1a: Preparation and brief (appraisals) - Revision history

Designing Buildings at 07:12, 2 October 2025

2025-10-02T07:12:42Z

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	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]		[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]

Cohesive at 09:12, 25 July 2022

2022-07-25T09:12:06Z

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−	Has information been compiled in a suitable format and stored in a suitable way?	+	Has information been compiled in a suitable format and stored in a suitable way? Does the strategic brief still satisfy the business need?
−	Does the strategic brief still satisfy the business need?	+

	Is the project feasible?		Is the project feasible?
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	Should an outline planning application be submitted?		Should an outline planning application be submitted?
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−	Strategic brief.	+	Strategic brief. Options review report.
−	Options review report.	+

	Initial cost appraisals.		Initial cost appraisals.
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−	--[[User:~~PCSG~~\|~~PCSG~~]]	+	--[[User:Cohesive\|Cohesive]]

−	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:~~BIM~~]] [[Category:~~Client_procedures~~]] [[Category:~~Public_procedures~~]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]

Designing Buildings at 10:14, 15 October 2020

2020-10-15T10:14:32Z

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−	\|[[File:0a_icon_not_bold.jpg\|link=0a:_Strategic_definition_(business_justification)]]	+	\| [[File:0a_icon_not_bold.jpg\|link=0a:_Strategic_definition_(business_justification)]]
−	\|[[File:0b_icon_not_bold.jpg\|link=0b:_Strategic_definition_(strategic_brief)]]	+	\| [[File:0b_icon_not_bold.jpg\|link=0b:_Strategic_definition_(strategic_brief)]]
−	\|[[File:1a_icon_solid.jpg\|link=1a:_Preparation_and_brief_(appraisals)]]	+	\| [[File:1a_icon_solid.jpg\|link=1a:_Preparation_and_brief_(appraisals)]]
−	\|[[File:1b_icon_not_bold.jpg\|link=1b:_Preparation_and_brief_(brief_and_information_requirements)]]	+	\| [[File:1b_icon_not_bold.jpg\|link=1b:_Preparation_and_brief_(brief_and_information_requirements)]]
−	\|[[File:1c_icon_not_bold.jpg\|link=1c:_Preparation_and_brief_(supplier_appointments)]]	+	\| [[File:1c_icon_not_bold.jpg\|link=1c:_Preparation_and_brief_(supplier_appointments)]]
−	\|[[File:2_icon_not_bold_v2.jpg\|link=2:_Concept_design]]	+	\| [[File:2_icon_not_bold_v2.jpg\|link=2:_Concept_design]]
−	\|[[File:3_icon_not_bold.jpg\|link=3:_Developed_design]]	+	\| [[File:3_icon_not_bold.jpg\|link=3:_Developed_design]]
−	\|[[File:4_icon_not_bold.jpg\|link=4:_Technical_design]]	+	\| [[File:4_icon_not_bold.jpg\|link=4:_Technical_design]]
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−	\|[[File:6_icon_not_bold.jpg\|link=6:_Handover_and_close_out]]	+	\| [[File:6_icon_not_bold.jpg\|link=6:_Handover_and_close_out]]
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−	\|width="50%"\|Plain language questions	+	\|width="50%"\| Plain language questions
−	\|width="50%"\|Information required	+	\|width="50%"\| Information required
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−	\|Has information been compiled in a suitable format and stored in a suitable way?	+	\|
		+	Has information been compiled in a suitable format and stored in a suitable way?
	Does the strategic brief still satisfy the business need?		Does the strategic brief still satisfy the business need?

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	Should an outline planning application be submitted?		Should an outline planning application be submitted?
−	\|Strategic brief.	+	\|
		+	Strategic brief.
	Options review report.		Options review report.

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	--[[User:PCSG\|PCSG]]		--[[User:PCSG\|PCSG]]

−	[[Category:~~Client_procedures~~]] [[Category:~~Public_procedures~~]] [[Category:BIM]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:BIM]] [[Category:Client_procedures]] [[Category:Public_procedures]]

Designing Buildings at 08:31, 18 May 2016

2016-05-18T08:31:42Z

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	--[[User:PCSG\|PCSG]]		--[[User:PCSG\|PCSG]]

−	[[Category:Client_procedures]] [[Category:Public_procedures]]	+	[[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]

Designing Buildings at 09:13, 4 May 2016

2016-05-04T09:13:31Z

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	Next stage >> [[1b:_Preparation_and_brief_(brief_and_information_requirements)\|1b: Preparation and brief (brief and information requirements)]].		Next stage >> [[1b:_Preparation_and_brief_(brief_and_information_requirements)\|1b: Preparation and brief (brief and information requirements)]].
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		+	--[[User:PCSG\|PCSG]]

	[[Category:Client_procedures]] [[Category:Public_procedures]]		[[Category:Client_procedures]] [[Category:Public_procedures]]

Designing Buildings at 12:53, 29 April 2016

2016-04-29T12:53:12Z

← Older revision		Revision as of 12:53, 29 April 2016
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	Once a range of feasible options have been identified, the employer’s advisers might undertake more detailed appraisals to help identify a preferred option.		Once a range of feasible options have been identified, the employer’s advisers might undertake more detailed appraisals to help identify a preferred option.

−	Initial cost appraisals should be developed which break down the overall project budget based upon; information provided by the employer in the strategic brief, assessment of the sites that are being considered and analysis of comparable projects or benchmarking databases. As well as design and construction costs, initial cost appraisals may include employer costs that do not feature in later project cost plans, such as site acquisition costs, finance costs, operating costs and so on.	+	Initial cost appraisals should also be developed which break down the overall project budget based upon; information provided by the employer in the strategic brief, assessment of the sites that are being considered and analysis of comparable projects or benchmarking databases. As well as design and construction costs, initial cost appraisals may include employer costs that do not feature in later project cost plans, such as site acquisition costs, finance costs, operating costs and so on.

	An options review report should be prepared to help identify the preferred option. This should include an assessment of risk, an assessment of whether an outline planning application should be submitted, requirements for statutory approvals, consultations with utility providers, an assessment of the need for additional advice and so on. It should also consider the overall compatibility of the options with the employer's objectives and the likely consequences on the employer's operations.		An options review report should be prepared to help identify the preferred option. This should include an assessment of risk, an assessment of whether an outline planning application should be submitted, requirements for statutory approvals, consultations with utility providers, an assessment of the need for additional advice and so on. It should also consider the overall compatibility of the options with the employer's objectives and the likely consequences on the employer's operations.

Designing Buildings at 09:37, 29 April 2016

2016-04-29T09:37:59Z

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	Next stage >> [[1b:_Preparation_and_brief_(brief_and_information_requirements)\|1b: Preparation and brief (brief and information requirements)]].		Next stage >> [[1b:_Preparation_and_brief_(brief_and_information_requirements)\|1b: Preparation and brief (brief and information requirements)]].
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		+	[[Category:Client_procedures]] [[Category:Public_procedures]]

Designing Buildings at 09:36, 29 April 2016

2016-04-29T09:36:32Z

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−	~~[[File:Under_construction.gif\|link=File:Under_construction.gif]]~~

	'Appraisals' is the first part of the 'preparation and brief' stage (or 'brief' in PAS 1192:2). It involves assessing whether the project is feasible, and whether there is a preferred option that should be developed.		'Appraisals' is the first part of the 'preparation and brief' stage (or 'brief' in PAS 1192:2). It involves assessing whether the project is feasible, and whether there is a preferred option that should be developed.

Designing Buildings at 13:59, 25 April 2016

2016-04-25T13:59:34Z

← Older revision		Revision as of 13:59, 25 April 2016
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	'Appraisals' is the first part of the 'preparation and brief' stage (or 'brief' in PAS 1192:2). It involves assessing whether the project is feasible, and whether there is a preferred option that should be developed.		'Appraisals' is the first part of the 'preparation and brief' stage (or 'brief' in PAS 1192:2). It involves assessing whether the project is feasible, and whether there is a preferred option that should be developed.

−	It will generally be necessary to appoint advisers to undertake feasibility studies and ~~options~~ appraisals during this stage. These are likely to be limited appointments as no final decision has been taken about whether to proceed with the project or how it should progress.	+	It will generally be necessary to appoint advisers to undertake feasibility studies and option appraisals during this stage. These are likely to be limited appointments as no final decision has been taken about whether to proceed with the project or how it should progress.

	It is important to properly assess the BIM capability of these advisers and any training requirements. The greater the number of different organisations involved in the project, the more important it becomes that they have the appropriate capability, and that they adopt consistent procedures defined by the employer.		It is important to properly assess the BIM capability of these advisers and any training requirements. The greater the number of different organisations involved in the project, the more important it becomes that they have the appropriate capability, and that they adopt consistent procedures defined by the employer.
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	Initial cost appraisals should be developed which break down the overall project budget based upon; information provided by the employer in the strategic brief, assessment of the sites that are being considered and analysis of comparable projects or benchmarking databases. As well as design and construction costs, initial cost appraisals may include employer costs that do not feature in later project cost plans, such as site acquisition costs, finance costs, operating costs and so on.		Initial cost appraisals should be developed which break down the overall project budget based upon; information provided by the employer in the strategic brief, assessment of the sites that are being considered and analysis of comparable projects or benchmarking databases. As well as design and construction costs, initial cost appraisals may include employer costs that do not feature in later project cost plans, such as site acquisition costs, finance costs, operating costs and so on.

−	An options review report should be prepared to help identify the preferred option. This should include an assessment of risk, an assessment of whether an outline planning application should be submitted, requirements for statutory approvals, consultations with utility providers, an assessment of the need for additional advice and so on. It should also consider the overall compatibility of the options with the ~~client’s~~ objectives and the likely consequences on the ~~client~~'s operations.	+	An options review report should be prepared to help identify the preferred option. This should include an assessment of risk, an assessment of whether an outline planning application should be submitted, requirements for statutory approvals, consultations with utility providers, an assessment of the need for additional advice and so on. It should also consider the overall compatibility of the options with the employer's objectives and the likely consequences on the employer's operations.

−	The options review report may include drawings, massing models and other material that employer’s stakeholders find easy to assess against the strategic brief, as well as technical assessments. Wherever possible this information should be provided in a form that is easy to interrogate, compare and test against the strategic brief and should draw on data and sources that are being managed in a consistent way.	+	The options review report may include drawings, massing models and other material that employer’s stakeholders find easy to assess against the strategic brief, as well as technical assessments. Wherever possible this information should be provided in a form that is easy to interrogate, compare and test against the strategic brief and should draw upon data and sources that are being managed in a consistent way.

	The employer should develop the preliminary business case into a full business case for the preferred option. They should also begin to prepare a project management plan (perhaps with assistance from advisers) for the preferred option setting out the strategy for managing the project, describing who will do what and when, and defining the policies and procedures that will be adopted.		The employer should develop the preliminary business case into a full business case for the preferred option. They should also begin to prepare a project management plan (perhaps with assistance from advisers) for the preferred option setting out the strategy for managing the project, describing who will do what and when, and defining the policies and procedures that will be adopted.

Designing Buildings at 10:21, 3 April 2016

2016-04-03T10:21:58Z

← Older revision		Revision as of 10:21, 3 April 2016
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	It is important to properly assess the BIM capability of these advisers and any training requirements. The greater the number of different organisations involved in the project, the more important it becomes that they have the appropriate capability, and that they adopt consistent procedures defined by the employer.		It is important to properly assess the BIM capability of these advisers and any training requirements. The greater the number of different organisations involved in the project, the more important it becomes that they have the appropriate capability, and that they adopt consistent procedures defined by the employer.

−	Appointment documents can be prepared based on the strategic brief and the ~~outline information requirements. For a more detailed description of a process that might be adopted to appoint advisers, see 1c: Appoint suppliers~~.	+	Appointment documents can be prepared based on the strategic brief and the initial responsibility matrix.

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	An options review report should be prepared to help identify the preferred option. This should include an assessment of risk, an assessment of whether an outline planning application should be submitted, requirements for statutory approvals, consultations with utility providers, an assessment of the need for additional advice and so on. It should also consider the overall compatibility of the options with the client’s objectives and the likely consequences on the client's operations.		An options review report should be prepared to help identify the preferred option. This should include an assessment of risk, an assessment of whether an outline planning application should be submitted, requirements for statutory approvals, consultations with utility providers, an assessment of the need for additional advice and so on. It should also consider the overall compatibility of the options with the client’s objectives and the likely consequences on the client's operations.

−	The options review report may include drawings, massing models and other material that employer’s stakeholders find easy to assess against the strategic brief, as well as technical assessments. Wherever possible this information should be provided in a form that is easy to interrogate, compare and test against the strategic brief and should draw on data and sources that are being managed in a consistent way~~. Information should be stored and named in a way consistent with the long-term project and operational needs~~.	+	The options review report may include drawings, massing models and other material that employer’s stakeholders find easy to assess against the strategic brief, as well as technical assessments. Wherever possible this information should be provided in a form that is easy to interrogate, compare and test against the strategic brief and should draw on data and sources that are being managed in a consistent way.

	The employer should develop the preliminary business case into a full business case for the preferred option. They should also begin to prepare a project management plan (perhaps with assistance from advisers) for the preferred option setting out the strategy for managing the project, describing who will do what and when, and defining the policies and procedures that will be adopted.		The employer should develop the preliminary business case into a full business case for the preferred option. They should also begin to prepare a project management plan (perhaps with assistance from advisers) for the preferred option setting out the strategy for managing the project, describing who will do what and when, and defining the policies and procedures that will be adopted.

−	The strategic brief ~~and the information requirements~~ should continue to develop in response to the assessments carried out and the additional information obtained.	+	The strategic brief should continue to develop in response to the assessments carried out and the additional information obtained.

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