COSCSMO05 SQA Unit Code H99M 04 Prepare and agree a project brief and outline programme in construction management
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1 programme in construction Overview This unit is about managing projects and the team that delivers design solutions to meet the project brief. It is about ascertaining stakeholders' requirements, exploring the constraints and risks and agreeing deliverables to meet the various demands and needs. You must have a detailed knowledge of the stakeholders' areas of operation and future aspirations. You need to clarify the project stakeholders' understanding of project processes and peoples' roles and responsibilities. It is about analysing the project brief and developing an outline programme. You will need to advise the project stakeholders about new technological requirements and innovations to enable them to make informed decisions. You will also need to present an outline programme to the stakeholders and agree it with them.
2 programme in construction Performance criteria You must be able to: Prepare proposal for a project brief P1 P2 P3 P4 P5 P6 P7 P8 identify and agree the stakeholders' requirements, opinions and aspirations and prepare a project proposal select data which is relevant and valid, analyse it and qualify its status estimate and confirm the cost and timescale of the project review the cost implications of adopting alternative design, construction, services, financing and use strategies and agree them with stakeholders prepare a draft brief clearly, accurately, unambiguously and within the time agreed, and present the brief to stakeholders explain and discuss any significant constraints, opportunities and areas of uncertainty relating to the project modify the draft to reflect the discussion and relevant points which have been raised negotiate a clear and mutually acceptable agreement on the brief which is in sufficient detail to allow work to start on the next stage of the project Develop a project outline programme which meets the requirements of the brief You must be able to: P9 P10 P11 P12 review the requirements of the brief and check and clarify initial assumptions about the project outline programme with stakeholders develop a realistic outline programme for the project stages which takes account of identified constraints discuss the outline programme with stakeholders and agree any necessary modifications to the brief, outline programme and constraints prepare, present and agree an outline programme which meets the requirements of the brief and the expectations of stakeholders Identify, assess and agree project requirements and stakeholder preferences You must be able to: P13 P14 P15 P16 P17 P18 clarify the project stakeholders' understanding of project processes and procedures and the roles of those who need to be involved identify and agree with project stakeholders what their goals and priorities are both now and for the future clarify the project stakeholders' circumstances and requirements, the options available and the constraints and risks which might apply to the project advise and guide project stakeholders about new regulatory or technological requirements and innovations to enable them to make informed decisions summarise and present the project requirements and stakeholders' preferences evaluate project requirements and stakeholders' preferences which do not appear to be realistic and recommend valid options and record agreement
3 programme in construction Knowledge and understanding You need to know and understand: Prepare proposal for a project brief K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 what to identify as stakeholders' requirements opinions and aspirations (understanding) how and why to agree the stakeholders' requirements opinions and aspirations (evaluation) how to prepare a project proposal (application) how and why to select data which is relevant and valid (evaluation) how and why to analyse data and qualify its status (analysis) how and why to estimate the cost and timescale of the project (analysis) how to confirm the cost and timescale of the project (application) how and why to review the cost implications of adopting alternative design, construction, services, financing and use strategies (analysis) how and why to agree the cost implications of adopting alternative design, construction, services, financing and use strategies with stakeholders (evaluation) how and why to prepare a draft brief clearly, accurately, unambiguously and within the time agreed (synthesis) how to present the brief to stakeholders (application) how to explain any significant constraints, opportunities and areas of uncertainty relating to the project (application) how and why to discuss any significant constraints, opportunities and areas of uncertainty relating to the project (synthesis) how to modify the draft to reflect the discussion and relevant points which have been raised (application) how and why to negotiate a clear and mutually acceptable agreement on the brief which is in sufficient detail to allow work to start on the next stage of the project (synthesis) Develop a project outline programme which meets the requirements of the brief You need to know and understand: K16 K17 K18 K19 K20 how and why to review the requirements of the brief (analysis) how to check and clarify the initial assumptions about the project outline programme with stakeholders (application) how and why to develop a realistic outline programme for the project stages which takes account of identified constraints (synthesis) how to discuss the outline programme with stakeholders (application) how and why to agree any necessary modifications to the brief, outline programme and constraints (evaluation)
4 programme in construction Knowledge and understanding K21 K22 K23 how and why to prepare an outline programme which meets the requirements of the brief and the expectations of stakeholders (synthesis) how to present an outline programme which meets the requirements of the brief and the expectations of stakeholders (application) how and why to agree an outline programme which meets the requirements of the brief and the expectations of stakeholders (evaluation) Identify, assess and agree project requirements and stakeholder preferences You need to know and understand: K24 K25 K26 K27 K28 K29 K30 K31 K32 K33 K34 how to clarify the project stakeholders' understanding of project processes and procedures and the roles of those who need to be involved (application) what to identify as the project stakeholders' goals and priorities both now and in the future (understanding) how and why to agree with the project stakeholders what their goals and priorities are both now and in the future (evaluation) how to clarify the project stakeholders' circumstances and requirements, the options available and the constraints and risks which might apply to the project (application) how and why to advise project stakeholders about new regulatory or technological requirements and innovations to enable them to make informed decisions (synthesis) how and why to guide project stakeholders about new regulatory or technological requirements and innovations to enable them to make informed decisions (synthesis) how to summarise the project requirements and stakeholders' preferences (application) how to present the project requirements and stakeholders' preferences (application) how and why to evaluate project requirements and stakeholders' preferences which do not appear to be realistic (evaluation) how and why to recommend valid options to meet project requirements and stakeholders' preferences (synthesis) how to record agreement on valid options to meet project requirements and stakeholders' preferences (application)
5 programme in construction Scope/range Prepare proposal for a project brief 1 Stakeholders: 1.1 consultants 1.2 the client 1.3 the client's financial advisers 1.4 statutory authorities 1.5 CDM co-ordinator (or responsible body under CDM regulations) 1.6 project managers 1.7 potential contractors 1.8 potential subcontractors and suppliers 1.9 potential investors 1.10 funding agencies 1.11 independent client adviser 1.12 user groups 1.13 community groups 1.14 facilities/asset managers 2 Project proposal - will consider: 2.1 the client's requirements 2.2 project stage information requirements 2.3 user requirements 2.4 design quality requirements 2.5 ergonomic requirements 2.6 community requirements 2.7 procurement requirements 2.8 physical requirements 2.9 resource requirements 2.10 construction requirements 2.11 legal requirements 2.12 cost requirements 2.13 business opportunities and objectives 2.14 risk factors 2.15 health, safety and welfare requirements 2.16 current and future needs
6 programme in construction Scope/range Review: Present: energy, water and natural resource compliance with local, regional national development strategies Building Information Modelling insurance risks/opportunities associated with new technologies adaptation and mitigation cost benefit analysis whole life costing value feasibility studies elemental cost planning orally in writing graphically electronically Develop a project outline programme which meets the requirements of the brief 5 Programme: timetable phasing integration of data interaction between design consultants critical path 6 Stakeholders: key project stages/gate plan interface between design, procurement, construction, operation and end use interaction with design approval stages interaction with construction programme concurrent design and construction consultants the client the client's financial advisers
7 programme in construction Scope/range statutory authorities CDM co-ordinator (or responsible body under CDM regulations) project managers potential contractors potential subcontractors and suppliers potential investors funding agencies independent client adviser user groups community groups facilities/asset managers 7 Project stages: Stage 0 (Strategy) Stage 1 (Brief) Stage 2 (Concept) Stage 3 (Definition) Stage 4 (Design) Stage 5 (Build and Commission) Stage 6 (Handover and Closeout) 8 Constraints: work content time duration/sequencing resources available contingencies budget site risk and valuation regulations 9 Expectations: design quality consultation timetable phasing of design development
8 programme in construction Scope/range 9.5 best value Identify, assess and agree project requirements and stakeholder preferences 10 Clarify the project stakeholders circumstances and requirements by: reference to standard documentation checklists client consultation questionnaires comparative field research market research identifying options and alternatives use of benchmarking tool(s) digital exchange 11 Processes and procedures: Project Information Plan Model Delivery Plan information accountabilities implementation plans capability assessments delivery plans execution plans levels of graphical and non-graphical detail/development 12 Agree: direct with a client by negotiation and agreement with partnering team facilitation 13 Project stakeholders: consultants the client the client's financial advisers statutory authorities CDM co-ordinator (or responsible body under CDM regulations) project managers
9 programme in construction Scope/range potential contractors potential subcontractors and suppliers potential investors funding agencies independent client adviser user groups community groups facilities/asset managers 14 Goals and priorities: quantity design quality time use/adaptability/maintenance whole life costs health, safety and welfare sustainability economic benefits community benefits security market demands changing circumstances 15 Constraints and risks: cost time quality health and safety the environment the client's requirements system compatibility system interoperability 16 Present: orally in writing
10 programme in construction Scope/range graphically electronically
11 programme in construction
12 programme in construction Developed by ConstructionSkills Version number 2 Date Approved November 2014 Indicative review date November 2019 Validity Current Status Original Originating organisation ConstructionSkills Original URN COSCSMO05 Relevant occupations Managers in construction Suite Keywords Construction Senior Management Programme; brief; project; deliverables; legal
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Overview COSVR681. Install external blinds, screens or solar shading systems
Overview This standard is about interpreting information, adopting safe, healthy and environmentally responsible work practices, selecting and using materials, components, tools and equipment, and installing
ISSUE CERTIFICATE OF PRACTICAL COMPLETION AND INITIATE HANDOVER TO UNIVERSITY
THE UNIVERSITY of EDINBURGH Estates & Buildings ESTATE DEVELOPMENT ISSUE/REVISION JK 5 LAST MODIFIED 2 December 2010 DATE PRINTED RIBA stages JK JK 5 ISSUE CERTIFICATE OF PRACTICAL COMPLETION AND INITIATE