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RIBA plan of work

RIBA outline plan of work Stage Purpose of work and decisions to be reached To prepare general outline of requirements and plan future action. Tasks to be done People involved All client interests, architect. Commonly used terminology Briefing

A Inception

Set up client organisation for briefing.

B Feasibility

To provide the client with an appraisal and recommendation in order that he may determine the form in which the project is to proceed, ensuring that it is feasible functionally, technically and financially.

Carry out studies of user requirements, site conditions, planning, design, and cost, etc., as necessary to reach decisions

Clients representatives, architects, engineers and QS according to nature of project.

Stage C begins when the architects brief has been determined in sufficient detail. C Outline Proposals To determine general approach to layout, design and construction in order to obtain authoritative approval of the client on the outline proposals and accompanying report. To complete the brief and decide on particular proposals, including planning arrangement appearance, constructional method, outline specification, and cost, and to obtain all approvals. Develop the brief further. Carry out studies on user requirements, technical problems, planning, design and costs, as necessary to reach decisions. Final development brief, full design of the project by architect, preliminary design by engineers, preparation of cost plan and full explanatory report. Submission of proposals for all approvals. All client interests, architects, engineers, QS and specialists are required. Sketch plans

D Scheme Design

All client interests, architects, engineers, QS and specialists and all statutory and other approving authorities.

Brief should not be modified after this point E Detail Design To obtain final decision on every matter related to design, specification, construction and cost. Full design of every part and component of the building by collaboration of all concerned. Complete cost checking of designs. Architects, QS, engineers and specialists, contractor (if appointed). Working drawings

Any further change in location, size, shape, or cost after this time will result in abortive work.

F Production Information

To prepare production information and make final detailed decisions to carry out work.

Preparation of final production information i.e. drawings, schedules and specifications.

Architects, engineers and specialists, contractor (if appointed).

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G Bills of Quantities

To prepare and complete all information and arrangements for obtaining tender. Action as recommended in relevant NJCC Code of Procedure for Selective Tendering

Preparation of Bills of Quantities and tender documents.

Architects, QS, engineers, contractor, client. Architects, QS, engineers, contractor, client.

H Tender Action

Action as recommended in relevant NJCC Code of Procedure for Selective Tendering

J Project Planning

To enable the contractor to programme the work in accordance with contract conditions; brief site inspectorate; and make arrangements to commence work on site. To follow plans through to practical completion of the building.

Action in accordance with RIBA Plan of Work

Contractor, subcontractors.

Site operations

K Operations on Site

Action in accordance with RIBA Plan of Work.

Architects, engineers, contractors, sub-contractors, QS, client. Architects, engineers, contractor, QS, client.

L Completion

To hand over the building to the client for occupation, remedy any defects, settle the final account, and complete all work in accordance with the contract.

Action in accordance with RIBA Plan of Work

M Feedback

To analyse the management, construction and performance of the project.

Analysis of job records. Inspections of completed building. Studies of building in use.

Architect, engineers, QS, contractor, client.

The Outline Plan of Work as included in: Architects Handbook of Practice Management (RIBA Publications 1991)

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PROCESS: PROJECT PLAN

Key: Stage
1. Purpose of work and Decisions to be reached 2. Tasks to be done 3. People directly involved

A. Inception (Briefing)
1. To prepare general outline of requirements and plan future action. 2. Set up client organization for briefing. Consider requirements, appoint architect. 3. All client interests, architect.

B. Feasibility
1. To provide the client with an appraisal and recommendation in order that he may determine the form in which the project is to proceed, ensuring that it is feasible, functionally, technically and financially. 2. Carry out studies of user requirements, site conditions, planning, design, and cost, etc., as necessary to reach decisions. 3. Clients representatives, architects, engineers, and as according to nature of project.

C. Outline Proposals (Sketch Plans)

1. To determine general approach to layout, design and construction in order to obtain authoritative approval of the client on the outline proposals and accompanying report. 2. Develop the brief further. Carry out studies on user requirements, technical problems, planning, design and costs, as necessary to reach decisions. 3. All client interests, architects, engineers, and specialists as required.

D. Scheme Design
1. To complete the brief and decide on particular proposals, including planning arrangement appearance, constructional method. outline specification. and cots, and to obtain all approvals. 2. Final development of the brief, full design of the project by architect, preliminary design by engineers, preparation of cost plan and full explanatory report. Submission of proposals for all approvals. 3. All client interests, architects, engineers, QS and specialists and all Statutory and other approving authorities. Brief should not be modified after this point.

E. Detail Design (Working Drawings)

1. To obtain final decision on every matter related to design, Specification, construction and cost. 2. Full design of every part and component of the building by collaboration of all concerned. Complete coat checking of designs. 3. Architects, engineers and specialists, contractor (if appointed). Any further change in location. size, shape, or cost after this time will result in abortive work.

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F. Production Information
1. To prepare production information and make final detailed decisions to carry out work. 2. Preparation of final production information i.e. drawings, schedules and specifications. 3. Architects, engineers and specialists, contractor (if Appointed).

G. Bill of Quantities
1. To prepare and complete all information and arrangements for obtaining tender. 2. Preparation of Bills of quantities and tender documents. 3. Architects, contractor (if appointed).

H. Tender Action
1. Action as recommended in NJCC Code of Procedure for Single Stage Selective Tendering 1977,. 2. Action as recommended in NJCC Code of Procedure for Single Stage Selective Tendering 1977,. 3. Architects, engineers, contractor, Client.

J. Project Planning
1. To enable the contractor to programme the work in accordance with contract conditions; brief Site inspectorate; and make arrangements to commence work on Site. 2. Action in accordance with The Management of Building Contracts and Diagram 9. 3. Contractor, sub-contractors.

K. Operations on Site
1. To follow plans through to practical completion of the building. 2. Action in accordance with The Management of Building Contracts and Diagram 10. 3. Architects, engineers, contractors. subcontractors, client.

L. Completion
1. To hand over the building to the client for occupation. remedy any defects, Settle the final account and complete all work is accordance with the contract 2. Action in accordance with The Management of Building Contracts and Diagram 11. 3. Architects, engineers, contractor, client.

M. Feed-Back
1. To analyse the management, construction and performance of the project. 2. Analysis of job records. Inspection of completed building Studies of building in use. 3. Architect, engineers, contractor, client.

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The RIBA Plan of Work Stages

The RIBA Plan of Work is a robust process protocol which describes the activities from appraising the requirements through to post construction The stages are also used in the appointing documents to he architects services.

A: Appraisal
Identification of Client's requirements and possible constraints on development. Preparation of studies to enable the Client to decide whether to proceed and to select probable procur

B: Strategic Briefing
Preparation of Strategic Brief by, or on behalf of, the client confirming key requirements and constraint of procedures, organisational structure and range of consultants and others to be engaged for the proj the strategic brief (as CIB Guide) which becomes the clear responsibility of the client]

C: Outline proposals.
Commence development of strategic brief into full project brief. Preparation of outline proposals and estimate of cost. Review of procurement route.

D: Detailed proposals.
Complete development of the project brief. Preparation of detailed proposals. Application for full development control approval.

E: Final proposals.
Preparation of final proposals for the Project sufficient for co-ordination of all components and element

F: Production information
F1: Preparation of production information in sufficient detail to enable a tender or tenders to be obtaine Application for statutory approvals. F2: Preparation of further production information required under the building contract. [Now in two part production information sufficient to obtain tenders and F2 - the balance required under the building con complete the information for construction]

G: Tender documentation.
Preparation and collation of tender documentation in sufficient detail to enable a tender or tenders to b the construction of the Project. [Solely concerned with the documentation required for tenders. Particu D+B or management contracts]

H: Tender action.
Identification and evaluation of potential contractors and/or specialists for the construction of the projec and appraising tenders and submission of recommendations to the client.

J: Mobilisation.
Letting the building contract, appointing the contractor. Issuing of production information to the contractor. Arranging site handover to the contractor.

K: Construction to Practical Completion.

Administration of the building contract up to and including practical completion. Provision to the contractor of further information as and when reasonably required.

L: After Practical completion.

Administration of the building contract after practical completion. Making final inspections and settling the final account. [Clearly separated from the construction phase ]

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OUTLINE PLAN OF WORK

A: Appraisal
Carry out studies to determine the feasibility of the Client's requirements. Review with the Client alternative design and construction approaches and the cost implications

B: Strategic Briefing
Preparation of a Strategic Brief, on behalf of the client, confirming key requirements and constraints. Identification of procedures, organisational structure and range of consultants and others to be engaged for the Project.

C: Outline Proposals
Prepare Outline Proposals Provide information for cost planning Produce communication drawings for use with, Planning Authority, Neighbour, and Freeholders Report on environmental and energy efficiency opportunities Submit to Client outline proposals and approximate construction cost

D: Detailed Proposals
Develop the Detailed Proposals from approved Outline Proposals Provide information for preparations of cost estimate Consult statutory authorities Incorporate environmental and energy efficiency strategy. Submit to Client the Detailed Proposals, showing spatial arrangements, materials and appearance, and a cost estimate Prepare and submit application for full planning permission

E: Final Proposals
Develop Final Proposals from approved Detailed Proposals Provide information for revision of cost estimate Consult statutory authorities on developed design proposals Submit to Client type of construction, quality of materials, standard of workmanship and revised cost estimate Advise on consequences of any subsequent changes on cost and programme

F: Production Information
Prepare production information for tender purposes Prepare schedules of rates and / or schedules of works for tendering purposes and revise cost estimate Provide information for preparation of tender pricing documents and revision of cost estimate Prepare and make submissions under building acts and / or regulations or other statutory requirements Prepare further production information for construction purposes

G: Tender Documentation
Prepare and collate tender documents in sufficient detail to enable a tender or tenders to be obtained Where applicable pass final information to Planning Supervisor for pre-tender Health and Safety Plan Provide information for preparations of pretender cost estimate

H: Tender Action
Contribute to appraisal and report on tenders / negotiations

J: Mobilisation
Provide production information as required for the building contract and for construction

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K: Construction to Practical Completion

Make Visits to the Works in connection with the Architect's design Provide further information reasonably required for construction Review design information from contractors or specialists Provide drawings showing the building and main lines of drainage and other information for the Health and Safety File Give general advice on operation and maintenance of the building

L: After Practical Completion

Identify defects and make final inspections Settle Final Account, or, provide information required by others for settling final account