Appendix 10 RIBA Schedule of Multidisciplinary Services

RIBA Plan of Work 2013 - Toolbox
Practical Tools as described in the RIBA publication Assembling a Collaborative Project Tea
Royal Institute of British Architects | www.ribaplanofwork.com
This Toolbox contains practical tools as described in the RIBA publication Assembling a Collaborativ
the Overview publication and the Guide to Using the RIBA Plan of Work 2013. It aligns with and sup
and focused tools that are essential for those responsible for and involved in assembling a project t
www.ribaplanofwork.com
The commencement of a project is crucial because the decisions made by the client at that point in
on how the project team will subsequently be assembled. This Toolbox contains practical tools that
ensures that the best possible start to the project is achieved.
WHO is in the project team?
By carefully considering the roles that are required at each stage of a project and who is best place
be engaged, it is possible to prepare a Project Roles Table and a Contractual Tree. The Project Rol
Contractual Tree will clarify the contractual relationships between these parties. The processes invo
Schedules of Services, Information Exchanges and design responsibilities to be considered in grea
this process is provided in Chapter 6 of Assembling a Collaborative Project Team.
Select one of these tools below:

Pick Lists
Project Roles Table (PRT)
WHAT does the project team need to do?
Defining what the project team needs to do is a fundamental element in the assembly of a collabora
Exchanges and Schedules of Services have been completed, and all the documents agreed on, ea
considered holistically and that they are all working towards the same client goals. More importantly
disputes arising and the project team is more likely to be focused on the collaborative strategies wh
Responsibility Matrix is prepared at Stage 1 to ensure each parties fees are based on agreed deliv
This allows the allocation of design duties to design team members and also to the specialist subco
out in the RIBA Plan of Work are allocated to a party set out in the Project Roles Table. Depending
can prepare these using the tools below but comprehensive guidance on this process is provided in
Defining what the project team needs to do is a fundamental element in the assembly of a collabora
Exchanges and Schedules of Services have been completed, and all the documents agreed on, ea
considered holistically and that they are all working towards the same client goals. More importantly
disputes arising and the project team is more likely to be focused on the collaborative strategies wh
Responsibility Matrix is prepared at Stage 1 to ensure each parties fees are based on agreed deliv
This allows the allocation of design duties to design team members and also to the specialist subco
out in the RIBA Plan of Work are allocated to a party set out in the Project Roles Table. Depending
can prepare these using the tools below but comprehensive guidance on this process is provided in
Select one of these tools below:

Pick Lists
Design Responsibility Matrix in
Select a Schedule of Services:

Stage 0: Strategic Definition (0 -SD)
Stage 1: Preparation and Brief (1 - P&B)
Stage 2: Concept Design (2 - CD)
Stage 3: Developed Design (3- DD)
Stage 4: Technical Design (4 - TD)
Stage 5: Construction (5 - C)
Stage 6: Handover and Close Out (6 - H&CO)
Stage 7: In Use (7- IU)
Assembling a Collaborative Project Team
Assembling a Collaborative Project Team has been developed in

to Using the RIBA Plan of Work 2013. It aligns with and supports
and the focused tools that are essential for those responsible for
Terms & Conditions
The Terms and Conditions for accessing and using the RIBA Plan of Work ('the RPOW') are outline
agree to be bound by these Terms and Conditions.
www.ribaplanofwork.com/Terms.aspx
www.ribaplanofwork.com
Royal Institute of British Architects
box
aborative Project Team
sembling a Collaborative Project Team which was developed in conjunction with the RIBA Plan of Work 2013,
3. It aligns with and supports these landmark documents, providing more detailed guidance, specific activities
assembling a project team. For more information on all of these publications please visit the website:
e client at that point in time, and the resultant initial appointments that are made, have a fundamental impact
ins practical tools that define WHO is in the project team? and WHAT does the project team need to do? This
and who is best placed to undertake them, along with the core decisions on how and when the contractor will
l Tree. The Project Roles Table will outline all core project roles required and the parties responsible and the
es. The processes involved aim to ensure that these outputs are well thought-out and robust. This allows
be considered in greater detail. You can prepare these using the tools below but comprehensive guidance on
eam.
able (PRT)
Contractual Tree (CT)
assembly of a collaborative project team. Once the Design Responsibility Matrix incorporating Information
uments agreed on, each member of the project team can be confident that design responsibility has been
goals. More importantly, by considering these issues early on, there is less likelihood of disagreements or
aborative strategies which are necessary to drive the project forward. It is recommended that the Design
based on agreed deliverables at each stage and on the areas of design that each party will be responsible for.
to the specialist subcontractors via the Building Contract. The Schedules of Services ensure that all tasks set
oles Table. Depending on the project, additional tasks may be added and not all stages may be required. You
process is provided in Chapter 7 and in the appendix of Assembling a Collaborative Project Team.
esponsibility Matrix incorporating Information Exchanges (DRM)
has been developed in conjunction with the RIBA Plan of Work 2013, the Overview publication and the Guide
igns with and supports these two landmark documents, providing more detailed guidance, specific activities
r those responsible for and involved in assembling a project team.
Order the Book Online
he RPOW') are outlined in the website below. By accessing or using the RPOW, you are indicating that you
Setup: Pick Lists

List of parties
Level of design
Information exchange
Yes / No
[Not decided]
[Not decided]
[Not decided]
[Not decided]
[Not required]
[Not required]
[Not required]
Yes
Big Widget Ltd
Outline
1:500
No
Sam Wilson
Performance
1:200
Big City PM
Full (generic)
1:100
City Centre Architects
Full (proprietary)
Guide to Pick Lists
Bold values
Values in bold text represent suggested values, or those which will be consistent across 90% of projects. You are
free to change these suggestions if you feel others may be more appropriate for your project.
1:50
List of parties
Big Beam Ltd
1:20
Clear Costs LLP
1:10
Add the list of parties involved in the project to this pick list. It will then be used to help complete the various tools
within this Toolbox.
Wires & Fires Ltd
1:5
Safety Ensured Ltd
1:2
Level of design and information exchange

The values in these pick lists are used in the Design Responsibility Matrix incorporating Information Exchanges
1:1
What is meant by level of detail, design and information exchange?
Although CAD or BIM information is produced full size, it is typically issued, or exchanged, as drawings in hard
(prints) or soft (electronic) formats, with the level of detail added to the CAD model dictated by the scale of the
output (i.e. 1:100, 1:50, 1:5, 1:1, etc.). BIM changes this approach as such outputs are no longer required
(although it is likely that 2D slices through a model will continue to be used as contractual documents for some
time). The level of detail therefore progresses from an issue of scale to one of purpose.
For example, if the model is being used for design discussions with a client, one level of detail is required in the
model, whereas a model being handed over to a specialist subcontractor (to develop the curtain walling, for
example) requires a different level of detail. As this transitional subject is in an embryonic state, the Information
Exchanges in the Design Responsibility Matrix are conceived in a manner that considers the output scale.
Guidance on the appropriate digital level of detail is being developed and will be published in the future.
For more information about PAS 1192 and the CIC BIM Protocol please see the following website:
www.bimtaskgroup.org
Project Roles Table
Client
Client adviser
Project lead
Lead designer
Construction lead
Architect
Civil and structural engineer
Building services engineer
Cost consultant
Contract administrator
Health and safety adviser
Access consultant
Acoustic consultant
Archaeologist
BREEAM assessor
Cladding specialist
Catering consultant
Facilities management (FM) adviser
Fire engineer
Highways consultant
Information manager
Interior designer
Landscape architect
Lighting designer
Masterplanner
Operational lead
Party wall surveyor
Planning consultants
Security adviser
Signage designer
Sustainability adviser
Technical adviser
Other additional project role 1
Other additional project role 2
Contractual Tree Example
All Stages
This worksheet gives a simple example from the RIBA publication Assembling a Collaborative Project Team.
The preparation of the Contractual Tree can be undertaken when the Project Roles Table is being completed; the two are intrinsically linked. They have,
however, been kept as two distinct activities due to the different outputs that are created. There can also be benefits in considering the project roles in isolation
from contractual issues.
The Contractual Tree is prepared using the parties identified in the Project Roles Table. One Contractual Tree should be sufficient for the majority of projects,
although where a design and build contract is utilised, a second Contractual Tree may be required to clarify any contractual changes (for example, novation),
even though the parties involved may remain the same (as in the example below).
Example 1: Large project Contractual Tree - Stages 1 -3
"Sam Wilson"
"Big Widget Ltd"
RIBA Client adviser
Client
"Cost consultant practice"
"Architectural practice"
"Big City PM"
Cost consultant
Contract administration
Lead designer
Architect
Project lead
Health and safety adviser
"Structural engineering practice"
"Building services practice"
Civil and structural engineer
Example 2: Contractual Tree - Traditional Building Project
"Add Client Name"

Client
"Add Name"
"Add Name"
"Add Name"
"Add Architect Practice Name"
"Add Name"
Cost consultant
Structural engineer
Project lead
Lead designer
Architect
Construction lead (stages 2+3)
Health and safety adviser - note 2
Construction lead (stages

4-6)
- note 1
Notes
Note 1: Architect may undertake this role in certain circumstances
Note 2: Specialist practice may undertake this role in some instances
Design Responsibility Matrix incorporating Information Exchanges

Guidance on selection of design objects (Tip: To hide this
row right click on the row and select 'hide')
The aspects of design should be titled and coded using the new Uniclass2 classification tables for objects such as elements, systems and products, as appropriate. These tables and other resources can be found on the CPI website [1]. Articles can be found on thenbs.com [2], and other resources
can be found at the BIM Gateway Project [3].
Uniclass2 is intended to replace Uniclass 1997, and has been designed to support the needs of BIM, the project timeline, all sectors and all disciplines. To date Uniclass2 comprises the first 9 tables, with a focus on buildings and landscapes. Uniclass2 is aligned to ISO 12006-2 [4], and is
supported through the Governments BIM initiative (see BIM Task Group Labs [5]). (All websites are listed in the 'Useful links' worksheet in this document)
2 - Concept Design
Aspect of design
Classification
Title
15-05
Substructure
15-05-65
Piling
15-65-75
Insitu concrete frame
15-65-75
Post tensioned concrete frame
15-65-75
Precast concrete frame
15-65-75
Steel frame including secondary steel
20-10-20
Suspended ceilings
20-15-05
Hard landscaping
20-25-75
Roof lights
20-50-30
Flat roof systems
20-50-50
Metal sheet roof systems
20-55
Carpets and other floor finishes
20-55-15
Screeds
20-55-35
Internal floor tiling
20-55-70
Raised access floors
20-55-95
Timber flooring
25-05-60
Panel cubicle systems
25-05-65
Relocatable partition systems
25-10-55
External masonry walls
25-10-55
Internal blockwork
25-15-25
Internal masonry walls
25-15-25
Internal stud partitions
25-15-35
Light steel wall framing systems
25-20
Fencing
25-25-10
Balustrades and handrails
25-50-20
External doors
25-50-20
Internal doors and doorsets
25-50-21
Roller shutter doors
25-50-22
Revolving doors
25-50-95
Aluminium or steel windows
25-50-96
Timber windows
25-55-30
Vertical fire curtains
25-55-45
Louvres
25-55-45
Blinds and shading devices
25-70
Operable traffic barriers
25-80-15
Curtain walling
25-80-45
GRG cladding
25-80-52
Steel and aluminium panel systems
25-80-55
Natural stone cladding
25-80-70
Rainscreen cladding
25-80-72
Render and roughcast coatings
25-80-90
Terracotta cladding
30-05-30
Roof access systems
30-05-40
steel stairs or ramps
30-05-75
Insitu concrete stairs or ramps
30-70-90
Tanking and damp proof membranes
30-85-30
Fire stopping
35-35-30
External furniture
40-35
Soft landscaping
45-25-48
Dock levellers
45-35-15
Catering equipment
45-35-20
Reception desk
45-35-35
Entrance matting
45-35-70
Sanitaryware
45-35-82
Signage
45-60-90
Roof purlins
50-10-00
Siphonic rainwater drainage systems
50-10-10
Below-ground drainage inspection systems
50-10-15
Water waste (drainage) systems
50-10-20
Below-ground pumped drainage systems
50-10-45
Land drainage
55-40-40
Hot and cold water systems
55-40-40
Mains water distribution systems
55-40-50
Irrigation systems
55-55
Steam distribution and supply systems
55-60
Gas distribution and supply systems
55-60-55
Natural gas distribution systems
55-85-20
Dry riser systems
55-85-75
Sprinkler systems
60-45
Space heating and cooling systems
60-45-90
Space heating and cooling distribution network

systems
65-10
Ventilation systems
65-10-75
Smoke extract and control systems
65-70
Air conditioning systems
70-70
Electricity distribution and transmission systems
70-70-35
High-voltage distribution systems
70-70-45
Low-voltage distribution systems
70-80
Lighting systems
3 - Developed Design
Design team
Design responsibility
Level of design
4- Technical Design
Design team
Level of design
4 - Technical Design
Design team
Information
exchange
Level of design
Contractor
Information
exchange
Level of design
Building contractor
Contractor's designed
portion
Collateral Warranty required?
Notes
75-45-20
Data distribution
75-45-85
Telecommunications systems
75-60
Security systems
75-60-05
Access control systems
75-60-10
Surveillance systems
75-65-30
Fire detection and alarm systems
75-75-05
Metering, monitoring and management systems
75-75-50
Mechanical engineering services control and

management systems
80-45-45
Lifts
Multidisciplinary Schedule of Services
0 - Strategic Definition
Project role
Party
Tasks to be undertaken
Provide Business Case and other core project requirements and contribute to development of Strategic Brief as required
All roles
Client and/or client adviser
Collate comments and facilitate workshops to discuss Business Case and develop Strategic Brief with project team members
Discuss initial considerations for assembling the project team

Project lead
0
Establish Project Programme
Collate Feedback from previous projects
Contribute to preparation of Strategic Brief
Lead designer
Comment on project Programme
Provide Feedback from previous projects

Architect
Discuss project with appropriate planning authority
Provide Feedback from previous projects
Civil & structural engineer
Cost consultant
Contribute Cost Information to preparation of Strategic Brief
Construction lead
N/A
N/A
Health & safety adviser
All additional project roles
1 - Preparation & Brief
Project role
Party
All roles
Provide information for and contribute to contents of Project Execution Plan as required
Contribute to development of Initial Project Brief including Project Objectives, Quality Objectives, Project Outcomes,
Sustainability Aspirations, Project Budget and other parameters or constraints
Develop Initial Project Brief with project team including Project Objectives, Quality Objectives, Project Outcomes, Sustainability
Aspirations, Project Budget and other parameters or constraints
Collate comments and facilitate workshops as required to develop Initial Project Brief
Prepare Project Roles Table and Contractual Tree and continue assembling and appointing project team members
Project lead
0
Prepare Schedule of Services and develop Design Responsibility Matrix including Information Exchanges with lead designer
Review Project Programme and Feasibility Studies
Prepare Handover Strategy, Risk Assessments and Project Execution Plan
Monitor and review progress and performance of project team
Where required, Contribute to preparation of Initial Project Brief
Contribute to assembling of project team

Lead designer
Contribute to preparation of Handover Strategy and Risk Assessments
Comment on Project Programme
Monitor and review progress and performance of design team
Contribute to preparation of Initial Project Brief
Discuss project with appropriate planning authority

Architect
0
Undertake Feasibility Studies
Prepare Site Information report

0
Contribute to Site Information report

0
Contribute to Site Information report
Cost consultant
0
Prepare Project Budget in consultation with client
Construction lead
N/A
N/A
Health & safety adviser
Where required, contribute to preparation of Initial Project Brief
2 - Concept Design
Project role
Party
Contribute to Health & Safety Strategy as required
All roles
Contribute to development of Final Project Brief
Comment on Concept Design proposals as they progress
Sign-off Concept Design and Final Project Brief
Comment on Project Strategies as requested

Monitor progress of Concept Design
Collate and agree changes to the Initial Project Brief and issue Final Project Brief
Review Handover Strategy and Risk Assessments with project team
Project lead
Review and update Project Execution Plan
Review Project Programme and agree any changes with project team
Comment on stage Design Programme and Cost Information

Comment on design proposals and Project Strategies from design team members
Prepare Sustainability Strategy and Maintenance and Operational Strategy with input from project team as required
Lead designer
Prepare stage Design Programme with input from other design team members
Comment on Cost Information
Prepare architectural Concept Design in accordance with the Initial Project Brief, Design Responsibility Matrix incorporating
Information Exchanges and Design Programme
Liaise with planning authorities as required

Submit Planning Application (stage 3 recommended)
Architect
0
Undertake third party consultations and any Research and Development aspects as required
Assist lead designer with preparation of stage Design Programme
Provide information for preparation of Cost Information and Project Strategies
Prepare Concept Design for building services design in accordance with the Initial Project Brief, Design Responsibility Matrix
incorporating Information Exchanges and Design Programme
Undertake third party consultations as required and any Research and Development aspects
0
Prepare Concept Design for structural design in accordance with the Initial Project Brief, Design Responsibility Matrix
0
Prepare preliminary Cost information

Cost consultant
0
Construction lead
Prepare Construction Strategy
N/A
Principle Designer
Develop Health and Safety Strategy including statutory requirements
Liaise with project Lead and lead designer as required

Provide information as set out in the Design Responsibility Matrix incorporating Information Exchanges in accordance with
Design Programme
3 - Developed Design
Project role
Party
All roles
Comment on Developed Design proposals as they progress
Sign-off Developed Design
Comment on updated Project Strategies as requested
Monitor progress of developing design

Review updated Handover Strategy and Risk Assessments with project team
Project lead
Review Project Programme and agree any changes with project team
Comment on stage Design Programme and Cost Information
Manage Change Control process

Co-ordinate and comment on design proposals and Project Strategies as they progress
Update Sustainability Strategy and Maintenance and Operational Strategy with input from project team as required
Lead designer
Prepare stage Design Programme in conjunction with other design team members
Comment on Cost Information
Prepare architectural Developed Design in accordance the Design Responsibility Matrix incorporating Information Exchanges,
Design Programme and co-ordination comments from lead designer
Liaise with planning authorities as required
Submit Planning Application

Architect
0
Undertake third party consultations as required and conclude any Research and Development aspects
Provide information for updated Cost Information and Project Strategies
Prepare building services Developed Design in accordance with the Design Responsibility Matrix incorporating Information
Exchanges, Design Programme and co-ordination comments from lead designer
Undertake third party consultations and any Research and Development aspects as required
Prepare coordinated and updated proposals for structural design in accordance with the Design Responsibility Matrix
0

Update preliminary Cost information
Cost consultant
0
Construction lead
Update Construction Strategy
N/A
Principle Designer
Update Health and Safety Strategy


Design Programme
4 - Technical Design
Project role
Party
All roles
Project lead
Lead designer
Lead designer
Architect
Cost consultant
Construction lead
Principle Designer
ultidisciplinary Schedule of Services
Comment on Technical Design proposals as requested
Comment on updated Project Strategies as requested
Monitor progress of developing design
Review updated Handover Strategy, Project Strategies and Risk Assessments with project team
Comment on stage Design Programme
Review Technical Design proposals and Project Strategies as they progress and integrate the design work specialist
subcontractors in accordance with Design Programme
Update Sustainability Strategy and Maintenance and Operational Strategy with input from project team as required
Prepare stage Design Programme in conjunction with other design team members
Liaise with specialist subcontractors as necessary
Prepare architectural Technical Design in accordance the Design Responsibility Matrix incorporating Information Exchanges,
Design Programme and comments from lead designer
Submit Building Regulations Submission (Building Warrant in Scotland)
Undertake third party consultations as required and conclude any Research and Development aspects
Provide information for update of Project Strategies
Prepare building services Technical Design in accordance with the Design Responsibility Matrix incorporating Information
Exchanges, Design Programme and comments from lead designer
Provide information for update of Cost Information and Project Strategies
Prepare Technical Design for structural design in accordance with the Design Responsibility Matrix incorporating Information
Exchanges and Design Programme
Provide information for update of Cost Information and Project Strategies
Update preliminary Cost information
Prepare Building Contract, agree with contractor and arrange completion
Design Programme
5 - Construction
Project role
Party
All roles
Project lead
Lead designer
Architect
Cost consultant
Construction lead
Principle Designer
Respond to queries raised by Project Lead or Contract Administrator as required
Manage implementation of Handover Strategy
Review and update Project Execution Plan as required
Comment on Construction Programme
Carry out site inspections and review against specification and construction programme
Assist design team members with responses to site queries related to co-ordination or integration
Respond to Site Queries as they arise
Prepare 'As Constructed' Information
Prepare valuations in accordance with Building Contract
Administrate Building Contract
Co-ordinate site inspections
Review 'As Constructed' Information
Liaise with project Lead as required
Provide information as set out in the Design Responsibility Matrix incorporating Information Exchanges
6 - Handover and Close Out
Project role
Party
All roles
Client and/or client Adviser
Project lead
Lead designer
Architect
Cost consultant
Cost consultant
Construction lead
Principle Designer
lose Out
Respond to queries in relation to handover of building as required
Manage tasks listed in Handover Strategy
Manage updating of 'As Constructed' Information
Undertake tasks listed in Handover Strategy
Review updated 'As Constructed' Information
Update 'As Constructed' Information in accordance with Design Responsibility Matrix incorporating Information Exchanges
Agree final account in accordance with Building Contract
Manage preparation and issue of 'As Constructed' Information by specialist subcontractors in accordance with Design
Responsibility Matrix incorporating Information Exchanges
Advise on the resolution of defects
Conclude administration of Building Contract
Review Project Information
Liaise with project Lead as required
Provide information as set out in the Design Responsibility Matrix incorporating Information Exchanges
7 - In Use
Project role
Party
All roles
Client and/or client Adviser
Project lead
Lead designer
Architect
Cost consultant
Construction lead
Principle Designer
Notes:
Services required as part of on-going (long term) stage 7 duties are not listed. It is anticipated that these will be included in separate professional servic
Manage completion of tasks in Handover Strategy
Mange updating of Project Information
Review updated Project Information
N/A
duties are not listed. It is anticipated that these will be included in separate professional services contracts or operating contracts.
Useful links
1
Uniclass2 on CPIC website
Uniclass2 on NBS website
BIM Gateway website
ISO 12006-2
Labs area on BIM Task Group website
http://www.cpic.org.uk/uniclass/
http://www.thenbs.com/uniclass/
http://www.bimgateway.co.uk/
http://www.thenbs.com/publicationindex/DocumentSummary.aspx?PubID=76&DocID=28
http://www.bimtaskgroup.org/task-group-labs-disclaimer/

Appendix 10 RIBA Schedule of Multidisciplinary Services

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RIBA Plan of Work 2013 - Toolbox

WHO is in the project team?

Select one of these tools below:

Project Roles Table (PRT)

WHAT does the project team need to do?

Select one of these tools below:

Design Responsibility Matrix in

Select a Schedule of Services:

Assembling a Collaborative Project Team

Assembling a Collaborative Project Team has been developed in

Terms & Conditions

aborative Project Team

Contractual Tree (CT)

esponsibility Matrix incorporating Information Exchanges (DRM)

Order the Book Online

Setup: Pick Lists

Big Widget Ltd

City Centre Architects

Guide to Pick Lists

Big Beam Ltd

Clear Costs LLP

Wires & Fires Ltd

Safety Ensured Ltd

Level of design and information exchange

What is meant by level of detail, design and information exchange?

Project Roles Table

Contractual Tree Example

Example 1: Large project Contractual Tree - Stages 1 -3

"Big Widget Ltd"

RIBA Client adviser

"Cost consultant practice"

"Big City PM"

"Structural engineering practice"

"Building services practice"

Civil and structural engineer

Building services engineer

Example 2: Contractual Tree - Traditional Building Project

"Add Client Name"

"Add Architect Practice Name"

Building services engineer

Construction lead (stages

Design Responsibility Matrix incorporating Information Exchanges

Insitu concrete frame

Post tensioned concrete frame

Precast concrete frame

Steel frame including secondary steel

Flat roof systems

Metal sheet roof systems

Carpets and other floor finishes

Internal floor tiling

Raised access floors

Panel cubicle systems

Relocatable partition systems

External masonry walls

Internal masonry walls

Internal stud partitions

Light steel wall framing systems

Balustrades and handrails

Internal doors and doorsets

Roller shutter doors

Aluminium or steel windows

Vertical fire curtains

Blinds and shading devices

Operable traffic barriers