Management contract: concept design - Revision history

Designing Buildings at 08:31, 15 November 2020

2020-11-15T08:31:21Z

← Older revision		Revision as of 08:31, 15 November 2020
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−		+	[[File:Project_plan_management_contract.jpg\|link=File:Project_plan_management_contract.jpg]]The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application.
−	[[File:~~Project plan management contract~~.jpg\|~~800x106px\|alt~~=~~Project plan management contract~~.jpg]]The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application.	+

	In this work plan we suggest the management contractor is appointed on completion of concept design. Earlier or later appointment may result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).		In this work plan we suggest the management contractor is appointed on completion of concept design. Earlier or later appointment may result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).

−	= ~~'''~~Starting the work stage and appointing additional members of the consultant team if necessary.~~'''~~ =	+	= Starting the work stage and appointing additional members of the consultant team if necessary. =

−	The client updates the project execution plan to reflect comments made at the end of the previous stage. The lead consultant co-ordinates a start-up meeting attended by the consultant team and the client to receive comments made at the end of the previous stage, to issue the revised project execution plan and project brief and to agree the programme for the stage.~~<br/>~~	+	The client updates the project execution plan to reflect comments made at the end of the previous stage. The lead consultant co-ordinates a start-up meeting attended by the consultant team and the client to receive comments made at the end of the previous stage, to issue the revised project execution plan and project brief and to agree the programme for the stage.

−	= ~~'''~~Preparing an initial concept design.~~'''~~ =	+	= Preparing an initial concept design. =

−	The consultant team carries out any additional site appraisals or surveys that may be necessary as a result of the detailed requirements of the project brief. Additional expenditure may need to be approved by the client.~~<br/>~~	+	The consultant team carries out any additional site appraisals or surveys that may be necessary as a result of the detailed requirements of the project brief. Additional expenditure may need to be approved by the client.

	The lead designer co-ordinates the preparation of an initial concept design (including outline specification) and presents these initial concept design ideas to the client. The client considers whether the initial concept design ideas represent good design quality and makes comments to the lead designer who co-ordinates incorporation of these comments into the developing concept design.		The lead designer co-ordinates the preparation of an initial concept design (including outline specification) and presents these initial concept design ideas to the client. The client considers whether the initial concept design ideas represent good design quality and makes comments to the lead designer who co-ordinates incorporation of these comments into the developing concept design.
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	The cost consultant amends the elemental cost plan and cash flow projection to reflect any changes to the design resulting from the value management exercise and the lead consultant co-ordinates amendments necessary to the concept design report and project brief.		The cost consultant amends the elemental cost plan and cash flow projection to reflect any changes to the design resulting from the value management exercise and the lead consultant co-ordinates amendments necessary to the concept design report and project brief.

−	The client considers the developed project brief and if satisfied, freezes the project brief and instructs the lead consultant to introduce change control procedures. The frozen project brief should be issued to user panels, champions and other stakeholders.~~<br/>~~	+	The client considers the developed project brief and if satisfied, freezes the project brief and instructs the lead consultant to introduce change control procedures. The frozen project brief should be issued to user panels, champions and other stakeholders.

−	= ~~'''~~If necessary, making an outline planning application or detailed planning application.~~'''~~ =	+	= If necessary, making an outline planning application or detailed planning application. =

	The client, lead designer and architect consider whether it is appropriate to make an outline planning application or detailed planning application. If instructed by the client, the lead consultant directs the consultant team to make an outline planning application or detailed planning application. Go to work stage: Management contract: planning permission.		The client, lead designer and architect consider whether it is appropriate to make an outline planning application or detailed planning application. If instructed by the client, the lead consultant directs the consultant team to make an outline planning application or detailed planning application. Go to work stage: Management contract: planning permission.

−	----	+	-----
−		+	[[File:Continue_to_next_stage_button.png\|link=Management_contract:_appointing_the_management_contractor]][[File:Test_button.png\|link=Management_contract:_outline_work_plan]]
−	[[File:~~Continue to next stage button.png\|alt=Continue to next stage button~~.png\|link=~~Management contract~~: ~~appointing the management contractor~~]][[File:~~Test button.png\|alt=Test button~~.png\|link=~~Management contract~~: ~~outline work plan~~]]	+

−	[[Category:Management_contract]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Management_contract]]

Designing Buildings at 07:55, 24 September 2015

2015-09-24T07:55:18Z

← Older revision		Revision as of 07:55, 24 September 2015
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	= '''Starting the work stage and appointing additional members of the consultant team if necessary.''' =		= '''Starting the work stage and appointing additional members of the consultant team if necessary.''' =

−	The client updates the project execution plan to reflect comments made at the end of the previous stage. The lead consultant co-ordinates a start-up meeting attended by the consultant team and the client to receive comments made at the end of the previous stage, to issue the revised project execution plan and project brief and to agree the programme for the stage. <br/>	+	The client updates the project execution plan to reflect comments made at the end of the previous stage. The lead consultant co-ordinates a start-up meeting attended by the consultant team and the client to receive comments made at the end of the previous stage, to issue the revised project execution plan and project brief and to agree the programme for the stage.<br/>

	= '''Preparing an initial concept design.''' =		= '''Preparing an initial concept design.''' =
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	The cost consultant amends the elemental cost plan and cash flow projection to reflect any changes to the design resulting from the value management exercise and the lead consultant co-ordinates amendments necessary to the concept design report and project brief.		The cost consultant amends the elemental cost plan and cash flow projection to reflect any changes to the design resulting from the value management exercise and the lead consultant co-ordinates amendments necessary to the concept design report and project brief.

−	The client considers the developed project brief and if satisfied, freezes the project brief and instructs the lead consultant to introduce change control procedures. The frozen project brief should be issued to user panels, champions and other stakeholders. <br/>	+	The client considers the developed project brief and if satisfied, freezes the project brief and instructs the lead consultant to introduce change control procedures. The frozen project brief should be issued to user panels, champions and other stakeholders.<br/>

	= '''If necessary, making an outline planning application or detailed planning application.''' =		= '''If necessary, making an outline planning application or detailed planning application.''' =
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	[[File:Continue to next stage button.png\|alt=Continue to next stage button.png\|link=Management contract: appointing the management contractor]][[File:Test button.png\|alt=Test button.png\|link=Management contract: outline work plan]]		[[File:Continue to next stage button.png\|alt=Continue to next stage button.png\|link=Management contract: appointing the management contractor]][[File:Test button.png\|alt=Test button.png\|link=Management contract: outline work plan]]
		+
		+	[[Category:Management_contract]]

Designing Buildings at 14:48, 10 September 2015

2015-09-10T14:48:10Z

← Older revision		Revision as of 14:48, 10 September 2015
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	[[File:Project plan management contract.jpg\|800x106px\|alt=Project plan management contract.jpg]]The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application.		[[File:Project plan management contract.jpg\|800x106px\|alt=Project plan management contract.jpg]]The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application.

−	~~On management contract projects~~ this ~~stage might include appointing the management contractor, see~~ work ~~stage: Management contract: appointing~~ the management contractor. Earlier or later appointment may result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).	+	In this work plan we suggest the management contractor is appointed on completion of concept design. Earlier or later appointment may result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).

	= '''Starting the work stage and appointing additional members of the consultant team if necessary.''' =		= '''Starting the work stage and appointing additional members of the consultant team if necessary.''' =

−	The client updates the project execution plan to reflect comments made at the end of the previous stage.	+	The client updates the project execution plan to reflect comments made at the end of the previous stage. The lead consultant co-ordinates a start-up meeting attended by the consultant team and the client to receive comments made at the end of the previous stage, to issue the revised project execution plan and project brief and to agree the programme for the stage. <br/>
−		+
−	The lead consultant co-ordinates a start-up meeting attended by the consultant team and the client to receive comments made at the end of the previous stage, to issue the revised project execution plan and project brief and to agree the programme for the stage.	+

	= '''Preparing an initial concept design.''' =		= '''Preparing an initial concept design.''' =

−	The consultant team ~~carry~~ out any additional site appraisals that may be necessary as a result of the requirements of the project brief.<br/>	+	The consultant team carries out any additional site appraisals or surveys that may be necessary as a result of the detailed requirements of the project brief. Additional expenditure may need to be approved by the client.<br/>

−	The lead designer co-ordinates ~~the identification of any additional site surveys required and seeks approval from the client.~~	+	The lead designer co-ordinates the preparation of an initial concept design (including outline specification) and presents these initial concept design ideas to the client. The client considers whether the initial concept design ideas represent good design quality and makes comments to the lead designer who co-ordinates incorporation of these comments into the developing concept design.
−		+
−	~~NB the project brief may continue to be developed throughout this stage as the design process clarifies the client's requirements.~~	+
−		+
−	~~The lead designer co-ordinates the~~ the preparation of an initial concept design (including outline specification) and presents these initial concept design ideas to the client.	+
−		+
−	The client considers whether the initial concept design ideas represent good design quality and makes comments to the lead designer who co-ordinates incorporation of these comments into the developing concept design.	+

	The lead designer co-ordinates consultations with user panels, champions, and other stakeholders, including statutory authorities. The lead designer then co-ordinates the incorporation of comments received into the developing concept design.		The lead designer co-ordinates consultations with user panels, champions, and other stakeholders, including statutory authorities. The lead designer then co-ordinates the incorporation of comments received into the developing concept design.

−	The lead designer co-ordinates a design review of the concept design and then co-ordinates any necessary amendments.	+	The lead designer co-ordinates a design review of the concept design and then co-ordinates any necessary amendments. The cost consultant amends the elemental cost plan and and prepares a cash flow projection for the client.

−	~~The cost consultant amends the elemental cost plan and and prepares a cash flow projection for the client.~~	+	The lead consultant then co-ordinates the preparation of a concept design report which records the basic design options that merit further investigation.
−		+
−	The lead consultant co-ordinates the preparation of a concept design report which records the basic design options that merit further investigation.	+

	The client reviews the concept design report assessing the design quality of the options presented and the extent to which it satisfies the requirements set out in the developing project brief. At this stage the client may feel it is necessary to undertake a value management exercise to ensure that optimum, whole-life solutions are being pursued.		The client reviews the concept design report assessing the design quality of the options presented and the extent to which it satisfies the requirements set out in the developing project brief. At this stage the client may feel it is necessary to undertake a value management exercise to ensure that optimum, whole-life solutions are being pursued.
−
−	~~If instructed by the client, the lead consultant arranges a value management exercise.~~

	The cost consultant amends the elemental cost plan and cash flow projection to reflect any changes to the design resulting from the value management exercise and the lead consultant co-ordinates amendments necessary to the concept design report and project brief.		The cost consultant amends the elemental cost plan and cash flow projection to reflect any changes to the design resulting from the value management exercise and the lead consultant co-ordinates amendments necessary to the concept design report and project brief.

−	The client considers the project brief and if satisfied, freezes the project brief and instructs the lead consultant to introduce change control procedures ~~for the project brief~~. The frozen project brief should be issued to user panels, champions and other stakeholders.	+	The client considers the developed project brief and if satisfied, freezes the project brief and instructs the lead consultant to introduce change control procedures. The frozen project brief should be issued to user panels, champions and other stakeholders. <br/>

	= '''If necessary, making an outline planning application or detailed planning application.''' =		= '''If necessary, making an outline planning application or detailed planning application.''' =

−	The client, lead designer and architect consider whether it is appropriate to make an outline planning application or detailed planning application.	+	The client, lead designer and architect consider whether it is appropriate to make an outline planning application or detailed planning application. If instructed by the client, the lead consultant directs the consultant team to make an outline planning application or detailed planning application. Go to work stage: Management contract: planning permission.
−		+
−	If instructed by the client, the lead consultant directs the consultant team to make an outline planning application or detailed planning application. Go to work stage: Management contract: planning permission.	+

	----		----

−	[[File:Continue to next stage button.png\|link=~~Management_contract~~:~~_appointing_the_management_contractor~~]][[File:Test button.png\|link=~~Management_contract~~:~~_outline_work_plan~~]]	+	[[File:Continue to next stage button.png\|alt=Continue to next stage button.png\|link=Management contract: appointing the management contractor]][[File:Test button.png\|alt=Test button.png\|link=Management contract: outline work plan]]

Designing Buildings at 14:43, 10 September 2015

2015-09-10T14:43:31Z

← Older revision		Revision as of 14:43, 10 September 2015
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−	[[File:Project plan management contract.jpg\|800x106px]]The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application.	+	[[File:Project plan management contract.jpg\|800x106px\|alt=Project plan management contract.jpg]]The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application.

	On management contract projects this stage might include appointing the management contractor, see work stage: Management contract: appointing the management contractor. Earlier or later appointment may result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).		On management contract projects this stage might include appointing the management contractor, see work stage: Management contract: appointing the management contractor. Earlier or later appointment may result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).

−	~~----~~	+	= '''Starting the work stage and appointing additional members of the consultant team if necessary.''' =

−	~~⇒ [[Management%20contract%3A%20outline%20work%20plan\|outline~~ plan~~]] \| [[Management%20contract%3A%20project%20brief\|~~previous stage~~]] \| [[Management%20contract%3A%20appointing%20the%20management%20contractor\|next stage]]~~	+	The client updates the project execution plan to reflect comments made at the end of the previous stage.

−	----	+	The lead consultant co-ordinates a start-up meeting attended by the consultant team and the client to receive comments made at the end of the previous stage, to issue the revised project execution plan and project brief and to agree the programme for the stage.

−	'''~~A. Starting the work stage and appointing additional members of the consultant team if necessary~~.'''	+	= '''Preparing an initial concept design.''' =
−	~~#The client updates the project execution plan to reflect comments made at the end of the previous stage.~~	+
−	#The lead consultant co-ordinates a start-up meeting attended by the consultant team and the client to receive comments made at the end of the previous stage, to issue the revised project execution plan and project brief and to agree the programme for the stage.	+
−	~~#The consultant team or the client may identify a requirement to appoint additional consultants such as a CDM co-ordinator. Go to work stage: Management contract: appointment.~~	+
−	#The CDM co-ordinator notifies the health and safety executive using the using F10 form, discusses the preparation of pre-construction information with the client and ensures that the client has issued site information to the consultant team as required by Regulation 10 of the CDM Regulations.	+

−	~~NB According to the CDM Regulations, projects should not progress beyond 'preliminary design' without the appointment of a CDM co-ordinator. Concept design~~ may be ~~considered to be beyond 'preliminary design' and may therefore require~~ the ~~appointment~~ of ~~a CDM co-ordinator~~.	+	The consultant team carry out any additional site appraisals that may be necessary as a result of the requirements of the project brief.<br/>

−	-~~---~~	+	The lead designer co-ordinates the identification of any additional site surveys required and seeks approval from the client.

−	~~'''B. Carrying out additional site appraisals if required.'''~~	+	NB the project brief may continue to be developed throughout this stage as the design process clarifies the client's requirements.
−	~~#The consultant team carry out any additional site appraisals that~~ may be ~~necessary~~ as ~~a result of~~ the ~~requirements of the project brief.~~	+
−	~~#The lead designer co-ordinates the identification of any additional site surveys required and seeks approval from~~ the client.	+

−	-~~---~~	+	The lead designer co-ordinates the the preparation of an initial concept design (including outline specification) and presents these initial concept design ideas to the client.

−	~~'''C. Preparing an~~ initial concept design and concept design ~~report~~.~~'''~~	+	The client considers whether the initial concept design ideas represent good design quality and makes comments to the lead designer who co-ordinates incorporation of these comments into the developing concept design.

−	~~NB the project brief may continue to be developed throughout this stage as the design process clarifies the client's requirements.~~	+	The lead designer co-ordinates consultations with user panels, champions, and other stakeholders, including statutory authorities. The lead designer then co-ordinates the incorporation of comments received into the developing concept design.
−	~~#The lead designer co-ordinates the the preparation of an initial concept design (including outline specification) and presents these initial concept design ideas to the client.~~	+
−	#The client considers whether the initial concept design ideas represent good design quality and makes comments to the lead designer who co-ordinates incorporation of these comments into the developing concept design.	+
−	#The lead designer co-ordinates consultations with user panels, champions, and other stakeholders, including statutory authorities. The lead designer then co-ordinates the incorporation of comments received into the developing concept design.	+
−	~~#The lead designer co-ordinates a design review of the concept design and then co-ordinates any necessary amendments.~~	+
−	~~#The cost consultant amends the elemental cost plan and and prepares a cash flow projection for the client.~~	+
−	~~#The lead consultant co-ordinates the preparation of a concept design report which records the basic design options that merit further investigation.~~	+
−	#The client reviews the concept design report assessing the design quality of the options presented and the extent to which it satisfies the requirements set out in the developing project brief. At this stage the client may feel it is necessary to undertake a value management exercise to ensure that optimum, whole-life solutions are being pursued.	+
−	~~#If instructed by the client, the lead consultant arranges a value management exercise.~~	+
−	#The cost consultant amends the elemental cost plan and cash flow projection to reflect any changes to the design resulting from the value management exercise and the lead consultant co-ordinates amendments necessary to the concept design report and project brief.	+

−	----	+	The lead designer co-ordinates a design review of the concept design and then co-ordinates any necessary amendments.

−	~~'''D. Freezing the project brief.'''~~	+	The cost consultant amends the elemental cost plan and and prepares a cash flow projection for the client.
−	#The ~~client considers~~ the ~~project brief~~ and ~~if satisfied, freezes the project brief~~ and ~~instructs the lead consultant to introduce change control procedures~~ for the ~~project brief. The frozen project brief should be issued to user panels, champions and other stakeholders~~.	+

−	-~~---~~	+	The lead consultant co-ordinates the preparation of a concept design report which records the basic design options that merit further investigation.

−	~~'''E. If necessary, making an outline planning application or detailed planning application.'''~~	+	The client reviews the concept design report assessing the design quality of the options presented and the extent to which it satisfies the requirements set out in the developing project brief. At this stage the client may feel it is necessary to undertake a value management exercise to ensure that optimum, whole-life solutions are being pursued.
−	#The client~~, lead designer~~ and ~~architect consider whether it is appropriate~~ to ~~make an outline planning application or detailed planning application.~~	+
−	~~#If instructed by~~ the ~~client,~~ the ~~lead consultant directs~~ the ~~consultant team~~ to ~~make an outline planning application or detailed planning application. Go~~ to ~~work stage: Management contract: planning permission~~.	+

−	~~----~~	+	If instructed by the client, the lead consultant arranges a value management exercise.

−	~~'''F. Appointing~~ the ~~management contractor.'''~~	+	The cost consultant amends the elemental cost plan and cash flow projection to reflect any changes to the design resulting from the value management exercise and the lead consultant co-ordinates amendments necessary to the concept design report and project brief.
−	~~#At this stage the client may wish~~ to ~~appoint~~ the management ~~contractor. Go to work stage: Management contract: appointing~~ the ~~management contractor. Earlier or later appointment will result in some activities being re~~-~~allocated between~~ the ~~consultant team~~ and ~~the management contractor (for example the role of cost consultant)~~.	+

−	~~----~~	+	The client considers the project brief and if satisfied, freezes the project brief and instructs the lead consultant to introduce change control procedures for the project brief. The frozen project brief should be issued to user panels, champions and other stakeholders.
		+
		+	= '''If necessary, making an outline planning application or detailed planning application.''' =
		+
		+	The client, lead designer and architect consider whether it is appropriate to make an outline planning application or detailed planning application.
		+
		+	If instructed by the client, the lead consultant directs the consultant team to make an outline planning application or detailed planning application. Go to work stage: Management contract: planning permission.

−	⇒ [[Management%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Management%20contract%3A%20project%20brief\|previous stage]] \| [[Management%20contract%3A%20appointing%20the%20management%20contractor\|next stage]]	+	----

−	[[~~Category~~:~~Construction_management_contract~~]]	+	[[File:Continue to next stage button.png\|link=Management_contract:_appointing_the_management_contractor]][[File:Test button.png\|link=Management_contract:_outline_work_plan]]

Designing Buildings: Removed protection from "Management contract: concept design"

2015-09-10T14:38:50Z

Removed protection from "Management contract: concept design"

← Older revision

Revision as of 14:38, 10 September 2015

Designing Buildings at 13:29, 3 July 2013

2013-07-03T13:29:53Z

← Older revision		Revision as of 13:29, 3 July 2013
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−	[[File:Project plan ~~construction~~ management.jpg\|800x106px]]The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application.	+	[[File:Project plan management contract.jpg\|800x106px]]The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application.

	On management contract projects this stage might include appointing the management contractor, see work stage: Management contract: appointing the management contractor. Earlier or later appointment may result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).		On management contract projects this stage might include appointing the management contractor, see work stage: Management contract: appointing the management contractor. Earlier or later appointment may result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).

Designing Buildings at 13:10, 3 July 2013

2013-07-03T13:10:11Z

← Older revision		Revision as of 13:10, 3 July 2013
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−	The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application. On management contract projects it might include appointing the management contractor, see work stage: Management contract: appointing the management contractor. Earlier or later appointment may result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).	+	[[File:Project plan construction management.jpg\|800x106px]]The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application.
		+
		+	On management contract projects this stage might include appointing the management contractor, see work stage: Management contract: appointing the management contractor. Earlier or later appointment may result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).

	----		----

−	⇒ [[~~Management_contract:_outline_work_plan~~\|outline plan]] \| [[~~Management_contract:_project_brief~~\|previous stage]] \| [[~~Management_contract:_appointing_the_management_contractor~~\|next stage]]	+	⇒ [[Management%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Management%20contract%3A%20project%20brief\|previous stage]] \| [[Management%20contract%3A%20appointing%20the%20management%20contractor\|next stage]]

	----		----
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	----		----

−	⇒ [[~~Management_contract:_outline_work_plan~~\|outline plan]] \| [[~~Management_contract:_project_brief~~\|previous stage]] \| [[~~Management_contract:_appointing_the_management_contractor~~\|next stage]]	+	⇒ [[Management%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Management%20contract%3A%20project%20brief\|previous stage]] \| [[Management%20contract%3A%20appointing%20the%20management%20contractor\|next stage]]

	[[Category:Construction_management_contract]]		[[Category:Construction_management_contract]]

Designing Buildings at 13:09, 3 July 2013

2013-07-03T13:09:09Z

← Older revision		Revision as of 13:09, 3 July 2013
Line 1:		Line 1:
−	The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application. On management contract projects it might include appointing the management contractor, see work stage: Management contract: appointing the management contractor.

−	The ~~tasks described below are based on~~ the ~~route taken by a~~ project ~~following~~ a management contract ~~procurement route where a~~ management contractor ~~is appointed early in the project as a consultant~~, ~~and then they~~ contract ~~works contractors to undertake the construction of the project. Within this project plan~~ the management contractor ~~is appointed on completion of concept design~~. Earlier or later appointment may result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).	+	The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application. On management contract projects it might include appointing the management contractor, see work stage: Management contract: appointing the management contractor. Earlier or later appointment may result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).

−	~~Project plans for other procurement routes are available on the Designing Buildings Wiki home page.~~	+	----

−	~~NB This article is locked to preserve the logic and continuity of the full work~~ plan~~. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.~~	+	⇒ [[Management_contract:_outline_work_plan\|outline plan]] \| [[Management_contract:_project_brief\|previous stage]] \| [[Management_contract:_appointing_the_management_contractor\|next stage]]

	----		----

	'''A. Starting the work stage and appointing additional members of the consultant team if necessary.'''		'''A. Starting the work stage and appointing additional members of the consultant team if necessary.'''
−
	#The client updates the project execution plan to reflect comments made at the end of the previous stage.		#The client updates the project execution plan to reflect comments made at the end of the previous stage.
	#The lead consultant co-ordinates a start-up meeting attended by the consultant team and the client to receive comments made at the end of the previous stage, to issue the revised project execution plan and project brief and to agree the programme for the stage.		#The lead consultant co-ordinates a start-up meeting attended by the consultant team and the client to receive comments made at the end of the previous stage, to issue the revised project execution plan and project brief and to agree the programme for the stage.
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	'''B. Carrying out additional site appraisals if required.'''		'''B. Carrying out additional site appraisals if required.'''
−
	#The consultant team carry out any additional site appraisals that may be necessary as a result of the requirements of the project brief.		#The consultant team carry out any additional site appraisals that may be necessary as a result of the requirements of the project brief.
	#The lead designer co-ordinates the identification of any additional site surveys required and seeks approval from the client.		#The lead designer co-ordinates the identification of any additional site surveys required and seeks approval from the client.
Line 30:		Line 27:

	NB the project brief may continue to be developed throughout this stage as the design process clarifies the client's requirements.		NB the project brief may continue to be developed throughout this stage as the design process clarifies the client's requirements.
−
	#The lead designer co-ordinates the the preparation of an initial concept design (including outline specification) and presents these initial concept design ideas to the client.		#The lead designer co-ordinates the the preparation of an initial concept design (including outline specification) and presents these initial concept design ideas to the client.
	#The client considers whether the initial concept design ideas represent good design quality and makes comments to the lead designer who co-ordinates incorporation of these comments into the developing concept design.		#The client considers whether the initial concept design ideas represent good design quality and makes comments to the lead designer who co-ordinates incorporation of these comments into the developing concept design.
Line 44:		Line 40:

	'''D. Freezing the project brief.'''		'''D. Freezing the project brief.'''
−
	#The client considers the project brief and if satisfied, freezes the project brief and instructs the lead consultant to introduce change control procedures for the project brief. The frozen project brief should be issued to user panels, champions and other stakeholders.		#The client considers the project brief and if satisfied, freezes the project brief and instructs the lead consultant to introduce change control procedures for the project brief. The frozen project brief should be issued to user panels, champions and other stakeholders.

Line 50:		Line 45:

	'''E. If necessary, making an outline planning application or detailed planning application.'''		'''E. If necessary, making an outline planning application or detailed planning application.'''
−
	#The client, lead designer and architect consider whether it is appropriate to make an outline planning application or detailed planning application.		#The client, lead designer and architect consider whether it is appropriate to make an outline planning application or detailed planning application.
	#If instructed by the client, the lead consultant directs the consultant team to make an outline planning application or detailed planning application. Go to work stage: Management contract: planning permission.		#If instructed by the client, the lead consultant directs the consultant team to make an outline planning application or detailed planning application. Go to work stage: Management contract: planning permission.
Line 57:		Line 51:

	'''F. Appointing the management contractor.'''		'''F. Appointing the management contractor.'''
−
	#At this stage the client may wish to appoint the management contractor. Go to work stage: Management contract: appointing the management contractor. Earlier or later appointment will result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).		#At this stage the client may wish to appoint the management contractor. Go to work stage: Management contract: appointing the management contractor. Earlier or later appointment will result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).

	----		----

−	*Return to: Management contract: outline ~~work~~ plan.	+	⇒ [[Management_contract:_outline_work_plan\|outline plan]] \| [[Management_contract:_project_brief\|previous stage]] \| [[Management_contract:_appointing_the_management_contractor\|next stage]]
−	*Next work stage: ~~Management contract: appointing the management contractor.~~	+
−	*or	+
−	*Next stage: ~~Management contract: detailed design.~~	+
−	*Previous stage~~: Management contract: project brief.~~	+

	[[Category:Construction_management_contract]]		[[Category:Construction_management_contract]]

Designing Buildings at 16:35, 8 February 2012

2012-02-08T16:35:41Z

Designing Buildings at 11:35, 6 February 2012

2012-02-06T11:35:37Z

← Older revision		Revision as of 11:35, 6 February 2012
Line 1:		Line 1:
−	The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application. On management contract projects it might include appointing the management contractor, see work stage: Management contract: appointing the management contractor.	+	The concept design stage is concerned with preparing a concept design for the preferred option and developing and then freezing the project brief. It may also include making an outline planning application or a detailed planning application. On management contract projects it might include appointing the management contractor, see work stage: Management contract: appointing the management contractor.

−	The tasks described below are based on the route taken by a project following a management contract procurement route where a management contractor is appointed early in the project as a consultant, and then ~~the management contractor contracts~~ works contractors to undertake the construction of the project. Within this project plan the management contractor is appointed on completion of concept design. Earlier or later appointment ~~will~~ result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).	+	The tasks described below are based on the route taken by a project following a management contract procurement route where a management contractor is appointed early in the project as a consultant, and then they contract works contractors to undertake the construction of the project. Within this project plan the management contractor is appointed on completion of concept design. Earlier or later appointment may result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).

−	Project plans for other procurement routes are available on the Designing Buildings Wiki home page.	+	Project plans for other procurement routes are available on the Designing Buildings Wiki home page.

−	NB This article is locked ~~in order~~ to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' ~~link~~ at the bottom of the page.	+	NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.

−

−	~~=== Management contract: concept design. ===~~

	----		----

−	'''A. Starting the work stage and appointing additional members of the consultant team if necessary.~~<br>~~'''	+	'''A. Starting the work stage and appointing additional members of the consultant team if necessary.'''

−	~~<br>~~

−	~~#The client updates the project execution plan to reflect comments made at the end of the previous stage.~~
−	#The lead consultant co-ordinates a start-up meeting attended by the consultant team and the client to receive comments made at the end of the previous stage, to issue the revised project execution plan and project brief and to agree the programme for the stage.
−	~~#The consultant team or the client may identify a requirement to appoint additional consultants such as a CDM co-ordinator (go to work stage: Management contract: appointment).~~
−	#The CDM co-ordinator notifies the health and safety executive using the using F10 form, discusses the preparation of pre-construction information with the client and ensures that the client has issued site information to the consultant team as required by Regulation 10 of the CDM regulations.

−	NB According to the CDM Regulations, projects should not progress beyond 'preliminary design' without the appointment of a CDM co-ordinator. Concept design may be considered to be beyond 'preliminary design' and may therefore require the appointment of a CDM co-ordinator.	+	#The client updates the project execution plan to reflect comments made at the end of the previous stage.
		+	#The lead consultant co-ordinates a start-up meeting attended by the consultant team and the client to receive comments made at the end of the previous stage, to issue the revised project execution plan and project brief and to agree the programme for the stage.
		+	#The consultant team or the client may identify a requirement to appoint additional consultants such as a CDM co-ordinator. Go to work stage: Management contract: appointment.
		+	#The CDM co-ordinator notifies the health and safety executive using the using F10 form, discusses the preparation of pre-construction information with the client and ensures that the client has issued site information to the consultant team as required by Regulation 10 of the CDM Regulations.
		+
		+	NB According to the CDM Regulations, projects should not progress beyond 'preliminary design' without the appointment of a CDM co-ordinator. Concept design may be considered to be beyond 'preliminary design' and may therefore require the appointment of a CDM co-ordinator.
		+

−	~~<br>~~

	----		----

−	'''B. Carrying out additional site appraisals if required.'''~~<br>~~	+	'''B. Carrying out additional site appraisals if required.'''

−	~~<br>~~

−	~~#The consultant team carry out any additional site appraisals that may be necessary as a result of the requirements of the project brief.~~
−	~~#The lead designer co-ordinates the identification of any additional site surveys required and seeks approval from the client. <br>~~

−	~~<br>~~	+	#The consultant team carry out any additional site appraisals that may be necessary as a result of the requirements of the project brief.
		+	#The lead designer co-ordinates the identification of any additional site surveys required and seeks approval from the client.
		+
		+

	----		----

−	'''C. Preparing an initial concept design and concept design report.'''	+	'''C. Preparing an initial concept design and concept design report.'''

−	NB the project brief may continue to be developed throughout this stage as the design process clarifies the client's requirements.	+	NB the project brief may continue to be developed throughout this stage as the design process clarifies the client's requirements.

−	~~<br>~~

−	#The lead designer co-ordinates the the preparation of an initial concept design and ~~then~~ presents these initial concept design ideas to the client.	+
−	#The client considers whether ~~these~~ initial concept design ideas represent good design quality and makes comments to the lead designer who co-ordinates incorporation of these comments into the developing concept design.	+	#The lead designer co-ordinates the the preparation of an initial concept design (including outline specification) and presents these initial concept design ideas to the client.
−	#The lead designer co-ordinates consultations with user panels, champions, and other stakeholders, including statutory authorities. The lead designer then co-ordinates the incorporation of comments received into the developing concept design.	+	#The client considers whether the initial concept design ideas represent good design quality and makes comments to the lead designer who co-ordinates incorporation of these comments into the developing concept design.
−	#The lead designer co-ordinates a design review of the concept design and then co-ordinates any necessary amendments.	+	#The lead designer co-ordinates consultations with user panels, champions, and other stakeholders, including statutory authorities. The lead designer then co-ordinates the incorporation of comments received into the developing concept design.
−	#The cost consultant amends the elemental cost plan and and prepares a cash flow projection for the client.	+	#The lead designer co-ordinates a design review of the concept design and then co-ordinates any necessary amendments.
−	#The lead consultant co-ordinates the preparation of a concept design report which records the basic design options that merit further investigation.	+	#The cost consultant amends the elemental cost plan and and prepares a cash flow projection for the client.
−	#The client reviews the concept design report assessing the design quality of the options presented and the extent to which it satisfies the requirements set out in the developing project brief. At this stage the client may feel it is necessary to undertake a value management exercise to ensure that optimum, whole-life solutions are being pursued.	+	#The lead consultant co-ordinates the preparation of a concept design report which records the basic design options that merit further investigation.
−	#If instructed by the client, the lead consultant arranges a value management exercise.	+	#The client reviews the concept design report assessing the design quality of the options presented and the extent to which it satisfies the requirements set out in the developing project brief. At this stage the client may feel it is necessary to undertake a value management exercise to ensure that optimum, whole-life solutions are being pursued.
		+	#If instructed by the client, the lead consultant arranges a value management exercise.
	#The cost consultant amends the elemental cost plan and cash flow projection to reflect any changes to the design resulting from the value management exercise and the lead consultant co-ordinates amendments necessary to the concept design report and project brief.		#The cost consultant amends the elemental cost plan and cash flow projection to reflect any changes to the design resulting from the value management exercise and the lead consultant co-ordinates amendments necessary to the concept design report and project brief.

−	~~<br>~~	+

	----		----

−	'''D. Freezing the project brief.'''~~<br>~~	+	'''D. Freezing the project brief.'''
		+

−	~~<br>~~

	#The client considers the project brief and if satisfied, freezes the project brief and instructs the lead consultant to introduce change control procedures for the project brief. The frozen project brief should be issued to user panels, champions and other stakeholders.		#The client considers the project brief and if satisfied, freezes the project brief and instructs the lead consultant to introduce change control procedures for the project brief. The frozen project brief should be issued to user panels, champions and other stakeholders.

−	~~<br>~~	+

	----		----

−	'''E. If necessary, making an outline planning application or detailed planning application ~~planning applications~~.'''	+	'''E. If necessary, making an outline planning application or detailed planning application.'''

−	~~<br>~~

−	~~#The client, lead designer and architect consider whether it is appropriate to make an outline planning application or detailed planning application.~~
−	#If instructed by the client, the lead consultant directs the consultant team to make an outline planning application or detailed planning application (see work stage: Management contract: planning permission for detailed instructions).

−	~~<br>~~	+	#The client, lead designer and architect consider whether it is appropriate to make an outline planning application or detailed planning application.
		+	#If instructed by the client, the lead consultant directs the consultant team to make an outline planning application or detailed planning application. Go to work stage: Management contract: planning permission.
		+
		+

	----		----

−	'''F. Appointing the management contractor.'''	+	'''F. Appointing the management contractor.'''
		+

−	~~<br>~~

	#At this stage the client may wish to appoint the management contractor. Go to work stage: Management contract: appointing the management contractor. Earlier or later appointment will result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).		#At this stage the client may wish to appoint the management contractor. Go to work stage: Management contract: appointing the management contractor. Earlier or later appointment will result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).

−	~~<br>~~	+

	----		----

−	~~<br>Return to: Management contract: outline work plan.~~
−
−	~~Next work stage: Management contract: appointing the management contractor.~~
−
−	or

−	~~Next stage: Management contract: detailed design.~~

−	Previous stage: Management contract: project brief.	+	*Return to: Management contract: outline work plan.
		+	*Next work stage: Management contract: appointing the management contractor.
		+	*or
		+	*Next stage: Management contract: detailed design.
		+	*Previous stage: Management contract: project brief.

	[[Category:Construction_management_contract]]		[[Category:Construction_management_contract]]

← Older revision		Revision as of 16:35, 8 February 2012
Line 6:		Line 6:

	NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.		NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.
−
−

	----		----

	'''A. Starting the work stage and appointing additional members of the consultant team if necessary.'''		'''A. Starting the work stage and appointing additional members of the consultant team if necessary.'''
−
−

	#The client updates the project execution plan to reflect comments made at the end of the previous stage.		#The client updates the project execution plan to reflect comments made at the end of the previous stage.
Line 21:		Line 17:

	NB According to the CDM Regulations, projects should not progress beyond 'preliminary design' without the appointment of a CDM co-ordinator. Concept design may be considered to be beyond 'preliminary design' and may therefore require the appointment of a CDM co-ordinator.		NB According to the CDM Regulations, projects should not progress beyond 'preliminary design' without the appointment of a CDM co-ordinator. Concept design may be considered to be beyond 'preliminary design' and may therefore require the appointment of a CDM co-ordinator.
−
−

	----		----

	'''B. Carrying out additional site appraisals if required.'''		'''B. Carrying out additional site appraisals if required.'''
−
−

	#The consultant team carry out any additional site appraisals that may be necessary as a result of the requirements of the project brief.		#The consultant team carry out any additional site appraisals that may be necessary as a result of the requirements of the project brief.
	#The lead designer co-ordinates the identification of any additional site surveys required and seeks approval from the client.		#The lead designer co-ordinates the identification of any additional site surveys required and seeks approval from the client.
−
−

	----		----
Line 40:		Line 30:

	NB the project brief may continue to be developed throughout this stage as the design process clarifies the client's requirements.		NB the project brief may continue to be developed throughout this stage as the design process clarifies the client's requirements.
−
−

	#The lead designer co-ordinates the the preparation of an initial concept design (including outline specification) and presents these initial concept design ideas to the client.		#The lead designer co-ordinates the the preparation of an initial concept design (including outline specification) and presents these initial concept design ideas to the client.
Line 52:		Line 40:
	#If instructed by the client, the lead consultant arranges a value management exercise.		#If instructed by the client, the lead consultant arranges a value management exercise.
	#The cost consultant amends the elemental cost plan and cash flow projection to reflect any changes to the design resulting from the value management exercise and the lead consultant co-ordinates amendments necessary to the concept design report and project brief.		#The cost consultant amends the elemental cost plan and cash flow projection to reflect any changes to the design resulting from the value management exercise and the lead consultant co-ordinates amendments necessary to the concept design report and project brief.
−
−

	----		----

	'''D. Freezing the project brief.'''		'''D. Freezing the project brief.'''
−
−

	#The client considers the project brief and if satisfied, freezes the project brief and instructs the lead consultant to introduce change control procedures for the project brief. The frozen project brief should be issued to user panels, champions and other stakeholders.		#The client considers the project brief and if satisfied, freezes the project brief and instructs the lead consultant to introduce change control procedures for the project brief. The frozen project brief should be issued to user panels, champions and other stakeholders.
−
−

	----		----

	'''E. If necessary, making an outline planning application or detailed planning application.'''		'''E. If necessary, making an outline planning application or detailed planning application.'''
−
−

	#The client, lead designer and architect consider whether it is appropriate to make an outline planning application or detailed planning application.		#The client, lead designer and architect consider whether it is appropriate to make an outline planning application or detailed planning application.
	#If instructed by the client, the lead consultant directs the consultant team to make an outline planning application or detailed planning application. Go to work stage: Management contract: planning permission.		#If instructed by the client, the lead consultant directs the consultant team to make an outline planning application or detailed planning application. Go to work stage: Management contract: planning permission.
−
−

	----		----

	'''F. Appointing the management contractor.'''		'''F. Appointing the management contractor.'''
−
−

	#At this stage the client may wish to appoint the management contractor. Go to work stage: Management contract: appointing the management contractor. Earlier or later appointment will result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).		#At this stage the client may wish to appoint the management contractor. Go to work stage: Management contract: appointing the management contractor. Earlier or later appointment will result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).
−
−

	----		----
−
−

	*Return to: Management contract: outline work plan.		*Return to: Management contract: outline work plan.