ECS Procedures

PP-11-R3C
RIBA Work Stage Stage 3: Developed Design Report
Purpose of this Document Design Deliverables
The purpose of this document is to provide the UoL Project Manager with a guide to develop the design of a project through key pre-construction stages, in-line with the Royal Institute of British Architects (RIBA) Stages; ultimately forming the basis of
Design Information for tender or Technical Design (RIBA Stage 4) purposes. As a minimum, the tender documentation will include the information identified within this document.
These “checklists” provide an indication of the design deliverables required by UoL to accurately deliver the outputs during the “Developing" Design stages, namely;

RIBA Stage 3 – Developed Design

Considerations/Constraints;

In the preparation of this document, the following considerations/constraints should be noted:

 The guidance has been produced on the basis a design team will have been procured pre-tender,
 The developed design needs to reflect the pre-designated procurement strategy, as identified by the project team prior to commencing RIBA Stage 3 and in-line with UoL business case objectives,
 The development of the design is undertaken in-line with UoL best practice,
 Any elements that can only be realistically achieved via a Build Information Model (BIM) are annotated as “BIM”,

Key Tasks - What "Developed Design" Stage is Required to Accomplish

Development of concept design to include structural and building services systems, updated outline specifications and cost plan
Fully satisfy Project Brief
Application of detailed planning permission (if applicable)
Permit production of construction status "Technical" information

Key Aims

The design should show 'coordinated design intentions, site layout, planning and spatial arrangements, elevational treatments, construction and environmental systems and buildability' and should be 'developed sufficiently to allow an application for full
planning permission/ listed building consent/ conservation area consent, etc. as applicable'.

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared and agreed by "Client / End-User".

RIBA Stage Overview

Stage Design Output Aims External Approvals
2 Freeze Spatial Arrangements Outline Planning Permission
3 Freeze Project Brief Detailed Planning Permission
4 Final Plans / Specifications Building Regulations

Planning (Conditions)
5 Construction (Delivery)
Building Control Sign-Off

Version 1.0 1 of 13 October 2018

 RIBA Work Stage Stage 3: Developed Design
Deliverables
Audit Tools
Project Manager Checklist - RIBA Stage 3 Developed Design In Scheme Completed

YES NO Fail

General

Have we (UoL) confirmed Concept Design (RIBA Stage 2) approved; permitting commencement of RIBA Stage 3 Developed Design (if applicable). YES NO Fail

Has the “Client / End-User" been advised and approved all consultant appointments & costs for Stage 3 and beyond. YES NO Fail

Has all necessary UoL information; drawings, as-built information, surveys, specifications, policy / process documents been issued to the design team prior to commencement of
RIBA Stage 3 Developed Design.
YES NO Fail

Has the outcome of a procurement strategy been shared with the design team; form of contract to be considered / pursued, expectation of full / sectional completion, phasing /
logistic constraints etc
YES NO Fail

Has the design team been provided with all statutory information; wayleaves, easements, fire authority requirements etc. YES NO Fail

Has an Information Release Schedule been provided, considering all UoL and design team information. YES NO Fail

Has the design team been issued our (UoL) Project Execution Plan (PEP) that communicates roles, responsibilities, contact details, methods of communication, reporting,
drawing comment procedure, change management, programme expectations etc.
YES NO Fail

Information Required

Ensure that all information necessary to facilitate Stage 3 is available for use, including as a minimum the following;

§ Final project brief YES NO Fail

§ Stage 2 concept design (if produced) as approved by the end-use/client incorporating any design changes YES NO Fail

§ Further information as requested by the UoL design team (to be supplied by UoL) YES NO Fail

§ Notes, sketches and details made/obtained from site visits of other projects (examples) YES NO Fail

§ Relevant published material, technical information for consideration YES NO Fail

§ UoL approved specifications YES NO Fail

§ Relevant legislation, circulars, guidance (UoL Design Guides) YES NO Fail

§ Further contributions, information and recommendations from consultants and specialists YES NO Fail

§ Initial cost plan and business case; provided by UoL finance/planning or external cost consultant YES NO Fail

§ Obtain codes, standards, digests etc relevant to the project YES NO Fail

§ Project Execution Plan (PEP) developed to consider all current information YES NO Fail

§ Preliminary logistics strategy; intended to test build methodology options at design stage to ensure developed design is NOT practicable YES NO Fail

Obtain project specific information from specialist designers, suppliers, sub-contractors e.g. laboratory, specialist technical equipment, radiation (RPA - Radiation Protection
Advisor), specialist furniture providers etc
YES NO Fail

Appointments (Required to Facilitate Stage 3 Design Development)

Establish scope of work for professional service providers required to develop the RIBA Stage 3 information, comprising (not limited to); YES NO Fail

§ Project Manager YES NO Fail

§ Architect YES NO Fail

§ Mechanical, Electrical, Civil, Structural Designer YES NO Fail

§ Quantity Surveyor YES NO Fail

§ Environmental (Sustainability/BREEAM) YES NO Fail

§ Health & Safety Advisor YES NO Fail

§ Specialist – Asbestos, Acoustic, Planning, Specialist Health Discipline YES NO Fail

§ Building Control YES NO Fail

§ Legal Advisor YES NO Fail

Establish and agree fee’s for all services; confirm in writing before commencement. YES NO Fail

Establish welfare/accommodation for client team (if required). YES NO Fail

Establish all required resources are available in-line with proposed project programme. YES NO Fail

Check scope of services between each consultant (service provider) to ensure all they align and all design liabilities are covered. YES NO Fail

Confirm schedule of design team meetings with all consultants and stakeholders. YES NO Fail

‘Test’ that communication is operating efficiently between project team, as specified within the PEP (Project Execution Plan). YES NO Fail

Check that CDM Coordinator is being issued required information in-line with design programme. YES NO Fail

Procurement

Review and update the pre-construction H&S information YES NO Fail

Confirm procurement strategy in place; form of build contract to be used YES NO Fail

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 RIBA Work Stage Stage 3: Developed Design
Deliverables
Establish if any “preliminary” tender action is required for enabling works YES NO Fail

Establish if any action is required at “risk”, e.g. work orders placed in advance of receiving planning approval etc YES NO Fail

Identify works packages where applicable YES NO Fail

Identify all contractor design portion items YES NO Fail

Establish if phased / sectional working is appropriate YES NO Fail

Review, revise & issue the PEP YES NO Fail

Establish planning application submission date (Stage 3 or 4 information); it can be submitted as early as RIBA design stage 3 if appropriate. YES NO Fail

Establish what additional information the planning authority requires to form part of the planning submission, and also whether by providing additional copies of the submission
whether this could speed up the process
YES NO Fail

Establish if representation at the planning committee is allowed at time the application is considered YES NO Fail

Export data as appropriate from BIM model to enable preparation and submission of the application for FULL planning permission, listed building consent and conservation area
consent as relevant and if required
YES NO Fail

Engage with planning officers to ascertain if there are any particular issues/problems that could be encountered with a full planning application i.e. supplementary planning
guidance (SPG) – If there are potential issues, planning submission information needs to mitigate these.
YES NO Fail

Programme

Establish key Stage 3 tasks and incorporate within UoL master programme. YES NO Fail

Coordinate key stage tasks with UoL services; show critical points by which information from the UoL design team will be provided YES NO Fail

Establish an Information Release Schedule (IRS), to be produced by the UoL design team; incorporate those key deliverables within UoL master programme and key date
schedule
YES NO Fail

Stage 3 Development

Share Client Team (UoL) comments on RIBA Stage 2 Concept Design information. YES NO Fail

An Information Release Schedule (IRS) has been issued, accommodating all information required to be issued by ALL PARTIES throughout stage. YES NO Fail

Establish a Technical Query (TQ) Procedure; to ensure all queries both from and to the Client / Design team are logged, answered and recorded. YES NO Fail

Check that the client brief, as presently developed, still meets the end-user/client stated objectives YES NO Fail

Establish scope, content and context for Stage 3 activities have been reviewed by all key stakeholders; reaffirming basis upon which to proceed further YES NO Fail

If coming to the project at this stage in the plan of work; YES NO Fail

§ Ascertain that relevant concept design stage and earlier design stage checks have been fully undertaken YES NO Fail

§ Allow for familiarisation and reviewing of all usable material when agreeing fees and project programme with end-user/client YES NO Fail

§ Confirm the role of the project team (update and re-issue PEP as required) YES NO Fail

Verify that the end-user/client’s instruction to proceed has been given and confirmed in writing YES NO Fail

Establish / clarify budget breakdown for the project; in-line with approved basis upon which to proceed YES NO Fail

Prepare the developed design, including coordinated and updated proposals for structural design, services systems, landscape and general architectural details. YES NO Fail

Request design team provide proposals on ‘innovative’ design or construction ideas or specifying of materials/equipment to ‘test’ client brief. YES NO Fail

Undertake design review workshops at pre-agreed intervals during design development stage to ‘test’ developing design to brief. YES NO Fail

Develop outline specifications for each element of design. YES NO Fail

Undertake outline specification reviews with key stakeholders (Maintenance Dept.) to ‘test’ developing specification against UoL requirements. YES NO Fail

Finalise Developed Design (RIBA Stage 3) information. Final presentation to the client team is EXTREMELY IMPORTANT, full attendance encouraged without exception. YES NO Fail

Take receipt of a complete Developed Design (RIBA Stage 3) Report for FINAL ISSUE / APPROVAL. Contents must include the information included within accompanying
Developed Design (Stage 3) checklists;
YES NO Fail

* Architectural & Landscape YES NO Fail

* Civil & Structural YES NO Fail

* Mechanical YES NO Fail

* Electrical YES NO Fail

* Specialist YES NO Fail

* Cost Plan YES NO Fail

Establish early how the information is best to be presented by the design team (with UoL PMgr), with accompanying reference material and reports to facilitate final sign-off
DESIGN FREEZE by the client team.
YES NO Fail

Prepare and issue RIBA Stage 3 Design report to the Client Team for FINAL Approval. YES NO Fail

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 RIBA Work Stage Stage 3: Developed Design
Deliverables

Formally record and communicate Final Client Sign-Off of RIBA Stage 3 Developed Design Information to permit DESIGN FREEZE. YES NO Fail

Final report of professional fees (Final Account for Stage). YES NO Fail

Share and integrate design information / data with any other system (e.g. estate management / BIM initiative, with partners. YES NO Fail

Undertake a Design / Specification review workshop (internally UoL Projects & Maintenance) to test UoL ‘stock’ requirements; agree to amend any ‘stock / design information as
required.
YES NO Fail

Consultations, Approvals and Consents

Establish what engagement (meetings/discussions) will be required with all relevant statutory bodies during this and further designs stages. YES NO Fail

Proactively engage with the following during all stages of design development, to ensure any design / specification that could be affected such as compartmentation, security,
access control, privacy and dignity, religion, dementia, communal, public, fire resistance, escape routes, active systems (fire suppression etc);
YES NO Fail

§ Building Control YES NO Fail

§ Local Planning Authority YES NO Fail

§ Fire Authority YES NO Fail

Consult with Insurers; identify that design / scope of work aligns to policy. YES NO Fail

Check H&S legislation requirements (inc’ CDM) considered and acceptable on behalf of the University. YES NO Fail

Ensure UoL Maintenance have approved all infrastructure requirements to be provided to the new asset. YES NO Fail

Ensure all statutory service providers (Water, Elect, Gas, Drainage, Phone/Fibre etc) have been consulted and design accommodates for all service requirements. YES NO Fail

Ensure all ‘Third Party’ consents (where required) have been obtained, examples below; YES NO Fail

§ Easements YES NO Fail

§ Wayleaves YES NO Fail

§ Tree Preservation Order (TPO’s) YES NO Fail

§ Advertising (PR, signage, notice/sign boards etc) YES NO Fail

Cost Planning
Cost Consultant to collaborate with all design team members (Lead Designer if applicable) to develop and refine the project Cost Plan as the design is developed and outline
specification’s prepared.
YES NO Fail

Ensure regular cost reviews are convened, ensuring necessary engagement between the design and client teams to establish evolving cost of the developing design and
specification; i.e. regularly test brief – Design – Cost Plan on developing Cost Plan.
YES NO Fail

Ensure major design scope / specification decisions are assessed commercially (cost), the outcome presented to the client team at key stages to ensure design, specification
and Cost Plan regularly tested and agreed prior to progression.
YES NO Fail

Provide all necessary cost information to the Cost Consultant as required; proactively encourage Cost Consultant to consider wider University financial considerations and
implications.
YES NO Fail

Ensure a “Pre-Tender Estimate” (PTE) is requested early in the RIBA Stage 3 Developed Design Stage (if not intending to proceed to RIBA Stage 4 Technical Design) and
received prior to Tender Issue (if appropriate i.e. consult with QS/Cost Manager to identify if the PTE can be ready pre-tender and not out to market).
YES NO Fail

Review PTE ‘v’ budget allocation. YES NO Fail

Escalate budget pressures to UoL Client/End-User and Finance Dept as necessary. YES NO Fail

Establish if “Value Engineering” review/workshop(s) are required pre-tender and pre-contract to mitigate any budget pressures before proceeding in to formal contract. YES NO Fail

Ensure a Cost Plan is being developed and regularly updated in-line with the developing technical design. YES NO Fail

Ensure an expenditure profile ‘v’ budget is established, regularly populated and forecasts communicated internally (as required) to UoL Finance. YES NO Fail

Sustainability
(Only appropriate if a Sustainability Strategy (or similar) is to be implemented over and above UoL University Sustainability Directive / Agenda.)

Points to consider;

§ Has a sustainability assessment been carried out (required?). YES NO Fail

§ Has an Interim Building Regulations (Part L) assessment and design stage carbon/energy declaration been undertaken (required?). YES NO Fail
§ Has the Developed Design been reviewed to identify opportunities to reduce resource use and waste; the results/conclusions recorded in the Site Waste Management Plan
(required?).
YES NO Fail

Sustainability Strategy (if required) reviewed and level of detail, including any supporting strategy(s), is communicated/shared with design team and developed as part of RIBA
Stage 3 Design information.
YES NO Fail

Ensure sustainability elements, within developing design, reviewed against any applicable Statutory Legislation. YES NO Fail

Ensure a Full Formal Sustainability Assessment is undertaken (if required). YES NO Fail

Review the design, scope and specification with the design team and all key stakeholders to identify opportunities to reduce resource use and waste identified within the Site
Waste Management Plan.
YES NO Fail

Ensure all design models (energy, thermal etc) are updated to reflect waste management strategy. YES NO Fail

Ensure all sustainability and environmental elements are to be included within and recognised appropriately (where required) within the Design and Access Statement (D&A),
required for any Planning Application (if required). Encourage the use of ‘plain English’ within these documents to encourage a beneficial outcome. Ensure supplementary YES NO Fail
reports are allowed for to be produced (if required).

Ensure the outcome of a Sustainability Review (various reports, D&A etc) are used when consulting with specialist service providers/contractors either prior, during or post RIBA
Stage 4 – Technical Design Stage & RIBA Stage 5 -Construction.
YES NO Fail

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 RIBA Work Stage Stage 3: Developed Design
Deliverables

Information Management

Check that all agreed outputs have been produced before the conclusion of Stage 3, which might include the following:

§ the Developed Design, including the coordinated architectural, structural and mechanical services design YES NO Fail

§ updated Cost Information YES NO Fail

§ drawings showing coordinated design intentions, site layout, planning and spatial arrangements, elevational treatment, construction and environmental systems and
buildability
YES NO Fail

§ prototypes, mock-ups, models, sample panels, etc. YES NO Fail

§ proposals developed sufficiently to allow an application for full planning permission, listed building consent, conservation area consent, etc. as applicable. YES NO Fail

§ If procurement is through design and build: YES NO Fail

§ for an employer client: detailed proposals for incorporation into the Employer’s Requirements YES NO Fail

§ for a contractor client: further notes, sketches, details and drawings as necessary to develop the scheme included in the Contractor’s Proposals. YES NO Fail
125 0
Pass % 0%
This Design Stage shall be signed off, by the following, as completed and accepted PRIOR to proceeding to the next stage.

Note:

A Design Stage cannot be signed-off as complete unless ALL APPROVING PARTIES HAVE REVIEWED THE DESIGN AND SIGNED BELOW, or an ACTION PLAN has been
agreed by the same approving parties (listed below) prior to proceeding to next stage.

Tasks for outstanding items MUST be established within the works contract e.g. Contractor Design Portion, project budget and project delivery programme.

This Design Stage is: Not

Completed

Outstanding Items / Action Plan (if applicable) to be entered below:

Stage Sign-Off / Authorisation to Proceed to Next Stage: Date:

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 RIBA Work Stage Stage 3: Developed Design
Deliverables

Project Manager (UoL)

Mechanical & Electrical Engineer (UoL)

Maintenance Dept (UoL)

Head of Programme / Head of Minor Works / Senior Project Manager (UoL)

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 RIBA Work Stage Stage 3: Developed Design Report
Design Deliverables
Audit Tools
Architecture & Landscape Architecture - RIBA Stage 3 Design Report In Scheme Completed
Scale YES NO Fail

By Section as Entered in to The Design Stage Report;

Narrative
Brief YES NO Fail
Response to Brief YES NO Fail
Consultations (Stakeholders, local or other authorities) YES NO Fail
YES NO Fail
Site Information
Aerial View YES NO Fail
Location Plan (1:1250) YES NO Fail
Ownership Plan (existing and proposed) (1:200) YES NO Fail
Legal Constraints (title matters, boundaries, rights of light, rights of way, restrictive covenants, party wall) (1:200) YES NO Fail
Existing Topographical & Dimensional Survey (1:200) YES NO Fail
Decanting & Phasing Strategy (1:200) YES NO Fail
Demolition & Strip Out Strategy (including asbestos survey) (1:200) YES NO Fail

Design Information - By Element

General Arrangement Plans (Landscape, Floor and Roof), Elevations, Sections (1:100) YES NO Fail
Typical Details (1:50) YES NO Fail
Specification NTS YES NO Fail
Schedules NTS YES NO Fail
Room Data Sheets NTS YES NO Fail

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared

Substructures
Foundations - strip and mass fill, raft, piled YES NO Fail
Drainage - foul, surface, subsoil YES NO Fail
Basements - tanking, ventilation and drainage YES NO Fail
Walls - from foundation to dpc YES NO Fail
dpc and dpm - resistance to ingress of moisture YES NO Fail
Floors - ground supported concrete floors, suspended timber floors, precast beam and block floors, thermal insulation to floors, suspended reinforced in-situ slabs YES NO Fail
Superstructure & Envelope
External walls - masonry (bricks and blocks, mortar, wall ties, restraint, movement control, lintels and beams, cavity trays, etc); natural stone; thermal insulation, air YES NO Fail
permeability and pressure testing; external doors, windows and rooflights, glazing;
Upper floors - timber, decking, engineered timber I joists, concrete, YES NO Fail
Sound insulation YES NO Fail
Roof YES NO Fail
Rainwater goods and downpipes YES NO Fail
Balconies YES NO Fail
Internal works
Floors - screeds, raised access floors, finishes YES NO Fail
Walls - partitions, windows and doors, fire resistance, finishes YES NO Fail
Ceilings - linings, plasterboard, suspended, finishes YES NO Fail
Stairs and ramps - balustrades, finishes YES NO Fail
Services
Refuse disposal YES NO Fail
Drainage YES NO Fail
Hot and cold water YES NO Fail
Gases YES NO Fail
Refridgeration YES NO Fail
Heating YES NO Fail
Ventilation and air conditioning YES NO Fail
Fittings
Circulation YES NO Fail
General Room YES NO Fail
Culinary YES NO Fail
Sanitary YES NO Fail
Cleaning YES NO Fail
Storage YES NO Fail
External works
Earthworks and Excavations YES NO Fail
Paving and Surfacing YES NO Fail
Fencing YES NO Fail
Landscaping YES NO Fail

Perspective Visualisations (Inform Design and Access Statement / Planning Application) nts YES NO Fail

Schedule of Accommodation m2 YES NO Fail

Cleaning & Maintenance Strategy (1:100) YES NO Fail

[Reference Basis of Appointment e.g. RIBA Schedule of Services; note any Deletion of Works not required]

(For specialist UoL Equipment, see "Specialist" worksheet)

Design & Access Statement Report YES NO Fail

Design Health & Safety Risk Register YES NO Fail

34 0
Pass % 0%
52 0
Pass % 0%

This Design Element shall be signed off, by the following, as acceptable PRIOR to Architectural Information considered COMPLETED.

Note:

A Design Stage cannot be signed-off as complete unless ALL APPROVING PARTIES HAVE REVIEWED THE DESIGN AND SIGNED BELOW, or an ACTION PLAN has been agreed by the same approving parties (listed
below) prior to proceeding to next stage.

Tasks for outstanding items MUST be established within the works contract e.g. Contractor Design Portion, project budget and project delivery programme.

Not
This Design Element is:
Completed

Outstanding Items / Action Plan (if applicable) to be entered below:

Stage Sign-Off / Authorisation to Proceed to Next Stage: Date:

Project Manager (UoL)

Head of Programme / Head of Minor Works / Senior Project Manager

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 RIBA Work Stage Stage 3: Developed Design Report
Design Deliverables
Audit Tools
Civil & Structural Engineering - RIBA Stage 3 Design Report In Scheme Completed
Scale YES NO Fail

By Section as Entered in to The Design Stage Report;

Narrative

Brief YES NO Fail

Response to Brief YES NO Fail
Consultations YES NO Fail

Site Information

Historical Maps NTS YES NO Fail

Physical Constraints Plan (historical legacy structures, etc.) (1:200) YES NO Fail
Possible Contaminants Plan (previous uses) (1:200) YES NO Fail
Road and Public Transport Access Constraints Plan (1:200) YES NO Fail
Public Services Plan (water, gas, electricity, sewerage, culverts, tunnels and telecommunications) (1:200) YES NO Fail
Geotechnical and Geoenvironmental Factual and Interpretative Report NTS YES NO Fail

Design Information - By Element

General Arrangement Plans (Landscape, Floor and Roof), Elevations, Sections (1:100) YES NO Fail
Typical Details (1:50) YES NO Fail
Specifications NTS YES NO Fail
Schedules NTS YES NO Fail

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared

Earthworks and excavations YES NO Fail

Dredging and land reclamations YES NO Fail
Foundations including forms of piling but not the design of proprietary piling YES NO Fail
Earth and water retaining structures including reinforced earth YES NO Fail
Ground and surface treatment YES NO Fail
Local and main, public health and land drainage: inspection chambers, sewers, interceptors, tanks, treatment works and ground dewatering YES NO Fail
Irrigation systems YES NO Fail
Paving and surfacing: roads, carparks and footpaths YES NO Fail
Fencing and landscaping YES NO Fail
Railways including permanent way YES NO Fail
Tunnels; excavations, linings, supports and ground stabilisation YES NO Fail
Structures in in-situ and precast concrete employing unreinforced, reinforced and prestressed techniques YES NO Fail
Structures in masonry, brickwork or blockwork, unreinforced and reinforced YES NO Fail
Structures in metalwork, ferrous or non-ferrous YES NO Fail
Structures in timber or reinforced plastics YES NO Fail
Demolition of structures YES NO Fail

[Reference Basis of Appointment e.g. ACE Agreement B(1) Civil/ Structural Engineering Services Clause A7; note any Deletion of Works not required]

(For specialist UoL Equipment, see "Specialist" worksheet)

Design Health & Safety Risk Register YES NO Fail

30 0
Pass % 0%
This Design Element shall be signed off, by the following, as acceptable PRIOR to Civil & Structural Information considered COMPLETED.

Note:

A Design Stage cannot be signed-off as complete unless ALL APPROVING PARTIES HAVE REVIEWED THE DESIGN AND SIGNED BELOW, or an ACTION PLAN has been
agreed by the same approving parties (listed below) prior to proceeding to next stage.

Tasks for outstanding items MUST be established within the works contract e.g. Contractor Design Portion, project budget and project delivery programme.

Not
This Design Element is:
Completed

Outstanding Items / Action Plan (if applicable) to be entered below:

Stage Sign-Off / Authorisation to Proceed to Next Stage: Date:

Project Manager (UoL)

Head of Programme / Head of Minor Works / Senior Project Manager

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 RIBA Work Stage Stage 3: Developed Design Report
Design Deliverables
Audit Tools

Mechanical & Electrical Engineering - RIBA Stage 3 Design Report In Scheme Completed
YES NO Fail

By Section as Entered in to The Design Stage Report;

Narrative

Brief YES NO Fail

Response to Brief YES NO Fail
Consultations (Local or other authorities - connections in principle) YES NO Fail

Site Information

Public Services Plan (water, gas, electricity, sewerage and telecommunications) (1:200) YES NO Fail

Design Information - By Element

General Arrangement Plans (Landscape, Floor and Roof), Elevations, Sections (1:100) YES NO Fail

Typical Details (1:50) YES NO Fail

Specifications NTS YES NO Fail
Schedules NTS YES NO Fail

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared

Mechanical

Above Ground Drainage YES NO Fail

Acoustic Design & Treatment in conneciton with engineering services YES NO Fail
Air Compressors and Compressed Air Services YES NO Fail
Air-conditioning and Mechanical Ventilation Services YES NO Fail
Boiler Plant and Auxiliaries YES NO Fail
Calorifier / Plate Exchanger Plant YES NO Fail
Cold Water Services YES NO Fail
Cooling-Water Services YES NO Fail
Distribution Mains for any Services YES NO Fail
Food Preparation, Cooking, Conveying and Serving Equipment (or Power and Containment for Food Preparation, Cooking, Conveying and Serving YES NO Fail
Equipment)
Gas Incoming Supply and Distribution YES NO Fail
Heating Installations YES NO Fail
Hot Water Services YES NO Fail
Laundry Equipment and Services YES NO Fail
Public Health and Plumbing Services YES NO Fail
Refrigeration Installations and Cold Stores YES NO Fail
Steam Services and Condensate-Return Services YES NO Fail
Lighting YES NO Fail
Vibration Control in connection with engineering services YES NO Fail
Water Treatment and Filtration YES NO Fail
Pneumatic Air Tube or similar (object movement e.g. library, archive, cash etc) YES NO Fail
Air Extract Systems YES NO Fail
Heat Recovery Unit YES NO Fail

Electrical
Incoming Electrical Supplies YES NO Fail
Electrical Distribution Services YES NO Fail
Electricity Lighting and Power Installations, including Lighting YES NO Fail
Isolated Power Supplies (IPS) YES NO Fail
Uninterruptable Power Supplies (UPS) YES NO Fail
Ventilation System(s) (Fans etc) YES NO Fail
Emergency Lighting YES NO Fail
Generator Requirements YES NO Fail
Fittings YES NO Fail
Electrical Sub-Stations YES NO Fail
Surge Protection YES NO Fail
Fire Detection and Alarm Services (or Power and Containment for Fire Detection and Alarm Services) YES NO Fail
Fire Protection Services (or Power and Containment for Fire Protection Services) YES NO Fail
Fire Surpression System(s) YES NO Fail
Lightning Protection Services YES NO Fail
Security Systems (Alarms) YES NO Fail
Small Power & Data YES NO Fail
Access Control System(s) YES NO Fail
Containment Systems
Lifts, Hoists & Escalators YES NO Fail
Public Address, Personnel-location and Call Services (or Power and Containment for Public Address, Personnel-location and Call Services) YES NO Fail

Radio and Television Installations (or Power and Containment for Radio and Television Installations) YES NO Fail
Telephone Equipment and Distribution Services (see also ITS in "Specialist") YES NO Fail
Visual Equipment and Distribution Services (see also ITS & AV in "Specialist") YES NO Fail
Disability Call Systems YES NO Fail
Staff Emergency Call Systems YES NO Fail
Motor Control YES NO Fail
Thermal Insulation YES NO Fail
Clock Installations (or Power and Containment for Clock Installations) YES NO Fail

[Reference Basis of Appointment e.g. ACE Agreement B(2) Mechanical & Electrical Engineering Services; note any Deletion of Works not required]

Building Control System(s) (BMS) YES NO Fail

Design Health & Safety Risk Register YES NO Fail

(For specialist UoL Equipment, see "Specialist" worksheet)

61 0
Pass % 0%
This Design Element shall be signed off, by the following, as acceptable PRIOR to Mechanical & Electrical Information considered COMPLETED.

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 RIBA Work Stage Stage 3: Developed Design Report
Design Deliverables
Note:

A Design Stage cannot be signed-off as complete unless ALL APPROVING PARTIES HAVE REVIEWED THE DESIGN AND SIGNED BELOW, or an ACTION PLAN has been agreed by the same approving parties (listed
below) prior to proceeding to next stage.

Tasks for outstanding items MUST be established within the works contract e.g. Contractor Design Portion, project budget and project delivery programme.

This Design Element is: Not

Completed

Outstanding Items / Action Plan (if applicable) to be entered below:

Stage Sign-Off / Authorisation to Proceed to Next Stage: Date:

Project Manager (UoL)

Mechanical & Electrical Engineer (UoL)

Maintenance Dept (UoL)

Head of Programme / Head of Minor Works / Senior Project Manager (UoL)

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 RIBA Work Stage Stage 3: Developed Design Report
Design Deliverables
Audit Tools

Specialist Requirements - RIBA Stage 3 Design Report In Scheme Completed

Scale YES NO Fail

Planning Consultant Report

Narrative

Brief YES NO Fail

Response to Brief YES NO Fail
Consultations YES NO Fail

Design Information

As required' YES NO Fail

Transport / Highways Report

Narrative

Brief YES NO Fail

Response to Brief YES NO Fail
Consultations YES NO Fail

Design Information

Tranport Impact Assessment YES NO Fail

Building Control Approved Inspector Report

Narrative

Brief YES NO Fail

Response to Brief YES NO Fail
Consultations YES NO Fail

Access / EQUALITY (DDA) Report

Narrative

Brief YES NO Fail

Response to Brief YES NO Fail
Consultations YES NO Fail

Design Information

General Arrangement Plans (Landscape, Floor and Roof), Elevations, Sections (1:100) YES NO Fail
Typical Details (1:50) YES NO Fail
Specifications NTS YES NO Fail
Schedules NTS YES NO Fail

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared YES NO Fail

Sustainability (Inc' BREEAM) Report

Brief YES NO Fail
Response to Brief YES NO Fail
Consultations YES NO Fail

Design Information

General Arrangement Plans (Landscape, Floor and Roof), Elevations, Sections (1:100) YES NO Fail
Typical Details (1:50) YES NO Fail
Specifications NTS YES NO Fail
Schedules NTS YES NO Fail

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared

Fire "Strategy" Report

Narrative

Brief YES NO Fail

Response to Brief YES NO Fail
Consultations YES NO Fail

Design Information

General Arrangement Plans (Landscape, Floor and Roof), Elevations, Sections (1:100) YES NO Fail
Typical Details (1:50) YES NO Fail
Specifications NTS YES NO Fail
Schedules NTS YES NO Fail

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared YES NO Fail

Means of escape
Compartmentation with respect to ancillary accommodation YES NO Fail
Detection and alarm systems YES NO Fail
Smoke venting systems YES NO Fail
Requirements to minimise fire spread YES NO Fail
Fire fighting access, e.g. external access YES NO Fail
Property protection measures YES NO Fail

Acoustic Report
Narrative

Brief YES NO Fail

Response to Brief YES NO Fail
Consultations YES NO Fail

Design Information

General Arrangement Plans (Landscape, Floor and Roof), Elevations, Sections (1:100) YES NO Fail
Typical Details (1:50) YES NO Fail
Specifications NTS YES NO Fail
Schedules NTS YES NO Fail

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared YES NO Fail

Sound insulation
Acoustic finishes YES NO Fail
Temporary Attenuation (During Site Activity) YES NO Fail

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 RIBA Work Stage Stage 3: Developed Design Report
Design Deliverables
Building services advice YES NO Fail

(to manage acoustic reverberation in internal areas, sound between internal areas, sound between internal and external areas, building services noise levels, inform YES NO Fail
design of AV/ sound systems, fulfil planning requirements)

ITS Report (Inc' Data, CCTV, I.T. Computers, Phones, Video Intercom, Paging Systems etc
Narrative

Brief YES NO Fail

Response to Brief YES NO Fail
Consultations YES NO Fail

Design Information

General Arrangement Plans (Landscape, Floor and Roof), Elevations, Sections (1:100) YES NO Fail
Typical Details (1:50) YES NO Fail
Specifications NTS YES NO Fail
Schedules NTS YES NO Fail

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared

AV/ Media Report

Narrative
YES NO Fail
Brief YES NO Fail
Response to Brief YES NO Fail
Consultations YES NO Fail

Design Information

General Arrangement Plans (Landscape, Floor and Roof), Elevations, Sections (1:100) YES NO Fail
Typical Details (1:50) YES NO Fail
Specifications NTS YES NO Fail
Schedules NTS YES NO Fail

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared

Interior Design Report

Narrative

Brief YES NO Fail

Response to Brief YES NO Fail
Consultations YES NO Fail

Design Information

General Arrangement Plans (Landscape, Floor and Roof), Elevations, Sections (1:100) YES NO Fail
Typical Details (1:50) YES NO Fail
Specifications NTS YES NO Fail
Schedules NTS YES NO Fail

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared

Fittings, Furniture & Equipment (FF&E) Report

Brief YES NO Fail
Response to Brief YES NO Fail
Consultations YES NO Fail

Design Information

General Arrangement Plans (Landscape, Floor and Roof), Elevations, Sections (1:100) YES NO Fail
Typical Details (1:50) YES NO Fail
Specifications NTS YES NO Fail
Schedules NTS YES NO Fail

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared

Specialist "Academic" Report

Brief YES NO Fail
Response to Brief YES NO Fail
Consultations YES NO Fail

Design Information

General Arrangement Plans (Landscape, Floor and Roof), Elevations, Sections (1:100) YES NO Fail
Typical Details (1:50) YES NO Fail
Specifications NTS YES NO Fail
Schedules NTS YES NO Fail

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared

"Other" Specialist Report

Brief YES NO Fail
Response to Brief YES NO Fail
Consultations YES NO Fail

Design Information

General Arrangement Plans (Landscape, Floor and Roof), Elevations, Sections (1:100) YES NO Fail
Typical Details (1:50) YES NO Fail
Specifications NTS YES NO Fail
Schedules NTS YES NO Fail

The design should be sufficiently developed for the Project Brief to be frozen, planning permission gained, and the Cost Plan prepared

95 0
Pass % 0%
This Design Element shall be signed off, by the following, as acceptable PRIOR to Specialist Information considered COMPLETED.

Note:

A Design Stage cannot be signed-off as complete unless ALL APPROVING PARTIES HAVE REVIEWED THE DESIGN AND SIGNED BELOW, or an ACTION PLAN has been agreed by the same approving parties (listed
below) prior to proceeding to next stage.

Tasks for outstanding items MUST be established within the works contract e.g. Contractor Design Portion, project budget and project delivery programme.

This Design Element is: Not

Completed

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 RIBA Work Stage Stage 3: Developed Design Report
Design Deliverables

Outstanding Items / Action Plan (if applicable) to be entered below:

Stage Sign-Off / Authorisation to Proceed to Next Stage: Date:

Project Manager (UoL)

Mechanical & Electrical Engineer (UoL)

Maintenance Dept (UoL)

Head of Programme / Head of Minor Works / Senior Project Manager (UoL)

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