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Ydelsesbeskrivelser Byggeri - Og - Planlaegning 2012 TRANSLATE

This document provides descriptions of advisory services for construction and planning projects. It outlines the roles and responsibilities of various types of advisors, including builder advice, total consulting, and shared advice. The document also describes services provided during different project phases such as planning, execution, operations, and more. Specific advisory services covered include project management, digital design and delivery, sustainability certifications, and specialist areas like acoustics, accessibility, and working environment.
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
33 views39 pages

Ydelsesbeskrivelser Byggeri - Og - Planlaegning 2012 TRANSLATE

This document provides descriptions of advisory services for construction and planning projects. It outlines the roles and responsibilities of various types of advisors, including builder advice, total consulting, and shared advice. The document also describes services provided during different project phases such as planning, execution, operations, and more. Specific advisory services covered include project management, digital design and delivery, sustainability certifications, and specialist areas like acoustics, accessibility, and working environment.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 39

Machine Translated by Google

Service descriptions

Construction and
Planning

2012

The association of
Consulting Engineers
Machine Translated by Google

FREE and DANISH ARK

Performance descriptions for


Construction and Planning
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Construction and Planning

This service description is used as a basis Reference is made to the organisations' websites
for advice in connection with construction and planning. www.danskeark.dk and www.frinet.dk for the latest
editions of the publications.

The consultant's services and remuneration are contractually The regulations of other organizations can do the same
based on the "General Provisions for be relevant, for example: Furniture development and product design
technical advice and assistance" (ABR 89). (DD).

The agreement should be disposed of in accordance with the The general organization of the construction project, including
common agreement form drawn up by the Association of tenders in specialist, large-scale, main contracts, turnkey contracts
Consulting Engineers and Danish Architects. or partnering is not described. Referring to
It should be noted that the adviser's services only include those service descriptions for Builder's advice on this.
services within the adviser's professional area that
is expressly contained in the consultant agreement. Practicing Landscape Architects Council (PLR) is
dissolved per December 31, 2011. The bulk of
The service description does not refer to laws and regulations PLR's members are registered as members in
applicable for specific buildings or for public ones DANISH SHEETS.
constructions. Such laws and regulations are assumed to
form the basis for the concrete construction.

The performance description is designed with the aim of


define roles and the distribution of services between councils -
providers and client and between the individual advisers.
Furthermore, especially with a view to defining responsibility
and services for design manager, design advisors, project follow-
up, construction management and professional supervision.
The performance description must be able to be used both for
large and small – complicated and less complicated
constructions – as a frame of reference for determining services
in the specific consultant agreement.

Chapter 9 contains a glossary that describes the selected


terms used in the service description and/or in
the industry.

By agreement on digital design and digital delivery


should an ICT specification be drawn up, possibly cf.
bips publication F202 and associated project specific
description.
The ICT specification determines the digital delivery of the agreed
project documentation.

For a number of specialist areas, FRI and


DANSKE ARK special set of rules.

DANSKE ARK has thus prepared "City Renewal",


"Product development", "Performance description for working
environment on the construction site" and "Instructions for
sustainable design".

FRI has prepared "Guidelines on the working environment in


the construction process”.

DANSKE ARK and FRI have prepared joint service descriptions for
"Builder consultancy", "Construction and
Planning" and "As done" 2000.

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Construction and Planning Contents

0 The role of the advisor 7.5 Forecasts


0.1 Builder advice 7.6 Goals
0.2 Total consulting 7.7 Planalternativer
0.3 Shared advice 7.8 Consequence assessment
0.4 Sub-advice 7.9 Publicity

1 Initial advice 8 Other services


1.1 Idea presentation 8.1 classification

1.2 Construction program 8.2 Digital communication


8.3 Establishment of communication platform
2 Consulting in connection with project 8.4 Digital design

management 8.5 Digital tender and offer Bill of


2.1 Project management 8.6 quantities
2.2 ICT management 8.7 Digital delivery
8.8 Assessment of building sites
3 Consulting in connection with project planning 8.9 Registration of existing conditions 8.10
Digitization of existing conditions
3.1 Disposition proposal 8.11 Geotechnical investigations
3.2 Project proposal 8.12 Environmental studies
3.3 Preliminary project (authority project) 8.13 Official Business
3.4 Main project 8.14 Risk analyses
3.5 Project follow-up 8.15 Financial analyses
8.16 Insurances
4 Advice in connection with execution 8.17 Process management/process consultancy
4.1 Construction management 8.18 Special Visualizations
4.2 Professional supervision 8.19 Measurement of completed work
8.20 "As done"

5 Advice in the operational phase 8.21 Fulfillment of special authority requirements


5.1 Preparation of operation and maintenance plan 8.22 Brand

8.23 Energy requirements


5.2 Implementation of the operation and maintenance 8.24 Thermal indoor climate
plan 8.25 Atmospheric indoor climate
5.3 Assistance with property management 8.26 Sound and acoustic indoor climate
8.27 Optical indoor climate
6 Advice in connection with inventory 8.28 Special requirements for accessibility

and equipment 8.29 Accessibility Audit


6.1 Standard fixtures and fittings 8.30 Sustainability
6.2 Project planning of fixtures and equipment 8.31 Certification of sustainability
8.32 Sustainability management
7 Advice in connection with planning 8.33 Working environment
7.1 Planning tasks 8.34 Special Trials
7.2 Task description and work program 8.35 Builder deliveries
7.3 Processing 8.36 Working and assembly drawings
7.4 Problem description 8.37 Signage

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Contents Construction and Planning

8.38 Sales Materials


8.39 Side-ordered/alternative projects and project
changes
8.40 Artistic decoration
8.41 Prequalification
8.42 Negotiation according to the Tender Act
8.43 EU tender
8.44 Negotiation according to EU procurement directives
8.45 Detailed timetables
8.46 Tightened quality assurance
8.47 Change of advisor
8.48 Special meeting business in the planning phase

8.49 Special meeting business in the implementation phase


8.50 Extended professional supervision

8.51 Key figures


8.52 Disputes
8.53 5-year inspection

9 Dictionary

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Construction and Planning 0. The advisor's role

0. The advisor's role

The adviser is the client's independent fiduciary and 0.3 SHARED ADVISORY
adviser, cf. ABR 89, section 1.1, the advisor's work. Each advisor has a separate agreement with the client.
The consultancy services in connection with construction and The advisers have a duty to cooperate, but are not
planning includes both architectural, landscape architect and directly contractually obligated to each other.
engineering services.
The advisor is specially trained to handle The client is responsible for the management and coordination
architecture, technology, time and economy in planning and of the advisers and the interaction between them.
construction tasks and at the same time takes care of the The client can delegate this responsibility to a project manager,
human, the aesthetic and the functional aspects of an overall see section 2.
solution.
The client appoints the project manager in dialogue
The advisor's role can be exercised as with the advisers. The project manager is in charge
0.1 Builder advice the contact between the client and the advisers.
0.2 Total consultancy
0.3 Shared advice 0.4 CONSULTING
0.4 Sub-advice The adviser, as a sub-adviser, only has an agreement
with 'his' client, who is most often the total advisor.
0.1 BUILDER ADVICE
As the client's advisor, the advisor looks after the interests of The sub-advisor has contact with the project manager
the client as well as vis-à-vis the designers and the client via his client.
as against the performers.

The advice can be carried out from idea presentation,


programming and/or throughout the entire planning and
implementation period.

Please refer to the special service description for this.

0.2 TOTAL ADVICE


By letting the total advisor be responsible for the whole
project progress, it is only necessary that the client
enters into one consultancy agreement.

The total consultant assigns necessary sub-consultants and is


responsible to the client for their work.

Total counseling can also be carried out by a group of


advisors.

The overall consultant appoints the project manager who


manages the contact with the client.

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1. Initial advice Construction and Planning

1. Initial advice

Initial advice includes 1.1 Concept The concept proposal may contain a needs and function
proposal 1.2 analysis, including, for example, accessibility conditions.
Building program

The extent of the services will depend on the current situation The idea proposal should contain an explanation of the client's
project and the client's needs and is determined in collaboration expectations for the sustainability of the construction and
with the client on the basis of a presentation from the adviser. energy demand.

The concept proposal may contain an analysis of the landscape's


For constructions covered by the Act on public construction and history, topography, fauna, climate, etc.
related orders on the use of ICT in construction, the consultant
must meet The idea presentation can also contain a risk analysis
requirements cf. the service description, sections 8.1, 8.2 and 8.4 focus on quality, time, economy, etc.
– 8.7 as further determined in the consultant agreement and
associated ICT specification. The idea proposal must contain an organizational plan
for the construction. Decision-making processes are explained,
including any need for consultations and user influence in
1.1 IDEA PROPOSAL connection with the building programme.
Idea proposal is the first processing of the client's
thoughts, ideas and needs with a view to a decision on the The concept proposal must contain an assessment of the
realization of the task. need for specialist consultants etc.

1.1.1 Content 1.1.2 Project


The client's idea is processed in report form. In this, the The idea proposal can include existing drawing annexes about
possibilities of the idea are analysed, and an assessment is the site's location, size and
given of whether and how the idea can be realised. special information about the condition, land maturity, building
Any alternatives to the client's ideas can be dealt with in the percentages, easement conditions, planning conditions, etc.
idea presentation.

The necessary planning and related If no drawing material is available,


investigations of existing conditions, including the client assigns the adviser to carry out registration,
archival research, are summarized in the idea presentation. measurement and recording and digitalisation
of any existing open spaces, facilities and
In the idea presentation, relevant should also be included buildings.
information about the intended building site, including soil and
pollution conditions, etc. In the case of remodeling tasks, the idea proposal may contain
a pre-registration for use in the program work, including an
The conceptual proposal may possibly contain investigations explanation of the buildings
of alternative proposals for locations, building options, etc. use, the area's environmental conditions, the buildings' material
composition and a condition assessment.

The presentation of ideas may contain explanations of the results


of negotiations.

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Construction and Planning 1. Initial advice

1.1.3 Time 1.2 BUILDING PROGRAM


The idea proposal can contain a time frame for solving the task, The construction program is a coordinated summary of the
including particularly critical points in the further process, client's requirements and wishes for the construction.
e.g. deadlines for
commitment to land acquisition etc. The degree of detail of the building program is adjusted
the organization of the construction project.

1.1.4 Economy
The idea presentation can include proposals for a budget 1.2.1 Content
framework in connection with the realization of the task, The building program is prepared on the basis of
including an estimate of the total construction costs, the idea presentation, where the necessary prerequisites
basic purchase expenses, costs etc for further processing of the task is indicated.

The idea proposal may contain an explanation of the client's The building program can be drawn up as a description
expectations for the implementation of operational and (possibly schematic) that indicates the physical requirements
total economic considerations and documentation for open areas, constructions, installations and the quality of
of which in connection with the realization of the task. surfaces as well as objectives
on sustainability, which is assumed to be met.

1.1.5 Authorities
A section on authority issues and proposals for further In collaboration with any other advisers prepared a statement
processing can be included in the idea presentation of feasibility studies that shed light
of any authority relations, including city planning matters. the basic prerequisites of construction, which
can be geological, environmental, topographic
and climatic conditions, archaeology, area conditions, legal

1.1.6 Quality assurance conditions as well as special authority requirements, existing


The adviser carries out a review of the idea proposal and its supply conditions, operation and maintenance
basis. mv.

1.1.7 Clients The building program must contain an explanation


The client provides existing drawings, property information, etc. for the client's possible requirements for digital planning
and delivery of digital project and operational data.
This is stated in an ICT specification.
The client actively participates in necessary meetings, advises on
options for the financial realization of the task and any wishes for Furthermore, the building program must determine the purpose
profitability. and requirements for the preparation of one or more
building models as a basis for the client's assessments and user
After assessing the material and its conclusions involvement, etc. in construction
the client decides whether there is a need for further phases.

supplementation of the basis or whether it is possible


form the basis for drawing up a building programme. The construction program must contain an organizational plan
and procedures for communication and cooperation between the
If the client involves other consultants, this is coordinated with parties to the construction project. By digital
the adviser. planning, any requirements for the use of a common digital
communication platform for the exchange and sharing of
The client approves the idea presentation before starting project documentation are determined.
of construction program.
The consultant prepares a plan for project decisions and
If the building program is to form a basis approvals, which the planners must obtain from the client.
for tenders, the client must decide on the form of tender.

The consultant can, in collaboration with the client, take care


of user involvement etc., and the building program must contain
a description of the client's

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1. Initial advice Construction and Planning

expectations for user involvement during design 1.2.2 Project


and execution and for the planners' services in it Depending on the nature of the task, it can be prepared
connection. room sketches with functional principles, diagrams
descriptive e.g. area sizes, functional contexts and
The consultant informs the developer or the client proximity criteria.
his duties in relation to the working environment legislation,
including requirements for working environment coordinators The building's gross and net areas are assessed.
for planning and execution respectively.
Drawings are not normally prepared, but there
The building program must state whether there are special should include drawings of any existing ones
requirements for the working environment and working buildings and facilities.
environment coordination during planning, execution and operation.
1.2.3 Time
The building program must state whether there is The construction program includes an assessment of the task's
special requirements for accessibility in addition to time frame for planning and execution, including phase
requirements in the Building Regulations and other legislation. sequence, authority treatment, consideration of working
environment legislation, approvals, etc.
The building program must state whether there are special
requirements for thermal, atmospheric, sound and acoustics
as well as optical indoor climate in addition to requirements in 1.2.4 Economy
the Building Regulations and other legislation. An overall budget for the construction is drawn up.

The building program must state whether there are special The budget framework is usually divided into the following main
requirements for energy needs and specification of items:
the prerequisites for this. • basic acquisition
• demolition and clearing work
The building program must state whether there are special • building and terrain costs
requirements for sustainability, as well as specific goals • inventory and equipment
must be defined, including any requirements for • costs
certification. • moms.

If the idea proposal does not contain a need and Available amounts corresponding to the
functional analysis, it can be prepared in the construction unforeseeable expenses, construction site expenses as well as
program. winter measures that, according to experience, occur during
construction.
If the building consists of many room types, room descriptions
can be drawn up in schematic form or as The budget must contain information on the price index and
requirements model that lists the net area of the rooms, the expected price adjustment.
furnishing needs, needs for technical installations
mv.
1.2.5 Authorities
In cooperation with the client, information is obtained
The construction program may include a risk analysis on overall authority requirements, including town planning
with a focus on quality, time, economy, etc. and must in conditions, easement regulations, cadastral maps,
where appropriate, decide on the need for a special elevation plan, environmental conditions, connection options
risk management during planning and execution. for supplies and drains as well as on the use of the land, traffic
conditions and accessibility conditions. This information is
The building program must contain an overall included in
assessment of operational prerequisites. the construction program.

The building program must contain requirements for quality 1.2.6 Quality assurance
assurance for planning and execution, including The adviser carries out an investigation, i.e. a coherent and
requirements for supervision and construction management. systematic review of

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Construction and Planning 1. Initial advice

the construction program and its basis to ensure that the


program's requirements for construction quality (shape,
function, construction technique), as well as for economy and time
sufficiently described as a basis for preparing proposals.

1.2.7 Clients
The client participates in the initiation of function analyses,
room needs and budget frameworks etc
The client appoints any user representatives
and defines their areas of responsibility.

The client must, together with the adviser, take care of:

• that prior to the planning, construction


program
• that there is a description of consultancy services
• that any requirements for classification, digital
communication, digital planning, digital tendering
and digital submission of project and operational data
determined in an ICT specification
• that the construction's quality level is determined under
taking into account the purpose of the construction

• that there is agreement between program requirements


and the building's construction and operating economics
• that there is reasonable time for planning, tendering and
performance.

The client must decide on any transfer of


the client's tasks cf. the work environment legislation,
including taking care of working environment coordination
during planning and execution, respectively.

The client approves the construction program as


basis for initiating the design.

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2. Advice in connection with project management Construction and Planning

2. Advice in connection with project management

Consulting in connection with project management The project manager determines the form of cooperation
includes in agreement with the individual advisers and
2.1 Project management the client, including the delimitation of the advisors
work areas based on those with the client
Below concluded agreements.
2.2 ICT management for tasks where digital planning has
been agreed The project manager prepares an organizational plan
for planning and project follow-up.
ICT management is handled as part of the project
management and the ICT manager reports to the project The project manager is responsible for the client getting
management. the necessary orientation, and that decision-making basis
presented to the client, as well as his approvals
If one adviser handles the entire task, and decisions are communicated to the advisers.
project management is handled by this.
The project manager arranges that it is used
The client can take care of the project management according to recognized drawing and description principles.
further agreement.
The planning manager convenes and leads planning
meetings and necessary meetings with the client i
2.1 PROJECT MANAGEMENT the design phase and prepares reports.
The project manager takes care of the contact between
client and advisers, including any design suppliers and The project manager sets the tender form and one-three
contractors. price breakdown for the client and coordinates the tender
and obtaining offers.
2.1.1 Content
The project manager mediates the cooperation between The project manager prepares conditions for
the advisers and also ensures that the parts of the project tender, tender letter and contract.
that the individual advisers carry out are coordinated with
a special focus on interfaces. This The project manager prepares a construction case
also applies where parts of the project are carried out by description on the basis of presentations from the advisers.
suppliers or contractors.
The project manager ensures that the construction case
The project manager handles the coordination of description together with the advisors' work descriptions
the building's architecture, landscape, constructions and determines the cooperation between advisers and project-
installations. designing suppliers and contractors according to
contracting, including possible joint design
The project manager coordinates in relation to the carried out by the consultant and supplier and contractor
building's sustainability goals. planning.

The project manager ensures that the client has organized The project manager coordinates the consultants' services,
the division of competence and responsibility and cf. working environment legislation.
established communication channels, and that there are
approved building program. The project manager ensures that the working environment
coordinator is informed about construction and installation

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Construction and Planning 2. Advice in connection with project management

tion selection, material selection, construction site plan, especially element's requirements for energy demand and indoor climate are met.
hazardous work, technical aids in the construction phase,
limitation of security measures etc. The project manager coordinates the collaboration
between the advisers for the purpose of determination
The project manager submits the overall tender basis to and implementation of brand strategy with a view to
the client and obtains the latter's the approval of the authorities.
approval.
2.1.5 Quality assurance
The project manager coordinates evaluation and If the client has entrusted the planning manager to
setting of offers. prepare a plan for quality assurance,
this, in collaboration with the other advisers, oversees its
The project manager advises the client on scope preparation. In the quality plan, the scope and timing
and nature of construction management and professional supervision. of the review and
control, including for suppliers' and contractors'
The planning manager coordinates the advisers' project scrutiny and control of any
follow-up, including in relation to joint planning and supplier and contractor planning.
supplier or contractor planning. The planning manager coordinates interdisciplinary
project reviews in the project proposal and main project
2.1.2 Time phases, including in relation to any supplier and contractor
The project manager prepares the project timetable in planning.
collaboration with the advisers, ensures
any revisions and ensures that the design time plan is The project manager coordinates the development of
followed. supervision plans by the advisers.

The project manager prepares the tender schedule i 2.1.6 Clients


cooperation with the advisers. The client provides the project manager with the
necessary powers of attorney, etc
2.1.3 Economy
The planning manager monitors the project's finances, The client approves the form of tender and contract
including obtaining financial estimates from division.
the project's individual advisers for preparing a
budget, which is defined in relation to budget items, Unless otherwise agreed, the client/
prepared by the client. the client working environment coordination in the design
The budget is updated in all design phases. phase and prepares the basis for a plan for safety and
health as well as a record.
After obtaining offers, the planning manager updates
the budget and prepares an overall proposal for The client handles the contractual review of
the client with a comparison the draft tender basis drawn up by the advisers, including
between the latest approved budget and the result of tender conditions, construction case description, contract
the bid collection. The proposal is prepared on the basis of agreements, etc.
contributions from the individual advisers.
The client approves updated budgets.

2.1.4 Authorities The client approves submitted offers and enters into
The project manager takes care of advance dialogue, contract agreements.
ensures the advisors' submission of authority applications
and coordinates other negotiations The client prepares and updates his budget for
with various authorities with a view to obtaining other expenses.
building permission and other necessary
permits, as well as clarification of conditions herein. The client takes out necessary insurances.

The project manager coordinates the collaboration


between the advisers with a view to the building reg-
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2. Advice in connection with project management Construction and Planning

2.2 ICT MANAGEMENT


In the case of agreed digital planning, the ICT manager is in charge
the coordination of the digital collaboration between
the advisers, design suppliers and contractors, the client
and any authorities.

2.2.1 Content
The ICT manager must ensure that ICT specifications are
available for the agreed project documentation
at least covers the following main areas:

• purpose and scope of digital building models for each


phase and each subject
• handling of digital communication
• handling of data security
• handling the digital production of building models and
drawings
• handling of digital supply
• delivery of digital data.

The ICT manager participates in planning meetings to


the extent necessary in order to take care of ICT
the collaboration as well as arranges, leads and refers
other necessary meetings on the ICT collaboration
the project.

2.2.2 Time
The ICT manager participates in the preparation of the
project schedule, including determining the times for
exchange and delivery of digital data.

2.2.3 Quality assurance


The ICT manager coordinates collision and consistency
checks on the basis of the digital subject models.

2.2.4 Clients
The client ensures that other advisers and parties
connected to the project are obliged to ICT cooperation
to the relevant extent.

The client provides accessible digital basis to


the advisers in the agreed format and structure.

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Construction and Planning 3. Advice in connection with planning

3. Advice in connection with planning

Consulting in connection with planning includes 3.1 DISPOSITION PROPOSAL


3.1 Disposition proposal The layout proposal is a motivated proposal for the solution of
3.2 Project proposal the task on the basis of an approved building programme.
3.3 Preliminary project (authority project)
3.4 Main project
3.5 Project follow-up 3.1.1 Content
The disposition proposal contains a description of
Disposition proposals and project proposals constitute, cf. the prerequisites of the proposal, the architectural idea,
ABR 89, the proposal phase and can be carried out consecutively functions, sustainability and including suggestions for overall
som my fase. material selection, construction and
installation principles as well as considerations for operation
Preliminary project and main project constitute, cf. ABR 89, the and maintenance.
design phase and can be carried out consecutively as
I'm fase.
3.1.2 Project documentation
Depending on the nature of the task, e.g. new building, extension,
For buildings covered by the Act on public construction and conversion or restoration, the following is prepared
related orders on the use of ICT in construction, the consultant documentation:

must fulfill
requirements cf. the service description, sections 8.1, 8.2 and 8.4 Architect:

– 8.7 as further determined in the consultant agreement and • description of the proposal, the architectural idea,
associated ICT specification. functions, sustainability, including architectural
considerations about construction and installation principles
In connection with entering into an advisory agreement
it is agreed whether and to what extent the project is offered on • proposal for overall material selection
the basis of functional requirements. • location plan/building plan showing
the mutual location of the buildings, scale 1:500/
The advisor's efforts are coordinated with the others 1:1000

project engineer under the direction of the project manager, • plan and facade drawings in dimensions 1:200/1:500
and the adviser participates in this connection in planning • statement of floor area and building process
meetings. cent.

The adviser must therefore provide information for his Landscape architect:
area of responsibility as the basis for this coordination, including • description of the proposal, including implementation
in relation to energy needs, indoor climate, fire etc. feasibility studies and analyses, description of the construction
area's topography, accessibility, climate,
planting, soil and instructions on the use of any open
The adviser must fulfill his obligations as spaces
designers, cf. the working environment legislation, and • proposal for overall material selection and planting
contribute to preparation within their own subject area nings
of the basis for the plan for safety and health • floor plans 1:500/1:1000, which provide a complete
as well as journal. general view of the facility.

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3. Advice in connection with planning Construction and Planning

Engineer - constructions: different building units, these are assessed individually


• description and sketches of constructive principles separately.

and main systems.


The budget must contain information about the pricing
Engineer - plumbing installations and ventilation systems: assumptions and about the price index and the
• description and sketches for the scope of the facilities and expected price regulation.
structure, assessment of capacities, principles
for main supply, technical room and guideways. 3.1.5 Authorities
The consultant prepares an estimate of
Engineer - electrical installations: the building's energy needs in accordance with the requirements
• description and sketches for the scope of the facilities and of the Building Regulations.
structure, assessment of capacities, principles
for main supply, technical room and guideways. The consultant determines, in collaboration with the project
manager, the overall application category
In digital planning, the extent of the digital fire-related division and assesses any need for
building models are determined in an ICT specification, active fire engineering installations.
so that coordinated building models and
project documentation can be delivered digitally. The adviser, in collaboration with the project manager,
Digital building models can be used for visualizations of queries relevant authorities and forwards any general
the architectural idea, functions, exemption applications.
constructive principles and main routes, etc.
corresponding to the phase.

The advisor participates in any negotiations with


3.1.3 Time the authorities.
In collaboration with the project manager contributes
the adviser for preparing a schedule for planning, 3.1.6 Quality assurance
tendering and execution. The adviser carries out an overall examination of
the draft solutions.
3.1.4 Economy
Based on their own work areas, the consultant provides 3.1.7 Clients
the project manager with a The client - and/or the user representatives appointed by
transhipment. him - participates during the preparation of the layout
proposal in necessary meetings about
The estimate will normally contain the following main items: Among other things, detailed room layout, furnishing etc

• basic acquisition The client prepares a budget for his others


• demolition and clearing work expenses, for example special furnishings, moving
• connection fees expenses and financing.
• terrain expenses
• building costs The client approves the outline proposal as
• installationsudgifter basis for preparing project proposals.
• inventory and equipment
• environmental taxes and other public taxes
• administration and costs 3.2 PROJECT PROPOSAL
• unpredictable expenses The project proposal is a processing of the approved
• moms. outline proposal to such an extent that all
the decisions decisive for the project have been made
Construction site expenses and any winter measures must and included in the proposal.
be included.
3.2.1 Content
Estimates are usually prepared on the basis of The project proposal is the basis on which the client
estimated m2 and m3 prices. The facility consists of makes decisions about the task's aesthetic, functional

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Construction and Planning 3. Advice in connection with planning

functional, technical and financial solution, operating and • overview plans with installation location in target
maintenance principles and about financing. 1:100/1:200, principle sections in installations and main
layout of technical rooms as well as principle diagrams

All studies, including registration of existing conditions • principle sketches for guideways, including essential hole
necessary for the further design, must be completed. requirements for constructions.

Engineer - electrical installations:


The project proposal must contain a proposal for tender form • description of the extent of the facilities, structure
and contract division. and main components
• overview plans with installation location in dimensions
3.2.2 Project documentation 1:100/1:200, principle sections in installations and
Adapted to the nature of the task, the following documentation main layout of technical rooms
is prepared: • principle sketches for guideways, including essential hole
requirements for constructions
Architect: • description of the lighting system.
• description, including a description of the
lead architectural attitude, motivated choice of In digital planning, the extent of the digital
constructions and materials building models are determined in an ICT specification so
• situation plan in objective 1:200/1:500 that coordinated building models and project documentation
• plans, sections and facades in dimensions 1:100/1:200 as well can be delivered digitally.
possible detail section in larger dimensions Digital building models can be used for communication and
• basic furnishing plans coordination of the project's aesthetic, technical and
• statement of floor area and calculation of occupancy functional solutions, etc.
percentage. corresponding to the phase.

Landscape architect: 3.2.3 Time


• description of the facility's main features and data In collaboration with the project manager contributes
• description of essential parts and components the adviser for updating the schedule for planning, tendering
• floor plans 1:200/1:500 and sections that re- and execution.
it accounts for the extent and nature of planned and existing
facilities in relation to buildings 3.2.4 Economy
• description of surfaces, plantings, terrain constructions Based on own work area supplies
and equipment, as well as main elevations the consultant the project manager with a budget.
and significant terrain adjustments must be stated
• statement of open areas. The budget is prepared as a summary budget
or as a departmental budget based on the project proposal.
Engineer – constructions:
• description of main constructive principles,
estimate calculations and explanation of main system In a normal construction project, the budget will contain
as well as determination of loads the following main items:
• any sound and acoustic calculations with • basic acquisition
with a view to complying with the requirements of the Building • demolition and clearing work
Regulations • terrain expenses
• construction plans and sections in dimensions 1:100/1:200, • connection fees
as well as typical building parts and critical details • building base
• assessment of hole requirements for installations • primary building components
• statement of works in terrain. • complementary part
• surfaces
Engineer - plumbing installations and ventilation systems: • plumbing installations and ventilation systems •
• description of the extent of the facilities, structure electrical installations
and main components • inventory and equipment

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3. Advice in connection with planning Construction and Planning

• artistic decoration The adviser participates in an interdisciplinary project review.


• construction site costs and winter measures
• environmental taxes and other public taxes
• administration and costs, possibly divided into consultant 3.2.7 Clients
fees, including construction management The client - and/or the user representatives appointed by
and professional supervision, reproduction, other costs him - participates under the project proposal
and client administration preparation in necessary meetings about e.g. detailed room
• unpredictable expenses layout, furnishing etc
• moms.
The client approves the governing budget and updates its
This budget is governing for the adviser and constitutes budget for other expenses.
the client's decisive financial decision-making basis.
The client approves the project proposal as a basis
for further planning.
The budget must contain information on:
• the index used and agreement on any regular
teaching 3.3 PRELIMINARY PROJECT (AUTHORITY PROJECT)
• the expected form of tender and tender The preliminary project (authority project) is a further
• other prerequisites and any reservations about processing of the approved project proposal in a
touching the budget and its individual parts such as to such an extent that it can form a basis for
employment and market conditions and others authority approval.
conditions that have been of decisive importance for
preparation of the budget. The preliminary project (authority project) is included as one
integral part of the main project.
3.2.5 Authorities
The consultant provides the planning manager with 3.3.1 Content
relevant material for obtaining the necessary The preliminary project (authority project) contains a
declarations or approvals in principle from the authorities. statement of the project's final design in relation to authority
requirements, including a description
of the project's architecture, construction choice, material
Estimated calculation for the building's energy needs i choice and technical installations.
according to the requirements of the Building Regulations are updated,
as well as the fire technical documentation, if any 3.3.2 Project documentation
be detailed. The architect prepares, possibly in collaboration with
the landscape architect, an account of the project
The adviser participates in any negotiations with the authorities. urban planning conditions, surrounding buildings and
access and parking conditions.

3.2.6 Quality assurance The engineer prepares any acoustic calculations and
The adviser reviews the project proposal to ensure: documentation for compliance with the Building Regulations'
requirements for energy requirements.
• that the project proposal is in accordance with
that laid down in the proposal Master drawings must meet the requirements of the authorities
• that the building program's requirements for the construction co- for documentation of the legal conditions and indicates design,
lead quality (form, function, construction technique) as well constructions and technical installation principles.
until finance and time are met
• that the project proposal can form the basis for the preparation
of a preliminary project and main project. In digital planning, the extent of the digital
building models are determined in an ICT specification, so
The adviser informs the client of any that coordinated building models and
special or risky conditions detected project documentation can be delivered digitally.
at the examination. Digital building models can form the basis for

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Construction and Planning 3. Advice in connection with planning

communication and coordination of the authority project, 3.4 MAIN PROJECT


including land conditions, fire protection, etc. in relation to The main project clearly defines the task and
the client and authorities corresponding to with such a degree of detail that it can form
the phase. basis for final clarification of the building permit
conditions and for tendering, contracting and execution.
3.3.3 Time
In collaboration with the project manager contributes
the adviser for updating the schedule for planning, 3.4.1 Content
tendering and execution. The main project must include a list of documents,
construction case description, work descriptions,
3.3.4 Economy drawings, schedule and offer lists.
In collaboration with the project manager contributes
the adviser for updating the project proposal's governing The consultant specifies in the tender basis the scope of
budget in accordance with the price development and any planning that is carried out by the consultant after
any agreed changes in the project. contracting, possibly in the form of
joint design.

3.3.5 Authorities The The consultant sets requirements for suppliers' and
fire technical documentation is detailed and contractors' supplementary supplier and contractor
Possibly. calculations and fire plans are drawn up. planning and the documentation thereof.
In digital planning, the ICT specification is included
The advisor submits authority petitions and as a basis for supplier and contractor planning.
informs the planning manager about this.

The advisor participates in any negotiations with The consultant determines in the tender basis the scope
the authorities. of the consultant's investigation and any
control of supplier and contractor planning.
3.3.6 Quality assurance
The consultant examines the prepared preliminary project The consultant prepares a tender control plan.
(authority project) to ensure:
• that the preliminary project (authority project) is in The main project must set requirements for the executors
accordance with what is stipulated in the project delivery of operating and maintenance instructions, etc.
proposal
• that authority requirements for the design of the building,
function and construction technique are fulfilled In collaboration with the project manager contributes
• that the preliminary project (authority project) together the adviser for preparing a draft of the construction
with the project proposal can form the basis for case description.
preparation of the main project and the other tender
basis. The adviser participates in collaboration with the project's
other advisers in the collection of offers, evaluation of
3.3.7 Clients received offers, technical and financial clarifications and in
The client approves the preliminary project (authority the preparation of proposals
project). of offers.

The client updates his budget for other expenses. 3.4.2 Project documentation
As a basis for obtaining offers and tailored to the nature of
The client approves any exemption applications regarding the task, the following is prepared
authority relations. documentation:

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3. Advice in connection with planning Construction and Planning

Architect: 3.4.3 Time


• job descriptions and offer lists In collaboration with the project manager contributes
• drawings including master drawings, overview drawings, the adviser for preparing the tender basis
building component drawings and detail drawings schedule for the execution of the work indicating
the start and end times of the individual contracts
• updating the calculation of the floor area and occupancy as well as any sanction-bearing times.
percentage.
3.4.4 Finances
Landscape architect: The governing budget of the project proposal is updated in
• job descriptions and offer lists accordance with the price development and for
• drawings including master drawings, overview drawings any agreed changes in the project. The budget
and detail drawings sent to the project manager.
• updating of open space calculations in relation to
authority approvals. The budget is allocated corresponding to the one used
entrepriseopdeling.
Engineer – constructions:
• job descriptions and offer lists After obtaining offers, the adviser assists the project manager
• drawings including master drawings, overview drawings, with updating the total
building component drawings and detail drawings budget.


review of other advisors' requirements that influence If the total updated budget - after receipt of offers at the
power relations same time - appears
• updating any acoustic calculations, to exceed the agreed fluctuation in relation to it
cf. Building Regulations requirements approved budget, the client can demand the project
• preparation of static calculations. revised in collaboration with the adviser according to more
closely agreed terms.
Engineer – plumbing installations and ventilation systems:
• job descriptions and offer lists If the approved budget is exceeded
• drawings including master drawings, overview drawings, due to either:
building component drawings, diagrams • agreed price regulation
and detailed drawings • change in the project agreed with the client
• statement of gaps and sales • change in stated prerequisites for budget
• updating of documentation for compliance with • conditions that the advisor did not have or should not have
The requirements of the Building Regulations for energy requirements. have been aware that at the time of the bid update,
any project audit will
Engineer - electrical installations: be carried out in full
• job descriptions and offer lists remuneration to the adviser.
• drawings including main drawings, overview drawings,
building component drawings, diagrams If an agreement on redesign affects a
and detail drawings other adviser's area of responsibility and entails re-projection
• board drawings with effect circuits costs for this, the client is obliged to remunerate the
• statement of gaps and sales. other adviser directly
with possible recourse against the adviser who
In digital planning, the extent of the digital is responsible for the excess.

building models are defined in an ICT specification,


so that coordinated building models and project If the design is carried out on account, must
documentation can be delivered digitally. in the agreement an agreement is made on the remuneration of a
Digital building models can be used for communication and possible redesign.
coordination of the main project, including
architectural construction and installation engineering 3.4.5 Authorities
solutions etc. in relation to the client and bidding suppliers The adviser updates the fire technical documentation.
and contractors corresponding to the phase.

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Construction and Planning 3. Advice in connection with planning

The consultant submits any supplementary material to the ring phases in the form of necessary project specifications.
authorities and informs the project manager.

The service includes supplementary design described in


The advisor participates in any negotiations with the consultant's tender basis to the extent that the design
the authorities. most appropriately takes place
after contracting on the basis of suppliers and
3.4.6 Quality assurance contractors' project or choice of materials, possibly in the
The adviser carries out internal scrutiny and control form of joint design.
in the form of a coherent and systematic
review of the prepared main project and The adviser examines any project documentation prepared
tender basis to ensure: by suppliers and contractors
• that the main project is in accordance with in order to ascertain whether the project is alive
that stipulated in the project proposal as well up to the requirements and intentions of the tender
• that there is agreement between project ma- documents, including interfaces to other contracts.
the individual parts of the material.

To the agreed extent, the consultant holds project review


The adviser participates in an interdisciplinary project review. meetings with suppliers and contractors and prepares
minutes.

The adviser prepares a supervision plan. The consultant participates to an agreed extent in planning
meetings with suppliers and contractors.
3.4.7 Clients
On the basis of the adviser's recommendation approves During the project follow-up, it must be ensured that relevant
the client the main project as a basis for obtaining offers. project material is handed over to construction management and
professional supervision.

The contractual review of the draft tender basis prepared The adviser also provides assistance to the professional inspectorate
by the consultant, when approving and assessing submitted working drawings
business agreements etc. is the responsibility of the client. and calculations, samples of materials,
colors, constructions and installations within its
The client participates in any revision of the project subject area.
according to section 3.4.4.

3.5.2 Project documentation


The client takes out necessary insurances. The consultant collects up-to-date project material,
including any digital building models, carried out by suppliers
and contractors in accordance with the adviser's
3.5 PROJECT FOLLOW-UP requirements for this, cf. the basis of the agreement with the
The service is a planning service that is linked individual suppliers and contractors.
for the part of the project that the consultant has carried out.

The project follow-up must contribute to the execution, The consultant updates his project
including any supplementary design carried out by as a result of the consultant's project specifications and
suppliers and contractors, follow the project's intentions. the consultant's possible supplementary planning.
The update is carried out to the extent possible
authority approval and commissioning permit within the
With regard to execution control, see section 4.2, adviser's area of responsibility.
professional supervision.

In digital planning, the extent of the digital


3.5.1 Content building models are determined in an ICT specification, so
The service is performed in the execution phase and includes that coordinated building models and
services in continuation of the previous projects project documentation can be delivered digitally.

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3. Advice in connection with planning Construction and Planning

Digital building models can be used for visualizations in relation


to suppliers and contractors during the execution of the
construction, corresponding to
the phase.

3.5.3 Time
The professional supervisory authority provides assistance in connection with

temporal consequences of any project clarifications and any


supplementary planning.

3.5.4 Economy
The professional supervisory authority is provided with assistance
in connection with the collection of offers and evaluation of
these with project clarifications and any supplementary
project planning.

3.5.5 Authorities The


consultant provides the planning manager with it
updated authority project, cf. section 3.5.2.

3.5.6 Quality assurance


The adviser conducts ongoing internal audits
and control of own project specifications and own
supplementary design to ensure that the project
is still in accordance with what was determined in the main project.

3.5.7 Clients
On the basis of the advisor's recommendation, approves
the client, any additional planning carried out
by the advisers as well as supplier and contractor design as a
basis for the execution.

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Construction and Planning 4. Advice in connection with execution

4. Advice in connection with execution

Advice in connection with execution includes The construction manager coordinates the overall professional supervision.

4.1 Construction management

4.2 Professional supervision The construction manager calls and leads construction meetings
and prepares a report.
For buildings covered by the Act on public construction and related
orders on the use of ICT in construction, the consultant must fulfill The construction manager submits problems that have arisen and
any proposals for project changes during execution to the project
requirements, cf. section 8.1, 8.2 and 8.4 of the service description manager and make an agreement
– 8.7 as further determined in the consultant agreement and about how such problems or changes
associated ICT specification. handled.

The construction manager prepares reports for information


4.1 CONSTRUCTION MANAGEMENT of the client about the construction's temporal and economic
Before construction begins, a construction manager is appointed. progress and arranges for the client's approval of dispositions
The construction manager manages the construction as a whole during the course of the construction to be obtained.
time and quality as well as financial processes
together with the documentation thereof. The construction manager
also ensures the coordination of joint construction site activities. The construction manager coordinates the collection of
operating and maintenance instructions prepared by
suppliers and contractors and hand over the material to the
The scope of construction management is determined in the agreement client.

between the client and the construction manager.


The construction manager organizes and administers the delivery
The construction manager prepares a plan for construction management. business with assistance from the professional inspectorate.

4.1.1 Content The construction manager organizes and administers the 1-


The construction manager represents the client vis-à-vis the one- year inspection with assistance from professional supervision and
three contractors with regard to the organization and execution assesses whether the guarantee can be written down.
of the work and has the powers and
obligations specified in AB 92, § 17. 4.1.2 Time
The construction manager assists the design manager in
The construction manager assists the design manager in preparation of the tender schedule.
preparation of construction site plan.
The construction manager controls the overall time-wise course of
The construction manager assists the working environment coordinator construction and the documentation thereof.
with completion and updating of plan for The construction manager prepares and updates schedules i
security and health. cooperation with the professional inspectorate and those performing at
basis of the tender timetable.
The construction manager ensures that working environment coordination The construction manager records the state of the work
takes place during execution. basis of information from professional supervision and registrar
weather and waste days.
The construction manager oversees the preparation of the The construction manager prepares reports for the client and for
administrative provisions for the overall supervision function design advisers on the construction's time-wise progress and
and monitors that these are followed. arranges in collaboration with professional

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4. Advice in connection with execution Construction and Planning

supervision, that the temporal consequences of changes during The client pays the expenditure vouchers assigned by the
construction are agreed with them construction manager.
involved parties.
Unless otherwise agreed, the client/

4.1.3 Economy the client working environment coordination in the execution phase.
The construction manager obtains collateral from them
executing.
The client/builder transfers the record to it
During execution, the construction manager manages the construction operational managers.
overall financial processes and documentation
of this. The client requests an independent energy consultant for
The construction manager keeps construction accounts, certifies preparation of an energy label and submits this
advance requests and invoices and prepares one-part construction to the building authority before notification of completion.
accounts.
The construction manager processes, in collaboration with the professional The client participates in delivery business and signs delivery
inspector, requirements from the contractors. documents.
The construction manager prepares reports for the client and for
project advisers on the economic course of the construction and The client calls for a 1-year inspection.
arranges in collaboration with
professional supervision, that approval of dispositions under
the progress of the construction is obtained from the client. 4.2 PROFESSIONAL SUPERVISION

The Occupational Safety and Health Administration oversees the quantitative and qualitative

4.1.4 Authorities control in the form of random inspections. The extent thereof
The construction manager handles contact with authorities in determined in an agreement between the client and the adviser.
connection with the functions of the construction site.
The Norwegian Professional Supervisory Authority prepares a supervisory plan for professional supervision.

The construction manager handles the submission of completion


notices and obtaining the commissioning permit. 4.2.1 Content
The Norwegian Occupational Safety and Health Authority carries out on the basis of an inspection plan

control tasks on the construction site that ensure that the work is carried

4.1.5 Quality assurance out in accordance with the project


The construction manager ensures that the client has arranged and the enterprise agreements.
competence and responsibility distribution as well as determined
communication routes. The Norwegian Trade Inspection Authority requests any necessary
project clarifications from the project follow-up and informs the
The construction manager plans and ensures that there is a quality construction manager of any time-related
plan from the contractors and that project review meetings are held. and economic consequences.

The Norwegian Trade Inspection Authority ensures that revised drawings

4.1.6 Customer and any digital building models are handed over to them
Prior to the initiation of related counseling executing.
with execution, an organization plan must be drawn up, which
informs the authorized person or The Norwegian Trade Inspection Authority provides the construction
people's competence and responsibilities. manager with the information necessary for implementation
the construction manager's coordinating and administrative
The client conducts project review meetings, but functions.

can hand these over to the construction manager.


The Norwegian Trade Inspection Authority participates in construction meetings to the extent agreed.

The client assesses and approves any in writing


change works or issues power of attorney to the construction manager. The Norwegian Trade Inspection Authority prepares a list of deficiencies
for the delivery business and ensures that deficiencies are rectified.

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Construction and Planning 4. Advice in connection with execution

The operating and maintenance instructions etc. required in the project

material. is obtained from the contractors and handed over to the

construction manager.

The Occupational Safety and Health Administration prepares a list of deficiencies for the 1-

year follow-up inspection and ensures that deficiencies are rectified.

4.2.2 Documentation
The Norwegian Occupational Safety and Health Authority prepares inspection notes and reports

relating to. the construction site's staffing and equipment, the execution of the

work, etc. regarding own enterprises.

4.2.3 Time
The Occupational Safety and Health Administration assists the construction manager with preparation

and updating the schedule for the execution.

The Occupational Safety and Health Administration prepares progress reports.

4.2.4 Economy
The Norwegian Trade Inspection Authority carries out an accounting review

of invoicing, including the final statement.

The Norwegian Professional Supervisory Authority participates in the management of the budget

in case of any changes in the scope of the contract, winter measures, extra

foundations etc

The Norwegian Trade Inspection Authority carries out checks on quantity settled

services.

4.2.5 Authorities
The Norwegian Trade Inspection Authority checks on a random basis that the contractors

has the necessary official inspections carried out, and that

the authorities' conditions for carrying out the work are complied with. The

Occupational Safety and Health Administration also assists

construction management with information for completion

notifications to the authorities.

4.2.6 Quality assurance The

Norwegian Trade Inspection Authority checks that the contractors' control

plans meet the requirements of the tender basis.

The Occupational Safety and Health Administration participates in project review meetings.

The Norwegian Professional Inspection Authority carries out inspections to the extent determined in

the supervision plan.

4.2.7 Clients
The client approves samples of materials and workmanship to the extent

stipulated in the project material.

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5. Advice in the operational phase Construction and Planning

5. Advice in the operational phase

The adviser can provide assistance with tasks in connection For landscape architect work, a
with commissioning and operation of the property (buildings care plan, which partly describes the routine work through the
and facilities). four seasons, and partly that over one
annual expected development of the plant's vegetation and
The operation and maintenance plan can also cover fortification and the resulting special
the concept of "care plan" for landscape architect services. works. The care plan specifies the level of quality
and care efforts for various landscape facilities and
The consultant's services and their scope can be agreed upon possibly for individual components.
individually for each service.
5.1 Preparation of operating and maintenance The operation must be documented in such a way that a
plan systematic overview of the plan emerges
5.2 Implementation of operating and maintenance completion.
plan
5.3 Assistance with property management Documentation scope and system must be agreed
according to the client's needs.

5.1 PREPARATION OF OPERATING AND


MAINTENANCE PLAN 5.2 IMPLEMENTATION OF OPERATING AND
The operation and maintenance plan is prepared with MAINTENANCE PLAN
for the purpose of optimizing and systematizing operations The client is in charge of implementing the operation and
buildings and building parts. maintenance plan. At the client's request can
the adviser assists in the implementation of the prepared
The operation and maintenance plan describes operational operation and maintenance plan.
activities and inspection routines that are necessary for,
that the property can operate satisfactorily after handover to Assistance in establishing an operating organization can
the client, including activities that are a condition for the client's agreed for the individual property.
maintenance of 1- and 5-year guarantees.

5.3 ASSISTANCE WITH PROPERTY OPERATIONS


The operation and maintenance plan must contain The client manages the property management. At the client's
relevant information about the operation of the property and request, the adviser can assist with property management.
maintenance The assistance must ensure that the intentions of the operation
and maintenance plan are followed, that the operation and
Unless otherwise agreed, the operation and maintenance plan maintenance plan is kept up to date, and that building and
must contain sections on: ground maintenance is carried out professionally.
• the necessary operating and maintenance activities, including
operating and maintenance routines The extent of the assistance must be defined for the individual
• times for maintenance workers to carry out property with reference to the operation and maintenance plan
relase under stated conditions as to which and may include:
state of maintenance the building must have, and • maintenance routines such as carrying out inspections and
when building parts and installations are calculated preparing condition assessments, monitoring and managing
replaced preventive and remedial maintenance work
• the financial resources necessary for
to comply with the plan • preparation of maintenance budgets for
• work environment. agreed time periods
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Construction and Planning 5. Advice in the operational phase

• assistance in preparing the tender basis,


holding tenders, tender assessment and management
of the execution of maintenance work
• systematization of the operating organization's own
experiences

• clarification of questions from the operating organization and


guidance in the event of operational issues
• quality assurance of operation by checking that operational and
the maintenance plan's instructions are followed •
proposals for concluding/cancelling service and insurance agreements

• proposals for and management of the revision of the operation


and maintenance plan
• work environment.

For landscape architect work, the consultant can lead


supervision that the intentions of the care plan are followed, and
that the prescribed routines and work are carried out correctly.
The adviser can follow the plant's development and
makes, in consultation with the client, any adjustments to the care
plan.
The assistance is recommended to be carried out through
regular supervision, from which notes are drawn up
together make up the landscape plant's logbook.

The adviser checks to the extent agreed upon,


that the implemented operating routines are in accordance with
the planned ones, and that the operating and maintenance plans
are followed.

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6. Advice in connection with inventory and equipment Construction and Planning

6. Advice in connection with inventory and equipment

By agreement, the adviser can provide assistance with purchases Depending on the nature of the task, this can be done by agreement
of loose standard furniture and equipment, purchase of fixed a program is drawn up as the basis for the service,
standard inventory and equipment as well as adaptation of that can form the basis for the client's decisions,
this for functions and technical installations. acquisition of offers, agreement and execution.
By agreement, the advisor can also provide assistance
when designing, etc. of special fixtures and equipment. 6.2.1 Content
A tender basis is prepared for the acquisition of
offers, including offer lists.
6.1 STANDARD INVENTORY AND EQUIPMENT
The adviser determines requirements together with the client 6.2.2 Project documentation
for as well as the extent and type of loose and fixed Furnishing plans, descriptions,
standard inventory and equipment. Financials are prepared bill of materials for the individual rooms as well as detailed
estimate for the delivery, which is approved by the client. production drawings, diagrams etc

In digital planning, the extent of the digital


Depending on the nature and extent of the task, there may be building models are determined in an ICT specification, so
agreement, furnishing plans are drawn up. that coordinated building models and
project documentation can be delivered digitally.
6.1.1 Procurement
A scope description and delivery conditions are prepared on Digital building models are used for visualizing furnishings,
the basis of the client's information etc. in relation to the client, users
as well as a timetable for carrying out the delivery. and suppliers.

6.1.2 Offer of deliveries 6.2.3 Time


If it is estimated that a solicitation of offers can be A schedule is drawn up for planning, tendering,
advantageously carried out, the above must execution, delivery and installation.
material is supplemented by special provisions
on obtaining offers. 6.2.4 Economy
Estimates are drawn up for each individual part of the undertaking
After obtaining offers, financials are prepared from him.

drawing up and setting the handover of delivery for the


client's final approval. The adviser provides assistance in obtaining offers,
assesses the received offers and prepares them
6.1.3 Customer this basis a recommendation to the client.
The client approves the estimate. The client prepares
special tender conditions and approves the tender basis, 6.2.5 Authorities
conducts tenders and approves tenders and signs agreements The adviser obtains, if the nature of the task
with suppliers. it requires the approval of the authorities.

6.2.6 Customer
6.2 PROJECTING OF INVENTORY AND The client approves the estimate. The client prepares
EQUIPMENT special tender conditions and approve tender basis, make
Together with the client, the adviser determines requirements for tenders and approve offers
as well as the extent and nature of special fixtures and equipment. and signs agreements with the performers.

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Construction and Planning 7. Advice in connection with planning

7. Advice in connection with planning

By agreement, the adviser can provide assistance in • supplies, electricity, water, heat, etc. •
connection with plans that can be considered superior waste treatment •
in relation to building and construction tasks. nature conservation •
This can typically be in connection with urban development, areas of cultural and historical interest
changes in the existing city as well as landscape planning • tourism development
and the adaptation of traffic facilities. • extraction of raw
These plans are thus often given prerequisites, e.g. for materials •
subsequent building and construction works. environmental
protection • traffic planning • building renewal etc
The different types of planning are listed in section 7.1,
while phases and services for advice in connection Sector plans often have the character of action plans and
with planning are listed in section 7.2 - 7.9. are thus in many cases prerequisites for comprehensive
spatial planning.

7.1.3 EIA statement (Assessment of Impact on the


7.1 PLANNING TASKS Environment) e.g. regarding •
Planning tasks include 7.1.1 major building facilities •
Summary plans 7.1.2 Sector plans major infrastructure facilities •
7.1.3 EIA report 7.1.4 major technical facilities.
Other tasks
The EIA report is prepared on the basis of a concrete,
larger project and is an assessment of the environmental
7.1.1 Summary plans such as • contribution consequences of the project in the broadest sense. EIA
to country planning • regional plans statements are prepared as regional plan supplements.
• municipal plans
• urban policy and
strategic planning • local plans • area and 7.1.4 Other tasks such as •
development analyses, e.g. in connection with localization and market
plans • district and center plans • conditions • linkages
holistic urban renewal • holiday between physical, economic, social and cultural planning
and leisure areas • open country etc. • contribution with
prerequisites for, and preparation of, forecasts and similar
future assessments • organization of and participation
• accessible routes • in publicity procedures, including the organization and
sustainable development running of competitions

Such summary plans are often physical plans covering • organization of, and participation in, conferences and
all matters within a geographically defined area. seminars •
preparation of publications, exhibition materials
but mv.
7.1.2 Sector plans, e.g. for • • logistics, e.g. in connection with the construction of major
population development • traffic
expansion of private and public services • facilities • preparation of time and investment plans •
business development, locally and regionally preparation of action plans

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7. Advice in connection with planning Construction and Planning

• development work, e.g. in connection with law-preparatory persons and following groups.
work and preparation of guidelines.

7.4 PROBLEM DESCRIPTION


Such tasks are usually derived from needs arising in connection On the basis of the collected material, an analysis and assessment
with work under section 7.1.1 - 7.1.3. of the existing situation is carried out, thereby uncovering the
problem. This can include both qualitative and quantitative
aspects.

7.2 TASK DESCRIPTION AND WORK The problem description has, among other things, for the purpose of establishing

PROGRAM the dependence between the various factors that are relevant
In collaboration with the client, the consultant prepares a task to the solution of the task.
description and a work program as the basis for an
agreement on the scope of the service.
Emphasis must be placed here on such matters which serve to 7.5 FORECASTS
clarify the agreement between the parties. As a basis for planning, forecasts for future development are
provided in collaboration with the client if necessary. The
Such clarification must thus be able to form the basis for an forecasts can be actual numerical forecasts or simply
ongoing assessment of whether the nature or scope of the task assumptions about the future conditions.
changes during the processing, and whether adjustments to
the agreement are therefore required along the way.

7.6 OBJECTIVE On the


A task description and a resulting work program must typically basis of i.a. the forecast is drawn up - usually in collaboration
specify the following: • the purpose of the work • a with the client - one or more proposals for goal setting for
description of how the the problems the plan must solve.
task is thought to be solved • a resulting time and work plan •
information about necessary background material,
e.g. relevant data, map basis, etc. • a clarification of which
services are the responsibility of the client and 7.7 PLANALTERNATIVER
advisor respectively • form of production and communication It can often be expedient or even necessary to point to
• to what extent meetings - possibly alternative proposals for solving the task at hand. In that case,
also which this should be agreed with the client. For EIA reports, alternatives
must be drawn up.
meetings - which are part of the
agreement • a delivery agreement, e.g. until a public
presentation, a final city council decision, etc
7.8 IMPACT ASSESSMENT
• possibly which employees are expected to be associated To support the client's choice between alternative proposals,
with the task and who is responsible to the client. consequence descriptions can be prepared for each of these.
For EIA statements, the consequences of alternatives must be
described.

7.3 PROCESSOR
Physical planning often takes its starting point from a number of 7.9 PUBLICITY
existing conditions. It can cause The advisor can provide assistance when implementing a possible
a need for certain preparations such as: • publicity phase.
reconnaissance •
registrations and measurements • The work may include preparation of debate proposals, exhibition
procurement of updated data and map material • collection and material, organization of and participation in citizen meetings
processing of new data • interviews etc. possibly with and study groups, production of brochures, etc.
representative

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Construction and Planning 8. Other services

8. Other services

The adviser can, after prior agreement with ten's request is delivered together with the project
the client, perform subsequent services or on documentation.
arrange for them to be performed on behalf of the client
others. Exchange and delivery of building models must
determined in the ICT specification and any
For services that are included, the scope of the services associated IDMs.
must be specified in the agreement.

ICT in construction 8.5 DIGITAL SUPPLY AND OFFER


The service includes handling tenders and
8.1 CLASSIFICATION the offer phase digitally, including preparation of
Classification of digital project information using a common structured digital tender material, selection of and
classification classification handling of the tender portal and its assessment
system. When classifying, the classification system, digital quality of incoming digital offers.
purpose and scope must be defined in an ICT The performance must be determined in an ICT specification.
specification and any relevant IDMs.

8.6 DETAILS OF QUANTITIES


8.2 DIGITAL COMMUNICATION The service includes preparation of offer lists with
The service may include the use of common digital quantities, just as the measurement methods used must be
communication platform for exchange and sharing of explained.
project documentation that is common to several project The performance must be determined in an ICT specification.
parties.

Examples of suitable systems are project web, 8.7 DIGITAL DELIVERY


BIM server, internet websites, tele or video conference systems The service includes delivery of digital project material or digital
and social media. "as done" material on the basis of specific requirements
The performance must be determined in an ICT specification. from the client. The performance must
determined in an ICT specification and possibly relevant IDMs.

8.3 ESTABLISHMENT OF COMMUNICATION PLATFORM


FORM Other services
The service may include the establishment and operation of joint
digital communication platform. 8.8 ASSESSMENT OF BUILDING PLOTS
The performance must be determined in an ICT specification. Overall assessment of potential building sites i
in connection with the client's planned construction.

8.4 DIGITAL DESIGN A report is drawn up which may include an assessment of: •
The service includes the preparation of one or more digital land prices/
building models (BIM) as a basis for coordinated property prices
planning, analysis and project documentation. • plan conditions
• infrastructure
To the extent that building models form the basis • utilization options • terrain
for project documentation, models on client conditions and accessibility

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8. Other services Construction and Planning

• soil conditions and environment Follow-up during execution.


• supplies.

8.12 ENVIRONMENTAL INVESTIGATIONS


8.9 REGISTRATION OF EXISTING Obtaining basic information regarding the reason and
RELATIONSHIP preparation of history with assessment of the likelihood
Preparation of a registration of existing of contamination and its nature.
conditions may include:
• an assessment of the property's condition such as Preparation of program for environmental studies,
documentation to the property owner and including estimates of the studies.
the authorities
• an assessment of the property's ability to Conducting environmental studies, analysis of
meet accessibility requirements tests, processing of test results. Reporting of the studies,
• examination, measurement and recording or including assessment of
digitization of existing open spaces, facilities and the extent and nature of pollution, proposals for
buildings remedial measures and estimates of the costs thereof.
• photo registration
• inventory registration
• building archaeological investigations as well as Follow-up during execution.
archival research.
Negotiation with authorities.
The registration only covers what is relevant
the current renovation or conversion.
8.13 OFFICIAL BUSINESS
The registration is updated if under it Preparation of material for and participation in official
further planning or during the workers' physical business - for example inspection and
execution, changed prerequisites appear. expropriation transactions - including preparation for
and negotiations with the authorities.

8.10 DIGITALIZATION OF EXISTING


RELATIONSHIP 8.14 RISK ANALYSIS
The service includes digitization of existing Conducting analyzes and managing special
buildings and facilities in building models or drawings risky conditions.
to the extent agreed upon.

8.15 FINANCIAL ANALYZES


8.11 GEOTECHNICAL INVESTIGATIONS Completion of calculations of financial consequences of
Initial geotechnical assessments based on alternative scenarios, preparation of
available existing studies in the area, possibly operating budgets, preparation of investment plans
supplemented by some geotechnical and implementation of profitability calculations.
boreholes and water reflections.
Preparation of special estimates, including successive
Preparation of a program for geotechnical investigations calculation etc. specified and executed according to
as a basis for planning, including the client's special requirements.
overview of the studies.
Implementation of total economic assessments
Carrying out geotechnical investigations including field or total economic calculations comprising a
work, laboratory tests, geological assessment and capitalization of the total construction and operating
classification, reporting, costs during the life of the building.
including drilling profiles as well as determination of
strength parameters and dimensional water table.

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Construction and Planning 8. Other services

8.16 INSURANCE Documentation of static calculations in addition


Guidance on insurance types in connection with The provisions of the Building Regulations carried out by a
the planning, execution and operation of the building, including recognized structural engineer as well as documentation in case of
possibly obtaining quotes for insurance through well-recognized structural engineer.
insurance broker.
Assistance with meeting requirements in laws, regulations,
etc., which come into force according to the consultant agreement
8.17 PROCESS MANAGEMENT/PROCESS ADVICE conclusion.
Organization of user involvement, including implementation of
special user seminars etc
8.22 BRAND
Team building, including implementation of workshops, start-up Assistance in connection with the execution of functional
seminars, etc. in connection with the planning and execution of the based fire engineering calculations, fire strategy plans, escape
construction industry. route and space distribution plans,
operation, control and maintenance plans in addition
Conducting final evaluation. requirements in the building program and the Building Regulations.

8.18 SPECIAL VISUALIZATIONS 8.23 ENERGY REQUIREMENT


The service includes the preparation of physical or digital models, Implementation of energy calculations or simulations in addition
architectural photography, photo-realistic visualizations, spatial to requirements in the building program and the Building
representations, animations, real-time visualizations and Regulations.
interactive
presentations. Requisition of energy label carried out by an independent
energy consultant.

8.19 MEASUREMENT OF WORK DONE


The service includes the measurement of work performed. The 8.24 THERMAL INDOOR CLIMATE
scope and degree of detail of the survey must be agreed Carrying out calculations or simulations of
between the parties. thermal indoor climate in addition to requirements according to
the Building Regulations.

8.20 "AS DONE"


"As performed" is a performance that must be performed for 8.25 ATMOSPHERIC INCLIMATE
to bring the project material to the level where the material and the Carrying out calculations or simulations of
currently executed project are in accordance with each other in atmospheric indoor climate in addition to requirements according to

more detail The building regulations.


scope beyond the update that is needed
in order to obtain authority approval and
commissioning permit within the consultant's area of 8.26 SOUND AND ACOUSTIC INDOOR CLIMATE
responsibility. Carrying out measurements and calculations or
simulations of sound and acoustics in addition to requirements
The level of conformity can be agreed in accordance with PAR's in accordance with the Building Regulations, including:
and FRI's service description "As performed", 2000. • implementation of sound measurements
• acoustic calculations.

8.21 FULFILLMENT OF SPECIAL AUTHORITY REQUIREMENTS 8.27 OPTICAL INDOOR CLIMATE


Carrying out calculations or simulations
Assistance with meeting requirements in addition to existing and measurements of optical indoor climate in addition to requirements
requirements in laws, regulations, etc. apply to in accordance with the Building Regulations, including:
the current construction.

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8. Other services Construction and Planning

• calculation of sunlight incidence and solar shielding • establishing requirements for suppliers and contractors
• lighting engineering calculations. rer and to the documentation thereof
• establishing requirements for supervision in the form of a supervision plan

with a focus on sustainability •


8.28 SPECIAL ACCESSIBILITY REQUIREMENTS establishing requirements for operating and maintenance
Assistance in connection with the fulfillment of special plan
requests for accessibility in addition to requirements, cf. the • commissioning planning.
Building Regulations, including instructions and guidelines that
promote accessibility. The execution phase:
Below:
Preparation of instructions, including user road wiring about • coordination of sustainability efforts on
the property's accessibility conditions. the construction site
• collection of documentation

The operating phase:

8.29 ACCESSIBILITY AUDIT Below:


Scrutiny of availability. • collection of operating data
• advice regarding sustainable operations and
maintenance
8.30 SUSTAINABILITY
Assistance in connection with sustainability may include the
following topics: 8.31 CERTIFICATION OF SUSTAINABILITY
• environmental sustainability, including sustainable energy The service may include:
production, resource consumption and • reporting carried out by certification auditor or
environmental impact assessor, including collection, control and organization of
• economic sustainability, including construction the documentation that is necessary for a building to obtain
and total economy certification in
• social sustainability, including user consideration a specific class according to a certification system,
and user involvement as well as accessibility for example DGNB, BREEAM, LEED or cradle
• technical quality, including considerations for cleaning to cradle
and maintenance • performing life cycle assessments, analyzes and costing.
• procedural quality, including collaboration,
quality assurance procedures, etc. in
addition to requirements cf. the Building Regulations.
8.32 SUSTAINABILITY MANAGEMENT
Assistance in connection with sustainability can be carried out The service includes coordinating the advisers' work in
at different levels, depending on the nature of the project and meeting requirements for sustainable design and/or certification.
the client's ambitions, including
any requirements for certification. Sustainability management can be handled as a part
by the project management or as a separate service,
The consultant's services are integrated into the planning where the sustainability manager refers to the project
individual phases and can consist of the following main management.
activities: The service may include:
• to adapt the sustainability plan to the development of the design
The construction program
phase: Including initial analysis and mapping as well as • to ensure that documentation is prepared for
setting goals for sustainability. Possibly. certification
• to ensure that agreed targets are achieved so that the
The design phase: building can be certified as agreed.
Below:
• prioritizing means of action with a view to achieving
established goals and requirements for documentation thereof

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Construction and Planning 8. Other services

8.33 WORKING ENVIRONMENT • project changes caused by alternative offers,


The adviser can undertake to assist the client in materials or execution methods from suppliers
in connection with his commitment to work-environment doors or contractors.
coordination in the design phases.

The adviser can undertake to assist the client in 8.40 ARTISTIC DECORATION
in connection with his obligation to work-environment Assistance in connection with organization and
coordination during the execution. negotiation regarding artistic decoration.

8.34 SPECIAL TRIALS 8.41 PRE-QUALIFICATION


Preparation of laboratory and model experiments. Assistance in connection with the implementation of pre-
qualification.

8.35 BUILDER SUPPLIES


In charge of planning, tendering, purchasing and coordination 8.42 NEGOTIATION UNDER THE TENDERS ACT
of any client deliverables. Assistance in connection with implementation of
negotiations according to the Tender Act.

8.36 WORKING AND ASSEMBLY DRAWINGS


Working and assembly drawings are usually carried out by 8.43 EU OFFER
the individual supplier or contractor. Provided Assistance in connection with the implementation of EU
these in the specific task are most appropriately performed tenders according to the EU's tender directives.
by the adviser, a separate agreement is made with the client
on this.

8.44 NEGOTIATION AFTER EU's


TENDER DIRECTIVES
8.37 SIGNAGE Assistance in connection with implementation of
Assistance in connection with signage in addition to signage, negotiations according to the EU procurement directives.
cf. the Building Regulations and other legislation,
including the choice of signage and the design of signage.
8.45 DETAILED SCHEDULES
Preparation of detailed schedules beyond that
in the individual phases described.
8.38 SALES MATERIALS
Assistance in connection with the preparation of sales and
rental material. 8.46 ENHANCED QUALITY ASSURANCE
Assistance in connection with quality assurance,
comprehensive client requirements for increased or special internal
8.39 SEPARATE/ALTERNATIVE quality assurance in the form of organization and
PROJECTS AND PROJECT CHANGES documentation of internal quality assurance according to the client's
• preparation of side-by-side projects ordered by specifications in connection with design and
Client performance.

review of alternative projects prepared
by other advisers The adviser checks on a random basis that the
• assistance when implementing project changes contractors comply with the agreed control plans,
(ie redesign work leading the project and that documentation is prepared and submitted
up to the same stage as it had before the change) as agreed.

• project adaptations caused by changes The consultant collects the delivered quality documentation.
prompted by the client

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8. Other services Construction and Planning

8.47 CHANGE OF ADVISER 8.53 5-YEAR REVIEW


In the event that during the design process Inspections are carried out according to the existing guidelines
if the adviser is changed, the new adviser makes a determined by the Building Damage Fund or as detailed
scrutiny and possibly control of the material that is appointment.

left over from the former advisor. The service may also include technical assistance for 5 years
inspection, which is carried out by another adviser.

8.48 SPECIAL MEETING COMPANY I


THE DESIGN PHASE
Assistance in connection with special meeting activities,
eg. preparation of material for and participation in
client/user meetings, including general meetings,
board meetings, political meetings and citizen meetings, etc.,
where the client's representative participates.

8.49 SPECIAL MEETING COMPANY I


EXECUTION PHASE
Holding special start-up meetings, coordination meetings and
professional meetings.
Participants can be project follow-up, construction management
and professional supervision.

8.50 EXTENDED TRADE SUPERVISION


Assistance in connection with professional supervision in addition to that i

pt. 4.2 described.

The need for an extended professional supervision must in each individual

cases are assessed based on the nature of the project and the
contractor's prerequisites for carrying out a
proper control.

8.51 KEY FIGURES


Procuring data for key figures and carrying out evaluations
beyond what is covered
of the state's announcements to this effect.

8.52 DISPUTES
Assistance in the event of a legal dispute between the client and
the contractor or supplier, in the event of the contractor stopping
the work, in the case of progress reports, in the event of inspection and
estimate and in the event of the contractor's or supplier's
suspension of payments, bankruptcy or liquidation.

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Construction and Planning 9. Glossary

9. Glossary

Working environment CCS


definitions Pursuant to Executive Order 574 on the Cuneco Classification System is a Danish classification
duties, etc. of project contractors and advisers. under the project started by cuneco.
Working Environment Act means:
Cradle to cradle
• Adviser in the executive order means the person who Cradle to cradle is a production and business concept that
makes a statement or statement upon request looks at nature's own growth processes
and for consideration, and which has significance for as a model of human production. Here are found
security and health not waste, but nutrients and materials in one
• By designer is understood the person who delivers a eternal flow.
project that forms the direct basis for a
building or construction project, including construction and cuneosity

construction work, tasks on production facilities, cuneco – center for productivity in construction – is a
operation and use of technical aids as well as substances development project that until 2014 develops, tests and
and materials which are dangerous or degrading implements common standards for
security and health. better exchange of data through all the building's
processes from the idea phase and planning through
Advisor and planner can thus both be execution to operation and maintenance. The standards must
the adviser, cf. this service description, be user-friendly, IT-friendly and strive to
designing supplier or contractor with be compatible with both national and international standards.
tasks in relation to the working environment, consultant,
client advisor and/or the client himself.
DBK
BIM planning Danish Building Classification is a Danish classification
Planning, where the planners use digital building models for project started by Erhvervs- and
their own planning The Danish Building Agency.

for the exchange and communication of information about


the project and for analyzes and simulations. Digital building models Digital
building models mean object-based building models,
beep known as BIM -
Danish membership organization that works for Building Information Modelling.
common standards for the Danish construction industry, The "BIM Handbook" (Eastman et al., 2007) defines
and which also includes the Danish BuildingSMART BIM thus: BIM is defined as a modeling technology and its
occupation. bips is an abbreviation of construction - associated processes to produce, communicate and analyze
information technology - productivity - collaboration. digital
building models.
BREEAM
The BRE Environmental Assessment Method is a DGNB
English certification scheme developed at Building Re-search German certification scheme developed by Deutsche
Establishment Ltd. Society for sustainable building. Thank you very much
The Green Building Council is expected to establish a Danish
buildingSMART sustainability certification system based on
buildingSMART is an international independent organization DGNB.
which develops open common standards for the exchange
of digital data.

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9. Glossary Construction and Planning

Management Classification project documentation prepared by suppliers


Management Classification is a classification developed by or contractors as a basis for the performance and
Landsbyggefonden in collaboration with under the responsibility of the supplier or contractor.
The National Association of Municipalities.
As an example, reference is made to bips A113, which distributes
IDM design services and responsibility for delivery and
The Information Delivery Manual is a description of assembly of elements of concrete and lightweight clinker concrete.
actors and work processes as well as detailed
specifications of what digital information there is Project documentation
must be delivered by BIM planning. Project documentation is the documentation of the consultant's
work in the form of drawings, calculations,
IFC notes etc.
Industrial Foundation Classes er buildingSMARTs
data model that enables data to be exchanged In the case of digital planning, the project documentation
between different software programs in BIM includes digital building models and other digital documentation
project planning. to the extent determined in the ICT specification.

ICT specification
Specification of digital deliveries as a basis Co-design
for a contractual relationship. Co-projecting means a collaboration between
adviser and supplier or contractor, where the adviser's project
bips has prepared the publication F202 and is processed or detailed by the adviser in collaboration with the
associated project-specific description. supplier or contractor after contracting. As an example, reference
is made to bips A113, which allocates planning services and
Integrated design responsibility for delivery and assembly of
Designation for a planning process and collaboration between
advisers and potential planners elements of concrete and lightweight clinker concrete.
suppliers and contractors with a particular focus
on meeting requirements for and optimizing the building's As executed
energy needs, sustainability, fire protection and "As done" includes a documentation of it
corresponding areas that require a transverse built construction.
coordination between several disciplines in the initial phases
of construction. The scope of "as executed" documentation must be agreed
between the parties in the consultant agreement, the service
classification description and any ICT specification.
Classification is an arrangement of "objects" into classes.
Objects can, for example, be things, concepts
or documents.

Requirements model

BIM model that contains the client's requirements


the construction project, for example a model of a room with
specification of area and functional requirements.

LEED
Leadership in Energy and Environmental Design er
an American certification scheme.

Supplier and contractor planning


By supplier and contractor planning is understood

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Construction and Planning Construction and Planning

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Constru
and

Grafisk
printing
Layout
and
HJ-

FRI DANSKE ARK


The Association Danish
of Consulting Engineers Architects Kristen
Sundkrogskaj 20 Bernikows Gade 6, 3 floor 1105
2100 Copenhagen Ø Copenhagen K Tel.:
Phone: 35 25 37 32 83 05 00 Fax:
37 Fax: 35 25 37 32 83 07 30
38 www.frinet.dk www.danskeark.dk

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