BG 6/2014 a Design Framework for Building Services

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A BSRIA Guide www.bsria.co.uk

A Design Framework for This fourth edition Building Services 4th Edition has been aligned with

the RIBA Plan of Work 2013

Design activities and drawing and model definitions by David Churcher and John Sands

BG 6/2014

1 Acknowledgements

In addition to those involved in the preparation of the first three editions of A Design Framework for Building Services, BSRIA would like to thank the following organisations and individuals for participating in the project:

Graham Cossons Hoare Lea Daniel Goodreid Arup Paul Hancock Crown House Technologies (representing B&ES) David Healy Crown House Technologies Dave Hymas Mott MacDonald Paul Marsland NG Bailey Will Pitt NG Bailey Ben Roberts Hoare Lea Andy Sneyd Laing O’Rourke (representing CIBSE) Richard Tudor WSP James Warne Boom Collective

In addition, BSRIA would like to thank Ben Roberts and Paul Marsland for creating exemplar 3d models for this publication.

The guide’s technical authors were David Churcher 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.

Licensed versions This publication is available as a set of editable files, including: • An unlocked pdf • An editable Word version of the guide • An Excel workbook of all the pro-formas • An unlocked pdf of the third edition (BG 6/2012) • An Excel workbook of all the pro-formas from the third edition.

These are licensed to a single site or multiple sites.

For more information visit www.bsria.co.uk/bookshop

The guidance given in this publication is correct to the best of BSRIA’s knowledge. However BSRIA cannot guarantee that it is free of errors. Material in this publication does not constitute any warranty, endorsement or guarantee by BSRIA. Risk associated with the use of material from this publication is assumed entirely by the user.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means electronic or mechanical including photocopying, recording or otherwise without prior written permission of the publisher.

A design framework (4TH Edition) © BSRIA BG 6/2014

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contents

1 INTRODUCTION 1

2 USING THE TECHNICAL GUIDE 5 2.1 Introduction to the appendices 5 2.2 Checklist of design activities (appendix A) 5 2.3 Model definitions (appendix A) 5 2.4 Drawing definitions (appendix A) 7 2.5 Checklist of model and drawing deliverables (appendix B) 8 2.6 Completing the pro-formas 8 2.7 Using the pro-formas 10 2.8 Non-building services specialist design 11 2.9 Effect of procurement route 11 2.10 Commissioning specification 12 2.11 Precision in design 13 2.12 Design reviews 14

3 INTRODUCTION TO BIM (BUILDING INFORMATION MODELLING) 15 3.1 What is BIM? 15 3.2 BIM levels of maturity 15 3.3 BIM and the RIBA Plan of Work 17 3.4 The BIM process 18 3.5 COBie as a means of accessing data 20 3.6 Capacity and capability 21 3.7 Effect of procurement route 21 3.8 British Standards and guides supporting BIM implementation 22

APPENDICES

APPENDIX A : ALLOCATING DESIGN ACTIVITY 24 Pro-forma 0: Strategic activities and design activities Covering the whole project 25 Pro-forma 1: Preparation and brief (RIBA Stage 1) 26 Pro-forma 2: Concept (RIBA Stage 2) 28 Model and drawing definitions and examples 31

Pro-forma 3A: Developed design part 1 (RIBA Stage 3) 40 Pro-forma 3B: Developed design part 2 (RIBA Stage 3) 42 Model and drawing definitions and examples 45

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appendices

Pro-forma 4A: Technical design part 1 (RIBA Stage 4) 54 Model and drawing definitions and examples 57

Pro-forma 4B: Technical design part 2 (RIBA Stage 4) 65 Model and drawing definitions and examples 66

Pro-forma 4C: Technical design part 3 (RIBA Stage 4) 71 Model and drawing definitions and examples 73 Pro-forma 5: Construction (RIBA Stage 5) 74 Model and drawing definitions and examples 77

Pro-forma 6: Handover and close out (RIBA Stage 6) 88 Pro-forma 7: In use (RIBA Stage 7) 89

APPENDIX B : ALLOCATING MODEL AND DRAWING PRODUCTION 90

APPENDIX C: CROSS REFERENCE OF TERMINOLOGY 94

REFERENCES AND BIBLIOGRAPHY 95

LIST OF FIGURES Figure 1: Handover points 2 Figure 2: Progressive detail in models and arrangement/schematic drawings (related to the BSRIA pro-formas). 9 Figure 3: BIM maturity model 16 Figure 4: Extract from the RIBA Plan of Work 2013 overview document 17 Figure 5 : Structure of COBie standard 20

LIST OF TABLES

Table 1 : Alignment of design activity stages, drawings/models, and other design deliverables. 6 Table 2 : COBie Information Exchanges 21

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INTRODUCTION 1

1 INTRODUCTION

This fourth edition of BSRIA Guide BG 6 A Design Framework for Building Services takes account of the latest edition of the RIBA Plan of Work[1] published in May 2013. It also updates the design activities related to Building Information Modelling (BIM), especially the production of building information models at different stages of design and the exchange of structured information with a project client.

The section introducing BIM has been rewritten to reflect the current state of development of BIM, but does not attempt to provide a comprehensive text on this subject. For information management processes, readers are directed to PAS 1192-2[4], which was published in February 2013.

The pro-formas, drawing/model definitions and exemplars in Appendix A have been restructured to match the RIBA Plan of Work 2013, and also align with the draft digital Plan of Work[9] that has been developed by the BIM Task Group (www.bimtaskgroup.org). There are significant changes in the new Stage 3 which incorporates all the design activities from the previous Stage D and many design activities from the previous Stage E. BSRIA has split the pro-forma for this stage into two parts, pro-formas 3a and 3b. This has provided an additional opportunity for design review during a stage when a lot of design development is taking place.

Although RIBA has not split its Stage 4 in the same way that the old Stage F was split into F1 and F2, BSRIA has retained its split of this stage into three sub-stages. The previous pro-formas F1a and F1b are now pro- formas 4a and 4b respectively. The remainder of the previous Stage E that is not in Stage 3 is also incorporated into pro-forma 4a. The previous pro- forma 5c now becomes new pro-forma 4c.

The old RIBA Stages J and K which were covered in the previous pro- forma 6 have now been replaced with new RIBA Stages 5 and 6 although the split between these pairs of Stages has changed significantly. These stages can now be found in the new pro-formas 5 and 6. The new Stage 6 deals with project handover at the end of construction and the first year of aftercare. Stage 7 deals with the remainder of the Soft Landings activities and other feedback and evaluation activities.

With the range of procurement routes and project supply chain structures now available, it is important for clients using BG 6 to remember that their project may not need all the drawing types or models defined in Appendix A to be provided. Even where a particular drawing or model deliverable is not required, the design activities from the relevant pro-forma in Appendix A may still be required and should be indicated as such.

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2 USING THE TECHNICAL GUIDE

Note that Appendix A includes some very specific items of design activity which are often overlooked in the design, manufacture and construction of mechanical, electrical and public health services. However, the absence of a design activity from Appendix A does not imply that such activity will not be required for a building project. Similarly, there will probably be design activities listed in the standard pro-formas that are not required for a given project. In this case, these activities should be struck through, so that everyone reading the pro-forma for that project knows they are not required.

To complete Appendix B, first tailor the list of building services systems by deleting those not included in the project and adding specialist systems that have not been listed. Second, put the appropriate reference in each cell of the matrix to indicate who is going to produce each appropriate type of drawing and type of builders’ work information associated with each system.

2.7 Using the The pro-formas in Appendices A and B are intended to encourage proformas discussion between those procuring design services and those supplying design services. Agreement should be reached on who will provide which design services.

Pro-formas can be used as the basis for a series of bilateral agreements between the client and each consultant regarding which design activities are being covered by that consultant’s terms of appointment and fee. In this case it is the client’s responsibility to make sure that all necessary design activities are properly allocated to a consultant, or clearly identified as being part of the installer’s contract. This use can arise in any form of procurement, but is more likely under traditional forms of contract.

Contractors can also use the pro-formas in this way when specifying the design activities to be carried out by specialist sub-contractors, or by consultants in design and build projects.

Pro-formas can also be used as the basis for agreement between members of the project team (consultants, contractors, and manufacturers) on which design activities are to be carried out by each team member, bearing in mind that one party cannot unilaterally make decisions about what activities other parties will take on. This use is most likely on projects where integrated team working is being used, and when the pro-formas are the basis of early collaborative discussions between all members of the team to identify who is best placed to carry out each design activity. The conclusions of these discussions will need to be reflected in fee discussions and terms of engagement.

Pro-formas can also be used to flag up activities which have not yet been allocated to any project team member. Here, the pro-formas are a part of the project risk management process.

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INTRODUCTION TO BIM (BUILDING INFORMATION MODELLING) 3

3.3 BIM and the As part of the effort to improve project delivery, new information has RIBA plan of been required to help the industry understand BIM and then to be able work to implement it within their working environment. The RIBA Plan of Work[1] has been updated to reflect BIM roles. It now consists of eight stages defined by the numbers 0-7, and by eight task bars. The use of numbers for the stages replaces the letters used in previous versions.

Figure 4: Extract from the RIBA Plan of Work 2013 Overview document[1]

8 stages

The RIBA Plan of Work 2013 organises the process of brieﬁng, designing, constructing, maintaining, operating and using building projects into a number of key stages. The content of stages may vary or overlap to suit speciﬁc project requirements. The RIBA Plan of Work 2013 www.ribaplanofwork.com should be used solely as guidance for the preparation of detailed professional services contracts and building contracts.

0 1 234567 Stages

Strategic Preparation Concept Developed Technical Handover Denition and Brief Design Design Design Construction and Close Out In Use Tasks Core Identify client’s Business Develop Project Objectives , Prepare Concept Design , Prepare Developed Design , Prepare Technical Design Osite manufacturing and Handover of building and Undertake In Use services Case and Strategic Brief including Quality Objectives including outline proposals including coordinated and in accordance with Design onsite Construction in conclusion of Building in accordance with Objectives and other core project and Project Outcomes , for structural design, building updated proposals for Responsibility Matrix and accordance with Construction Contract . Schedule of Services . requirements. Sustainability Aspirations , services systems, outline structural design, building Project Strategies to include Programme and resolution of Project Budget , other specifications and preliminary services systems, outline all architectural, structural and Design Queries from site as parameters or constraints and Cost Information along with specifications, Cost building services information, they arise. develop Initial Project Brief . relevant Project Strategies Information and Project specialist subcontractor Undertake Feasibility Studies in accordance with Design Strategies in accordance with design and specifications, and review of Site Information . Programme . Agree Design Programme . in accordance with Design alterations to brief and issue Programme . Final Project Brief .

Procurement Initial considerations for Prepare Project Roles Table The procurement strategy does not fundamentally alter the progression Administration of Building Conclude administration of assembling the project team. and Contractual Tree and of the design or the level of detail prepared at a given stage. However, Contract , including regular Building Contract . *Variable task bar continue assembling the Information Exchanges will vary depending on the selected procurement site inspections and review project team. route and Building Contract . A bespoke RIBA Plan of Work 2013 will set of progress. out the speciﬁc tendering and procurement activities that will occur at each stage in relation to the chosen procurement route.

Establish Project Programme .Review Project Programme .Review Project Programme . The procurement route may dictate the Project Programme and may result in certain Programme stages overlapping or being undertaken concurrently. A bespoke RIBA Plan of Work *Variable task bar 2013 will clarify the stage overlaps. The Project Programme will set out the speciﬁc stage dates and detailed programme durations.

(Town) Planning Pre-application discussions. Pre-application discussions. Planning applications are typically made using the Stage 3 output. A bespoke RIBA Plan of Work 2013 will identify when the planning *Variable task bar application is to be made.

8 Suggested Review Feedback from Prepare Handover Strategy Prepare Sustainability Review and update Review and update Review and update Carry out activities listed in Conclude activities listed previous projects. and Risk Assessments . Strategy , Maintenance and Sustainability , Maintenance Sustainability , Maintenance Sustainability Strategy Handover Strategy including in Handover Strategy Key Support Operational Strategy and and Operational and and Operational and and implement Handover Feedback for use during the including Post-occupancy Agree Schedule of Services , task review Handover Strategy Handover Strategies and Handover Strategies and Strategy , including agreement future life of the building or on Evaluation , review of Project Tasks Design Responsibility and Risk Assessments . Risk Assessments . Risk Assessments . of information required for future projects. Performance , Project Matrix and Information commissioning, training, Outcomes and Research bars Exchanges and prepare Undertake third party Undertake third party Prepare and submit Building handover, asset management, Updating of Project and Development aspects. Project Execution Plan consultations as required consultations as required Regulations submission and future monitoring and Information as required. including Technology and and any Research and and conclude Research and any other third party maintenance and ongoing Updating of Project Communication Strategies Development aspects. Development aspects. submissions requiring consent. compilation of ‘As- Information , as required, in andconsideration of Common Review and update Project Review and update Project Review and update Project constructed’ Information . response to ongoing client Standards to be used. Execution Plan . Execution Plan , including Execution Plan . Feedback until the end of the Change Control Procedures . Update Construction and building’s life. Consider Construction Review Construction Health and Safety Strategies . Strategy , including osite Review and update Strategy , including fabrication, and develop Health Construction and Health and sequencing, and update and Safety Strategy . Safety Strategies . Health and Safety Strategy .

Sustainability Sustainability Sustainability Sustainability Sustainability Sustainability Sustainability Sustainability Sustainability Checkpoint — 0 Checkpoint — 1 Checkpoint — 2 Checkpoint — 3 Checkpoint — 4 Checkpoint — 5 Checkpoint — 6 Checkpoint — 7 Checkpoints

Information Strategic Brief . Initial Project Brief . Concept Design including Developed Design , including Completed Technical Design ‘As-constructed’ Updated ‘As-constructed’ ‘As-constructed’ outline structural and building the coordinated architectural, of the project. Information . Information . Information updated Exchanges services design, associated structural and building in response to ongoing (at stage completion) Project Strategies , services design and updated client Feedback and preliminary Cost Information Cost Information . maintenance or operational and Final Project Brief . developments. UK Government Not required. Required. Required.Required. Not required.Not required. Required. As required. Information Exchanges

*Variable task bar – in creating a bespoke project or practice speciﬁc RIBA Plan of Work 2013 via www.ribaplanofwork.com a speciﬁc bar is selected from a number of options. © RIBA

Activities related to BIM are covered in task bar 5: Suggested Key Support Tasks.

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Heating plant 24313L x 9145W x 2500H Gas boilers, pumps, headers, pipework and ancillaries, access space Cooling plant 30882L x 5645W x 3000H Chillers, pumps, headers, pipework & ancillaries , space for access and airflow. Louvred walls required Ventilation plant area 9353L x 23792W x 3000H AHUs, ductwork and access space Electrical switchgear 18755L x 5645W x 2500H 2No rooms for essential and no-essential supplies

Ventilation plant area 9017L x 9582W x 3000H Electrical distribution zone AHUs, ductwork and access space 4500L x 24186W x3000H Ventilation plant area Main distribution boards and 7984L x 24186W x 3000H primary cabling AHUs, ductwork and access space

30/01/2014 16:49:45 SIZE DRAWING NAME FIG No : REV Design Framework for Building Services A4 Concept design model 1 origin SCALE : DRAWN : CHECKED :DATE : DEC 2013 SSHEETHEET ::1 of 1

ALLOCATINGALLOCATING DESIGNDESIGN ACTIVITYACTIVITY A Note that neither the grouping of design activities within each design stage nor the order in which they are listed are intended to convey a sequence of design activity. Activities which are not required must be struck through.

Pro-forma 7 covers any remaining soft landings or other post-occupancy activities in the second and third years after occupation.

PRO-FORMA 7: IN USE (RIBA STAGE 7) Ref Design activity in connection with building services Allocated to … Comments (one party only) General obligations, external liaison (statutory bodies, and utilities) A B C D E Z

Client liaison (briefing, handover, and surveys) 7.2.1 Carry out Post Occupancy Evaluation. Specify extent and tools to be used 7.2.2 Hold regular meetings with user representatives during Years 2 to 3 of Specify frequency, e.g. occupation. every 6 months in Years 2 and 3 Team liaison (builders’ work, spatial coordination, energy targeting)

Selection of plant and specialist designers

Mechanical design

Electrical design

Public health design

Commissioning

Deliverables – including drawings, specifications, reports 7.9.1 Provide written reviews of energy use and system performance (as defined in Define frequency of the Soft Landings framework). reviews 7.9.2 Provide updated as-built model incorporating any changes resulting from Years 2 and 3 aftercare. 7.9.3 Provide updated record drawings incorporating any changes resulting from Years 2 and 3 aftercare.

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