RIBA Plan of Work 2013. Stage 7 – In Use
2.12.1 Ensure conclusion of the Handover strategy, including the Clients defined Post Occupancy Evaluation, performance data and Project information.
2.12.2 Provide ongoing Client feedback and update Project information.
2.12.3 Finalise building operations and assist in the fine tuning and guidance for the end user and the Client.
2.12.4 Ensure energy / carbon performance achieve requirements and report to the Client, with all remaining ‘as constructed’ information.
RIBA Plan of Work 2013. Stage 3 – Developed Design
5.5.1 In collaboration with the Client and / or the Project Team, review the Stage 2 report and agree the format, outputs and programme required for the Stage 3 report. Attend Client and Project Team meetings as required.
5.5.2 Collaborate with the Client and the Project Team, all relevant Disciplines, statutory planning consultees and stakeholders to develop a fully co-ordinated and compliant Project design. Design to include developed proposals for building services systems, specifications and an elemental cost plan within the agreed Project budget. All relevant Disciplines are to be included in the developed design process.
5.5.3 Input into a developed and fully co-ordinated planning application in collaboration with the Client, the Project Team and all relevant Disciplines. All pre-application advice to be completed and, where appropriate, incorporated into the design.
5.5.4 If required, represent the Client at planning consultations, site visits and committee meetings.
5.5.5 Pro-actively update the risk register and risk assessments with the Client and relevant Disciplines.
5.5.6 Pro-actively undertake the further development of value management exercises.
5.5.7 Undertake all Stage 3 outputs in collaboration and co-ordination with the Client and Project Team.
5.5.8 Produce a Stage 3 report (or equivalent) including recommendations for key actions / outputs for Stage 4. If required by the Client, the report is to be co-ordinated with the main Stage 3 report.
5.5.9 Obtain the Client’s written approval to proceed with the services identified in Stage 4.
RIBA Plan of Work 2013. Stage 5 -
RIBA Plan of Work 2013. Stages 2 - 3 – Concept Design and Developed Design
1.2.2.1 Ensure that an elemental cost plan is prepared for the Project based on the approved budget and ensure that copies of the cost plan are given to all Disciplines on the Project Team and that they confirm their agreement to the content applying to their own Discipline and scope of work.
1.2.2.2 Submit to the Client a projected cashflow based on the approved budget for the Project and the anticipated programme and update as necessary until completion of the Project keeping the Client informed at all times of any changes.
1.2.2.3 In collaboration with the other members of the Project Team, prepare a detailed programme for the production of co-ordinated and reviewed design information leading up to obtaining tenders for the Construction Contract and obtain the relevant Disciplines’ commitment to that programme in writing.
1.2.2.4 Establish and monitor rigorous cost control procedures and ensure that designs are explicitly referenced against the agreed cost plan and that any issues are rectified and the approved budget maintained to the approval of the Client.
1.2.2.5 Establish rigorous management procedures to monitor the production of co-ordinated design information produced by the members of the Project Team in order that any shortcomings are immediately highlighted and rectified and continue to implement the monitoring procedure until completion of the Project. Where issues are encountered, which cannot be satisfactorily resolved within the Brief, inform the Client in writing of those issues and make recommendations to provide alternative solutions.
1.2.2.6 Establish and chair regular meetings with the Client and members of the Project Team, as well as other relevant parties where appropriate, in order to monitor progress and to highlight any shortfall in design information and take any action necessary to correct any deficiencies. Within such timescale as is agreed with the Client, circulate minutes of the meetings to the Client and members of the Project Team. The minutes will record all information from the meeting including the action required to rectify any deficiencies / issues and shall indicate who is to be responsible for taking that action and in what timescale.
1.2.2.7 Establish regular reporting procedures with the Client, identify those matters which require the Client’s written approval and introduce procedures to obtain those approvals in line with Client’s own reporting requirements.
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RIBA Plan of Work 2013. Stage 2 – Concept Design
1.5.1 In collaboration with the Client and the Project Team, review the Stage 1 report and agree the format, outputs and programme required for the Stage 2 report. Attend Client and Project Team meetings as required.
1.5.2 Provide a sufficiently detailed elemental cost plan for the project to assist the other Project Team members to develop their designs within the overall budget limit.
1.5.3 Provide the Client with advice on the life-cycle costs of the concept design solutions.
1.5.4 Provide structured cost advice on alternative design solutions in a timely manner to avoid abortive Project work and programme delays.
1.5.5 Prepare, develop and maintain a cash-flow forecast.
1.5.6 Maintain, update and manage the project risk register and risk assessments.
1.5.7 Advise on any cost variances to the allowances contained within the cost plan.
1.5.8 Assist and provide advice on procurement and tendering options to the benefit of the project budget and programme.
1.5.9 Undertake all Stage 2 outputs in collaboration and co-ordination with the Client and the Project Team.
1.5.10 Produce a Stage 2 report (or equivalent) and make recommendations for key actions / outputs for Stage 3. If required by the Client, the report is to be co-ordinated with the main Stage 2 report.
1.5.11 Obtain the Client’s written approval to proceed with the services identified for Stage 3.
RIBA Plan of Work 2013. Stage 3 – Developed Design
1.6.1 In collaboration with the Client and the Project Team, review the Stage 2 report and agree the format, outputs and programme required for the Stage 3 report. Attend Client and Project Team meetings as required.
1.6.2 Collaborate with the Client, the Project Team, all relevant Disciplines, statutory planning consultees and stakeholders to develop an elemental cost plan within the agreed Project budget with respect to the fully co-ordinated and compliant Project design.
1.6.3 Pro-actively update the risk register and risk assessments with the Client and the relevant Disciplines.
1.6.4 Pro-actively undertake the further development of value management exercises.
1.6.5 Undertake all Stage 3 outputs in collaboration and co-ordination with the Client and the Project Team.
1.6.6 Produce a Stage 3 report (or equivalent) including recommendations for key actions / outputs for Stage 4. If required by the Client, the report is to be co-ordinated with the main Stage 3 report.
1.6.7 Obtain the Client’s written approval to proceed with the services identified for Stage 4.
RIBA Plan of Work 2013. Stages 6 – Handover and Close Out
RIBA Plan of Work 2013. Stage 4 – Technical Design
4.7.1 In collaboration with the Client and / or the Project Team, review the Stage 3 report and agree the format, outputs and programme required for the Stage 4 report. Attend Client and / Project Team meetings as required.
4.7.2 Undertake and co-ordinate technical Project design and specifications. Collaborate and co-ordinate with the Client, and the Project Team to ensure compliance with the Brief and statutory standards.
4.7.3 Pro-actively update the risk register and risk assessments with the Client and relevant Disciplines.
4.7.4 Pro-actively undertake the further development of value management exercises.
4.7.5 Undertake all Stage 4 outputs in collaboration and co-ordination with the Client and the Project Team.
4.7.6 Obtain the Client’s approval to proceed with the procurement process.
4.7.7 Prepare, coordinate and / or collate tender documentation in sufficient detail to enable a compliant tender or tenders to be obtained for the Project. All tender documentation is to be complete and approved by the Client prior to the tender being issued for contractor pricing.
4.7.8 Identify and evaluate potential contractors and/or specialists for the Project.
4.7.9 If required, obtain and appraise tenders and submit recommendations to the Client. Recommendations to include a full precis of the tender information, including cost, design compliance, programme status and all outstanding issues and their potential impact of the successful delivery of the Project.
4.7.10 Contribute towards the preparation, coordination and assembly of Construction Contract documents (providing drawings / specifications / data / surveys / schedules / pricing documents / other documents as necessary) including checking as required to complete any formalities.
4.7.11 In conjunction with the Client and Project Teams, let the Construction Contract and appoint the Contractor.
4.7.12 As necessary, assist the Client / planning consultant to produce material sufficient to enable any associated pre-commencement planning conditions to be discharged.
4.7.13 where necessary, implement and manage administrative arrangements for the Project.
4.7.14 Obtain the Client’s written approval to proceed with the services identified in Stage 5. Where required by the Client, provide all Project relevant information for the completion of a Stage 4 Report.
RIBA Plan of Work 2013. Stage 1 – Preparation and Brief
3.1 Conduct an initial full planning technical, cost and programme review / appraisal of the Brief.
3.2 Advise and report to the Client any planning issues / risks or concerns from the initial Project review.
3.3 Conduct an assessment of the site and record any observations or measurements and review any reports relating to the site to ensure the project brief maximises the efficient use of the site in terms of space, design and cost.
3.4 Assist in the preparation of the business case and provide planning information to advise the Client.
3.5 Conduct a final assessment of all planning requirements, constraints, issues and risks and in conjunction with the Project Team prepare feasibility studies, options and viability / funding strategies.
3.6 Produce a Stage 1 report (or equivalent) summarising the outputs above and make recommendations for key actions / outputs for Stage 2. If required by the Client, the report is to be co-ordinated with the main Stage 1 report.
RIBA Plan of Work 2013. Stage 3 – Developed Design
5.1 In collaboration with the Client and the Project Team, review the Stage 2 report and agree the format, outputs and programme required for the Stage 3 report. Attend Client and Project Team meetings as required.
5.2 Liaise with developers, relevant authorities and the Client on all matters concerning development proposals.
5.3 In conjunction with the Client, lead on and advise on section 106 agreements / negotiations.
5.4 Advise, support and represent the Client at public enquiries, provide proofs of evidence and presentation material and attend case conferences.
5.5 Collaborate with the Client and the Project Teams all relevant Disciplines, statutory planning consultees and stakeholders to develop planning documents with respect to a fully co-ordinated and compliant Project design.
5.6 Provide input for inclusion of development policy and information for statutory planning documents.
5.7 Comply with the requirements of the Construction (Design and Management) Regulations 2015 and in particular, the duties and responsibilities of designers. This extends to those involved in the preparation of masterplans, urban designs, design codes, development and design briefs.
5.8 Undertake all Stage 3 outputs in collaboration and co-ordination with the Client and the Project Team.
5.9 Produce a Stage 3 report (or equivalent) including recommendations for key actions / outputs for Stage 4. If required by the Client. the report is to be co-ordinated with the main Stage 3 report. Obtain the Client’s written approval to proceed with the services identified in Stage 4.
