gn 2.1 design development process step-by-step guide …...pillar 4 guidance note 2.1 design...

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GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide to managing the Design Process Brian O’Rourke, Director, O’Connor Sutton Cronin

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Page 1: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

GN 2.1 DESIGN DEVELOPMENT PROCESSStep-by-Step Guide to managing the Design Process Brian O’Rourke, Director, O’Connor Sutton Cronin

Page 2: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Pillar 4 Guidance Note 2.1 Design Development Process

Key Issue: Get it Right First Time

Chapters

1.0 Concepts and Considerations

2.0 Design Management & Co-ordination

3.0 Planning Initial

4.0 Planning Developed

5.0 Design at Tender Stage

Page 3: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Design Development Process

Pencil

Pillar 4 Guidance Note 2.1 Design Development Process

Page 4: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Design Development Process

The Tender Design

Pillar 4 Guidance Note 2.1 Design Development Process

Page 5: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Design Development Process

What the Cost Consultant Tendered

Pillar 4 Guidance Note 2.1 Design Development Process

Page 6: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Design Development Process

What we Actually Wanted

Pillar 4 Guidance Note 2.1 Design Development Process

Page 7: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Design Development Process

What the Contractor Charged

Pillar 4 Guidance Note 2.1 Design Development Process

Page 8: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Design Development Process

The Design Required for PWC

Pillar 4 Guidance Note 2.1 Design Development Process

Page 9: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Civil Engineering Projects

Stage Description Reviews

B1 Preliminary Planning (Design),

including Statutory Approval

Project Review 3

Project Review 4

Project Review 5

B2 Detailed Planning (Design) Project Review 6

Building Projects

Stage Description Reviews

A1 Outline Sketch Scheme Project Review 3

A2 Developed Sketch Scheme, including

Statutory Approval

Project Review 4

Project Review 5

A3 Detailed Design Project Review 6

Pillar 4 Guidance Note 2.1 Design Development Process

Design Development Process

Terminology

Page 10: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Design Development Process

1.0 Design Concepts & Considerations

Pillar 4 Guidance Note 2.1 Design Development Process

Page 11: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Pillar 4 Guidance Note 2.1 Design Development Process

1.1 Concepts and Considerations

Design is a creative activity by which

client’s needs and objectives are collected,

interpreted and expressed in three

dimensional physical solutions.

CWMF Structure where design can evolve

to achieve:

Greater cost certainty

Value for Money

More Efficient Delivery National Conference Centre

Page 12: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Pillar 4 Guidance Note 2.1 Design Development Process

1.2 Design and Procurement Strategy

Employer Traditional Procurement -

Design Design by Employer / Design Team

Construction by Contractor

Contractor Design & Build -

Design Design and Construction by Contractor

Page 13: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Pillar 4 Guidance Note 2.1 Design Development Process

1.3 Design and Project Stages

Page 14: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Pillar 4 Guidance Note 2.1 Design Development Process

1.3 Design and Project Stages

Stage What Happens

1. Appraisal Identify Needs

Formulate Solution

Seek Approval

2. Planning

3. Implementation Construction Solution

4. Project Review Assess the Outcomes against the Needs

Specify Desired Outcomes

Determine the Definitive Project Brief

Quantify Needs

Verify Assumptions

Design Solution

Page 15: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Pillar 4 Guidance Note 2.1 Design Development Process

1.4 General Design Considerations

Design Issue Consideration

1. Project Definition Critical Importance of the Definitive Project Brief

2. Client Experience Experience is necessary to ensure Output

Specifications and Functional Requirements are

set prior to commencing design

3. Cost Planning and

Control

Inter-relationship of Cost and Design

4. Project Size &

Complexity

Formulation of a design process to suit the scale

and complexity of the project

Page 16: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Pillar 4 Guidance Note 2.1 Design Development Process

1.4 General Design Considerations Continued

Design Issue Consideration

5. Sustainability and

Environmental Impact

International best practice, whole life

costing, www.sei.ie

6. Universal Access Inclusive Environments, Disability Act 2005,

www.nda.ie

7. Design Management

Role

Co-ordination and testing of designs.

Design Team Leader, Internal V External,

Architect, Engineer, Project Manager

8. Value for Money Relationship between investment and the

benefit / return achieved

Page 17: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Design Development Process

1.5 Design Roles & Responsibilities

Pillar 4 Guidance Note 2.1 Design Development Process

Page 18: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Pillar 4 Guidance Note 2.1 Design Development Process

1.5 Design – Roles & Responsibilities

Design Role & Responsibility

1. Sponsoring

Agency

o Client – Lead the Total Client Group,

o Definitive Brief,

o Appoint Project Co-ordinator & (PSDP)

2. Design Team o Developing & Delivering Design Solutions,

o Specialist Knowledge & Technical Advice,

o Interface with contractor in the construction phase,

o Participate in review process

3. Contractor o Transform design into physical form

Page 19: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Pillar 4 Guidance Note 2.1 Design Development Process

1.6 Design and Safety, Health and Welfare

Design Duty & Obligation

1. Client Comply with the Safety, Health and Welfare

at Work (Construction) Regulations, 2006.

www.hsa.ie

2. PSDP Co-ordinate Designers, Technical safety

and risk issues, Safety and Health Plan,

Safety File

3. Statutory Instruments-

S.I. No. 504 of 2006

http://www.entemp.ie/publications/sis/2006/

si504.pdf

Page 20: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

2.1 Design Management & Co-ordination

“To ensure that optimal design,

value for money and buildability are

achieved……..”

Pillar 4 Guidance Note 2.1 Design Development Process

Page 21: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

2.3 Design Management & Co-ordination

Ensuring Design Quality

Review regularly to ensure compliance with Definitive Project Brief.

Pillar 4 Guidance Note 2.1 Design Development Process

Schedules of areas, room data sheets, specifications and whole-life-

value-for-money (for building projects); Capacity, level of service and

whole-life value-for-money (for civil engineering projects).

Insist on the submission of design information that can be readily

understood.

Check that the designs are consistent with the intended business

objectives of the facility

Sign off on design should occur only when all elements of the design are

agreed.

Page 22: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Engage stakeholders in a two-way dialogue;

2.5 Design Management & Co-ordination

Stakeholders in Design

Pillar 4 Guidance Note 2.1 Design Development Process

Keep such interested parties regularly and fully informed of developments;

Focus stakeholders’ attention on the project;

Record and consider stakeholders’ views on the project;

Understand and explain the project’s implications for each stakeholder;

Manage stakeholders’ outlook on the project and set realistic expectations;

Develop community satisfaction with the project; in order to save time and aid

progress through the statutory approval process

Page 23: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

3.1 Planning Initial

Pillar 4 Guidance Note 2.1 Design Development Process

Review Approvals

Project Review No. 1 o Definitive Project Brief

o Project Execution Plan

Project Review No. 2 o Design Team Appointment

Page 24: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Development of the Feasibility Study or Preliminary Report;

3.2 Design Activities

Pillar 4 Guidance Note 2.1 Design Development Process

Development of the Design Brief and Design Studies and

Standards (where appropriate) which form part of the Definitive

Project Brief;

Indicative Plans, diagrams, specifications, capacities

Development of the Definitive Project Brief.

Design Standards & Constraints

Page 25: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Pillar 4 Guidance Note 2.1 Design Development Process

4.1 Planning Developed

Review Approvals

Project Reviews Nos. 3, 4

& 5o Outline Sketch Scheme Design (Building)

o Developed Sketch Scheme Design

(Building)

o Preliminary Design

Project Review No. 6 o Detailed Design (Buildings)

o Detailed Planning (Civil Projects)

Page 26: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Preliminary Particulars

Pillar 4 Guidance Note 2.1 Design Development Process

4.1 Planning Developed – Works Requirement

The name, nature and location of the Works;

A general description of the Works;

The names and addresses of the Employer and Consultants.

Consents Planning and other consents obtained or to be

obtained by the Employer.

Page 27: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

The Site

Pillar 4 Guidance Note 2.1 Design Development Process

4.1 Planning Developed – Works Requirement

Site boundaries;

Means & Restrictions on access;

Position of the Works;

Information on adjacent / abutting structures;

Limitations (if any) on use of the Site;

Other work on the Site to be carried out concurrent with the

Works by the Employer’s Personnel or others;

Facilities of the Employer to be operated and maintained by the

Contractor;

Specific site rules and regulations.

Page 28: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Sections Definition of sections into which the Works are

divided for purposes of sectional completion.

Pillar 4 Guidance Note 2.1 Design Development Process

4.1 Planning Developed – Works Requirement

Drawings, Specifications, Schedules and Reports, General

arrangement, working and construction drawings;

Materials and Workmanship specifications;

Performance specifications applicable to contractor-designed or

specialist-designed elements of the works.

Page 29: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Specialists

Pillar 4 Guidance Note 2.1 Design Development Process

4.1 Planning Developed – Works Requirement

Designs to be prepared and/or works to be undertaken by

Specialists;

Novated specialists including details of the original appointment

and form of novation agreement;

Names and all relevant details of Specialists selected by the

Employer.

Page 30: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Restrictions and Obligations

Pillar 4 Guidance Note 2.1 Design Development Process

4.1 Planning Developed – Works Requirement

Limitations on working hours;

Hoardings, fences, screens, temporary roofs, advertising rights;

Maintenance and protection of existing services on, under or over the

site;

Execution of work in a specific order;

Road closure restrictions, alternative route restrictions;

Maintenance of specific temperature or humidity levels;

Temporary accommodation and facilities for the use of the Employer

including heating, lighting, furnishing and attendance details;

Installation of telephones and facsimile machines for the use of the

Employer;

Any other obligation or restriction.

Page 31: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

5.0 Tender Stage

Pillar 4 Guidance Note 2.1 Design Development Process

Review Approvals

Project Review No. 7 o Review of Tender

Page 32: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Checking if the tender returns provide the basis for undertaking the

planned project.

Pillar 4 Guidance Note 2.1 Design Development Process

5.0 Tender Stage

Tender analysis and report – this may involve design queries and clarifications;

Selection of contractor (for design-and-build projects, the contractors’ ability to deliver a suitable design solution should have been assessed at suitability assessment stage of the project);

Assessment of risk for tender returns and contractor selection (for design-and-build projects the quality of the built facility needs to be considered)

Page 33: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

Design Development Process Review

Get it Right First Time !!

Pillar 4 Guidance Note 2.1 Design Development Process

Page 34: GN 2.1 DESIGN DEVELOPMENT PROCESS Step-by-Step Guide …...Pillar 4 Guidance Note 2.1 Design Development Process Key Issue: Get it Right First Time Chapters 1.0 Concepts and Considerations

GN 2.1 DESIGN DEVELOPMENT PROCESSStep-by-Step Guide to managing the Design Process

End of Presentation

Thank You

Brian O’Rourke, Director, O’Connor Sutton Cronin