bg 6/2014 a design framework for building services

A Design Framework for Building Services 4th Edition

Design activities and drawing and model definitions

by David Churcher and John Sands

BG 6/2014

A BSRIA Guide www.bsria.co.uk

This

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BG 6 -14 Design Framework_D3-2010 Legislation cover.qxd 19/03/2014 15:34

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A design frAmework (4TH ediTion)

© BsriA Bg 6/2014

Acknowledgements

In addition to those involved in the preparation of the first three editions of A Design Framework for Building Services, BSRIA would like to thank the following organisations and individuals for participating in the project:

Graham Cossons Hoare LeaDaniel Goodreid ArupPaul Hancock Crown House Technologies (representing B&ES)David Healy Crown House TechnologiesDave Hymas Mott MacDonaldPaul Marsland NG BaileyWill Pitt NG BaileyBen Roberts Hoare LeaAndy Sneyd Laing O’Rourke (representing CIBSE)Richard Tudor WSPJames Warne Boom Collective

In addition, BSRIA would like to thank Ben Roberts and Paul Marsland for creating exemplar 3d models for this publication.

The guide’s technical authors were David Churcher and John Sands, and it was designed and produced by Joanna Smith. Every opportunity has been taken to incorporate the views of the working group, but final editorial control of this document rested with BSRIA.

licensed versionsThis publication is available as a set of editable files, including:

• An unlocked pdf

• An editable Word version of the guide

• An Excel workbook of all the pro-formas

• An unlocked pdf of the third edition (BG 6/2012)

• An Excel workbook of all the pro-formas from the third edition.

These are licensed to a single site or multiple sites.

For more information visit www.bsria.co.uk/bookshop

The guidance given in this publication is correct to the best of BsriA’s knowledge. However BsriA cannot guarantee that it is free of errors. material in this publication does not constitute any warranty, endorsement or guarantee by BsriA. risk associated with the use of material from this publication is assumed entirely by the user.

All rights reserved. no part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means electronic or mechanical including photocopying, recording or otherwise without prior written permission of the publisher.

© BSRIA March 2014 ISBN 978-0-86022-727-4 Printed by Charlesworth Press

Design Framework 1.indd 3 19/03/2014 15:38:07

A desIgn fRAmeWoRk (4TH edITIon)

© BsRIA Bg 6/2014

1 InTRodUCTIon 1

2 UsIng THe TeCHnICAL gUIde 5

2.1 Introduction to the appendices 5 2.2 Checklist of design activities (appendix A) 5 2.3 model definitions (appendix A) 5 2.4 drawing definitions (appendix A) 7 2.5 Checklist of model and drawing deliverables (appendix B) 8 2.6 Completing the pro-formas 8 2.7 Using the pro-formas 10 2.8 non-building services specialist design 11 2.9 effect of procurement route 11 2.10 Commissioning specification 12 2.11 Precision in design 13 2.12 design reviews 14

3 InTRodUCTIon To BIm

(BUILdIng InfoRmATIon modeLLIng) 15

3.1 What is BIm? 15 3.2 BIm levels of maturity 15 3.3 BIm and the RIBA Plan of Work 17 3.4 The BIm process 18 3.5 CoBie as a means of accessing data 20 3.6 Capacity and capability 21 3.7 effect of procurement route 21 3.8 British standards and guides supporting BIm implementation 22

APPendIX A : ALLoCATIng desIgn ACTIVITY 24

Pro-forma 0: strategic activities and design activities Covering the whole project 25

Pro-forma 1: Preparation and brief (RIBA stage 1) 26

Pro-forma 2: Concept (RIBA stage 2) 28

model and drawing definitions and examples 31

Pro-forma 3A: developed design part 1 (RIBA stage 3) 40

Pro-forma 3B: developed design part 2 (RIBA stage 3) 42


contents

APPendIces


© BSRIA BG 6/2014

A deSIGn fRAmewoRk (4TH edITIon)

appendices

Pro-forma 4A: Technical design part 1 (RIBA Stage 4) 54


Pro-forma 4B: Technical design part 2 (RIBA Stage 4) 65


Pro-forma 4C: Technical design part 3 (RIBA Stage 4) 71


Pro-forma 5: Construction (RIBA Stage 5) 74


Pro-forma 6: Handover and close out (RIBA Stage 6) 88

Pro-forma 7: In use (RIBA Stage 7) 89

APPendIX B : ALLoCATInG modeL And dRAwInG PRodUCTIon 90

APPendIX C: CRoSS RefeRenCe of TeRmInoLoGY 94

RefeRenCeS And BIBLIoGRAPHY 95

figure 1: Handover points 2

figure 2: Progressive detail in models and arrangement/schematic drawings (related to the BSRIA pro-formas). 9

figure 3: BIm maturity model 16

figure 4: extract from the RIBA Plan of work 2013 overview document 17

figure 5 : Structure of CoBie standard 20

Table 1 : Alignment of design activity stages, drawings/models, and other design deliverables. 6

Table 2 : CoBie Information exchanges 21

LisT OF TaBLes

LisT OF FiGURes


InTRodUCTIon 1

A desIgn fRAmeWoRk (4TH edITIon)

© BsRIA Bg 6/2014

1

This fourth edition of BSRIA Guide BG 6 A Design Framework for Building Services takes account of the latest edition of the RIBA Plan of Work[1] published in May 2013. It also updates the design activities related to Building Information Modelling (BIM), especially the production of building information models at different stages of design and the exchange of structured information with a project client.

The section introducing BIM has been rewritten to reflect the current state of development of BIM, but does not attempt to provide a comprehensive text on this subject. For information management processes, readers are directed to PAS 1192-2[4], which was published in February 2013.

The pro-formas, drawing/model definitions and exemplars in Appendix A have been restructured to match the RIBA Plan of Work 2013, and also align with the draft digital Plan of Work[9] that has been developed by the BIM Task Group (www.bimtaskgroup.org). There are significant changes in the new Stage 3 which incorporates all the design activities from the previous Stage D and many design activities from the previous Stage E. BSRIA has split the pro-forma for this stage into two parts, pro-formas 3a and 3b. This has provided an additional opportunity for design review during a stage when a lot of design development is taking place.

Although RIBA has not split its Stage 4 in the same way that the old Stage F was split into F1 and F2, BSRIA has retained its split of this stage into three sub-stages. The previous pro-formas F1a and F1b are now pro-formas 4a and 4b respectively. The remainder of the previous Stage E that is not in Stage 3 is also incorporated into pro-forma 4a. The previous pro-forma 5c now becomes new pro-forma 4c.

The old RIBA Stages J and K which were covered in the previous pro-forma 6 have now been replaced with new RIBA Stages 5 and 6 although the split between these pairs of Stages has changed significantly. These stages can now be found in the new pro-formas 5 and 6. The new Stage 6 deals with project handover at the end of construction and the first year of aftercare. Stage 7 deals with the remainder of the Soft Landings activities and other feedback and evaluation activities.

With the range of procurement routes and project supply chain structures now available, it is important for clients using BG 6 to remember that their project may not need all the drawing types or models defined in Appendix A to be provided. Even where a particular drawing or model deliverable is not required, the design activities from the relevant pro-forma in Appendix A may still be required and should be indicated as such.

1 IntRodUctIon


USING THE TECHNICAL GUIDE2

© BSrIA BG 6/2014

A DESIGN frAmEwork (4TH EDITIoN)10

Note that Appendix A includes some very specific items of design activity which are often overlooked in the design, manufacture and construction of mechanical, electrical and public health services. However, the absence of a design activity from Appendix A does not imply that such activity will not be required for a building project. Similarly, there will probably be design activities listed in the standard pro-formas that are not required for a given project. In this case, these activities should be struck through, so that everyone reading the pro-forma for that project knows they are not required.

To complete Appendix B, first tailor the list of building services systems by deleting those not included in the project and adding specialist systems that have not been listed. Second, put the appropriate reference in each cell of the matrix to indicate who is going to produce each appropriate type of drawing and type of builders’ work information associated with each system.

The pro-formas in Appendices A and B are intended to encourage discussion between those procuring design services and those supplying design services. Agreement should be reached on who will provide which design services.

Pro-formas can be used as the basis for a series of bilateral agreements between the client and each consultant regarding which design activities are being covered by that consultant’s terms of appointment and fee. In this case it is the client’s responsibility to make sure that all necessary design activities are properly allocated to a consultant, or clearly identified as being part of the installer’s contract. This use can arise in any form of procurement, but is more likely under traditional forms of contract.

Contractors can also use the pro-formas in this way when specifying the design activities to be carried out by specialist sub-contractors, or by consultants in design and build projects.

Pro-formas can also be used as the basis for agreement between members of the project team (consultants, contractors, and manufacturers) on which design activities are to be carried out by each team member, bearing in mind that one party cannot unilaterally make decisions about what activities other parties will take on. This use is most likely on projects where integrated team working is being used, and when the pro-formas are the basis of early collaborative discussions between all members of the team to identify who is best placed to carry out each design activity. The conclusions of these discussions will need to be reflected in fee discussions and terms of engagement.

Pro-formas can also be used to flag up activities which have not yet been allocated to any project team member. Here, the pro-formas are a part of the project risk management process.

2.7 usIng the proforMas


INTRODUCTION TO BIM (BUILDING INFORMATION MODELLING) 3

A DEsIGN FRAMEwORk (4TH EDITION)

© BsRIA BG 6/2014

17

As part of the effort to improve project delivery, new information has been required to help the industry understand BIM and then to be able to implement it within their working environment. The RIBA Plan of Work[1] has been updated to reflect BIM roles. It now consists of eight stages defined by the numbers 0-7, and by eight task bars. The use of numbers for the stages replaces the letters used in previous versions.

Activities related to BIM are covered in task bar 5: Suggested Key Support Tasks.

3.3 BiM and the riBa plan of Work

The RIBA Plan of Work 2013 organises the process of briefing, designing, constructing, maintaining, operating and using building projects into a number of key stages. The content of stages may vary or overlap to suit specific project requirements. The RIBA Plan of Work 2013 should be used solely as guidance for the preparation of detailed professional services contracts and building contracts.

Core Objectives

Concept Design

Developed Design

Technical Design

Handover and Close OutConstruction In Use

Preparation and Brief

Strategic De�nition

Prepare Concept Design , including outline proposals for structural design, building services systems, outline specifications and preliminary Cost Information along with relevant Project Strategies in accordance with Design Programme . Agree alterations to brief and issue Final Project Brief .

Prepare Developed Design , including coordinated and updated proposals for structural design, building services systems, outline specifications, Cost Information and Project Strategies in accordance with Design Programme .

Prepare Technical Design in accordance with Design Responsibility Matrix and Project Strategies to include all architectural, structural and building services information, specialist subcontractor design and specifications, in accordance with Design Programme .

O�site manufacturing and onsite Construction in accordance with Construction Programme and resolution of Design Queries from site as they arise.

Administration of Building Contract , including regular site inspections and review of progress.

Conclude administration of Building Contract .

Handover of building and conclusion of Building Contract .

Undertake In Use services in accordance with Schedule of Services .

Develop Project Objectives , including Quality Objectives and Project Outcomes , Sustainability Aspirations , Project Budget , other parameters or constraints and develop Initial Project Brief . Undertake Feasibility Studies and review of Site Information .

Prepare Project Roles Table and Contractual Tree and continue assembling the project team.

Initial considerations for assembling the project team.

Identify client’s Business Case and Strategic Brief and other core project requirements.

Procurement

2 3 4 5 6 710

The procurement strategy does not fundamentally alter the progression of the design or the level of detail prepared at a given stage. However,

Information Exchanges will vary depending on the selected procurement route and Building Contract . A bespoke RIBA Plan of Work 2013 will set out the specific tendering and procurement activities that will occur at each

stage in relation to the chosen procurement route.

*Variable task bar

www.ribaplanofwork.com

Pre-application discussions.

Establish Project Programme . Review Project Programme . Review Project Programme .

Pre-application discussions.

*Variable task bar – in creating a bespoke project or practice specific RIBA Plan of Work 2013 via www.ribaplanofwork.com a specific bar is selected from a number of options. © RIBA

Programme

(Town) Planning

Prepare Sustainability Strategy , Maintenance and Operational Strategy and review Handover Strategy and Risk Assessments .

Undertake third party consultations as required and any Research and Development aspects.

Review and update Project Execution Plan .

Consider Construction Strategy , including o�site fabrication, and develop Health and Safety Strategy .

Review and update Sustainability , Maintenance and Operational and Handover Strategies and Risk Assessments .

Undertake third party consultations as required and conclude Research and Development aspects.

Review and update Project Execution Plan , including Change Control Procedures .

Review and update Construction and Health and Safety Strategies .

Review and update Sustainability , Maintenance and Operational and Handover Strategies and Risk Assessments .

Prepare and submit Building Regulations submission and any other third party submissions requiring consent.

Review and update Project Execution Plan .

Review Construction Strategy , including sequencing, and update Health and Safety Strategy .

Review and update Sustainability Strategy and implement Handover Strategy , including agreement of information required for commissioning, training, handover, asset management, future monitoring and maintenance and ongoing compilation of ‘As-constructed’ Information .

Update Construction and Health and Safety Strategies .

Carry out activities listed in Handover Strategy including Feedback for use during the future life of the building or on future projects.

Updating of Project Information as required.

Conclude activities listed in Handover Strategy including Post-occupancy Evaluation , review of Project Performance , Project Outcomes and Research and Development aspects.

Updating of Project Information , as required, in response to ongoing client Feedback until the end of the building’s life.

Prepare Handover Strategy and Risk Assessments .

Agree Schedule of Services , Design Responsibility Matrix and Information Exchanges and prepare Project Execution Plan including Technology and Communication Strategies and consideration of Common Standards to be used.

Review Feedback from previous projects.

Suggested Key Support Tasks

Sustainability Checkpoints

Sustainability Checkpoint — 2








UK Government Information Exchanges

As required.

Concept Design including outline structural and building services design, associated Project Strategies , preliminary Cost Information and Final Project Brief .

Developed Design , including the coordinated architectural, structural and building services design and updated Cost Information .

Completed Technical Design of the project.

‘As-constructed’ Information updated in response to ongoing client Feedback and maintenance or operational developments.

Initial Project Brief .

Not required. Required. Required. Required. Required.Not required. Not required.

Strategic Brief .Information Exchanges

Planning applications are typically made using the Stage 3 output. A bespoke RIBA Plan of Work 2013 will identify when the planning

application is to be made.

The procurement route may dictate the Project Programme and may result in certain stages overlapping or being undertaken concurrently. A bespoke RIBA Plan of Work

2013 will clarify the stage overlaps. The Project Programme will set out the specific stage dates and detailed programme durations.

*Variable task bar

(at stage completion)

*Variable task bar

Tasks

Stag

es

Updated ‘As-constructed’ Information .

‘As-constructed’ Information .

8 stages

8task bars

Figure 4: Extract from the RIBA Plan of work 2013 Overview document[1]


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ALLOCATING DESIGN ACTIVITY

A DESIGN fRAmEwORk (4TH EDITION)

© BSRIA BG 6/2014

89

Note that neither the grouping of design activities within each design stage nor the order in which they are listed are intended to convey a sequence of design activity. Activities which are not required must be struck through.

AALLOCATING DESIGN ACTIVITY

PRO-FORMA 7: IN USE (RIBA STAGE 7)

Ref Design activity in connection with building services Allocated to … (one party only)

Comments

General obligations, external liaison (statutory bodies, and utilities) A B C D E Z

Client liaison (briefing, handover, and surveys)

7.2.1 Carry out Post Occupancy Evaluation. Specify extent and tools to be used

7.2.2 Hold regular meetings with user representatives during Years 2 to 3 of occupation.

Specify frequency, e.g. every 6 months in Years 2 and 3

Team liaison (builders’ work, spatial coordination, energy targeting)

Selection of plant and specialist designers

Mechanical design

Electrical design

Public health design

Commissioning

Deliverables – including drawings, specifications, reports

7.9.1 Provide written reviews of energy use and system performance (as defined in the Soft Landings framework).

Define frequency of reviews

7.9.2 Provide updated as-built model incorporating any changes resulting from Years 2 and 3 aftercare.

7.9.3 Provide updated record drawings incorporating any changes resulting from Years 2 and 3 aftercare.

Pro-forma 7 covers any remaining soft landings or other post-occupancy activities in the second and third years after occupation.


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bg 6/2014 a design framework for building services

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