Professional Documents
Culture Documents
CIC Services –
Handbook
The CIC SCOPE OF CIC/Handbook
SERVICES Handbook first edition 2007
CIC/Services
Overview.................................................................................... 2
THE CIC SERVICES first edition 2007
Application . ............................................................................ 5
SPECIFIC SCOPE SCHEDULE
Schedule of primary definition responsibility
The Stages ............................................................................... 6
The allocation of primary responsibility for
THE CIC SERVIC
the definition of components ES CIC/Services Allocation . ............................................................................... 7
Stage 2D 3D 3R 4D 4R 5D 5R Notes first edition 200
7
1 General DEFINITIONS AN
D INTERPRETATI Roles ............................................................................................. 8
1.1 Site layout
ON
THE CIC 1 Definitions
1.2 Setting out: dimensions, levels, falls SERVIC Participants . ........................................................................ 12
Sta
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1.4 Cost estimating s: estab
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allocated Definition and Review Services ........................... 14
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Deliverables at each stage ....................................... 15
and form ce pt Repo se lection • those al u n oin ted
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s The Client Brief and Project Brief ...................... 21
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Notes and terms used in the Tables ................. 22
e Strate age 2D. btain Cl
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The Specific Scope Schedule ................................. 24
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Symbols to choose from ........................................... 26
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CIC/ServicesH
CIC Services Handbook first edition 2007
Overview
The CIC Scope of lists of tasks which are, or may be, required on all projects.
Services comprises … From these lists, parties can draw up schedules of services for the THE CIC SCOP
Handbook
s-
There are ... fourteen Tables and the Specific Scope Schedule, together with the
Definitions.
The Tables … set out the services to be undertaken by all those undertaking the This includes architects, engineers, quantity surveyors, CDM
definition process on major building projects; co-ordinators, the client, contractor and specialists.
the Specific Scope provides a further level of detail; Primary definition responsibility for elements of the project (eg the
Schedule … see page 24 façade or steelwork connections) can be allocated for each stage.
and the Definitions … set out the defined terms and abbreviations used, together with the
rules of interpretation.
The services to be - which includes Consultants, Specialists and the Contractor(s) -
undertaken by all those see page 12
…
definition + construction =
undertaking the includes design and related activities, such as cost, programme, Q: W hy is it called ‘the definition process’?
definition health and safety, performance, integration and co-ordination. Why not refer to ‘the design’?
process … A: ‘Definition’ does not only include design; the process includes the
activities of non-designers (Project Lead, Cost Consultancy and
Health and Safety Consultancy) as well as those of designers.
Roles Client/Client Project Design Architectural Civil & Structural Building Services Cost Health & Safety CIC/ServicesH
CIC Services Handbook Tasks Representative Lead Lead Design Design Design Consultancy Consultancy first edition 2007
2D– 1. Give instructions to Obtain Client instructions Receive Client Receive Client Receive Client Receive Client Receive Client Receive Client
Stage 2D – proceed with Stage 2D. to proceed with Stage instructions to proceed instructions to proceed instructions to proceed instructions to proceed instructions to proceed instructions to proceed
instructions to Provide Strategic Brief. 2D. Obtain Strategic Brief with Stage 2D. Receive with Stage 2D. Receive with Stage 2D. Receive with Stage 2D. Receive with Stage 2D. Receive with Stage 2D. Receive
proceed from Client and analyse. and analyse Strategic and analyse Strategic and analyse Strategic and analyse Strategic and analyse Strategic and analyse Strategic
Brief. Brief. Brief. Brief. Brief. Brief.
2D– 2. Receive advice on Brief Client and Project Collaborate with Project Collaborate with Project Collaborate with Project Collaborate with Project Collaborate with Project Collaborate with Project
2D– 7.
2D– 1. Give instructions
Receive advice onto Obtain Client
Receive instructions
Project Team Receive Client
Co-ordinate Project Receive
Visit site,Client
carry out initial Receive
Visit site,Client
carry out initial Receive
Visit site,Client
carry out initial Receive
Visit site,Client
carry out initial Receive
Visit site,Client
carry out initial
Stage 2Drestrictions
Physical – proceed restrictions
physical with Stage 2D. to proceed
advice with Stage
on physical instructions
Team advicetoonproceed
physical instructions
appraisal andtoadvise
proceed instructions
appraisal andto advise
proceed instructions
appraisal andto advise
proceed instructions
appraisal andtoadvise
proceed instructions
appraisal andtoadvise
proceed
instructions to that might affect Brief.
Provide Strategic restrictions that mightBrief
2D. Obtain Strategic with Stage 2D.
restrictions thatReceive
might with Stage restrictions
of physical 2D. Receive of physical 2D.
with Stage Receive
restrictions of physical 2D.
with Stage Receive
restrictions with Stage 2D.
of physical Receive
restrictions with Stage 2D.
of physical Receive
restrictions
proceed Project Definition. Give from Client
affect and
Project analyse.
Definition. and analyse
affect ProjectStrategic
Definition. and might
that analyse Strategic
affect Project and analyse
that Strategic
might affect Project and analyse
that Strategic
might affect Project and analyse
that Strategic
might affect Project and analyse
that Strategic
might affect Project
instructions. Submit to Client and Brief. Brief.
Definition. Brief.
Definition. Brief.
Definition. Brief.
Definition. Brief.
Definition.
2D– 2. Receive advice on obtain instructions.
Brief Client and Project Collaborate with Project Collaborate with Project Collaborate with Project Collaborate with Project Collaborate with Project Collaborate with Project
Stage
2D– 8.2D – –procedures to complete –Team on procedures to Team on procedures
Establish design to TeamProject
With on procedures
Team, to TeamProject
With on procedures
Team, to TeamProject
With on procedures
Team, to Team oncost
Provide procedures to
advice to Team on development
Support procedures to
procedures
Design approach Stage 2D and meet complete Stage 2D and complete Stage
approach so that2D
theand completedesign
develop Stageapproach
2D and completedesign
develop Stageapproach
2D and completedesign
develop Stageapproach
2D and completedevelopment
support Stage 2D and complete
of Stage 2D and
design approach so
Project objectives. meet Project objectives. meet Project objectives.
design achieves required meet Project objectives.
so that the design meet Project objectives.
so that the design meet Project objectives.
so that the design meet Project objectives.
of design approach so meet Project objectives.
that the design achieves
2D– 3. Resulting from With Project Team, quality
Considerand h&s standard
scope of achieves
Consider required
scope ofquality achieves
Consider required
scope ofquality achieves
Consider required
scope ofquality that the design
Consider scopeachieves
of required quality
Consider scope ofand
Scope of Project consideration of consider scope of and is co-ordinated
services and advise on and h&s standard
services and adviseand
onis and h&s standard
services and adviseand
onis and h&s standard
services and adviseand
onis required
services quality and on
and advise h&s standard
services and is on
and advise co-
Team services scope of Project Team services and identify within
adjustments. Team.
Project integrated within Project
adjustments. integrated within Project
adjustments. integrated within Project
adjustments. h&s
adjustments. and is
standard ordinated within Project
adjustments.
services, receive advice adjustments. Advise Team. Team. Team. integrated within Project Team.
on adjustments. Give Client and obtain Team.
2D– 9. instructions.
Receive report on initial instructions.
Based on Strategic Based on Strategic Based on Strategic Brief, Based on Strategic Brief, Based on Strategic Brief, Based on Strategic Brief, Based on Strategic
Design
2D– 4. – proposals
Agree and on design and
implement Brief, assemble
Initiate, obtain Project Brief,
Agreeco-ordinate
and implementProject make
Agree initial proposals
and implement make
Agree initial proposals
and implement make
Agree initial proposals
and implement make
Agree initial proposals on
and implement Brief,
Agreecontribute to initial
and implement
initial proposals
Management technical
Managementviability based
Procedures Team initial and
agreement proposals
direct Team initial proposals
Management Procedures on design andProcedures
Management technical on design andProcedures
Management technical on design andProcedures
Management technical Project budgetProcedures
Management viability. proposals
Management on design
Proceduresand
Procedures on Strategic
for Stage 2D. Brief. Give on design
implementationand technical
of on design
for Stage 2D. and technical viability.
for Stage 2D. viability.
for Stage 2D. viability.
for Stage 2D. for Stage 2D. technical viability.
for Stage 2D.
(see definition) instructions.
(see definition) viability.
Management Submit to Client
Procedures viability.
(see definition) (see definition) (see definition) (see definition) (see definition) (see definition)
and obtain2D.
for Stage instructions.
2D– 10. Confirm Client’s priorities (see and
Test definition)
confirm Client’s Test and confirm Client’s Test and confirm Client’s Test and confirm Client’s Test and confirm Client’s Test and confirm Client’s –
Client
2D– 5.priorities as outlined
Agree in Strategic
and implement priorities as outlined
Initiate, obtain in
agreement priorities
Agree andasimplement
outlined in priorities
Agree andasimplement
outlined in priorities
Agree andasimplement
outlined in priorities
Agree andasimplement
outlined in priorities
Agree andasimplement
outlined in Agree and implement
Reporting procedures Brief.
reporting procedures for Strategic
and directBrief.
implementation Strategic
procedures Brief.
for reporting Strategic
reporting Brief.
procedures for Strategic
reporting Brief.
procedures for Strategic
reporting Brief.
procedures for Strategic
reporting Brief.
procedures for reporting procedures for
2D– 11. Stage 2D.
Provide information of reporting
Obtain from procedures
Client design issues
Receive in
information Stage 2D.
Receive information Stage 2D.
Receive information Stage 2D.
Receive information Stage 2D.
Receive information Stage 2D.
Receive information
Property Rights concerning Property for Stage 2D.
information concerning Stage 2D. Property
concerning concerning Property concerning Property concerning Property concerning Property concerning Property
2D– 6. Rights and other relevant
Give instructions on Property Rights andon
Obtain instructions Rights
Advise and other relevant
on allocation of Rights and other
Contribute to relevant
discussions Rights and other
Contribute to relevant
discussions Rights and other
Contribute to relevant
discussions Rights and other
Contribute to relevant
discussions Rights and other
Contribute to relevant
discussions
Allocation of design matters,
allocationand any
of design other relevant
allocation matters.
of design matters. Advise on need
design responsibilities matters. Advise
on allocation on need
of design matters. Advise
on allocation on need
of design matters. Advise
on allocation on need
of design matters. Advise
on allocation on need
of design matters. Advise
on allocation on need
of design
responsibilities additional information.
responsibilities within Advise
responsibilitiesonwithin
Client need for
within Project information.
additional Team for additional information.
responsibilities within for additional information.
responsibilities within for additional information.
responsibilities within for additional information.
responsibilities within for additional information.
responsibilities within
Project Team and for additional
Project Team information
and and resolve potential Project Team. Project Team. Project Team. Project Team with advice Project Team.
resolution of potential and obtain.
resolution of potential ambiguities. on procurement.
2D– 12. ambiguities.
Provide any existing h&s ambiguities.
Receive and consider Receive and consider Receive and consider Receive and consider Receive and consider Receive and consider Receive and consider
H&S file file. Agree content and any existing h&s file. any existing h&s file. any existing h&s file. any existing h&s file. any existing h&s file. any existing h&s file. any existing h&s file and
format of Project h&s file. agree content and format
of updated file. If none
already, agree content
and format of new h&s
file.
The Tables they look at what is usually referred to as the design process They are much more than the schedules of services generally found
take an innovative in a new way; in consultants’ contracts.
approach …
they are they set out the services to be undertaken by the whole project
comprehensive … team from initial instructions to final completion;
integrated and the tabular format means that it is clear what each of the This means that, for example, the danger of obtaining planning
transparent … participants is to do and how the tasks are inter-related and permission on the basis of an architectural design that is not
inter-dependent; supported by an equal level of structural or building services design
becomes clearer. (The ‘where do the plant rooms go?’ problem.)
they are also flexible … they can be used by a project client on any procurement route A ‘project client’ could be a client developing a site for its own use
and by a design and build contractor client; any procurement (an end-user) or to sell or let (a developer).
route, includes, for example
• traditional procurement (contractor tendering on full design)
• design and build (both single and two stage)
• develop, construct and operate
• construction management and
• management contracting.
Thus, the CIC Scope that will be required for a project, whether they are to be undertaken
of Services provide a by consultants (under a professional services contract) or specialists
client with a menu of (under other terms) and the contractor (under the construction
services … contract). It provides a clear framework for agreeing with clients
and other consultants the level of service required and the
responsibilities of each party. It also provides a clear demonstration
of the inter-dependence of the roles and hence the risks of allowing
one role to lag behind (eg the inherent risk to an architectural
concept if it has not been informed by the concept engineering).
Application
The CIC Scope of on the CIC Conditions (Parts 1–6 of the CIC Consultants’ Contract)
Services can be used or on other conditions of contract; THE CIC CONS
ULTANTS'
by Clients appointing
CONTRACT CIC/Conditi
CONDITION ons
S first edition 2007
Conditions
of contract
consultants for the appointm
on major building ent of
projects
Consultants …
CIC Conditio
ns -
Form of Agreeme
Parts 1-6 and nt,
Guidance
or Specialists … that is, others (who may be specialist consultants or advisers, or Since the Tables and the Specific Scope Schedule include tasks to be
specialist contractors) contributing to the definition process and undertaken by Consultants and others as well, the Definitions refer
appointed on other conditions of contract; to 'the Consultant / the party providing the Services’.
see page 12
or Contractors … who may be engaged at an early stage to advise on buildability, cost
and best value procurement, and provide advice on the definition
responsibilities of the party who will be constructing the project.
The Client … is the person employing those undertaking the services. This could be an end-user client, developer, design and build contractor
or PFI project company, for example.
The Stages
There are six stages … which are: Each stage has a clear start and end point and a defined level
Stage 1: Preparation of detail, and each stage ends with a specified deliverable.
Stage 2: Concept These stages reflect those adopted by many leading developers,
Stage 3: Design Development the revised RIBA Plan of Work and the British Property Federation.
Stage 4: Production Information They also match well with international systems.
Stage 5: Manufacture, Installation and Construction Information
Note: the break points between the CIC stages coincide with break
Stage 6: Post Practical Completion. points in the revised RIBA stages.
see page 15
Specific Activities
Planning Approval
Procurement G/H
Allocation
The tasks – both in in so far as they are applicable for the particular project. The term ‘tasks’ is used to describe the activities contained in each
the Tables and Specific It may well not be possible to allocate all the tasks at the outset cell of the Tables and each item in the Specific Scope Schedule.
Scope Schedule – are for a variety of reasons – the procurement route may not be known
allocated to whoever is and the need for other members of the project team may only If the client has not decided on the procurement route, it may initially
to undertake them … emerge as the definition process proceeds, for example. only appoint its consultants for Stages 1D and 2D.
The Tables therefore determine the tasks agreed to be undertaken
If the client has decided to appoint a design and build contractor
when the contract is formed; as the project progresses, further tasks
after completion of design development (Stage 3D), it will appoint
can be allocated or tasks re-allocated, as need be.
its consultants for Stages 1D, 2D and 3D but not 4D or 5D.
It may not be possible to complete the whole of the Specific
Scope Schedule at the outset (in particular because the range of For most projects, nearly all the tasks in the definition stages will
components will not be known until the design is established), but need to be allocated, as omitting or delaying tasks is likely to
again as the project progresses, components can be allocated or increase risk.
re-allocated as need be.
The general allocation can be used to give an overall picture of the allocation of tasks.
of roles table … see examples on pages 11, 18, 19 & 20
The Tables and Specific as they make clear the activities to be performed by each party to
Scope Schedule can the contract, for all elements of a project, at any stage. By providing
also be used as a this framework they allow broad assumptions about roles and
management responsibilities to be made at the outset, to be refined as the detail
tool … of the project and procurement route becomes clear. They also give
clarity to changes in scope.
CIC/ServicesH
CIC Services Handbook first edition 2007
General Obligations
Obligations which apply generally, throughout all stages and activities. The tasks to be undertaken are:
• those allocated, in so far as appropriate for the Project
Roles • limited to those elements of the Project Definition or Works
which are within the scope of the relevant role and
• limited to those aspects of the definition or review of the Project Definition or
The roles … are set out in eight columns (nine in the General Obligations and Works which are within the scope of the relevant role.
Contract Administration tables);
Roles Client/Client Project Design Architectural Civil & Building Contract Cost Health
Representative Lead Lead Design Structural Services Design Administration Consultancy & Safety
Tasks Design Consultancy
GO– 1. *Determine overall • Establish overall • Set design • Establish and • Establish and • Establish and Undertake contract • Establish Project • Undertake duties of
Roles strategy for delivery of strategy for delivery standards for Project develop architectural develop civil and develop building administration role budget • Develop health and safety co-
First is the Client … whose role includes:
Project of Project • Support • Lead presentation design for Project. structural design services design for under Construction and maintain Cost ordinator under CDM
• Receive advice, Client in appointment of the design to Develop architectural for Project. Develop The symbols illustrated here are examples of those
Project. Develop Contract. Undertake Plan • Monitor design Regulations. • Lead
• determining the overall strategy for delivery of the project
information and of Project Team • Lead Client and other aspects of Project architectural aspects architectural aspects tasks allocated in so development and and co-ordinate h&s
reports from Project and direct Project parties • Co-ordinate Definition as defined of Project Definition as which can be chosen
of Project Definition as far as appropriate for assist Project Team aspects of production
• giving instructions and providing information
Team • Receive Team in production and integrate the by allocated tasks. defined by allocated defined by allocated Project and limited in development of of Project Definition.
notification of of Project Definition, design prepared Undertake tasks tasks. Undertake see page 26
tasks. Undertake to those elements Project Definition Information.
• receiving advice, information and reports from the project team
decisions and procurement and by Project Team • allocated tasks allocated tasks allocated of Project Definition in compliance with • Advise and
instructions required, construction of Co-ordinate advice • Undertake tasks • Undertake tasks • Undertake tasks / Works (or aspects budget. assist Client with
• receiving notification of decisions and instructions required and
and give them. Works • Develop on design related allocated in so far as allocated in so far as allocated in so far as of the definition or • Undertake tasks duties under CDM
and maintain Design issues and advise • appropriate for Project appropriate for Project appropriate for Project review of Project allocated in so far as Regulations, monitor
• responding to such notifications and giving instructions and
Programme • Monitor Lead and co-ordinate and limited to those and limited to those and limited to those Definition / Works) appropriate for Project that Management
direction; progress against
Client Brief and
submissions to
Statutory Authorities.
elements of Project
Definition / Works
elements of Project
Definition / Works
elements of Project
Definition / Works
which are within
scope of role.
and limited to those
elements of Project
Arrangements made
and maintained.
agreed deliverables • • Undertake tasks (or aspects of the (or aspects of the (or aspects of the Definition / Works • Undertake tasks
or Client the Client may act itself, or through a Representative identified by
Seek decisions and allocated in so far as definition or review For example, a project manager may act as the Client Representative.
definition or review definition or review (or aspects of the allocated in so far as
instructions required appropriate for Project of Project Definition of Project Definition of Project Definition definition or review appropriate for Project
Representative … the Client as the Client’s agent, empowered to act on the Client’s
from Client and obtain. and limited to those / Works) which are / Works) which are / Works) which are of Project Definition and limited to those
• Undertake tasks elements of Project within scope of role. within scope of role. within scope of role. / Works) which are elements of Project
behalf; allocated in so far as Definition / Works within scope of role. Definition / Works
appropriate for Project (or aspects of the (or aspects of the
and limited to those definition or review definition or review
and Project Lead … this non-design role is one of leading and directing the project team,
elements of Project of Project Definition of Project Definition
and includes: Definition / Works
(or aspects of the
/ Works) which are
within scope of role.
/ Works) which are
within scope of role.
• establishing the overall strategy for delivery of the project
definition or review
of Project Definition
• monitoring and integrating the activities of the project team
/ Works) which are
within scope of role.
The Project Lead role may be undertaken by a project manager, for
• developing and maintaining the programme and monitoring progress example (but not the Client Representative), or by someone with
• reporting to and seeking decisions and instruction from the client another role, such as an architect undertaking the architectural design.
and obtaining them.
Then the design roles of which includes:
Design Lead … • setting design standards and co-ordinating and integrating the design
• co-ordinating advice on design-related issues and providing advice.
On a building project, the role is likely to be undertaken by the same For example, on a data centre, the Design Lead role may be
GO– 2. party as Agree
the with
architectural design;
Obtain Client’s but it Agree
could rolebe
andthe same
Agreeparty
role and as undertaken
Agree role and by arolebuilding
Agree and services
– engineer.
Agree role and Agree role and
Agreement of roles Consultants their role agreement to roles relationship with relationship with relationship with relationship with relationship with relationship with
undertakes
and relationships the civil and
and relationship with structural or
of Consultants and building services
Project Team and design.
Project Team and Project Team and Project Team and Project Team and Project Team and
Project Team and relationship with Contractor. Advise on Contractor. Advise Contractor. Advise Contractor. Advise Contractor. Advise Contractor. Advise
Contractor. Project Team and need to appoint others on need to appoint on need to appoint on need to appoint on need to appoint on need to appoint
Contractor. to assist in producing others to assist in others to assist in others to assist in others to assist in others to assist in h&s
© Construction Industry Council 2007 Project Definition for producing Project
Contents producing Project producing Project producing Project co-ordination. 8
Project. Definition for Project. Definition for Project. Definition for Project. Definition for Project.
CIC/ServicesH
CIC Services Handbook first edition 2007
ort on Project Monitor and lead Project Co-ordinate Project Receive and, with Project Receive and, with Project Receive and, with Project Support Project Team Receive and, with Project
w of Design Team review of Design Team review of Design Team, review Design Team, review Design Team, review Design review of Design Team, review Design
nt Report Development Report Development Report Development Report Development Report Development Report Development Report for Development Report for
conformity and the non-design roles
for general conformity for general conformity which covers the traditional function of quantity surveying;
for general conformity for general conformity for general conformity general conformity with designers’ compliance
and on need with CCRs and receive with CCRs. Receive with CCRs. Consider with CCRs. Consider with CCRs. Consider CCRs and consideration with h&s duties. Consider
ments and
n for review.
of Cost Consultancy …
comments on need
for amendments and
comments on need
for amendments and
need for amendments
and resubmission for
need for amendments
and resubmission for
need for amendments
and resubmission for
of need for amendments
and resubmission for
need for amendments
and resubmission for
tions. resubmission for review. resubmission for review. further review and issue further review and issue further review and issue review. further review and issue
Report to Client and Advise. comments. comments. comments. comments.
obtain instructions.
Regulations 2007;
the person undertaking the role is a full member of the project team NB All those undertaking definition services have an obligation to
and takes a full part in the definition process. comply with health and safety legislation, in particular the CDM
Regulations, and this is expressly referred to in GO– 13; thus if a
party is in breach of the CDM Regulations, they could be liable in
damages to their client under their contract as well as liable to
prosecution for breach of the legislation.
Elements of the
the tasks to be undertaken by each participant are limited to those For example, the work of an architect undertaking the architectural
definition process …
elements or aspects of the design and definition process or works design role will be limited to the architectural aspects of the design
which are within the scope of the relevant role. and definition process; a quantity surveyor’s work will be limited to
uction information: Definition Services
cost and related aspects, and a health and safety co-ordinator the
nal detailing, performance definition, specification, sizing and The tasks to be undertaken are: health and safety aspects.
and components. • those allocated, in so far as appropriate for the Project
of integrated production information enabling either • limited to those elements of the Project Definition or Works
Contractor is able to build directly from the information which are within the scope of the relevant role and
on of manufacturing and installation information for • limited to those aspects of the definition or review of the Project Definition or
Works which are within the scope of the relevant role.
t/Client Project Design Architectural Civil & Structural Building Services Cost Health & Safety
entative Lead Lead Design Design Design Consultancy Consultancy
tions to
h Stage 4D.
Contract Receive
Obtain Client instructions
to proceed with Stage 4D.
Client
instructions to proceed
that is, the role
Receive Client
instructions to proceed
of contractReceive
Receive Client
instructions to proceed
administration
Client
instructions to proceed
under or in relation
Receive Client
instructions to proceed
Receive Client
to
instructions to proceed
with Stage 4D. with Stage 4D. with Stage 4D. with Stage 4D. with Stage 4D. with Stage 4D.
Administration the construction contract.
om Project Direct Project Team / With Project Team / With Project Team / With Project Team / With Project Team / With Project Team / With Project Team /
struction Construction Contract Construction Contract Construction Contract Construction Contract Construction Contract Construction Contract Construction Contract
am Team consideration of Team, consider Design Team, consider Design Team, consider Design Team, consider Design Team, consider Design Team, consider Design
on of Design Design Development Development Report / Development Report Development Report Development Report Development Report Development Report The contract administration role may for example be undertaken by
nt Report / Report / CCRs. Advise CCRs and co-ordinate / CCRs and advise / CCRs and advise / CCRs and advise / CCRs and advise / CCRs and advise
ve advice
equiring
on issues requiring
supplementary
advice on issues
requiring supplementary
on issues requiring
supplementary
on issues requiring
supplementary
on issues requiring
supplementary
on issues requiring
supplementary
on issues requiring
supplementary
an architect who is undertaking the architectural design.
ary
or
information or
clarification and obtain
information or
clarification.
An example of the general
information or
clarification.
information or
clarification.
information or
clarification.
information or
clarification.
information or
clarification.
. Give
.
instructions.
Applies if tasks to
Applies if tasks to
be undertaken by
allocation of roles for
Applies if tasks to
be undertaken by
Applies if tasks to
be undertaken by
Applies if tasks to
be undertaken by
Applies if tasks to
be undertaken by
Applies if tasks to
be undertaken by An employer’s agent, acting for the client under a design and build
asks to
ken by
be undertaken by
someone who did not
someone who did not
undertake relevant traditional procurement
someone who did not
undertake relevant
someone who did not
undertake relevant
someone who did not
undertake relevant
someone who did not
undertake relevant
someone who did not
undertake relevant contract, may undertake some contract administration tasks.
who did not undertake relevant tasks in Stage 3D tasks in Stage 3D tasks in Stage 3D tasks in Stage 3D tasks in Stage 3D tasks in Stage 3D
relevant
age 3D
tasks in Stage 3D follows on the next page
ject Team / On Client instructions, On Client instructions, On Client instructions, On Client instructions, On Client instructions, On Client instructions, On Client instructions,
n Contract direct Project Team / co-ordinate Project Team collaborate with Project collaborate with Project collaborate with Project advise on implications support Project Team /
estigate Construction Contract / Construction Contract Team / Construction Team / Construction Team / Construction of alternative design Construction Contract
design Team in investigation Team in investigation Contract Team in Contract Team in Contract Team in solutions that comply Team in investigation
at comply of alternative design of alternative design investigating alternative investigating alternative investigating alternative with Design Development of alternative design
Development
CRs.
solutions that comply solutions that comply
© Construction Industry Council 2007
with Design Development with Design Development
design solutions that
comply with Design
design solutions that
comply with Design
design solutions that
comply with Design
Report / CCRs.
Contents
Applies if tasks to
solutions that comply
with Design Development
10
ort and give Report / CCRs. Receive Report / CCRs. Advise. Development Report / Development Report / Development Report / be undertaken by Report / CCRs. Advise.
CIC/ServicesH
CIC Services Handbook first edition 2007
Example of traditional procurement: developer Client's Consultants not used to be allocated inapplicable
Participants
Turning to the comprises the Consultants and Specialists, in particular those See the Definitions in the CIC Scope of Services for the full
defined terms, the undertaking the various roles; they work together, liaise and definitions.
Project Team … co-operate with the Client and each other;
Consultants … are those appointed by the Client to undertake a consultant role,
and to whom tasks have been or are allocated;
Specialists … are those (other than Consultants) appointed by the Client For example, a specialist fabric roof contractor or specialist contractor
• who contribute specialist knowledge or information to the designing the facade may undertake the design role for those elements;
definition (or review of the definition) of the project or or a planning consultant or engineer doing an environmental survey
may be allocated some tasks in the Tables for specific aspects of the
• who carry out specialist investigations, tests or studies and
project (and allocated tasks in the Specific Scope Schedule).
• whose duties require them to liaise and co-operate with the
other members of the Project Team and
• to whom tasks may be allocated.
Advisers … also contribute specialist knowledge or information but are not For example, an adviser on rights of light or a party wall surveyor
members of the Project Team. would be an Adviser.
Construction Contract is the term used for the Project Team where the Client is a contractor
Team … (eg under a design and build contract).
The Contractor … with a capital ‘C’, is the person appointed by the Client under the At Stage 5D (the Manufacture, Installation and Construction
Construction Contract to carry out or manage the construction and Information Stage), as party to the Construction Contract, the
(if required, for example under a design and build contract) to carry Contractor will be involved in the continuing definition process, by
out or manage the development of the definition process for the defining what is to be constructed under the Construction Contract,
whole or part of the construction of the Project; preparing manufacturing and installation drawings (as a minimum).
a contractor (with a little ‘c’) may be part of the Project Team during
the early stages of the Project (and be described as a Specialist or
Consultant).
Further Services (FS– 1 to FS– 37) .............................................................................................. 75 The numbered rows in Procurement are prefixed ‘Pr’, in Planning
Further services which may be instructed by the Client. Approval ‘PA’ and in Contract Administration and Construction
Monitoring ‘CaCm.’ Further Services are prefixed ‘FS’.
The tasks are divided including design, specification, cost control, programming, The definition stages are Stages 1D, 2D, 3D, 4D and 5D (that is,
into definition administration, compliance with regulations and health and all stages up to practical completion).
services … safety for example;
which may be under the direction and instruction of the project client; For example, a project client using traditional procurement may
undertaken by the appoint consultants and specialists to undertake the definition services
project client’s team … from preparation to production information (Stages 1D to 4D).
or a design and build of consultants together with specialists (who may be sub-contractors Under a design and build contract, the contractor will take on
contractor’s team … or suppliers), under the direction and instruction of the contractor responsibility for definition services from the time it is appointed,
client; which may for example be design development or production
information (Stages 3D or 4D).
and review services … where the definition output of others is reviewed for general For example, a developer who has appointed a design and build
compliance with design intent. contractor at the end of Stage 2D may wish its consultants to review
The review services at the manufacture, installation and construction the design undertaken by the contractor’s designers against the
information stage (Stage 5R) will generally be undertaken by employer’s requirements and contractor’s proposals. Therefore the
the project client’s team, reviewing the work undertaken by the contractor will be responsible for definition services in Stages 3D, 4D
contractor. and 5D and the project client’s consultants will undertake Stages 3R,
4R and 5R services.
In design and build contracting, the project client may retain its
consultants to review the design carried out by the contractor. The review stages are Stages 3R, 4R, 5R and 6R.
In traditional procurement, Stage 5D services will be undertaken
by the contractor under the construction contract, and the client’s
consultants will review that design, undertaking Stage 5R services.
The Construction abbreviated to CCRs, are the provisions forming part of the For example, when tendering for a design and build contract (at the
Contract Construction Contract setting out the Client’s requirements for the procurement stage), the CCRs are the employer’s requirements; once
Requirements … development of the definition process. the contract is let, the CCRs are the employer’s requirements modified
by the accepted contractor’s proposals – together with any other
requirements of the building contract relating to the definition process.
Example of design and build: developer Client and its Consultants not used to be allocated inapplicable
Example of design and build: Contractor and its Consultants and Specialists not used inapplicable
Example of design and build: Project Team and Construction Contract Team not used inapplicable
The Client Brief … is the outline statement setting out the Client’s requirements and It sets out the Client’s wishes prior to the appointment of the Project
objectives at the outset of the Project; Team.
the Project Brief … is the brief progressively developed from the Client Brief as part It is the product of the work undertaken.
of the Services and agreed by the Project Team / Construction
Contract Team and the Client from time to time. NB the term ‘Project Team’ is used where the Client is the project client,
and ‘Construction Contract Team’ where the Client is the contractor.
The Project is the brief, design, programme and cost of the Project as agreed Q: Why so many different terms?
Definition … between the Client and the Project Team at any point in time. At A: The different terms describe different manifestations of the agreed
the end of each stage it is fully integrated and formalised into the basis of the definition services. Each stage starts with a clear brief.
Project Brief (as set out below). During each stage the definition information (design and everything
else) is developed through an iterative process which, by agreement,
The Strategic Brief ... is the Project Brief as approved by the Client at the conclusion
may modify the Project Definition. At the end of each stage the
of Stage 1D (Preparation);
definition information is collected into a report for approval by the
it defines the Project objectives, business need, acceptance criteria client (as set out above).
and the Client's priorities and aspirations, and sets out the basis
for the development of the concept definition for the Project;
the Concept Report … is the Project Brief as approved by the Client at the conclusion As the definition process proceeds, at the conclusion of Stages 1D,
of Stage 2D (Concept); 2D and 3D, the Project Definition is assembled into a report for
it establishes the detailed brief, scope, scale, form and budget approval by the Client:
and sets out the integrated concept for the Project; • at the conclusion of Stage 1D this report is called the Strategic
Brief …
the Design is the Project Brief as approved by the Client at the conclusion
Development Report … of Stage 3D (Design Development); • at the conclusion of Stage 2D the report is called the Concept
Report …
it develops in detail the approved concept to finalise the design
and definition criteria and set outs the integrated developed • and at the conclusion of Stage 3D the report is called the Design
design for the Project. Development Report.
Notes
CaCm– 12.and terms used
Provide details of in the Tables
Agree arrangements Monitor
Design Development acceptance
3R– 19.
arrangements
of Design Agree
acceptance
Receive advice on
arrangements
of Design Agree
acceptance
Report to Client on
arrangements
of Design Agree arrangements
of Design Development
Co-ordinate advice on
Agree arrangements
of Design Development
Advise on acceptance
Agree arrangements
of Design Development
Advise on acceptance
Agree of
of Design Development arrangements
Design Develo
Advise on acceptance Advise on acceptance Advise on accep
Roles Client/Client Project Design Architectural Civil & Structural Building Services Cost
CIC/ServicesH
Health
first & Safety
Tasks CIC Services Handbook
Representative Lead Lead Design Design Design Consultancy
edition
Consultancy
2007
Pr– 21A. Receive report on tender Prepare tender Assist in preparation Assist in preparation Assist in preparation Assist in preparation
CIC/Services
Assist in preparation Assist in preparation
C SERVICES
Tender documents
alternative to 21B
documents and agree.
Approve issue.
documents, including
preliminaries and pricing
of tender documents. of tender documents. of tender documents. of tender documents.
first edition 2007
of tender documents. of tender documents,
Assist with finalisation of Assist with finalisation of Assist with finalisation of Assist with finalisation of Assist with finalisation of including mobilisation
‘PL prepares
(PL prepares tender’
alternative to 21B In Procurement
documents. Finalise Services,selection
provision is made for
criteria. either
selection the person selection criteria.
criteria. The alternative rowscriteria.
selection are denotedselection
‘A’ (PL criteria.
prepares tender) and
period. ‘B’ pre-
Provide
tender) (PL prepares tender) undertaking theReport
selection criteria. Projectalternative
Lead roleto (PL)
21B or thealternative
Cost Consultancy
to 21B role
alternative(CC preparesalternative
to 21B tender);toeither
21B ‘A’ rows should
alternative to be
21Bchosenconstruction
or ‘B’ rows.information.
to Client, obtain approval (PL prepares tender) (PL prepares tender) (PL prepares tender) (PL prepares tender) (PL prepares tender) Assist with finalisation of
Client Project Design
(CC)
andto
Architectural Civil & Structural
prepare the tender documents and undertake related tasks.
issue.
Building Services Cost Health & Safety selection criteria.
ntative Lead Lead
alternative to 21B Design Design Design Consultancy Consultancy alternative to 21B
(PL prepares tender) (PL prepares tender)
Pr–
rt on 21B. Prepare tender
tender Receive report on tender
Assist Monitor preparation
in preparation of in preparation
Assist Assist in preparation Assist in preparation
Assist in preparation Assist in preparation
Assist in preparation Assist in preparation
Assist in preparation Prepare tender
Assist in preparation Assist in preparation
nd Tender
agree. documents
documents, documents
including and ofagree. tender documents
tender documents. and documents.
of tender of tender documents. of tender documents.
of tender documents. of tender documents.
of tender documents. of tender documents.
of tender documents. documents, including
of tender documents, of tender documents,
e. alternative preliminaries
to 21A Approve issue. Assist with finalisation
and pricing finalisationof
of selection Assist withoffinalisation
Assist with finalisation of finalisation
Assist with Assist withoffinalisation
Assist with Assist withoffinalisation
of finalisation of finalisation
Assist with Assist withoffinalisation
including preliminaries and pricing
of mobilisation including mobilisation
(CC prepares
o 21B documents. alternative
Finalise to 21A criteria.
selection criteria. selection criteria.
selection criteria. selection criteria.
selection criteria. selection criteria.
selection criteria. selection criteria.
selection criteria. documents.
period. Provide pre- Finalise period. Provide pre-
tender)
tender) (CC prepares
selection criteria. Report tender) alternative
alternative to 21B to 21A
alternative toalternative
21B to 21A alternative
alternative to 21B to 21A
alternative toalternative
21B to 21A alternative
alternative to 21B to 21A
constructionselection criteria. Report
information. construction information.
to Client, obtain approval (PL prepares (CC prepares tender)
tender) (PL prepares (CC prepares tender)
tender) (PL prepares (CC prepares tender)
tender) (PL prepares(CC prepares tender)
tender) (PL prepares (CC prepares tender)
tender) to Client, obtain
Assist with finalisation of approval Assist with finalisation of
and issue. and issue.
selection criteria. selection criteria.
alternative to 21B alternative toalternative
21B to 21A alternative to 21A
(PL prepares tender) (PL prepares (CC prepares tender)
tender) (CC prepares tender)
Pr–
rt on 22.
tender –
Monitor preparation of Prepare post-contract
Assist in preparation Assist in preparation
Assist in preparation Assist in preparation
Assistofin preparation Assist in preparation
Assistofin preparation of tender
Prepare Assist in preparation
Assistofin preparation
– Assist in preparation of
nd Post-contract
agree. design
tender documents and design programme
of tender documents. post-contract design
of tender documents. post-contract design
of tender documents. of tender documents. documents, post-contract
post-contract design including design
of tender documents, post-contract design
e. programme finalisation of selection (including information
Assist with finalisation programmeof(including
of Assist with finalisation programmeof(including
Assist with finalisation programme
Assist with finalisation preliminariesprogramme
of(including and pricing(including
including mobilisation programme (including
o 21A criteria. release scheduleselection
selection criteria. if information release
criteria. information release
selection criteria. selection criteria. documents. information
information release Finalise release
period. Provide pre- information release
s tender) alternative to 21A alternative to applicable).
21A alternative to schedule
21A if applicable).
alternative to schedule
21A if applicable).
alternative to schedule
21A if applicable). schedule
selection criteria. if applicable).
Report construction information. schedule if applicable).
(CC prepares tender) (CC prepares tender) (CC prepares tender) (CC prepares tender) (CC prepares tender) to Client, obtain approval Assist with finalisation of
Pr– 23. Pr– 32 to 40 advice on needThese
optional
Receive Procurement
Receive advice and Services, covering
Co-ordinate secondAdvise
assessment stageon tenders,
need for are Advise on need for Advise on need for – Advise on need for h&s
and issue. selection criteria.
Quality assurance for quality assurance advise Client on need of need for quality quality assurance quality assurance quality assurance assurance schemes.
schemes and product marked as assurance
optional. alternative to 21A alternative to 21A
schemes and for quality assurance schemes and schemes and product schemes and product schemes and product
(CC prepares tender) (CC prepares tender)
product guarantees guarantees. Give schemes and product product guarantees. guarantees. guarantees. guarantees.
procedures instructions.
Prepare post-contract Assist inThe Tablesofare
guarantees.
preparation drafted
Receive
Assist on the basis
Advise.
in preparation of that incommunication
Assist preparation of Assist preparation ofOther
within the – arrangements canAssist always be agreed
in preparation of between the parties.
design programme post-contract instructions.
design post-contract design post-contract
Client is through the Project Lead; the DesigndesignLead receivespost-contract
advicedesign post-contract design
(including information programme (including programme (including programme (including programme (including programme (including
Pr– 24A. Give instructions to issuefrom On the
Clientdesigners
instructions, (Architectural,
– Civil –
& Structural andinformation –
Buildingrelease – – –
release schedule if information release information release information release information release
Tender process documents to selected issue documents to
applicable). scheduleServices),
if applicable). schedule if applicable). schedule if
co-ordinates their input and advises the Project Lead, applicable). schedule if applicable). schedule if applicable).
alternative to 24B tenderers and administer selected tenderers
(PLneed
ce on prepares
Receive advicetender
andprocess. Co-ordinate
who and administer
then
assessmentreports tender
AdvisetoontheneedClient
for andAdvise
where on appropriate
need for obtains
Advise on need for – Advise on need for h&s
tender)
surance advise Clientalternative
on need to 24B process.
of need for quality quality assurance quality assurance quality assurance assurance schemes.
product (PL prepares tender)
for quality assurance instructions.
alternative
assurance schemes andto 24B schemes and product schemes and product schemes and product
Give schemes and product (PL prepares tender)
product guarantees. guarantees. guarantees. guarantees.
Management
guarantees. Receive Advise. At the beginning of each Stage, those undertaking the Services Management– Procedures are widely defined, giving the parties
Pr– 24B. Give instructions to issue Monitor issue of – – – On Client instructions, –
instructions.
Procedures
Tender process documents to selected aredocumentsto agreetoand implement Management Procedures; the opportunity to put in place whatever procedures
issue documents to they require.
onsalternative
to issue On to 24A tenderers and administer
Client instructions, – selected tenderers – and – – – – selected tenderers
(CC prepares
o selected tendertoprocess.
issue documents
these are defined
administration as management systems, decision-making
of tender and administer tender
tender)
d administer alternative to 24A
selected tenderers processes,
process. reporting procedures and information exchange standards process.
ss. and administer(CCtender
prepares tender) alternative to 24A alternative to 24A
o 24B process. to facilitate
(CC prepares co-operation
tender) and communication and to enable and (CC prepares tender)
tender)
Pr– 25A.
alternative to 24B
Attend mid-tender
monitor:
Co-ordinate responses Assist with responses to Assist with responses to Assist with responses to Assist with responses to Assist with responses to Assist with responses to
(PL prepares tender)
Tender queries and reviews as required. and respond to queries queriesorfrom tenderers. queries fromDefinition
tenderers. queries from tenderers. queries from tenderers. queries from tenderers. queries from tenderers.
alternative to 25B
• progress of the production review of the Project
onsmid-tender
to issue reviews
Monitor issue of – from tenderers. –Arrange Attend mid-tender – Attend mid-tender
– Attend mid-tender Attend mid-tender
On Client instructions, – Attend mid-tender Attend mid-tender
alternative documents
o selected to 25B (PL prepares tender) • adherence
to to programme,
mid-tender reviews as reviewscost and contract
as required. requirements
reviews as required. and reviews as required. reviews
issue documents to as required. reviews as required. reviews as required.
(PL prepares required. alternative to 25B alternative to 25B alternative to 25B alternative to 25B alternative to 25B alternative to 25B
d administer selected tenderers and • i
ntegration of the Project Definition across roles. selected tenderers
ss. tender) administration of tender alternative to 25B (PL (PL prepares tender) (PL prepares tender) (PL prepares tender) (PLtender
and administer prepares tender) (PL prepares tender) (PL prepares tender)
o 24A process. Also included
prepares are procedures for dispute avoidance and the early
tender) process.
s tender) alternative to 24A alternative to 24A
(CC prepares tender) resolution of disputes. (CC prepares tender)
ender Co-ordinate responses Assist with responses to Assist with responses to Assist with responses to Assist with responses to Assist with responses to Assist with responses to
© Construction Industry Council 2007 Contents 23
quired. and respond to queries queries from tenderers. queries from tenderers. queries from tenderers. queries from tenderers. queries from tenderers. queries from tenderers.
o 25B from tenderers. Arrange Attend mid-tender Attend mid-tender Attend mid-tender Attend mid-tender Attend mid-tender Attend mid-tender
CIC/ServicesH
CIC Services Handbook first edition 2007
1 General
1.1 Site layout
5 Structure
•5.16
Building
Major services
structural penetrations
•5.17
Builder's
Loading: work
dead, imposed, wind and snow, seismic
loading
• Miscellaneous The parties may add further components or elements, as required.
87
•©Drainage
Construction Industry Council 2007
www.cicservices.org.uk