Index
Page numbers in italic indicate figures and in bold indicate glossary terms.
A
approvals 95–6 see also planning considerations
‘as-constructed’ information 56, 180
asset information 25, 35, 43, 49
B
background information 133
barcodes 42
BFL12 see Building for Life 12 (BFL12)
BIM see Building Information Modelling (BIM)
BMS see Building Management Systems (BMS)
BPE see building performance evaluation (BPE)
BREEAM (Building Research Establishment Environmental Assessment Method) 50, 55, 132
brief see project briefs; Stage 1 (Preparation and Brief); strategic brief
BSRIA see Building Services Research and Information Association (BSRIA)
building contract 180
building equipment
inventories 43
preventive maintenance 43
Building for Life 12 (BFL12) 155
Building Information Modelling (BIM) 42, 56, 57, 58, 180
Building Management Systems (BMS) 31
building operations 39, 42–3, 157
computer-aided facilities management (CAFM) systems 56–7
building performance evaluation (BPE) 25, 27, 40
Building Services Research and Information Association (BSRIA) 25, 50, 52
Building Use Studies (BUS) 48, 50
post-occupancy evaluation 40, 47–8, 182
BUS see Building Use Studies (BUS)
business case 78, 78, 86–7, 104, 180
C
CAFM (computer-aided facilities management) systems 56–7
capital project management 57
CarbonBuzz 29, 35, 45, 50, 53, 55, 56
change control procedures 180
Chartered Institution of Building Services Engineers (CIBSE) 45, 50
CIC see Construction Industry Council (CIC)
decision-making 165
and project team 147
sign-off 134
Code for Sustainable Homes 155
common standards 133, 157, 180
communication strategy 157, 180
complex adaptive systems 29–31, 29
compliance issues 6, 46, 94–6, 152–5, 159
computer-aided facilities management (CAFM) systems 56–7
concept design see Stage 2 (Concept Design)
Construction Industry Council (CIC) 48
construction strategy 181
contract 180
design-build-fi nance-operate (DBFO) 41–2, 44
contractor’s proposals 181
contractual tree 118, 133, 145, 145, 181
core objectives 4–5, 9–12, 11, 40, 118
cost information 181
see also project budget
D
design-build-fi nance-operate (DBFO) contracts 41–2, 44
Design Quality Indicators (DQI) 48, 50, 132
design queries 181
design responsibility matrix (DRM) 118, 133, 139, 146, 146, 181
DQI see Design Quality Indicators (DQI)
DRM see design responsibility matrix (DRM)
E
economic sustainability 103
emergency management 57
employer’s requirements 124, 181
energy performance 25, 46, 103
enterprise resource planning (ERP) systems 42
environmental performance 25, 103
ERP see enterprise resource planning (ERP) systems
F
facilities management (FM) 39, 42–3, 157
feasibility studies 86, 118, 133, 135, 136, 181
feedback 25, 27, 32, 78, 97–8, 181 see also consultation
feedback sessions 45
feedforward 25, 28, 45, 78, 97–8
FM see facilities management (FM)
focus groups 50
foresight 79
G
Gantt charts 151
Gateway Review process 74
H
handover and close out see Stage 6 (Handover and Close Out)
handover strategy 52, 118, 157, 181
health and safety strategy 181
HVAC (heating, ventilation and air conditioning) systems 43
I
information exchanges 8, 181–2
Information Exchanges task bar 8, 119
initial project brief 118, 119, 121–7, 129–37, 160–1, 182
initial project brief coordinator 141
Internet-of-Things (IoT) 30, 31, 38–9
K
key issues 132
key performance indicators (KPIs) 50, 51
key support tasks 6–7, 47–9, 97–101, 156
KPIs see key performance indicators (KPIs)
L
LEED (Leadership in Energy and Environmental Design) 50, 51
London Housing Design Guide (LHDG) 155
M
maintenance and operational strategy 182
MEP (mechanical, electrical and plumbing) systems 43
metrics see key performance indicators (KPIs)
Model Commissioning Plan 50, 51
N
National House Building Council (NHBC) 155
National Planning Policy Framework (NPPF) 153
Neighbourhood Development Orders (NDOs) 153
NHBC see National House Building Council (NHBC)
O
objectives see core objectives; project objectives
occupants see building users
office of Government Commerce (OGC) 74
options appraisals 5, 78, 78, 82–5, 85, 86–7
organisational planning 42, 57
outcome value 14
P
PAS (Publicly Available specification) 1192:3, 58, 59, 105, 161
people management 57
PEP see project execution plan (PEP)
PFI (private finance initiative) 44
planning considerations 6, 46, 94–6, 152–5, 159
Planning Policy Guidance (PPG) 153
post-occupancy evaluation (POE) 40, 47–8, 182
preparation 71–6 see also Stage 1 (Preparation and Brief)
procurement 5, 41–2, 90–1, 138–47
project briefs
initial 118, 119, 121–7, 129–37, 160–1, 182
see also strategic brief
project execution plan (PEP) 118, 133, 139, 140, 143, 155, 157, 182
project information 43, 49, 182
project management 43
project objectives 81, 83, 117, 118, 127–9, 182
examples 128
in initial project brief 132
matching skills to 142
project outcomes 8, 35, 49, 117, 118, 182
feedback sessions 45
in initial project brief 132
outcome value 14
procurement of 41
project performance 8, 48–9, 182
project programme 182
Stage 1 6, 118, 119, 133, 148–50, 151
project requirements 132
project roles table 118, 133, 144, 144, 155, 182
project strategies 182
construction 181
health and safety 181
maintenance and operational 182
sustainability 183
project team 183
Publicly Available specification (PAS) 1192:3, 58, 59, 105, 161
Q
questionnaires 48
R
real-estate portfolio management 43
renewable energy 159
research and development 49, 53, 183
responsibilities see design responsibility matrix (DRM); project team
risk assessment 118, 156, 162–7, 183
roles see project roles table; project team
S
Scenario A (residential extension) 18, 62, 128, 170
Scenario B (small housing development) 18, 62, 108, 128, 170–1
Scenario C (refurbishment of university building) 128, 171
Scenario C (university building refurbishment) 19, 63, 109
Scenario D (new central library) 19, 63, 110, 128, 163, 172
Scenario E (new headquarters office) 19, 63, 110, 128, 173
schedule of services 38, 40, 118, 183
service-based procurement 41
show-stoppers 84
site information 118, 133, 183
site selection 103
social media 50
social sustainability 103
Soft Landings 25, 29, 50, 52, 157
special purpose vehicles (SPV) 41–2
specialist advisors 134
SPV see special purpose vehicles (SPV)
Stage 0 (Strategic Definition) 65–110, 176–7
business case 78, 78, 86–7, 104, 180
feedback and feedforward 25, 28, 45, 78, 97–8
information at start of stage 69
information exchanges 76, 104–5
options appraisals 78, 78, 82–5, 85, 86–7
planning considerations 6, 94–6
strategic brief 78, 78, 88–9, 98–101, 104, 183
Stage 1 (Preparation and Brief) 113–73, 176–7
core objectives 4–5, 9–12, 11, 118
feasibility studies 86, 118, 133, 135, 136, 181
information at start of stage 69
information exchanges 133, 160–1
initial project brief 118, 119, 121–7, 129–37, 160–1, 182
planning considerations 6, 152–5, 159
project execution plan 118, 133, 139, 140, 143, 155, 157, 182
project objectives 117, 118, 127–9, 132
project programme 6, 118, 119, 133, 148–50, 151
project team 5, 133, 134, 138–47
risk assessment 118, 156, 162–7, 183
Stage 2 (Concept Design) 13, 14–15, 178
Stage 6 (Handover and Close Out) 13, 14, 24, 25, 27, 36
building performance evaluation 25, 27, 40
compared with previous Stage L 36
complex adaptive systems 29–31, 29
core objectives 4, 9–12, 11, 40
facilities management 39, 42–3
feedback and feedforward 25, 27, 28, 32, 45, 97–8
information exchanges 56–8, 59
planning conditions 46
post-occupancy evaluation 40, 47–8, 182
research and development 49, 53, 183
Stage L (previous version) 36
stakeholder engagement 98–101, 136–7
stakeholders 80 see also client
standards and guidance 132, 134
standards, common 133, 157, 180
statutory approvals 95–6 see also planning considerations
strategic brief 78, 78, 88–9, 104, 183
and initial project brief 124
stakeholder involvement 98–101
strategic definition see Stage 0 (Strategic Definition)
strategic options appraisals 5, 78, 78, 82–5, 85, 86–7
strategies see project strategies
Suggested Key Support Tasks task bar 6–7, 119
sustainability 7, 54–5, 54, 102–3, 158–9
sustainability aspirations 118, 132, 158, 183
Sustainability Checkpoints task bar 7, 119
sustainability strategy 183
sustainable transport 46
system control interfaces 35
T
task bars 4–8, 22, 66, 113, 119
team see project team
thermostats 30
transitions between stages 13–15, 27–8
travel plans 46
U
UK Government information exchanges 58, 105, 161
UK Government Information Exchanges task bar 8
users see building users
V
W
work in progress 183