consultation/survey
      • identifying options and alternatives
      • use of benchmarking tool(s)
      • digital exchange

    • cosbedmo07Constraints and risks:

      Constraints and risks:
      • cost
      • quality
      • time
      • health and safety
      • the environment
      • client
      • physical
      • statutory and regulatory
      • technical

    • cosbedmo07Present:

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmo07Define user needs

      Define user needs
      • Identify by:
      ‐ consultation with interested parties (clients, users, statutory bodies)
      ‐ inspecting standard documentation and advisory material
      ‐ results of comparative field research
      ‐ use of benchmarking tool
      • Needs:
      ‐ purpose of use
      ‐ location
      ‐ occupancy
      ‐ site access
      ‐ access to services
      ‐ access to transport
      ‐ design quality (functionality, build quality, maintenance, impact)
      ‐ space standards and requirements for spatial organisation and relationship of functions
      ‐ health and safety
      ‐ environmental benefits
      ‐ accessibility
      ‐ sustainability
      ‐ disabled access and facilities
      • Identify by:
      ‐ consultation with interested parties (clients, users, statutory bodies)
      ‐ inspecting standard documentation and advisory material
      ‐ results of comparative field research
      ‐ use of benchmarking tool
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically

    • cosbedmo07Stakeholders:

      Stakeholders:
      • clients
      • representatives of users
      • statutory bodies
      • consultants
      • facility/asset managers
      • partners

    • cosbedmo07Define community needs

      Define community needs
      • What the members of the community expect, and might need:
      ‐ location
      ‐ scale
      ‐ occupancy
      ‐ significance/status
      ‐ use/adaptability
      ‐ site access
      ‐ access to services
      ‐ access to transport infrastructure
      ‐ legal and regulatory constraints on development and development process
      ‐ project programme and budget
      ‐ environmental impact
      ‐ design quality (functionality, build quality, impact, maintenance)
      ‐ sustainable development
      ‐ performance of transportation systems
      ‐ health and safety
      ‐ public/private space
      ‐ security
      ‐ employment and skills development
      • Investigate - by:
      ‐ documentation
      ‐ consultation
      ‐ comparative field research
      ‐ use of benchmarking tools

    • cosbedmo07Present: orally in writing graphically electronically

      Present:
      • orally
      • in writing
      • graphically
      • electronically

    • cosbedmo07Stakeholders:

      Stakeholders:
      • clients
      • representatives of community
      • statutory bodies
      • consultants
      • facility/asset managers

  136. Practice within an ethical framework

    cosbedmc04 Practice within an ethical framework

    context
    • cosbedmc04Develop and maintain relationships with other people

      Develop and maintain relationships with other people
      • People:
      ‐ those to whom you report
      ‐ those who report to you
      ‐ other professional colleagues
      ‐ those affected by your work
      • Promote goodwill and trust:
      ‐ demonstrating a duty of care
      ‐ ethical relationships
      ‐ professional independence
      ‐ honouring promises and undertakings
      ‐ open and honest relationships
      ‐ constructive relationships
      ‐ meeting equality/diversity legislation
      • Informing, offering advice, presenting and clarifying:
      ‐ orally
      ‐ in writing
      ‐ using graphics
      ‐ electronically
      • Work activities:
      ‐ progress
      ‐ results
      ‐ achievements
      ‐ emerging threats
      ‐ risks
      ‐ opportunities
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples

    • cosbedmc04Exchange information and present advice on technical issues

      Exchange information and present advice on technical issues
      • Purpose:
      ‐ sharing experience
      ‐ issuing instructions
      ‐ making decisions
      ‐ increasing understanding
      ‐ implementing a solution
      ‐ dealing with confrontation
      ‐ negotiation
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically
      ‐ using materials and samples
      • People receiving information and advice:
      ‐ same and other related occupations
      ‐ clients and customers
      ‐ technical and non-technical team members
      ‐ craftspeople and operatives
      ‐ senior and junior colleagues
      ‐ members of the public
      ‐ people with individual needs
      ‐ central and local government agencies

    • cosbedmc04Identify, analyse and resolve complex, indeterminate situations

      Identify, analyse and resolve complex, indeterminate situations
      • Information - sources:
      ‐ experience and practice
      ‐ manual and electronic information systems (e.g. libraries, technical journals, databases)
      ‐ valid objects of scientific enquiry
      ‐ other colleagues and specialists
      • Analysing the different perceptions of situations:
      ‐ information and conclusions from previous cases
      ‐ similarities between previous cases and the current situation
      ‐ the outcomes required
      ‐ known and anticipated limitations
      ‐ known and anticipated opportunities

    • cosbedmc04Aids and techniques:

      Aids and techniques:
      • identify options
      • relationships between factors
      • weighted priorities
      • value utilities
      • expert systems
      • decision theory
      • decision trees
      • policy capturing equations
      • gold standard equations
      • graphical and electronic aids
      • computer aided analysis

    • cosbedmc04Judgements:

      Judgements:
      • justified opinion and conclusion
      • decisions on action to be taken
      • decisions on validity
      • decisions on viability
      • identification of opportunities
      • identification of solutions

    • cosbedmc04Criteria:

      Criteria:
      • the interests of the stakeholders
      • legal
      • conformity with recognised good practice
      • based on up to date information
      • cost-effectiveness
      • Resources
      • safety
      • return to operational state
      • predicted risk
      • predicted disruption
      • predicted opportunity
      • added value

    • cosbedmc04Practise within an ethical framework

      Practise within an ethical framework
      • Stakeholders:
      ‐ staff
      ‐ clients
      ‐ suppliers/sub-contractors
      ‐ users
      ‐ community
      • Judgements:
      ‐ justified opinion and conclusion
      ‐ decisions on action to be taken
      ‐ decisions on validity
      ‐ decisions on viability
      ‐ identification of opportunities
      ‐ identification of solutions
      • Ethical standards and recognised good practice - sources:
      ‐ ethical codes of practice within the occupation or discipline
      ‐ statute law
      ‐ voluntary codes of practice
      ‐ duty of care
      • Conflicts of interest:
      ‐ offers which may result in adverse conditions to other individuals or the community
      ‐ offers which involve the financial interest of the practitioner
      ‐ giving unfair advantage to the practitioners family or friends

    • cosbedmc04Prepare for and chair meetings

      Prepare for and chair meetings
      • Meetings:
      ‐ involving people from within your organisation
      ‐ involving people from outside your organisation
      • Objective:
      ‐ information giving
      ‐ consultation

  137. Finalise and submit a quotation tender offer

    cosao25 Finalise and submit a quotation tender offer

    context
    • cosao25Prepare and submit quotation and tenders

      Prepare and submit quotation and tenders
      • Tender requirements:
      ‐ consultancy services
      ‐ analytical services
      ‐ surveying services
      ‐ scope of works
      • Decision makers:
      ‐ clients and their agents
      ‐ colleagues
      ‐ line managers
      ‐ specialists - internal or external to organisation
      ‐ contractors
      ‐ other consultants
      • Points of concern:
      ‐ inconsistent with the policy of the organisation
      ‐ discrepancies within enquiry information
      ‐ tender procedure requirements
      ‐ quantitative requirements
      ‐ qualitative requirements
      ‐ contractual requirements
      ‐ industry legislation and guidance
      • Tender documents:
      ‐ invitation to tender
      ‐ form of tender
      ‐ returns procedure
      ‐ survey reports
      ‐ specifications
      ‐ drawings
      ‐ bills of quantities
      ‐ health and safety plans
      ‐ scope of services
      ‐ terms and conditions
      ‐ schedule of rates
      • Agreed criteria:
      ‐ industry legislation and guidance
      ‐ financial
      ‐ viability of tendering information
      ‐ current workload
      ‐ type of work
      ‐ competence of people
      ‐ timescale
      ‐ social and ethical policies
      ‐ environmental impact
      ‐ location
      ‐ potential completion
      • Legal issues:
      ‐ planning
      ‐ health and safety
      ‐ environmental
      ‐ ownership
      ‐ common law rights
      ‐ European Union requirements
      ‐ industry legislation and guidance

    • cosao25Assess the resource requirements and costs within an estimate, bid and tender

      Assess the resource requirements and costs within an estimate, bid and tender
      • Tender requirements:
      ‐ consultancy services
      ‐ analytical services
      ‐ surveying services
      ‐ scope of work
      • Available sources:
      ‐ client brief
      ‐ tender enquiry documentation
      ‐ site measurements/visits
      ‐ survey reports
      ‐ scaled drawings
      ‐ method statements
      ‐ Programme
      • Resources:
      ‐ people (in-house, external)
      ‐ plant and equipment
      ‐ materials
      ‐ finance
      ‐ time
      ‐ supply options
      ‐ access facilities
      ‐ specialist advice
      • Estimate:
      ‐ cost based on a quotation
      ‐ unit cost built up from basic data
      ‐ internal and historical cost data
      • Calculate cost:
      ‐ manually
      ‐ electronically
      • External factors:
      ‐ variations over time
      ‐ location
      ‐ statutory and contractual requirements
      ‐ special working conditions and methods
      ‐ resourcing
      ‐ conditions

    • cosao25Finalise and submit a quotation tender offer

      Finalise and submit a quotation tender offer
      • Risks and opportunities:
      ‐ competition
      ‐ environmental
      ‐ social
      ‐ financial and market
      ‐ technical
      ‐ health and safety
      ‐ reputation
      ‐ competence of people
      ‐ adequate or suitable resources
      • Tender requirements:
      ‐ consultancy services
      ‐ analytical services
      ‐ surveying services
      ‐ scope of works
      • Alternatives and qualifications:
      ‐ specifications and materials
      ‐ methods of construction
      ‐ services
      ‐ time-scales
      ‐ service options
      ‐ price offer options
      ‐ quality standards met
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically

  138. Assess the resource requirements and costs within an estimate, bid and tender

    cosao25 Assess the resource requirements and costs within an estimate, bid and tender

    context
    • cosao25Prepare and submit quotation and tenders

      Prepare and submit quotation and tenders
      • Tender requirements:
      ‐ consultancy services
      ‐ analytical services
      ‐ surveying services
      ‐ scope of works
      • Decision makers:
      ‐ clients and their agents
      ‐ colleagues
      ‐ line managers
      ‐ specialists - internal or external to organisation
      ‐ contractors
      ‐ other consultants
      • Points of concern:
      ‐ inconsistent with the policy of the organisation
      ‐ discrepancies within enquiry information
      ‐ tender procedure requirements
      ‐ quantitative requirements
      ‐ qualitative requirements
      ‐ contractual requirements
      ‐ industry legislation and guidance
      • Tender documents:
      ‐ invitation to tender
      ‐ form of tender
      ‐ returns procedure
      ‐ survey reports
      ‐ specifications
      ‐ drawings
      ‐ bills of quantities
      ‐ health and safety plans
      ‐ scope of services
      ‐ terms and conditions
      ‐ schedule of rates
      • Agreed criteria:
      ‐ industry legislation and guidance
      ‐ financial
      ‐ viability of tendering information
      ‐ current workload
      ‐ type of work
      ‐ competence of people
      ‐ timescale
      ‐ social and ethical policies
      ‐ environmental impact
      ‐ location
      ‐ potential completion
      • Legal issues:
      ‐ planning
      ‐ health and safety
      ‐ environmental
      ‐ ownership
      ‐ common law rights
      ‐ European Union requirements
      ‐ industry legislation and guidance

    • cosao25Assess the resource requirements and costs within an estimate, bid and tender

      Assess the resource requirements and costs within an estimate, bid and tender
      • Tender requirements:
      ‐ consultancy services
      ‐ analytical services
      ‐ surveying services
      ‐ scope of work
      • Available sources:
      ‐ client brief
      ‐ tender enquiry documentation
      ‐ site measurements/visits
      ‐ survey reports
      ‐ scaled drawings
      ‐ method statements
      ‐ Programme
      • Resources:
      ‐ people (in-house, external)
      ‐ plant and equipment
      ‐ materials
      ‐ finance
      ‐ time
      ‐ supply options
      ‐ access facilities
      ‐ specialist advice
      • Estimate:
      ‐ cost based on a quotation
      ‐ unit cost built up from basic data
      ‐ internal and historical cost data
      • Calculate cost:
      ‐ manually
      ‐ electronically
      • External factors:
      ‐ variations over time
      ‐ location
      ‐ statutory and contractual requirements
      ‐ special working conditions and methods
      ‐ resourcing
      ‐ conditions

    • cosao25Finalise and submit a quotation tender offer

      Finalise and submit a quotation tender offer
      • Risks and opportunities:
      ‐ competition
      ‐ environmental
      ‐ social
      ‐ financial and market
      ‐ technical
      ‐ health and safety
      ‐ reputation
      ‐ competence of people
      ‐ adequate or suitable resources
      • Tender requirements:
      ‐ consultancy services
      ‐ analytical services
      ‐ surveying services
      ‐ scope of works
      • Alternatives and qualifications:
      ‐ specifications and materials
      ‐ methods of construction
      ‐ services
      ‐ time-scales
      ‐ service options
      ‐ price offer options
      ‐ quality standards met
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically

  139. Evaluate quotations and tenders

    cosao25 Evaluate quotations and tenders

    context
    • cosao25Prepare and submit quotation and tenders

      Prepare and submit quotation and tenders
      • Tender requirements:
      ‐ consultancy services
      ‐ analytical services
      ‐ surveying services
      ‐ scope of works
      • Decision makers:
      ‐ clients and their agents
      ‐ colleagues
      ‐ line managers
      ‐ specialists - internal or external to organisation
      ‐ contractors
      ‐ other consultants
      • Points of concern:
      ‐ inconsistent with the policy of the organisation
      ‐ discrepancies within enquiry information
      ‐ tender procedure requirements
      ‐ quantitative requirements
      ‐ qualitative requirements
      ‐ contractual requirements
      ‐ industry legislation and guidance
      • Tender documents:
      ‐ invitation to tender
      ‐ form of tender
      ‐ returns procedure
      ‐ survey reports
      ‐ specifications
      ‐ drawings
      ‐ bills of quantities
      ‐ health and safety plans
      ‐ scope of services
      ‐ terms and conditions
      ‐ schedule of rates
      • Agreed criteria:
      ‐ industry legislation and guidance
      ‐ financial
      ‐ viability of tendering information
      ‐ current workload
      ‐ type of work
      ‐ competence of people
      ‐ timescale
      ‐ social and ethical policies
      ‐ environmental impact
      ‐ location
      ‐ potential completion
      • Legal issues:
      ‐ planning
      ‐ health and safety
      ‐ environmental
      ‐ ownership
      ‐ common law rights
      ‐ European Union requirements
      ‐ industry legislation and guidance

    • cosao25Assess the resource requirements and costs within an estimate, bid and tender

      Assess the resource requirements and costs within an estimate, bid and tender
      • Tender requirements:
      ‐ consultancy services
      ‐ analytical services
      ‐ surveying services
      ‐ scope of work
      • Available sources:
      ‐ client brief
      ‐ tender enquiry documentation
      ‐ site measurements/visits
      ‐ survey reports
      ‐ scaled drawings
      ‐ method statements
      ‐ Programme
      • Resources:
      ‐ people (in-house, external)
      ‐ plant and equipment
      ‐ materials
      ‐ finance
      ‐ time
      ‐ supply options
      ‐ access facilities
      ‐ specialist advice
      • Estimate:
      ‐ cost based on a quotation
      ‐ unit cost built up from basic data
      ‐ internal and historical cost data
      • Calculate cost:
      ‐ manually
      ‐ electronically
      • External factors:
      ‐ variations over time
      ‐ location
      ‐ statutory and contractual requirements
      ‐ special working conditions and methods
      ‐ resourcing
      ‐ conditions

    • cosao25Finalise and submit a quotation tender offer

      Finalise and submit a quotation tender offer
      • Risks and opportunities:
      ‐ competition
      ‐ environmental
      ‐ social
      ‐ financial and market
      ‐ technical
      ‐ health and safety
      ‐ reputation
      ‐ competence of people
      ‐ adequate or suitable resources
      • Tender requirements:
      ‐ consultancy services
      ‐ analytical services
      ‐ surveying services
      ‐ scope of works
      • Alternatives and qualifications:
      ‐ specifications and materials
      ‐ methods of construction
      ‐ services
      ‐ time-scales
      ‐ service options
      ‐ price offer options
      ‐ quality standards met
      • Present:
      ‐ orally
      ‐ in writing
      ‐ graphically
      ‐ electronically

  140. Control contracts against agreed quality standards and guidance

    cosccomo16 Control contracts against agreed quality standards and guidance

    context
    • cosccomo16Control contracts against agreed quality standards and guidance

      Control contracts against agreed quality standards and guidance
      • Quality standards and guidance:
      ‐ statutory requirements
      ‐ project specifications
      ‐ British Standards
      ‐ International Standards
      ‐ codes of practice
      ‐ certification and accreditation of products, systems & personnel
      ‐ organisation standards
      ‐ trade advisory guidance and best practice
      ‐ setting out information
      ‐ benchmarks
      ‐ dimensional control criteria
      • People responsible:
      ‐ the client
      ‐ workforce
      ‐ contractors
      ‐ consultants
      ‐ sub-contractors
      ‐ suppliers
      • Work:
      ‐ workmanship
      ‐ materials and components and their use
      ‐ methods of construction
      ‐ dimensional control
      ‐ completed elements
      • Statutory and contractual requirements and requirements for:
      ‐ building regulations
      ‐ health, safety and welfare
      ‐ environment (e.g. noise, dust, transport, emissions, waste
      • Control contract work in construction contracting operations management

    • cosccomo16compliance for new products & technologies

      compliance for new products & technologies
      • certificates & accreditation on products, systems and personnel
      • fire
      • utility regulations
      • highways
      • heritage
      • development licences and building permits
      • employment practice
      • community benefits
      • byelaws
      • non-statutory guidelines
      • energy and carbon use
      • insurance
      • project activities
      • security

    • cosccomo16Monitoring systems:

      Monitoring systems:
      • inspection and testimg
      • comparison with design requirements
      • comparison with standard documentation
      • checking manufacturers' documentation
      • checking delivery notes
      • sampling
      • site inspection reports
      • contractors reports
      • site meetings
      • dimension checks
      • supply chain management

    • cosccomo16Corrective action:

      Corrective action:
      • instigate contingency action and restore compliance
      • agree waiver

    • cosccomo16People who have an interest:

      People who have an interest:
      • the client
      • workforce
      • contractors
      • consultants
      • sub-contractors

  141. develop a system for monitoring and record the works programme, implement it and use the results to improve future production and planning

    cosao24 develop a system for monitoring and record the works programme, implement it and use the results to improve future production and planning

    context
    • cosao24Resources:

      Resources:
      • consultants
      • plant and equipment
      • materials and components
      • sub-contractors
      • work area and facilities

    • cosao24Project information:

      Project information:
      • invitation to tender
      • form of tender
      • returns procedure
      • survey reports
      • specifications
      • drawings
      • bills of quantities
      • health and safety plans
      • scope of services
      • terms and conditions
      • schedule of rates
      • information from experts, including experienced craftspeople and suppliers

    • cosao24Programmes:

      Programmes:
      • charts
      • electronic analysis
      • critical path
      • action plans
      • plans of work/method statements
      • control systems

    • cosao24Clarification and advice:

      Clarification and advice:
      • the client/clients representative
      • consultants
      • project team
      • duty holders
      • technical publications
      • trade literature
      • experts, including experienced craftspeople and suppliers

  142. identify alternations to the works programme which are required as a result of changed circumstances, failures or survey requirements and present the implications and inform stakeholders

    cosao24 identify alternations to the works programme which are required as a result of changed circumstances, failures or survey requirements and present the implications and inform stakeholders

    context
    • cosao24Resources:

      Resources:
      • consultants
      • plant and equipment
      • materials and components
      • sub-contractors
      • work area and facilities

    • cosao24Project information:

      Project information:
      • invitation to tender
      • form of tender
      • returns procedure
      • survey reports
      • specifications
      • drawings
      • bills of quantities
      • health and safety plans
      • scope of services
      • terms and conditions
      • schedule of rates
      • information from experts, including experienced craftspeople and suppliers

    • cosao24Programmes:

      Programmes:
      • charts
      • electronic analysis
      • critical path
      • action plans
      • plans of work/method statements
      • control systems

    • cosao24Clarification and advice:

      Clarification and advice:
      • the client/clients representative
      • consultants
      • project team
      • duty holders
      • technical publications
      • trade literature
      • experts, including experienced craftspeople and suppliers

  143. produce suitable programmes of planned activities which are consistent with the complexity of the project

    cosao24 produce suitable programmes of planned activities which are consistent with the complexity of the project

    context
    • cosao24Resources:

      Resources:
      • consultants
      • plant and equipment
      • materials and components
      • sub-contractors
      • work area and facilities

    • cosao24Project information:

      Project information:
      • invitation to tender
      • form of tender
      • returns procedure
      • survey reports
      • specifications
      • drawings
      • bills of quantities
      • health and safety plans
      • scope of services
      • terms and conditions
      • schedule of rates
      • information from experts, including experienced craftspeople and suppliers

    • cosao24Programmes:

      Programmes:
      • charts
      • electronic analysis
      • critical path
      • action plans
      • plans of work/method statements
      • control systems

    • cosao24Clarification and advice:

      Clarification and advice:
      • the client/clients representative
      • consultants
      • project team
      • duty holders
      • technical publications
      • trade literature
      • experts, including experienced craftspeople and suppliers

  144. analyse the programme for obtaining and use of resources and build in sufficient buffers to create a continuous work flow and control in the use of resources time and waste

    cosao24 analyse the programme for obtaining and use of resources and build in sufficient buffers to create a continuous work flow and control in the use of resources time and waste

    context
    • cosao24Resources:

      Resources:
      • consultants
      • plant and equipment
      • materials and components
      • sub-contractors
      • work area and facilities

    • cosao24Project information:

      Project information:
      • invitation to tender
      • form of tender
      • returns procedure
      • survey reports
      • specifications
      • drawings
      • bills of quantities
      • health and safety plans
      • scope of services
      • terms and conditions
      • schedule of rates
      • information from experts, including experienced craftspeople and suppliers

    • cosao24Programmes:

      Programmes:
      • charts
      • electronic analysis
      • critical path
      • action plans
      • plans of work/method statements
      • control systems

    • cosao24Clarification and advice:

      Clarification and advice:
      • the client/clients representative
      • consultants
      • project team
      • duty holders
      • technical publications
      • trade literature
      • experts, including experienced craftspeople and suppliers

  145. calculate how long each activity will take, identify activities which influence each other and sequence them logically and realistically so that they make the best use of the resources available

    cosao24 calculate how long each activity will take, identify activities which influence each other and sequence them logically and realistically so that they make the best use of the resources available

    context
    • cosao24Resources:

      Resources:
      • consultants
      • plant and equipment
      • materials and components
      • sub-contractors
      • work area and facilities

    • cosao24Project information:

      Project information:
      • invitation to tender
      • form of tender
      • returns procedure
      • survey reports
      • specifications
      • drawings
      • bills of quantities
      • health and safety plans
      • scope of services
      • terms and conditions
      • schedule of rates
      • information from experts, including experienced craftspeople and suppliers

    • cosao24Programmes:

      Programmes:
      • charts
      • electronic analysis
      • critical path
      • action plans
      • plans of work/method statements
      • control systems

    • cosao24Clarification and advice:

      Clarification and advice:
      • the client/clients representative
      • consultants
      • project team
      • duty holders
      • technical publications
      • trade literature
      • experts, including experienced craftspeople and suppliers

  146. analyse the activities against project information and the requirements of significant external factors

    cosao24 analyse the activities against project information and the requirements of significant external factors

    context
    • cosao24Resources:

      Resources:
      • consultants
      • plant and equipment
      • materials and components
      • sub-contractors
      • work area and facilities

    • cosao24Project information:

      Project information:
      • invitation to tender
      • form of tender
      • returns procedure
      • survey reports
      • specifications
      • drawings
      • bills of quantities
      • health and safety plans
      • scope of services
      • terms and conditions
      • schedule of rates
      • information from experts, including experienced craftspeople and suppliers

    • cosao24Programmes:

      Programmes:
      • charts
      • electronic analysis
      • critical path
      • action plans
      • plans of work/method statements
      • control systems

    • cosao24Clarification and advice:

      Clarification and advice:
      • the client/clients representative
      • consultants
      • project team
      • duty holders
      • technical publications
      • trade literature
      • experts, including experienced craftspeople and suppliers

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