BIM plan: handover and close out - Revision history

Designing Buildings: Redirected page to 6: Handover and close out

2016-04-01T14:11:53Z

Redirected page to 6: Handover and close out

← Older revision		Revision as of 14:11, 1 April 2016
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−		+	#redirect:[[6:_Handover_and_close_out\|6: Handover and close out]]
−	[[~~File~~:~~Under construction.gif~~\|~~RTENOTITLE]]<br/>~~	+
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−	~~This project plan is under construction and is not ready for use.<br/>~~	+
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−	~~----~~	+
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−	~~Introduction<br/>~~	+
−		+
−	~~----~~	+
−		+
−	This stage takes place after construction has ended. The employer is able to occupy the development but the contractor remains responsible for rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months.<br/>	+
−		+
−	~~In addition, if the employer has required adoption of the soft landings framework, an initial aftercare team should be available (and visible) typically for 4 to~~ 6 ~~weeks after occupation and extended aftercare provided for up to 3 years.~~	+
−		+
−	~~The word ‘contractor’ is used in this stage to describe the supplier that has constructed the development.<br/>~~	+
−		+
−	~~----~~	+
−		+
−	~~Tasks<br/>~~	+
−		+
−	~~----~~	+
−		+
−	A formal handover procedure should be implemented, perhaps during a handover meeting following an inspection of the site. Keys, fobs and other controls should be handed over along with any outstanding documentation. Defects reporting procedures should be agreed and access arrangements put in place for the contractor. Responsibility for insurance, security and so on should be transferred. See Handover ~~to employer for more information.~~	+
−		+
−	~~The common data environment may be transferred to the employer, including the final published information~~ and the archive which provides a record of all activities in the common data environment during the project. If they have not already done so, the employer should appoint an asset information manager to maintain the information.<br/>	+
−		+
−	~~During this stage, the building information model might be developed to include:<br/>~~	+
−	*Details of any changes made.	+
−	*Any additional testing and commissioning information.	+
−	*Operational and maintenance information.	+
−	*Health and safety information.	+
−	*Actual performance information such as metered utilities information.	+
−		+
−	~~It might also be necessary to update project documentation with the benefit of operational experience, such as the:<br/>~~	+
−	*Building owner's manual.<br/>	+
−	*Plain language building user's guide.	+
−	*Building log book.	+
−	*Technical guide.	+
−	*Health and safety file.	+
−		+
−	Once the building information model has been verified against what has actually been constructed, it should be handed over to the employer as an as-constructed asset information model (AIM). A point cloud or LiDAR survey may be carried out to confirm the completeness of the as-constructed model. The asset information model is the model that compiles the data and information necessary to support asset management, that is, it provides all the data and information related to, or required for the operation and maintenance of the completed development.	+
−		+
−	At the end of the defects liability period, the contract administrator arranges final inspections of the works and if satisfied issues the certificate of making good defects. The contract administrator co-ordinates preparation of a final report providing a summary of activities during the construction phase. The cost consultant prepares the final account and the contract administrator issues the final certificate.	+
−		+
−	The contractor prepares an information exchange (or 'data drop') as required by the employers information requirements. This involves issuing 'approved' information to the 'shared' or 'client shared' area of the common data environment.	+
−		+
−	~~On a traditional project, this might bring about the end of appointments. However, The soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:~~	+
−	*In year 1, problems are identified, training provided and systems fine tuned, with regular reviews carried out.	+
−	*In years 2 and 3, performance is reviewed, but with reviews becoming less frequent.	+
−	*There should be regular reviews of energy performance, with a written review of energy and systems performance every 6 months, and a review meeting at least annually.	+
−	*Aftercare user meetings might be held to explain how the building operates, answer questions and obtain feedback.	+
−	*Independent post occupancy surveys might be undertaken annually.	+
−		+
−	~~----~~	+
−		+
−	~~Employer’s decision point:~~	+
−		+
−	~~----~~	+
−		+
−	~~The table below sets out examples of plain language questions that an employer might ask at this decision point and the information they might require to answer those questions.<br/>~~	+
−		+
−	~~{\| cellspacing="0" cellpadding="0" border="1"~~	+
−	\|-	+
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−	~~Plain language questions~~	+
−		+
−	\|	+
−	~~Information required~~	+
−		+
−	\|-	+
−	~~\| Is the information compliant with employers information requirements?~~	+
−	~~Have any remaining defects been rectified?~~	+
−		+
−	~~Is the final account correct?~~	+
−		+
−	~~Should the final payment be made and remaining retention released?~~	+
−		+
−	~~Is the development operating satisfactorily?<br/>~~	+
−		+
−	~~Are any changes required?~~	+
−		+
−	~~Are there any lessons learned that might be applicable to other projects?~~	+
−		+
−	~~<br/>~~	+
−		+
−	~~\| As-constructed asset information model in native and industry foundation classes (IFC) format.~~	+
−	~~COBie file.~~	+
−		+
−	~~Any additional testing and commissioning information.~~	+
−		+
−	~~Final report.~~	+
−		+
−	~~Final account.~~	+
−		+
−	~~Post project review.~~	+
−		+
−	~~Post occupancy evaluations.~~	+
−		+
−	\|}	+
−		+
−	[[File:Continue to next stage button.png\|RTENOTITLE\|link=BIM plan: in use]][[File:Return to previous stage button.png\|alt=Return to previous stage button.png\|link=BIM plan: construction]][[File:Test button.png\|alt=Test button.png\|link=BIM plan: outline plan]]	+

Designing Buildings at 14:53, 11 August 2015

2015-08-11T14:53:12Z

← Older revision		Revision as of 14:53, 11 August 2015
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	This stage takes place after construction has ended. The employer is able to occupy the development but the contractor remains responsible for rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months.<br/>		This stage takes place after construction has ended. The employer is able to occupy the development but the contractor remains responsible for rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months.<br/>

−	In addition, if the employer has required adoption of the soft landings framework, ~~then~~ an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation and extended aftercare provided for up to 3 years.	+	In addition, if the employer has required adoption of the soft landings framework, an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation and extended aftercare provided for up to 3 years.

	The word ‘contractor’ is used in this stage to describe the supplier that has constructed the development.<br/>		The word ‘contractor’ is used in this stage to describe the supplier that has constructed the development.<br/>
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	*Actual performance information such as metered utilities information.		*Actual performance information such as metered utilities information.

−	It might also be necessary to update project documentation with the benefit of operational experience, such as:<br/>	+	It might also be necessary to update project documentation with the benefit of operational experience, such as the:<br/>
	*Building owner's manual.<br/>		*Building owner's manual.<br/>
	*Plain language building user's guide.		*Plain language building user's guide.

86.144.9.90 at 11:07, 17 March 2015

2015-03-17T11:07:18Z

← Older revision		Revision as of 11:07, 17 March 2015
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	*There should be regular reviews of energy performance, with a written review of energy and systems performance every 6 months, and a review meeting at least annually.		*There should be regular reviews of energy performance, with a written review of energy and systems performance every 6 months, and a review meeting at least annually.
	*Aftercare user meetings might be held to explain how the building operates, answer questions and obtain feedback.		*Aftercare user meetings might be held to explain how the building operates, answer questions and obtain feedback.
−	*Independent post occupancy surveys might be ~~underaken~~ annually.	+	*Independent post occupancy surveys might be undertaken annually.

	----		----

Designing Buildings at 17:47, 6 February 2015

2015-02-06T17:47:10Z

← Older revision		Revision as of 17:47, 6 February 2015
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−	This stage takes place after ~~the~~ construction ~~works have been completed~~. The employer is able to occupy the development, but ~~there may be remaining defects and fine tuning necessary to ensure~~ the ~~development is operating correctly.<br/>~~	+	This stage takes place after construction has ended. The employer is able to occupy the development but the contractor remains responsible for rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months.<br/>
−		+
−	~~The~~ contractor remains responsible for ~~identifying and~~ rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months.<br/>	+

	In addition, if the employer has required adoption of the soft landings framework, then an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation and extended aftercare provided for up to 3 years.		In addition, if the employer has required adoption of the soft landings framework, then an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation and extended aftercare provided for up to 3 years.
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	*There should be regular reviews of energy performance, with a written review of energy and systems performance every 6 months, and a review meeting at least annually.		*There should be regular reviews of energy performance, with a written review of energy and systems performance every 6 months, and a review meeting at least annually.
	*Aftercare user meetings might be held to explain how the building operates, answer questions and obtain feedback.		*Aftercare user meetings might be held to explain how the building operates, answer questions and obtain feedback.
−	*Independent post occupancy surveys might be ~~carried out~~ annually.	+	*Independent post occupancy surveys might be underaken annually.

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Designing Buildings at 12:28, 5 February 2015

2015-02-05T12:28:42Z

← Older revision		Revision as of 12:28, 5 February 2015
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	----		----

−	A formal handover procedure should be implemented, perhaps during a handover meeting following an inspection of the site. Keys, fobs and other controls should be handed over along with any outstanding documentation. Defects reporting procedures should be agreed and access arrangements put in place for the contractor. Responsibility for insurance, security and so on should be ~~handed over~~. See Handover to employer for more information.	+	A formal handover procedure should be implemented, perhaps during a handover meeting following an inspection of the site. Keys, fobs and other controls should be handed over along with any outstanding documentation. Defects reporting procedures should be agreed and access arrangements put in place for the contractor. Responsibility for insurance, security and so on should be transferred. See Handover to employer for more information.

	The common data environment may be transferred to the employer, including the final published information and the archive which provides a record of all activities in the common data environment during the project. If they have not already done so, the employer should appoint an asset information manager to maintain the information.<br/>		The common data environment may be transferred to the employer, including the final published information and the archive which provides a record of all activities in the common data environment during the project. If they have not already done so, the employer should appoint an asset information manager to maintain the information.<br/>
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	----		----

−	The table below sets out examples of plain language questions that an employer might ask at this decision point and the information they might require to answer those questions. <br/>	+	The table below sets out examples of plain language questions that an employer might ask at this decision point and the information they might require to answer those questions.<br/>

	{\| cellspacing="0" cellpadding="0" border="1"		{\| cellspacing="0" cellpadding="0" border="1"

Designing Buildings at 12:27, 5 February 2015

2015-02-05T12:27:35Z

← Older revision		Revision as of 12:27, 5 February 2015
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	The common data environment may be transferred to the employer, including the final published information and the archive which provides a record of all activities in the common data environment during the project. If they have not already done so, the employer should appoint an asset information manager to maintain the information.<br/>		The common data environment may be transferred to the employer, including the final published information and the archive which provides a record of all activities in the common data environment during the project. If they have not already done so, the employer should appoint an asset information manager to maintain the information.<br/>

−	~~The~~ building information model might be developed to include:<br/>	+	During this stage, the building information model might be developed to include:<br/>
	*Details of any changes made.		*Details of any changes made.
	*Any additional testing and commissioning information.		*Any additional testing and commissioning information.
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	At the end of the defects liability period, the contract administrator arranges final inspections of the works and if satisfied issues the certificate of making good defects. The contract administrator co-ordinates preparation of a final report providing a summary of activities during the construction phase. The cost consultant prepares the final account and the contract administrator issues the final certificate.		At the end of the defects liability period, the contract administrator arranges final inspections of the works and if satisfied issues the certificate of making good defects. The contract administrator co-ordinates preparation of a final report providing a summary of activities during the construction phase. The cost consultant prepares the final account and the contract administrator issues the final certificate.
		+
		+	The contractor prepares an information exchange (or 'data drop') as required by the employers information requirements. This involves issuing 'approved' information to the 'shared' or 'client shared' area of the common data environment.

	On a traditional project, this might bring about the end of appointments. However, The soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:		On a traditional project, this might bring about the end of appointments. However, The soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:
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	----		----

−	The table below sets out examples of plain language questions that an employer might ask at this decision point and the information they might require to answer those questions~~. The publication of information may be described as an 'information exchange' or 'data drop', when information is issued to the 'shared' or 'client shared' area of the common data environment~~.<br/>	+	The table below sets out examples of plain language questions that an employer might ask at this decision point and the information they might require to answer those questions. <br/>

	{\| cellspacing="0" cellpadding="0" border="1"		{\| cellspacing="0" cellpadding="0" border="1"

Designing Buildings at 12:18, 5 February 2015

2015-02-05T12:18:28Z

← Older revision		Revision as of 12:18, 5 February 2015
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	This stage takes place after the construction works have been completed. The employer is able to occupy the development, but there may be remaining defects and fine tuning necessary to ensure the development is operating correctly.<br/>		This stage takes place after the construction works have been completed. The employer is able to occupy the development, but there may be remaining defects and fine tuning necessary to ensure the development is operating correctly.<br/>

−	The contractor remains responsible for identifying and rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months. <br/>	+	The contractor remains responsible for identifying and rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months.<br/>

	In addition, if the employer has required adoption of the soft landings framework, then an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation and extended aftercare provided for up to 3 years.		In addition, if the employer has required adoption of the soft landings framework, then an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation and extended aftercare provided for up to 3 years.
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	----		----

−	A formal ~~information~~ handover procedure should be implemented ~~as set out~~ in the ~~employer’s~~ information ~~requirements~~. The common data environment may be transferred to the employer, including the final published information and the archive which provides a record of all activities in the common data environment during the project. If they have not already done so, the employer should appoint an asset information manager to maintain the information.<br/>	+	A formal handover procedure should be implemented, perhaps during a handover meeting following an inspection of the site. Keys, fobs and other controls should be handed over along with any outstanding documentation. Defects reporting procedures should be agreed and access arrangements put in place for the contractor. Responsibility for insurance, security and so on should be handed over. See Handover to employer for more information.
		+
		+	The common data environment may be transferred to the employer, including the final published information and the archive which provides a record of all activities in the common data environment during the project. If they have not already done so, the employer should appoint an asset information manager to maintain the information.<br/>

	The building information model might be developed to include:<br/>		The building information model might be developed to include:<br/>

Designing Buildings at 12:11, 5 February 2015

2015-02-05T12:11:15Z

← Older revision		Revision as of 12:11, 5 February 2015
Line 12:		Line 12:
	This stage takes place after the construction works have been completed. The employer is able to occupy the development, but there may be remaining defects and fine tuning necessary to ensure the development is operating correctly.<br/>		This stage takes place after the construction works have been completed. The employer is able to occupy the development, but there may be remaining defects and fine tuning necessary to ensure the development is operating correctly.<br/>

−	The defects liability period (~~now called the~~ 'rectification period' ~~in Joint Contracts Tribunal (JCT~~) ~~contracts) begins upon certification of practical completion and~~ typically lasts six to twelve months~~. During this period, the contractor remains responsible for identifying and rectifying defects, although the employer may also report defects~~.<br/>	+	The contractor remains responsible for identifying and rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months. <br/>

−	In addition, the soft landings framework ~~proposes that~~ an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation~~, to help the occupiers~~ and ~~operators understand the completed development. This period might be longer~~ for ~~complex buildings such as hospitals, and shorter for relatively simple buildings such as shops~~.	+	In addition, if the employer has required adoption of the soft landings framework, then an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation and extended aftercare provided for up to 3 years.

−	The word ‘contractor’ is used ~~below~~ to describe the supplier that ~~constructs~~ the development.<br/>	+	The word ‘contractor’ is used in this stage to describe the supplier that has constructed the development.<br/>

	----		----
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	*Independent post occupancy surveys might be carried out annually.		*Independent post occupancy surveys might be carried out annually.

−	~~===~~ Employer’s decision point: ~~===~~	+	----
		+
		+	Employer’s decision point:
		+
		+	----

	The table below sets out examples of plain language questions that an employer might ask at this decision point and the information they might require to answer those questions. The publication of information may be described as an 'information exchange' or 'data drop', when information is issued to the 'shared' or 'client shared' area of the common data environment.<br/>		The table below sets out examples of plain language questions that an employer might ask at this decision point and the information they might require to answer those questions. The publication of information may be described as an 'information exchange' or 'data drop', when information is issued to the 'shared' or 'client shared' area of the common data environment.<br/>

Designing Buildings at 16:21, 2 February 2015

2015-02-02T16:21:19Z

← Older revision		Revision as of 16:21, 2 February 2015
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	At the end of the defects liability period, the contract administrator arranges final inspections of the works and if satisfied issues the certificate of making good defects. The contract administrator co-ordinates preparation of a final report providing a summary of activities during the construction phase. The cost consultant prepares the final account and the contract administrator issues the final certificate.		At the end of the defects liability period, the contract administrator arranges final inspections of the works and if satisfied issues the certificate of making good defects. The contract administrator co-ordinates preparation of a final report providing a summary of activities during the construction phase. The cost consultant prepares the final account and the contract administrator issues the final certificate.

−	On a traditional project, this might bring about the end of ~~the construction contract and the end of consultants'~~ appointments. However, The soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:	+	On a traditional project, this might bring about the end of appointments. However, The soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:
	*In year 1, problems are identified, training provided and systems fine tuned, with regular reviews carried out.		*In year 1, problems are identified, training provided and systems fine tuned, with regular reviews carried out.
	*In years 2 and 3, performance is reviewed, but with reviews becoming less frequent.		*In years 2 and 3, performance is reviewed, but with reviews becoming less frequent.

Designing Buildings at 16:20, 2 February 2015

2015-02-02T16:20:16Z

← Older revision		Revision as of 16:20, 2 February 2015
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	The defects liability period (now called the 'rectification period' in Joint Contracts Tribunal (JCT) contracts) begins upon certification of practical completion and typically lasts six to twelve months. During this period, the contractor remains responsible for identifying and rectifying defects, although the employer may also report defects.<br/>		The defects liability period (now called the 'rectification period' in Joint Contracts Tribunal (JCT) contracts) begins upon certification of practical completion and typically lasts six to twelve months. During this period, the contractor remains responsible for identifying and rectifying defects, although the employer may also report defects.<br/>

−	In addition, the soft landings framework proposes that an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation, to help the occupiers and operators understand the completed development. This period might be longer for complex buildings such as hospitals, and shorter for relatively simple buildings such as shops.	+	In addition, the soft landings framework proposes that an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation, to help the occupiers and operators understand the completed development. This period might be longer for complex buildings such as hospitals, and shorter for relatively simple buildings such as shops.

	The word ‘contractor’ is used below to describe the supplier that constructs the development.<br/>		The word ‘contractor’ is used below to describe the supplier that constructs the development.<br/>
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	Once the building information model has been verified against what has actually been constructed, it should be handed over to the employer as an as-constructed asset information model (AIM). A point cloud or LiDAR survey may be carried out to confirm the completeness of the as-constructed model. The asset information model is the model that compiles the data and information necessary to support asset management, that is, it provides all the data and information related to, or required for the operation and maintenance of the completed development.		Once the building information model has been verified against what has actually been constructed, it should be handed over to the employer as an as-constructed asset information model (AIM). A point cloud or LiDAR survey may be carried out to confirm the completeness of the as-constructed model. The asset information model is the model that compiles the data and information necessary to support asset management, that is, it provides all the data and information related to, or required for the operation and maintenance of the completed development.

−	At the end of the defects liability period, the contract administrator arranges final inspections of the works and if satisfied issues the certificate of making good defects. The contract administrator co-ordinates preparation of a final report providing a summary of ~~the history of~~ the construction phase. The cost consultant prepares the final account and the contract administrator issues the final certificate.	+	At the end of the defects liability period, the contract administrator arranges final inspections of the works and if satisfied issues the certificate of making good defects. The contract administrator co-ordinates preparation of a final report providing a summary of activities during the construction phase. The cost consultant prepares the final account and the contract administrator issues the final certificate.

	On a traditional project, this might bring about the end of the construction contract and the end of consultants' appointments. However, The soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:		On a traditional project, this might bring about the end of the construction contract and the end of consultants' appointments. However, The soft landings framework proposes that extended aftercare should be provided for 3 years after occupation: