BG 6/2018 a Design Framework for Building Services SAMPLE

BG 6/2018

A Design Framework for Building Services 5th edition

By David Churcher, Martin Ronceray and John Sands

DELIVERABLES

Models Drawings Informa�on 123456712345671234567 Mechanical

S Y S Electrical T E M S

Public Health

BG 6-2018 A Design Framework for Building Services - Part 1 and Part 3.indd 1 06/06/2018 16:17:15 Acknowledgements

In addition to those involved in the preparation of the previous editions of A Design Framework for Building Services, BSRIA would like to thank the following organisations and individuals for their invaluable contribution in the development of this 5th edition:

Bryn Charles Atkins SNC-Lavalin Martin Clowes Elementa Les Copeland WSP (representing CIBSE) Graham Cossons Hoare Lea Paul Deacon Atkins SNC-Lavalin Ken Dorrington Skanska Jonathan Gaunt Cundall Daniel Goodreid Arup Andy Hammond Imperial College Dave Hymas Mott Macdonald Andy Krebs Hoare Lea Paul Marsland NG Bailey Andrew Moore Cundall Steven Mulvenna Atkins SNC-Lavalin Ben Roberts Hoare Lea Richard Shennan Mott Macdonald (representing ACE) Mike Smith BSRIA Mark Snell Laing O'Rourke Martin Trentham Interserve Richard Tudor WSP James Warne Boom Collective Rhys Vaughan Williams Crossrail

In addition, BSRIA would like to thank Ben Roberts, Martin Trentham and Bradley Fletcher for creating exemplar 3D models for this guide.

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

Where this guide refers to another publication or standard, the relevant version is the one listed at the end of this guide. However, if that version has been revised or updated, the new version may be used as a source of guidance provided it continues to address the relevant topic.

Licensed versions

This guide is available as a set of editable files, including: • An unlocked pdf of the guide (excluding the examples in the appendices) • An editable Word version of the guide • An Excel workbook of all the proformas • Free updates for two years from purchase date These are licensed to multiple sites. For more information visit www.bsria.co.uk/bookshop

BSRIA is the owner or the licensee of all intellectual property rights in this publication, and in the content published in it. Consent is granted to users of this publication to reproduce and modify the proformas in appendices A and B for use on their projects in accordance with the limited licence on the inside back cover of this publication. All risk associated with the use of material from this publication is assumed entirely by the user. Full terms and conditions can be found at www.bsria.co.uk/terms.

BG 6-2018 A Design Framework for Building Services - Part 1 and Part 3.indd 2 14/06/2018 16:11:42 BG 6/2018

A Design Framework for Building Services 5th edition

By David Churcher, Martin Ronceray and John Sands

BG 6-2018 A Design Framework for Building Services - Part 1 and Part 3.indd 3 06/06/2018 16:23:58 Contents

Glossary vi

1 Introduction 1

2 About BG 6 3 2.1 The purpose of BG 6 3 2.2 The structure of BG 6 3 2.3 The design process and definition of design outputs 4 2.4 Design coordination 7 2.5 Design clashes 10 2.6 BG 6 and BIM 12 2.7 Level of detail/level of information (LOD/LOI) 15 2.8 Contractor Design Portion (CDP) 15

3 How to use BG 6 17 3.1 The process of using BG 6 17 3.2 Allocating design responsibilities – Appendix A 17 3.3 Allocating information production – Appendix B 20 3.4 Completing the proformas 20 3.5 Non-building services specialist design 21 3.6 Effect of procurement route 21 3.7 Precision in design 22 3.8 Design reviews 23

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Appendix A Allocating design activity 24

Appendix B Allocating model, drawing and information production 112

Appendix C Examples of using BG 6 114

References 120

Bibliography 121

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BG 6-2018 A Design Framework for Building Services - Part 1 and Part 3.indd 5 06/06/2018 16:23:59 Glossary

The explanations in the glossary of the terms used in this guide relate specifically to their use in the context of BG 6/2018.

Client The client is the party commissioning and paying for the project. The client may pay for the project using their own funds, or may secure funds via other mechanisms from a third party.

Main contractor The main contractor is the party employed by the client to construct the subject of the project. The method the client uses to employ the main contractor may vary depending on the procurement route adopted.

Building services The building services contractor is the contractor party employed to provide and install the building services systems for the project. The building services contractor is usually employed by the main contractor.

Trade contractor The trade contractor is the party employed by the building services contractor to carry out the provision and installation of individual work packages.

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1 Introduction

BSRIA Guide BG 6 A Design Framework for Building Services was first published in 1994 to help give clarity over the roles and duties of those involved in the design phases of construction projects. Since then it has been revised and updated to reflect the changing nature of the UK construction industry practices, and the implications these have had on the allocation of design responsibilities.

In recent years, changes in technology have brought with them new issues concerning the level of information provided as outputs from design activities. They have also highlighted the need for clarity around existing topics such as the resolution of clashes throughout the design stages and defining coordination roles and responsibilities. These are amongst the topics addressed in this new edition of BG 6.

Whilst the advance in technology has enabled developments such as BIM Level 2, resulting in the extensive use of graphical modelling, it is important to remember that not every project will be carried out using this approach. The ‘traditional’ method of conveying design requirements via 2D drawings will continue to be widely used and elements of BG 6 have now been clarified to clearly identify and support these different strategies. The key point is that the correct format of information is used to best meet the project objectives.

This latest version – the 5th edition – is the outcome of the largest and most comprehensive review process BG 6 has ever undergone, and has benefited from many people giving a significant amount of their time to share their views and experience. Needless to say, this new edition would not have been possible without this tremendous effort and it has helped to ensure that the 5th edition is an effective tool for all parties to understand what is required from their design duties. By giving clear and, above all, mutually agreed guidance, the design process should be carried out efficiently and to the required standard.

The key changes in this edition of BG 6 from the 4th edition can be summarised as follows:

• A single Stage 3 proforma in place of the previous two – Stages 3a and 3b

• A single Stage 4 proforma in place of the previous three – Stages 4a, 4b and 4c

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BG 6-2018 A Design Framework for Building Services - Part 1 and Part 3.indd 1 14/06/2018 16:13:19 Introduction

• The guide has been restructured in order to provide more information and guidance on its purpose and how to use it. This includes some examples using various proformas.

• Additional drawings have been included to give more guidance on electrical and public health services content, as well as some building cross sections to demonstrate coordination of services at pinch points.

• The spreadsheet in Appendix B has been extended to include information deliverables other than drawings and models.

As with the previous edition, the proformas in this 5th edition of BG 6 follow the project stages shown in the RIBA Plan of Work 2013[1].

It must be remembered that BG 6 is, as the title states, a framework. As such, the content of the proformas and output production table should be seen as a starting point for the user to accurately detail what they require their supply chain to do. If any required task or deliverable is not in the published proformas or table, then the user should add them, making sure that the proformas and the output production table align with each other.

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items of plant and equipment, amending system designs to suit, developing controls details, and the addition of information such as the size and location of brackets and supports and measures for expansion and contraction of pipework. These installation drawings would also take account of what has actually been built on site so far rather than being based on the design drawings from the various design disciplines.

At the end of the project, a full set of record, or as-installed, information should be made available. This will include drawings or models (as well as other supporting information such as maintenance manuals) representing the arrangement of the systems installed, actual items of plant and equipment that have been installed and, just as importantly, exactly where they have been positioned. This as-installed information is of vital importance to the effective operation of the asset post-completion, and can act as a basis for future works.

BG 6 and the RIBA Plan of Work The design process is most commonly recognised from the stages in procurement methodologies such as the RIBA Plan of Work (see Figure 1).

Figure 1: The RIBA Plan of Work 2013 stages.

In this case, the main design activities take place during stages 2, 3 and 4, although stage 4 overlaps with stage 5, as shown in Figure 4. As with the previous edition, this edition of BG 6 is designed to align with the RIBA Plan of Work 2013. Individual proformas are provided for each RIBA stage (except Stage 0), with the appropriate activities and outputs included for selection and allocation to the required party.

Although this shows the design process as linear, in practice there may well be some overlap of tasks between stages. For example, it won’t be possible to design some of the installation elements until the Construction stage (Stage 5) has started as the project needs to have progressed to a point where accurate site dimensions can be obtained.

For each of these stages, the design outputs are defined and these are shown in the following flow chart (Figure 2), demonstrating how the depth of design information gradually increases.

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As well as strengthening earlier project delivery team roles, responsibilities and authority, PAS 1192-2 introduces a number of documents which should be produced to aid information management:

• Employer’s information requirements (EIR)

• BIM execution plan (BEP)

• Project implementation plan (PIP)

• Master information delivery plan (MIDP)

• Task information delivery plan (TIDP)

These help to ensure that all parties are producing data and documents in the same way, and to an agreed standard.

BIM Level 2 and BG 6 The various BIM documents mentioned above have been defined in PAS 1192-2 as follows:

Employer’s information requirements (EIR) Pre-tender document setting out the information to be delivered, and the standards and processes to be adopted by the supplier as part of the project delivery process

BIM execution plan (BEP) Plan prepared by the suppliers to explain how the information modelling aspects of a project will be carried out

Project implementation plan (PIP) Statement relating to the suppliers’ IT and human resources capability to deliver the EIR

Master information delivery plan (MIDP) Primary plan for when project information is to be prepared, by whom and using what protocols and procedures, incorporating all relevant task information delivery plans

Task information delivery plan (TIDP) Federated lists of information deliverables by each task, including format, date and responsibilities

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BG 6-2018 A Design Framework for Building Services - Part 1 and Part 3.indd 13 06/06/2018 16:24:00 Appendix A Allocating design activity 06/06/2018 16:25:47 Proforma 1 – Preparation and brief (RIBA Stage 1) Stage and brief (RIBA Preparation 1 – Proforma advice including brief, initial project the of development aspects of building services the 1 covers Proforma on feasibility of performance objectives including functional the development of the project studies, and whole, sustainability and budget. the project as a 2) Stage (RIBA Concept 2 – Proforma level of The brief. initial project the line with in produced design(s) are concept the 2 is where Proforma and of site, building orientation choice some key decisions regarding detail is limited, but does allow for in which case at this stage, agreed be may not concepts less important Some to be made. overall form the next project stage. they would be carried forward to 3) Stage design (RIBA 3 – Developed Proforma covers the Developed Design stage. This is 3 a collaborative design stage where any remaining Proforma also this stage strategy, alternative project an absence of the decided. In 2 are Stage from concepts with a planning application can be submitted, stage where the design to the development of covers the than internal coordination. emphasis on external matters rather each discipline at a design where the design team has arrived has its allocated By the end of this proforma, that show to evidence sufficient is there perspective, services building a From building. the within volumes to contain the building services. the services volume is sufficient 4) Stage design (RIBA Technical 4 – Proforma building services technical design. Building 4 covers the services design is advanced through Proforma from each service design and layout for arrive at an engineering to modelling detailed calculations or selected, building services contractor is no there feasible. Where and installation are which coordination the design will use generic or typical may be substituted during equipment procurement, components that no such “equal or equivalent” substitution is permitted. or specified components where Proformas 1 to 7. activities from RIBA stages are for use to allocate design The following proformas Appendix A Allocating design activity design Allocating A Appendix

24 | BG 6/2018 A DESIGN FRAMEWORK FOR BUILDING SERVICES 5TH EDITION ©BSRIA BG 6-2018 A Design Framework for Building Services Portrait 180518 Part 2a.indd 24 Appendix A Allocating design activity 06/06/2018 16:25:48 Proforma 5 covers the design-related activities that definitely occur after the building services contractor has contractor services building the 5) Stage (RIBA Construction 5 – Proforma after occur definitely that activities design-related the covers 5 Proforma may be appointed services contractor building the route, procurement Depending on been appointed. take commissioning, to and their services installation of on-site the covers this. This stage earlier than much can occur. the project to the state where handover 6) Stage and close out (RIBA 6 – Handover Proforma the completed works to the client. Activities 6 starts with the handover of following handover Proforma aftercare initial specified, if and, period liability the during identified defects any of rectification the include during the first year of occupation. and other Soft Landings activities 7) Stage 7 – In use (RIBA Proforma post-occupancy activities second and third other in the Landings or 7 covers any remaining Soft Proforma years after occupation. are included in Appendix C. Some examples of using the proformas Building services design is coordinated to remove all clashes. Where a building services contractor has contractor services a building Where all clashes. remove to is coordinated services design Building have been, that plant and components take place using will that coordination it is likely been appointed, same time. at the specialist and design is incorporated contractor, by the to be, procured are going or or generic items. in terms of specified will be contractor, coordination is no trade Where there Building services design is finalised, includingbuilding the to allocated activities are if these BSRIA’s view is that design is checked. the of coordination detailsfrom specialists, and changes where has been contractor building services the after occur almost certainly these then services consultant the occur not. if earlier proforma activities do appointed, even

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t team and defining each party’s roles and responsibilities and the Information Exchanges. Exchanges. responsibilities and the Information roles and party’s and defining each t team nitial Project Brief and any related Feasibility Studies Studies Feasibility related Brief and any nitial Project ontext, by undertaking by ontext, building surveys including Information, Site and collating appraisals site t’s spatial requirements − the desired Project Outcomes, which may be derived following Feedback from earlier and similar projects from Feedback following be derived which may Outcomes, Project − the desired requirements spatial t’s oject is required Risk Assessment • • • • • • the projec • or c the site • the budget. • the I developing • the projec assembling BSRIA summary of proforma 1 BSRIA summary of proforma of the and the development studies, on feasibility including advice the building services of the initial project aspects brief, 1 covers of development Proforma project objectives including functional performance services, the engineering sustainability of the project as a whole, and budget. The preparation of the Initial Project Brief is the most important task undertaken during Stage 1. The time required to prepare it will depend on the prepare to Brief required time of the Initial is the most importantThe Project preparation task undertakenThe during 1. Stage complexity of the project. it is necessary consider: to Brief, the Initial preparing Project When A pr all part are of this early strategy planning risk analysis. a (town) instances, enables remote that use of technology the increasing given importanceThe should not be underestimated, the project establishing team of properly assembled.” is properly the team that in earnest, it is essential commence 2 to Stage using BIM. For and project development communication RIBA summaryRIBA 1 of Stage is as productive Design Concept Stage 2 that to ensure and Brief Preparation activities parallel and to be carried need out during significant Stage 1 “Several categories: two into split broadly These as possible. Stage 1 : PREPARATION AND BRIEF 1 : PREPARATION Stage

28 | BG 6/2018 A DESIGN FRAMEWORK FOR BUILDING SERVICES 5TH EDITION ©BSRIA BG 6-2018 A Design Framework for Building Services Portrait 180518 Part 2a.indd 28 Appendix A Allocating design activity 06/06/2018 16:25:48 STAGE 1 STAGE Define extent of surveystype and model Defineextent of information As per PAS 1192-3 per PAS As State appointment this relates to this relates appointment State 1192-2 PAS per As Comments Allocated to …. to Allocated S=Support, R=Review L=Lead, ABCDEZ General obligations, external liaison (statutory utilities) external bodies, obligations, General study, physical survey, intrusive investigation, 3d geometry capture, occupant survey). 3d geometry occupant capture, investigation, intrusive survey, physical study, considered (for refurbishment projects or additional construction site). on an existing refurbishment (for considered planning if appropriate. including migration stakeholders, extended. Team liaison (builders’ work, spatial coordination, energy targeting) energy coordination, spatial work, liaison (builders’ Team them. 1192-2. and provision for each site or option. each site for and provision surveys) handover, liaison (briefing, Client 1.2.15 or extended. being refurbished a building model for information ‘as-existing’ an Prepare 1.2.16 of need. brief Review statement in respect design of client 1.2.14 desk Carry or extended (e.g. a building being refurbished surveys out or commission for 1.2.31.2.4 pre-contract building services Plan for design. BIM Execution Prepare 1.2.5 or option. each site for issues planning and environmental data, physical Appraise to be need risks that significant to identify file health and safety Initial of existing review 1.2.61.2.7 team. design end-users and core the client, Explain Soft to Landings process 1.2.8 the project. for Establish Soft Landings requirements 1.2.9 the project. Establish Soft for Landings team/proposals 1.2.10 team. design end-users and core the client, to schemes ratings Explain environmental the project. or other sustainability for targets requirement(s) rating Establish environmental 1.2.11 and with client/occupier period and agree the initial occupation plan for Prepare 1.2.12 services. on existing and documents Obtain information 1.2.13 or building being refurbished an existing for if available, Model, Information Obtain the Asset 1.3.1 address to strategies discipline boundaries and propose design cross key issues that Identify 1.2.11.2.2 aspects of the project. design-related for strategy(ies) on procurement advice Provide with PAS in accordance Requirements building services the Information Employers Prepare 1.1.1 of principle in connection local authorities about matters with the services Consult design PROFORMA 1: PREPARATION AND BRIEF (RIBA STAGE 1) STAGE (RIBA AND BRIEF 1: PREPARATION PROFORMA Ref Design activity in connection with building services 1.1.2 and extent of public utilities and record. on the existence information Obtain and review

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STAGE 3 STAGE Floor to ceiling height = 2570 = height ceiling to Floor STAGE 3 DEVELOPED DESIGN DRAWING DISTRIBUTION SECTION 3 DEVELOPED DESIGN DRAWING STAGE Cable tray distribution in ceiling void Cable tray distribution in ceiling Pipework main runs and crossover zones Pipework main runs and crossover through castellations in beams Cable tray distribution in floor void

©BSRIA A DESIGN FRAMEWORK FOR BUILDING SERVICES 5TH EDITION BG 6/2018 | 61 BG 6-2018 A Design Framework for Building Services Portrait 180518 Part 2a.indd 61 Appendix B Allocating model, drawing and information production 25/07/2018 16:16:30 . www.bsria.co.uk/goto/bg6 Complete the project-specific details in rows 3 to 5 and add any additional details, description, status needed, etc. details in rows 3 to 5 and add any additional details, description, Complete the project-specific spreadsheet to show breakdown using the + and – buttons in the outlining margin of the Expand or condense the system the required amount of detail. applicable) (not N/A marked be should required not are that Any 8. and 7 rows across deliverables standard the Review columns grey-shaded the in described be should included be to are that deliverables additional Any 10. row in similar or at the right-hand edge of the spreadsheet. Any system. building services relevant each deliverable for each for columns Date and Responsible Party the Complete deliverable that is not required for a particular system should be marked N/A or similar. LOD and LOI columns may be completed for model deliverables if required. Decide which classification of building services systems you wish to use for your project (BSRIA list, Uniclass2015 or NRM) proforma. and select the appropriate blank Step 2 Step 3 Step 4 Step 5 Step 1 This proforma is arranged into three areas, representing the types of deliverable to be produced – drawings, models and other – drawings, be produced to deliverable of types the areas, representing three into is arranged This proforma so is include here to large is too spreadsheet actual proforma the 6. However, in Figure this principle is shown and information, available via the following link Appendix B is completed as follows: or rows. completed Appendix B proforma, look for any hidden columns When completing or reviewing a The purpose of Appendix B is The purpose of Appendix all schedule of deliverables to provide a consolidated together brings project. This proforma for the the deliverables place. This proforma is and presents them in a single the various Appendix A proformas selected in a spreadsheet in format to allow editing to suit the particular requirements, and modification of the format to provide more focussed elements to be displayed. As stated earlier in this document, it is essential that the deliverables identified in Appendix B match exactly those already selected deliver what. over who is required to the two could lead to conflict A proformas. A difference between within the Appendix Appendix B Allocating model, drawing and and drawing model, Allocating B Appendix production information

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PublicHealth Electrical Mechanical 6:

S S T E S Y M Figure

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References

1. RIBA Plan of Work 2013 This is available as a pdf, an Excel spreadsheet, and a customisable online version. An overview document is also available, which provides detailed guidance on each stage. All can be downloaded for free from www.ribaplanofwork.com.

2. BS 1192:2007 Collaborative production of architectural, engineering and construction information. Code of practice. Available from shop.bsigroup.com

3. BIP 2207 Building information management. A standard framework and guide to BS 1192. Available from shop.bsigroup.com

4. PAS 1192-2:2013 Specification for information management for the capital/delivery phase of construction projects using building information modelling. Available as a free download from shop.bsigroup.com

5. BSRIA BG 60/2015 The BIM Roadmap – A building owner’s guide to implementing BIM. Available from www.bsria.co.uk (free download for BSRIA members)

6. ACE Schedules of services. A series of Schedules for different disciplines and engagement arrangements, all available from www.acenet.co.uk

7. Gower Handbook of Project Management Fourth Edition (2008) Edited by J. Rodney Turner.

8. BSRIA BG 54/2018 Soft Landings Framework. Available as a free download from www.bsria.co.uk

9. BSRIA BG 27/2011 Pitstopping – BSRIA’s reality checking process for Soft Landings. Available from www.bsria.co.uk (free download for BSRIA members)

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Bibliography

The following publications are not referenced in this guide. However, they provide some useful information for further reading. BSRIA publications are available from www.bsria.co.uk, with free downloads for BSRIA members. CIBSE publications are available from www.cibseknowledgeportal.co.uk.

General obligations, external liaison

BSRIA BG 1/2009 Building Services Job Book - A project framework for engineering services

BSRIA BG 9/2011 Rules of Thumb - Guidelines for building services (5th Edition)

BSRIA BG 30/2007 Guide to HVAC Building Services Calculations 2nd Edition

BSRIA BG 37/2011 Utility Connections and Diversions – Planning, design and installation

BSRIA BG 38/2012 Soft Landings Core Principles (free download)

BSRIA TN 9/92 Space and weight allowances for building services plant - inception stage design

BSRIA TN 10/92 Space allowances for building services distribution systems

Client liaison

BSRIA BG 9/2004 Choosing building services. A practical guide to system selection

Energy Simulation in Building Design (2001) by Joseph Clarke

BSRIA BG 45/2013 How to Procure Soft Landings

Improving Public Services Through Better Construction (National Audit Office, 2005)

Team liaison

CIBSE Guide F Energy Efficiency in Buildings (2012)

CIBSE Guide L Sustainability (2007)

BSRIA / Steel Construction Institute IEP 2/2003 Services Coordination with Structural Beams - Guidance for a defect-free interface

Selection of plant and specialist designers

BSRIA BG 48/2013 A Practical Guide to Building Thermal Modelling

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Mechanical design

CIBSE Guide A Environmental Design (2006)

CIBSE Guide B Heating, Ventilating, Air Conditioning and Refrigeration (2005)

BSRIA BG 4/2007 Design checks for HVAC - A quality control framework (Second edition)

Electrical design

CIBSE Guide K Electricity in Buildings (2005)

BSRIA BG 3/2006 Design Checks for Electrical Services - A quality control framework for electrical engineers

Public health design

CIBSE Guide G Public Health Engineering (2004)

BSRIA BG 2/2006 Design checks for Public Health Engineering - A quality control framework for public health engineer

Commissioning

BSRIA BG 49/2013 Commissioning Air Systems

BSRIA BG 2/2010 Commissioning Water Systems

BSRIA BG 8/2009 Model Commissioning Plan

BSRIA BG 29/2012 Pre-Commission Cleaning of Pipework Systems

BSRIA BG 44/2013 Seasonal Commissioning

CIBSE Commissioning Codes (series of 7)

Deliverables, including drawings, specifications, and reports

CIBSE TM31 Building Log Book Toolkit (2006)

BSRIA BG 1/2006 Model Demonstration Design Project

CPIC Production Information: A Code of Procedure for the Construction Industry Available from www.ribabookshops.com

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Consent is granted to users of this publication to reproduce and modify the proformas in appendices A and B for use on their projects and otherwise on and subject to the following terms:- • You must not use any illustrations, photographs, or any graphics separately from any accompanying text. • Our status as the owners of copyright in the content must always be acknowledged. In the case of this publication, unless otherwise agreed with BSRIA, all extracts must carry the following acknowledgement: “Reproduced from BSRIA BG 6/2018 A Design Framework for Building Services 5th edition”. • You must not use any part of the content for any purpose(s) other than those set out above without first seeking a licence to do so from BSRIA. • If you reproduce and modify any such content in breach of these terms of use, or otherwise breach any of our intellectual property rights, your rights under this Limited Licence will cease immediately.

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