Soft Landings User Group 19 January 2012 Chair: Gary Clark Welcome - - PowerPoint PPT Presentation
Soft Landings User Group 19 January 2012 Chair: Gary Clark Welcome 1. Welcome New members, SL logos, Resource Share 2. News Cabinet Office initiative: core principles, client requirements for Soft Landings, performance metrics etc 3. Training
Chair: Gary Clark
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The built environment experts
1. Welcome New members, SL logos, Resource Share 2. News Cabinet Office initiative: core principles, client requirements for Soft Landings, performance metrics etc 3. Training and competency scheme being devised
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The built environment experts
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The built environment experts
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The built environment experts
Interdisciplinary user discussion
Test the process
Share the experiences
Highlight the barriers
Share data
Address contractual implications
Create database of case studies
Define real examples of benefits
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The built environment experts
User Group statement of commitment As a member of the Soft Landings User Group: “We are committed to ensuring that Soft Landings principles are applied on our new build and refurbishment projects, that
the expectations of the building’s end users are met”
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The built environment experts As JPG, TIF and EPS Also available in dark blue, and as a white-out-of-colour
BSRIA User Group Member
This is a Soft Landings project
Soft Landings Resource Share www.bsria.co.uk/resource-share/projects/soft-landings
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The built environment experts
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The built environment experts
UNCLASSIFIED
Rod
Proposed outcomes
focus on methods of SL documentation, and e-documentation.
process
be considered as part of business case
good starting point suggested demonstration of this and business case
B1 Define roles and responsibilities B2 Review past experience B3 Plan evaluations & reality checks B4 Set performance targets B5 Sign-off gateways B6 Incentives for performance outcomes P1 Environmental / energy logging review P2 Building readiness programme P3 Commissioning records check P4 Maintenance contract P5 Training P6 BMS interface completion and demo P7 Migration Planning P8 Aftercare team ‘home’ P9 Compile Building User’s Guide P10 Compile Technical Guide P11 O&M Manual Review A1 Resident on-site attendance A2 Provide datacomms links A3 Building usage guidance A4 Technical guidance A5 Communications A6 Walkabouts Y1 Aftercare review meetings Y2 Log env'l & energy performance Y3 Systems and energy review Y4 Fine tune systems Y5 Record fine-tuning and change Y6 Communications Y7 Walkabouts Y8 Measure env'l & energy performance Y9 End of year review D1 Review past experience D2 Design reviews D3 Tender documentation and evaluation
Briefing Design & construct Pre- Handover Initial Aftercare Years 1 to 3 Aftercare
Stage 2 Stage 3 Stage 4 Stage 5 Stage 1 SOFT LANDINGS GOLDEN THREAD SOFT LANDINGS INTERVENTIONS
Review 1
OGC GATEWAY PROCESS
Ongoing Strategic Assessment Delivery Strategy Investment Decision Readiness for Service Operations Review & Benefits Realisation
Review 4 Review 5 Review 3 Review 2
Proposed outcomes
Contracts
benchmarks and BREEAM targets), but some new ones might be needed: measures of occupant expectation at design, and satisfaction at year 3.
– Package A: Defining Soft Landings in client requirements – Package B: Core principles for Government – Package C: Contract process (clauses) – Package D: Process KPIs
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The built environment experts
Procurement guidance: a document that details where in each of the procurement phases Soft Landings would be included as a requirement. PQQ and ITT guidance: Further develop this based on the BSRIA version, and look at methods of evaluation Budget: identify possible budget requirement and look at where this could be included in project costs Roles and responsibilities: A couple of pages on who does what and at what stage in the procurement process.
Proposed outcomes
FM, Client and Design
as part of this, and cover distinctions on static commissioning, seasonable commissioning and SL fine-tuning
responsibilities
Vision: Provide the mechanisms to ensure that, once occupied, all buildings are operating to the best
Goals:
in requirements
groups by 12th Dec
(Jan/Feb)
Group Oct Nov Dec Jan Feb Mar April May June July Aug September Oct Nov Dec
GCB Case Studies identified 15th 15th 14th 13th SL Policy / process 13th SL 5th 5th 5th 3rd 3rd SL SGs X X or X X or X X or X X or X
and construction process
practitioners, suppliers and industry bodies
accountable to the Government Construction Board
A final report to be written by Nick Shaw of Vinci
The objective is to define a Soft Landings project by issuing a set of core
construction project to be deemed a true Soft Landings project. The Core Principles have been developed by BSRIA working with the BSRIA Soft Landings User Group. They are aimed specifically at construction clients and their professional teams as guidance to inform Soft Landings project processes. In
the client, and owned by a project’s Soft Landings champions. These core principles could be expressed in a Soft Landings Code of Conduct drawn up for the project, similar to a considerate contractors’ set of statements, to which all parties would be willing signatories.
The original 12 principles Each principle, modified by the User Group members, blended and edited by Roderic Bunn Each original principle as modified by the Cabinet office working party What we can agree today
User Group Cabinet WP Final
1 The project has been procured as a Soft Landings project, and has explicitly stated that the project will adopt the five work stages in the Soft Landings Framework The project has been procured as a Soft Landings project, and project documentation explicitly states that the project will adopt the five work stages in the Soft Landings Framework The project has been procured as a Soft Landings project will use the five work stages in the Soft Landings Framework as appropriate Agreed text The use of the term Soft Landings in connection with a construction project is valid only when:
User Group Cabinet WP Final
2 The client creates open and honest collaboration and engenders an atmosphere of trust and respect, encompassed in a Soft Landings Code of Conduct supported by a “How we are going to do this” plan The client creates open and honest collaboration and engenders an atmosphere of trust and respect, encompassed in a Soft Landings Code of Conduct supported by a “How we are going to do this” plan. The use of the term Soft Landings in connection with a construction project is valid only when:
RB note: Core principles could be expressed in a Soft Landings Code of Conduct similar to a considerate contractors’ set of statements, to which all parties would be signatories
The client procures a design and construction process that can be conducted with equal levels of commitment from all disciplines. An attitude of willingness, trust and mutual respect should be encompassed in a Soft Landings Code of Conduct supported by a “How we are going to do this” plan
Agreed text
User Group Cabinet WP Final
3 The project is proactively managed to create a culture of shared risk and no
linked to the achievement of project key performance indicators Agreed text The use of the term Soft Landings in connection with a construction project is valid only when: The project is proactively managed to create a culture of shared risk and no
linked to the achievement of project key performance indicators
User Group Cabinet WP Final
The project is proactively managed to create a culture of shared risk and no
performance building that matches design intentions, and clearly linked to the achievement of project key performance indicators
4 The client forms a Soft Landings team comprising the client and demand- side representatives, all key design professionals, and the supply chain. The stakeholders in that team will be the actual individuals who will work on the project
Agreed text The use of the term Soft Landings in connection with a construction project is valid only when:
The client is an active participant in the process, and forms a Soft Landings team comprising client representatives, all key design professionals, and the supply
work on the project The client forms a Soft Landings team comprising the client and demand- side representatives, all key design professionals, and the supply chain. The stakeholders in that team will be the actual individuals who will work on the project
Original User Group Cabinet WP Final
5 The client’s requirements, the design brief and the design response
express the desired operational outcomes, clearly and explicitly. There must also be a commitment to use feedback to inform all three sets of documentation Agreed text The use of the term Soft Landings in connection with a construction project is valid only when: The client’s requirements, the design brief and the design response express the desired operational outcomes, along with clear, measurable and realistic
tune and review performance for three years post-completion The client’s requirements express the desired operational outcomes, clearly and explicitly using the Soft Landings Framework (Reference to design brief and response and commitment to feedback have been deleted)
Original User Group Cabinet WP Final
6 The organisation and/or person who will manage the finished building has
a meaningful input to the client’s requirements and the formulation of the brief Agreed text The use of the term Soft Landings in connection with a construction project is valid only when: The organisation and/or person who will manage the finished building has a meaningful input to the client’s requirements and the formulation of the brief The organisation who will manage the finished building has a meaningful input to the client’s requirements and the formulation of the brief, considering the expectations of likely occupants (Reference to a person deleted as an individual may not be appointed or known)
Original User Group Cabinet WP Final
7 Prospective occupants are actively researched to understand their needs
and expectations, and there is a clear process whereby their expectations can be managed throughout the construction process and into building operation Agreed text The use of the term Soft Landings in connection with a construction project is valid only when: Prospective occupants are actively researched to understand their needs and expectations, and there is a clear process whereby their expectations can be managed throughout the construction process and into building operation In conflict with Core Principle 6 and should be deleted
Original User Group Cabinet WP Final
8 There is a clear and expressed commitment by the Soft Landings Team to
follow-through for up to three years post-completion. The aftercare work steps in the Soft Landings Framework must be followed * Agreed text The use of the term Soft Landings in connection with a construction project is valid only when: The design team remain involved after the building is occupied for a minimum period of three years to observe, fine tune and review performance and pass
There is an optional separate contract drawn up by the Soft Landings Team to follow-through for up to three years post-completion. The aftercare work steps are detailed in the Soft Landings Framework
Original User Group Cabinet WP Final
* Text supporting the principle will stress the importance of commissioning
9 The working requirements of the Soft Landings Team are continuous
throughout the contractual process and subsequent appointments, expressed clearly in all contracts and sub-contract work packages as appropriate The use of the term Soft Landings in connection with a construction project is valid only when: The working requirements of the Soft Landings Team are continuous throughout the contractual process and subsequent appointments, expressed clearly in all contracts and sub-contract work packages as appropriate The working requirements of the Soft Landings Team are continuous throughout the contractual process and subsequent appointments, expressed clearly in all contracts and sub-contract work packages as appropriate
Original User Group Cabinet WP Final
The working requirements of Soft Landings are continuous throughout the contractual process and subsequent appointments, and expressed clearly in all contracts and sub-contract work packages as appropriate
10 Targets are set that are well researched, stretching but realistic, able to
be monitored throughout the build phase, and measurable post-completion in line with project key performance metrics Agreed text The use of the term Soft Landings in connection with a construction project is valid only when: Targets are set that are clear, measurable and realistic (but stretching) and based on well researched information BGething Targets are set that are well researched, and able to be monitored in line with project key performance metrics
Original User Group Cabinet WP Final
11 Regular reality-checking is carried out at defined gateways in the Soft
Landings process to ensure that the detailed design and its execution continues to match the client’s requirements, the design team’s ambitions, and any measurable targets Agreed text The use of the term Soft Landings in connection with a construction project is valid only when: Regular reality-checking is carried out at defined gateways in the Soft Landings process to ensure that the detailed design and its execution continues to match the client’s requirements, the design team’s ambitions, and any measurable targets Regular reality-checking is carried out at defined gateways in the Soft Landings process to ensure that the detailed design and its execution continues to match the client’s requirements, the design team ambitions, and any measurable targets
Original User Group Cabinet WP Final
12 The client and main contractor champion a policy of open (and
technically intelligible) communication, and that it is possible for all parties in the contractual chain to communicate freely with one another without contractual barriers frustrating or preventing it
Regardless of their legal, contractual obligations to one another, project team members need to be comfortable communicating with the entire team in order to achieve collaboration necessary to Soft Landings projects PChaput
The use of the term Soft Landings in connection with a construction project is valid only when: The client and main contractor champion a policy of open (and technically intelligible) communication, where it is possible for all parties in the contractual chain to communicate freely with one another without contractual barriers frustrating or preventing it The whole concept of this is contractually dangerous and should be removed
Original User Group Cabinet WP Final
Agreed text