ECS Procedures

RIBA Work Stage Stage 4: Technical Design Report PP-12-R4C

Design Deliverables
Purpose of this Document

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 4 – Technical 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 outlined within the UoL business case,
 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
Completion of Project Brief
Application of detailed planning permission (if applicable)

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-Of

Version 1.0 1 of 6 October 2018

 RIBA Work Stage Stage 4: Technical Design Report
Design Deliverables
Audit Tools
Project Manager Checklist - RIBA Stage 4 Technical Design In Scheme Completed
YES NO Fail

General
Have we (UoL) confirmed Concept Design (RIBA Stage 3) approved; permitting commencement of RIBA Stage 4 Technical Design (if applicable). YES NO Fail

Has the “Client / End-User" been advised and approved all consultant appointments & costs for Stage 4 and beyond. YES NO Fail

If commencing work at RIBA Stage 4 Technical Design, review/implement/ undertake applicable RIBA Stage 3 Developed Design Programme Tasks. YES NO Fail

Have we (UoL) confirmed Concept Design (RIBA Stage 3) approved; permitting commencement of RIBA Stage 4 Technical Design (if applicable). 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 4 Technical 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

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

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

Review construction strategy, taking into account procurement strategy. Review Pre-Construction H&S Plan; amend if required. YES NO Fail

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 / ‘test’ and agree the procurement strategy for construction tender, share with the design team. This needs to confirm as a minimum;
form of contract to be considered / pursued, expectation of full / sectional completion, phasing / logistic constraints etc;
 Form of Contract to be used YES NO Fail
 If Design & Build / CDP Portion, design development information to be produced appropriately YES NO Fail
 Engage legal advisor to assist in production of suitable contract (inc amendments) YES NO Fail
 Produce and agree any contract amendments for inclusion within tender and contract YES NO Fail
 Identify need for Collateral Warranties YES NO Fail
 Identify need for enabling works package (separate to main contract) YES NO Fail
 Establish at what points official orders (via procurement system i.e. Agresso) need to be made YES NO Fail
 Ensure Governance / Senior Level sign-off is arranged in advance to permit these orders to be in place in-line with programme requirements 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

Check that all RIBA Stage 4 Technical Design outputs have been completed prior to progressing any further, including;
 Design drawings YES NO Fail
 Design specifications YES NO Fail
 Updated Cost Plan YES NO Fail
 Prototypes / mock-ups, models, sample boards/panels etc YES NO Fail
 Approval of materials YES NO Fail
 Check information produced satisfies planning requirements, building consent etc YES NO Fail

Identify what additional professional resource will be required during RIBA Stage 5 - Construction, informing client of reasoning and financial (cost) impact

Identify if there will be any imposed (by UoL) restrictions upon the site, contractor, comprising as a minimum;
 Access YES NO Fail
 Working Hours YES NO Fail
 Noise YES NO Fail
 Dust suppression YES NO Fail
 PPE YES NO Fail
 Welfare provision YES NO Fail
 Car parking YES NO Fail
 Over sailing (Crane usage) YES NO Fail
 Service Isolations; electrical, medical gas, hot water, heating etc YES NO Fail
 Fire evacuation YES NO Fail

Revise & Re-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
Check that all information required during RIBA Stage 4 Technical Design is available, which might include the following:
 Developed Design as accepted by the Client/End-User in written confirmation, incorporating any agreed amendments YES NO Fail
 cost plan prepared by the cost consultant (at commencement of RIBA Stage 4) YES NO Fail
 published material and technical information, including samples relevant to the project YES NO Fail
 results of surveys/tests/inspections etc conducted during Stage 3 YES NO Fail
 any relevant legislation YES NO Fail
 further contributions, information and recommendations from consultants and specialists, including possible subcontractors and suppliers YES NO Fail
 technical information from manufacturers and recommendations or test results relevant to the particular use intended, context and location YES NO Fail

Any amendments recommended by local building control and fire authorities during consultations, particularly relating to construction details and fire prevention, including
finishes. I.e. in cases where period of time between completing RIBA Stage 3 and commencing RIBA Stage 4 is significant.
YES NO Fail

Any changes to the Final Project RIBA Stage 4 Brief at this stage are likely to have an effect on programme and cost. If changes are necessary they should be subject to the
Change Control Procedure and only undertaken once written agreement has been issued by the client’s representative.
YES NO Fail

Appointments (Required to Facilitate Stage 4 Technical Development)

If commencing work at RIBA Stage 4 Technical Design, review/implement/ undertake applicable RIBA Stage 3 Developed Appointment Tasks. YES NO Fail

Establish the scope, content and context for Stage 4 activities. YES NO Fail

If coming new to the project at this stage in the Plan of Work:

 ascertain that relevant earlier stage checks have been carried out YES NO Fail
 RIBA Work Stage Stage 4: Technical Design Report
Design Deliverables
 agree fees and timetable with the Client/End-User YES NO Fail
 allow for familiarisation and reviewing of all usable material from Stages 1 to 3 when agreeing fees and timetable with the client YES NO Fail
 confirm the role of the architect in relation to the rest of the design team YES NO Fail
 ensure that you have adequate professional indemnity (PI) insurance cover in accordance with ARB and RIBA requirements YES NO Fail
 Request a copy or produce (if able) the project-specific pre-construction health and safety information and review it YES NO Fail
 advise the client of their responsibilities under the CDM Regulations and ensure that a CDM coordinator has been appointed. YES NO Fail

Check that the client’s instruction to proceed has been given and confirmed in writing. YES NO Fail

Check that the client has settled all accounts submitted to date. YES NO Fail

Check appointing documents with respect to services and fees.

If the services, cost or time targets are different from those agreed with the client, agree a formal variation by letter or deed, as appropriate.
If the extent of professional services for Stage 4 is not settled, agree with the client and confirm in writing. YES NO Fail
If the methods and levels of charging for Stage 4 are not yet settled, agree with the client and confirm in writing.

Assess the office resources needed for Stage 4 and ensure that they are available and adequate. YES NO Fail

Carry out checks for compliance with in-house quality management procedures, including updated Project Execution Plan. YES NO Fail

Review the application of practice procedures to the project. YES NO Fail

Procurement
If commencing work at RIBA Stage 4 Technical Design, review/implement/ undertake applicable RIBA Stage 3 Developed Procurement Tasks. YES NO Fail

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

Initiate tender action for quotations from specialist subcontractors and suppliers if appropriate pre-tender e.g. enabling works packages, de-cant/re-cant operations etc. YES NO Fail

Check tender invitation documents (produced either internally by Maintenance or Procurement) for sending to specialists. Invite further tenders as appropriate. YES NO Fail

Inspect tenders and information submitted by specialist subcontractors and suppliers using adopted processes i.e. quantitive and qualitative assessment.
Refer all tenders to the cost consultant for cost checking. YES NO Fail

Refer specialist tenders to the CDM coordinator and relevant consultants for comment. YES NO Fail

Approve specialist tenders and notify all tenderers of this decision. YES NO Fail

Review approved list of suppliers/contractors against UoL Procurement strategy; ensuring form of appointment, liabilities and level of information upon which to tender aligns to
that agreed procurement strategy.
YES NO Fail

Discuss the list of potential main contractors (or construction managers if appropriate) with the client and the design team. Check whether the client holds a general list of
approved contractors from which tenderers must be selected. Make preliminary enquiries with contractors if appropriate.
YES NO Fail

Discuss with the client the tender procedures, including:

whether firms which wish to be considered as tenderers should complete a tendering questionnaire
whether the client will require tenderers to complete a non-collusion or other similar certificate.
YES NO Fail

Discuss with the client and the CDM coordinator the tendering period and procedures to be followed in opening tenders, and notify the results. YES NO Fail

Continue discussion with the client on the inclusion of any special clauses or amendments to the Building Contract. Remind the client of the need to take legal advice before
amending standard forms of contract. Discuss with the client the implications of any advice obtained.
YES NO Fail

Review the position with respect to advance orders for design, materials and fabrication by specialist subcontractors and suppliers, including named subcontractors. If
authorised, take further necessary action.
YES NO Fail

Confirm with the client the details of any preliminary contracts for enabling works and, if authorised, take the necessary action. YES NO Fail

Review, update and re-issue PEP. YES NO Fail

Programme
If commencing work at RIBA Stage 4 Technical Design, review/implement/ undertake applicable RIBA Stage 3 Developed Programme Tasks. YES NO Fail

Establish key Stage 4 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

Confirm the stage timetable for services, and note its relationship to the project timetable as agreed with the client. YES NO Fail

Stage 4 Development
If commencing work at RIBA Stage 4 Technical Design, review/implement/ undertake applicable RIBA Stage 3 Developed Tasks. YES NO Fail

Share Client Team (UoL) comments on RIBA Stage 3 Developed 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

Establish a Design Responsibility Matrix. YES NO Fail

Prepare and develop the technical design in-line with the imposed Design Responsibility Matrix. YES NO Fail

Ensure a Lead Designer is identified, who controls the coordination of the RIBA Stage 4 – Technical Design Information. YES NO Fail

Drawings Management; Ensure the following is in place and maintained throughout RIBA Stage 4:
 Prepare a schedule of drawings and other information needed. YES NO Fail
 Draw up a programme for the preparation and delivery of the drawings and the other stage outputs and assess the resource required to complete it in line with the
programme.
YES NO Fail
 Confirm a system for recording and distributing information and revisions. YES NO Fail
 Agree with the design team a strategy, including a programme, for the production of appropriate documents (e.g. specifications/schedules/bills of quantities). YES NO Fail
 Assemble specification notes made during Stage 3. YES NO Fail
 Check whether existing UoL Specifications are comprehensive, accurately reflect requirements and are suitable for inclusion within RIBA Stage 4 information. YES NO Fail
 Prepare a checklist to show which headings or subheadings might be relevant for the particular project. YES NO Fail
 RIBA Work Stage Stage 4: Technical Design Report
Design Deliverables
 Allocate responsibilities for writing particular parts of the existing and/or ‘NEW’ specification(s). YES NO Fail
 Select specification sections and clauses from a standard specification library (NBS Create is recommended). YES NO Fail
 Mark up a library of clauses and produce a draft copy of the specification. YES NO Fail
 Identify sections or items that are not covered adequately for the particular project and which will require supplementary information. Establish which parts will be by
prescription and which by performance requirements.
YES NO Fail
 If specifying by reference to documents, e.g. British Standards, obtain the documents and carefully read the relevant parts. YES NO Fail
 Review the selection of materials, descriptions of workmanship, etc. and check with the cost plan. YES NO Fail
 Decide on the presentation of the specification. YES NO Fail
 Check the final copy for errors, omissions and possible inconsistencies, either within parts of the document or between the specification and other Technical Design. YES NO Fail
 Establish the number of copies required and distribute as appropriate. YES NO Fail

Has the Lead Designer reviewed and “signed off” each element of design information (drawings, specification, surveys, sub-section reports). YES NO Fail

Complete the information with respect to prescriptive/performance items in bills, etc. YES NO Fail

Draft preliminaries (or project management sections) together with work sections – specifications for materials and workmanship (or systems, products and execution). YES NO Fail

Prepare and submit the Building Regulations submission and any other third party submissions requiring consent. YES NO Fail

Provide information as agreed to the cost consultant for preparation of tender pricing documents (or prepare pricing documents if appointed to do so). YES NO Fail

If procurement is through design and build:

for an employer client: check whether the client has confirmed in writing acceptance of proposals and information supplied so far which are to form part of the Employer’s
Requirements
for a contractor client: review any client’s comments on the detail design or development and note any adjustments which may be unavoidable owing to modifications
YES NO Fail
introduced lately by component manufacturers or specialist subcontractors.

Review construction sequencing (4D if provided/requested) with the contractor (if appointed). YES NO Fail

Share data for conclusion of design coordination and detailed analysis with subcontractors (where required/able pre-tender – dependent upon procurement route). YES NO Fail

Consider the requirements for the commissioning of engineering services by subcontractors and the main contractor, and provisions for testing & Commissioning. Ensure any
specific requirements of the Contractor are explicitly entered in to the in tender documents (Employers Requirements, Preliminaries, H&S and O&M requirements, Contractors YES NO Fail
CoP etc).

Make necessary visits to supply sources (e.g. quarries, brickyards, stoneyards) and manufacturing sources (e.g. foundries, factories, workshops) before making final design
choices that will be specified within the tender documentation. Ensure “Alternative and or similar by approval with Client” is recorded as necessary.
YES NO Fail

Arrange for further tests to be conducted on components, panels and finishes, if appropriate and authorised by the client pre-contract. YES NO Fail

Decide on the provisions for testing to be included in the bills of quantities/specifications/schedules of work, including the contractor’s testing and commissioning of building
services before completion. Ensure the requirements are specified within the tender documents.
YES NO Fail

Determine provisions for the client to witness testing, if required, and whether this is to be part of the contract period.
Establish the contractor’s obligations for attendance and rectification if necessary. Ensure the requirements are specified within the tender documents. YES NO Fail

Review quality management of potential suppliers and subcontractors and their general compliance in health and safety matters. Pass relevant information to the CDM
coordinator.
YES NO Fail

Consultations, Approvals and Consents

If commencing work at RIBA Stage 4 Technical Design, review/implement/ undertake applicable RIBA Stage 3 Developed Consultations, Approvals & Consents Tasks. YES NO Fail

Continue discussions with the building control and fire authorities. Prepare a building notice for submission under the Building Regulations, or prepare an application for
approval by deposit of full plans. Prepare a submission to an approved inspector for issue of an initial notice for acceptance by the local authority, if this is the chosen option.
YES NO Fail

Review the adequacy of information on building services from statutory undertakers for detail design; conduct final coordination checks with design team to ensure
service/infrastructure provision is accommodated.
YES NO Fail

Continue discussions with relevant authorities for highways, drainage, water, gas, electricity supplies, etc. on matters concerning detail design. Check adequacy of information
on building services from statutory undertakers for detail design.
YES NO Fail

Ensure infrastructure requirements of the University (load levels) have been re-reviewed and approved by UoL Maintenance e.g. HV/LV, HPHW, IT, BT etc. YES NO Fail

Consult insurers as appropriate regarding the application of codes of practice or design guides relating to construction, materials, standards and finishes in detail design, and
their requirements for fire prevention during site operations which might have design implications.
YES NO Fail

Consult user client/third parties, if authorised. YES NO Fail

Check whether minor amendments to the Technical Design at this stage go beyond the scope of the planning permission granted. If so, it may be necessary to deposit
amended drawings.
YES NO Fail

Prepare material for submission to the client’s insurers if necessary and if instructed by the client. YES NO Fail

Check that all necessary information has been obtained with respect to building control approval. Hold further discussions with authorities as necessary to resolve outstanding
points.
YES NO Fail

If appropriate, continue discussions with the highways authority on matters such as access to site, waiting or off-loading restrictions, siting and design of temporary fencing,
hoardings, etc.
YES NO Fail

Submit the building notice or application for approval by deposit of full plans, if not already submitted, together with relevant documents, including payment from the client for
the appropriate fee.
YES NO Fail

Cost Planning
If commencing work at RIBA Stage 4 Technical Design, review/implement/ undertake applicable RIBA Stage 3 Developed Cost Planning Tasks. 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

Discuss with the design team and the key client stakeholders (“Client/End-User”) the effect of detailed design decisions on the allocations within the cost plan before
implementation.
YES NO Fail

Provide information to the cost consultant for revision of the cost estimate and cash flow projection (or revise the cost estimate if appointed to do so). YES NO Fail

Report to the “Client/End-User” on cost matters at agreed intervals.

If procurement is through design and build for a contractor client:
provide any further necessary information to the contractor’s estimators
review estimates received from specialist firms, either direct or through consultants, for inclusion in the tender documents or as basis for provisional sums (defined and un- YES NO Fail
defined).
 RIBA Work Stage Stage 4: Technical Design Report
Design Deliverables
Provide information for the cost consultant to review the cost plan and monitor cost implications of decisions during the preparation of Technical Design (or revise the cost
estimate if appointed to do so).
YES NO Fail

If procurement is through design and build:

for an employer client: provide revised information if relevant for corrected cost estimates
for a contractor client: provide revised information if relevant to contractor’s estimators. YES NO Fail

Cost consultant (or architect if appointed to do so) to review quotations received from specialist firms and check against provisional sums or budget figures. YES NO Fail

Ensure a “Pre-Tender Estimate” (PTE) is requested early in the RIBA Stage 4 Technical Design Stage 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 when 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

Sustainability
(Only appropriate if a Sustainability Strategy (or similar) is to be implemented over and above UoL University Sustainability Directive / Agenda.)
If commencing work at RIBA Stage 4 Technical Design, review/implement/ undertake applicable RIBA Stage 3 Developed Sustainability Tasks. YES NO Fail

Only appropriate if a Sustainability Strategy (or similar) is to be implemented over and above UoL University Sustainability Directive / Agenda. YES NO Fail

During this stage the crucial activity is checking the constituent parts of the Sustainability Strategy against the developing Technical Design and that the work of specialist
subcontractors does not impact on the Sustainability Strategy.
YES NO Fail

Check Points;
 Is the formal sustainability assessment substantially complete? YES NO Fail
 Have details been audited for airtightness and continuity of insulation? YES NO Fail
 Has the Building Regulations Part L submission been made and the design stage carbon/energy declaration been updated and the future climate impact assessment
prepared?
YES NO Fail
 Has a non-technical user guide been drafted and have the format and content of the Part L log book been agreed? YES NO Fail
 Has all outstanding design stage sustainability assessment information been submitted? YES NO Fail
 Are building Handover Strategy and monitoring technologies specified? YES NO Fail
 Have the implications of changes to the specification or design been reviewed against agreed sustainability criteria? YES NO Fail
 Has compliance of agreed sustainability criteria for contributions by specialist subcontractors been demonstrated? YES NO Fail

Key Actions;
 Make Approved Document L submission, design stage carbon/energy declaration update and future climate impact assessment. YES NO Fail
 Draft the non-technical user guide and agree the format and content of the Approved Document L log book. YES NO Fail
 Submit all outstanding design stage sustainability assessment information. YES NO Fail
 Assess the compliance of contributions by specialist consultants and contractors with agreed sustainability criteria demonstrated. YES NO Fail
 Specify the building handover process and monitoring technologies. YES NO Fail
 Agree technical requirements to support the monitoring strategy. YES NO Fail
 Ensure that artificial lighting and daylighting strategies and controls are mutually supportive in delivering low energy consumption. YES NO Fail
 Involve facilities management and users in reviewing the environmental control systems and manual and automatic controls to ensure that they are appropriately
simple and intuitive, and that there is a match between expectations and the design.
YES NO Fail
 Make sure that the project team is aware of the technical consequences of strategic sustainability decisions. YES NO Fail
 Specify sustainable materials and products, balancing life-cycle assessment, maintenance regime, durability and cost. YES NO Fail
 Complete consultation with subcontractors and suppliers with regard to Technical Design issues and review information packages to check that they are coordinated,
complementary and support all components of the Sustainability Strategy.
YES NO Fail
 Agree responsibilities and routines for data recording to monitor performance. YES NO Fail
 Review the potential knock-on implications of value engineering on performance and sustainability targets. YES NO Fail
 Review the final details, including subcontractors’ packages, for airtightness and continuity of insulation. YES NO Fail
 Review the information required to demonstrate compliance with sustainability requirements (e.g. materials certification). YES NO Fail

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

Town Planning
If commencing work at RIBA Stage 4 Technical Design, review/implement/ undertake applicable RIBA Stage 3 Developed Town Planning Tasks. YES NO Fail

Review with the design team implications of any conditions attached to full planning permission, if applied for on RIBA Stage 3 information. YES NO Fail

Discuss with the planning officer the implications arising from any planning permission conditions. If permission was refused, discuss the reasons for the refusal and prepare,
for the client, recommendations as to the best course of action.
YES NO Fail

In the event of a refusal of planning permission, amend the scheme and re-submit the application as appropriate. YES NO Fail

Ensure planning conditions are reviewed and any particular requirements that may affect development of construction information is included appropriately within the tender
information.
YES NO Fail

Information Management
If commencing work at RIBA Stage 4 Technical Design, review/implement/ undertake applicable RIBA Stage 3 Developed Tasks. YES NO Fail

Check that all the agreed outputs have been produced before the conclusion of Stage 4. These outputs will comprise the Technical Design for consultant elements of the
design and must be in sufficient detail to enable Fabrication Design or Construction to commence. The outputs may include;
 updated Cost Information YES NO Fail
 detail design drawings YES NO Fail
 specification notes (prescriptive and performance) on materials and workmanship (or systems, products and execution), etc. YES NO Fail
 notes for draft preliminaries (or project management sections) for specifications or schedules of work YES NO Fail
 further detailed information on proposals for existing, perhaps historic, buildings YES NO Fail
 information for preparation of full plans submission for approval under the Building Regulations YES NO Fail
 non-technical information for use in dealings with third parties, landlords, tenants, funders, etc. (e.g. in connection with leases, boundaries, party walls) YES NO Fail
 Technical Design coordinated documents – probably including location, component and assembly drawings, drawn schedules, bills of
quantities/specifications/schedules of work
YES NO Fail
 information prepared specially for use in self-build or semi-skilled operations YES NO Fail
 information for issue to specialist subcontractors and suppliers in connection with tender invitations YES NO Fail
 information for inclusion in pre-construction health and safety information to be passed to the CDM coordinator YES NO Fail
 information which is not necessarily part of the tender package for use in dealings with third parties, landlords, tenants, funders, etc. (e.g. in connection with leases,
boundaries, party walls).
YES NO Fail
 If procurement is through design and build: YES NO Fail
 for an employer client: detail design information for incorporation into Employer’s Requirements YES NO Fail
 for a contractor client: further design development drawings and design team members’ work on scheme submitted in the Contractor’s Proposals and general
arrangement drawings, interface details, performance.
YES NO Fail

Ensure the RIBA Stage 4 Technical Design Stage Report is submitted in-line with any UoL requirements (i.e. timeline, business case production/submission, review period etc). YES NO Fail

197 0
Pass % 0%
 RIBA Work Stage Stage 4: Technical Design Report
Design Deliverables
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 establsihed within the works contract e.g. Contractor Design Portion, project budget and project delivery programme.

Not
This Design Stage 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)

Mechanical & Electrical Engineer (UoL)

Maintenance Dept (UoL)

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