A Design Framework For Building Services: by David Churcher, Martin Ronceray and John Sands

BG 6/2018
A Design Framework for

Building Services 5 edition th
By David Churcher, Martin Ronceray and John Sands
DELIVERABLES
Models Drawings Informa�on
1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7
Mechanical
S
Y
S Electrical
T
E
M
S
Public Health
BG 6-2018 A Design Framework for Building Services - Part 1 and Part 3.indd 1 06/06/2018 16:17:15
Acknowledgements
In addition to those involved in the preparation of the previous editions of A Design Framework for
Building Services, BSRIA would like to thank the following organisations and individuals for their invaluable
contribution in the development of this 5th edition:
Bryn Charles Atkins SNC-Lavalin

Martin Clowes Elementa
Les Copeland WSP (representing CIBSE)
Graham Cossons Hoare Lea
Paul Deacon Atkins SNC-Lavalin
Ken Dorrington Skanska
Jonathan Gaunt Cundall
Daniel Goodreid Arup
Andy Hammond Imperial College
Dave Hymas Mott Macdonald
Andy Krebs Hoare Lea
Paul Marsland NG Bailey
Andrew Moore Cundall
Steven Mulvenna Atkins SNC-Lavalin
Ben Roberts Hoare Lea
Richard Shennan Mott Macdonald (representing ACE)
Mike Smith BSRIA
Martin Trentham Interserve
Richard Tudor WSP
James Warne Boom Collective
Rhys Vaughan Williams Crossrail
In addition, BSRIA would like to thank Ben Roberts, Martin Trentham and Bradley Fletcher for creating
exemplar 3D models for this guide.
This guide’s technical authors were David Churcher, Martin Ronceray and John Sands, and it was designed
and produced by Joanna Smith. Every opportunity has been taken to incorporate the views of the working
group, but final editorial control of this document rested with BSRIA.
Where this guide refers to another publication or standard, the relevant version is the one listed at the end
of this guide. However, if that version has been revised or updated, the new version may be used as a
source of guidance provided it continues to address the relevant topic.
Licensed versions
This guide is available as a set of editable files, including:

• An unlocked pdf of the guide (excluding the examples in the appendices)
• An editable Word version of the guide
• An Excel workbook of all the proformas
• Free updates for two years from purchase date
These are licensed to multiple sites. For more information visit www.bsria.co.uk/bookshop
BSRIA is the owner or the licensee of all intellectual property rights in this publication, and in the content published in it. Consent is granted
to users of this publication to reproduce and modify the proformas in appendices A and B for use on their projects in accordance with
the limited licence on the inside back cover of this publication. All risk associated with the use of material from this publication is assumed
entirely by the user. Full terms and conditions can be found at www.bsria.co.uk/terms.
© BSRIA June 2018

ISBN 978-0-86022-762-5
Printed by Lavenham Press
BG 6/2018
A Design Framework for
Building Services 5 edition th
By David Churcher, Martin Ronceray and John Sands

Contents
Glossary vi
1 Introduction 1
2 About BG 6 3
2.1 The purpose of BG 6 3
2.2 The structure of BG 6 3
2.3 The design process and definition of design outputs 4
2.4 Design coordination 7
2.5 Design clashes 10
2.6 BG 6 and BIM 12
2.7 Level of detail/level of information (LOD/LOI) 15
2.8 Contractor Design Portion (CDP) 15
3 How to use BG 6 17
3.1 The process of using BG 6 17
3.2 Allocating design responsibilities – Appendix A 17
3.3 Allocating information production – Appendix B 20
3.4 Completing the proformas 20
3.5 Non-building services specialist design 21
3.6 Effect of procurement route 21
3.7 Precision in design 22
3.8 Design reviews 23
iv | BG 6/2018 A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION ©BSRIA

Appendices
Appendix A Allocating design activity 24
Appendix B Allocating model, drawing and information production 112
Appendix C Examples of using BG 6 114
References 120
Bibliography 121
©BSRIA A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION BG 6/2018 | v

Glossary
The explanations in the glossary of the terms used in this guide

relate specifically to their use in the context of BG 6/2018.
Client The client is the party commissioning and

paying for the project. The client may pay
for the project using their own funds, or
may secure funds via other mechanisms
from a third party.
Main contractor The main contractor is the party employed

by the client to construct the subject of
the project. The method the client uses
to employ the main contractor may vary
depending on the procurement route
adopted.
Building services The building services contractor is the

contractor party employed to provide and install the
building services systems for the project.
The building services contractor is usually
employed by the main contractor.
Trade contractor The trade contractor is the party employed

by the building services contractor to
carry out the provision and installation of
individual work packages.
vi | BG 6/2018 A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION ©BSRIA
Introduction
1 Introduction
BSRIA Guide BG 6 A Design Framework for Building Services

was first published in 1994 to help give clarity over the roles and
duties of those involved in the design phases of construction
projects. Since then it has been revised and updated to reflect
the changing nature of the UK construction industry practices,
and the implications these have had on the allocation of design
responsibilities.
In recent years, changes in technology have brought with them

new issues concerning the level of information provided as outputs
from design activities. They have also highlighted the need for
clarity around existing topics such as the resolution of clashes
throughout the design stages and defining coordination roles and
responsibilities. These are amongst the topics addressed in this new
edition of BG 6.
Whilst the advance in technology has enabled developments

such as BIM Level 2, resulting in the extensive use of graphical
modelling, it is important to remember that not every project will
be carried out using this approach. The ‘traditional’ method of
conveying design requirements via 2D drawings will continue to
be widely used and elements of BG 6 have now been clarified to
clearly identify and support these different strategies. The key point
is that the correct format of information is used to best meet the
project objectives.
This latest version - the 5th edition – is the outcome of the largest and
most comprehensive review process BG 6 has ever undergone,
and has benefited from many people giving a significant amount
of their time to share their views and experience. Needless to
say, this new edition would not have been possible without this
tremendous effort and it has helped to ensure that the 5th edition is
an effective tool for all parties to understand what is required from
their design duties. By giving clear and, above all, mutually agreed
guidance, the design process should be carried out efficiently and
to the required standard.
The key changes in this edition of BG 6 from the 4th edition can be
summarised as follows:
• A single Stage 3 proforma in place of the previous two –

Stages 3a and 3b
• A single Stage 4 proforma in place of the previous three –

Stages 4a, 4b and 4c
©BSRIA A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION BG 6/2018 | 1
Introduction
• The guide has been restructured in order to provide more

information and guidance on its purpose and how to use it.
This includes some examples using various proformas.
• Additional drawings have been included to give more

guidance on electrical and public health services content,
as well as some building cross sections to demonstrate
coordination of services at pinch points.
• The spreadsheet in Appendix B has been extended to include

information deliverables other than drawings and models.
As with the previous edition, the proformas in this 5th edition of BG

6 follow the project stages shown in the RIBA Plan of Work 2013[1].
It must be remembered that BG 6 is, as the title states, a framework.

As such, the content of the proformas and output production table
should be seen as a starting point for the user to accurately detail
what they require their supply chain to do. If any required task or
deliverable is not in the published proformas or table, then the user
should add them, making sure that the proformas and the output
production table align with each other.
2 | BG 6/2018 A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION ©BSRIA
About BG 6
2 About BG 6
2.1 The purpose of BG 6

It goes without saying that the design of a new building is the
single most fundamental part of the procurement process – it
takes the client’s requirements and converts them into a tangible
representation which informs all later activities on the way to
making the client’s wishes a reality.
There is a variety of activities required to produce the necessary

level of detail and information, as well as the output documents.
The role of BG 6 is to provide a platform where these activities
can be identified, and allow them to be allocated to individual
organisations or roles within the project team. It is vital that each
party knows what they are expected to do in terms of design
activities, responsibilities and deliverables. Using this approach
also ensures that all necessary activities are identified and
allocated, and that there are no gaps between, or duplication of,
responsibilities.
2.2 The structure of BG 6

This edition of BG 6 consists of four parts:
Section 1 Introduction – discusses in general terms the need for this

update, and the involvement of the steering group.
Section 2 About BG 6 – This part explains the key aspects of BG

6, 5th edition, and the approaches taken in dealing with them. It
starts with the purpose of BG 6, looks at its structure and also its
relationship to the RIBA Plan of Work[1]. Other issues which have
been problematic historically within the construction industry in
general – and the building services industry in particular – are also
discussed here to give clarity when using BG 6 for projects.
Section 3 How to use BG 6 – The process of using BG 6 is explained

in this part, together with how to use the various proformas and
templates found in the appendices. A number of worked examples,
summarised in Appendix C, are available at
www.bsria.co.uk/goto/bg6
Appendices – The proformas contained in Appendix A are the heart

of BG 6, enabling the user to allocate the design responsibilities for
each stage of the project. Appendix A also includes examples
of models and drawings defining and demonstrating the level of
content in the various output formats required at each stage.
About BG 6
It is important when completing the proformas to read through all

of them before starting to complete them. This will avoid having to
reassign tasks, or add other tasks, which don’t appear where the
user expects them to be.
The template discussed in Appendix B also allows the various

outputs to be allocated to team members. The full template is
available at www.bsria.co.uk/goto/bg6
It is vital that, where both the proformas in Appendix A and the

table in Appendix B are used, the user ensures that the two align
with each other. Any deliverables shown in any of the Appendix
A proformas must also be allocated to the same party, and at the
same stage, in the Appendix B table.
Appendix C contains four examples of how to use the Appendix A

proformas and Appendix B spreadsheet.
2.3 The design process and definition of design outputs
The design process

In simple terms, designs for a project pass through various phases,
increasing in levels of detail as they go. It is worth saying that,
although the overall design process follows a linear path, the
activities within each of the stages may be iterative, with some
aspects having to be revisited in order to arrive at an acceptable
outcome. Advances in technology make it possible to carry out
more iterations to arrive at the optimum solution.
At the start of the process, some initial concepts are explored and
drawings or models produced accordingly. The level of detail at
this stage would be limited to block diagrams for approximate
plant positions and some line diagrams to show the concepts of
the various systems.
These concepts are then narrowed down to produce a scheme

design, the general arrangement of the favoured or proposed
schemes. These would typically include relative positions of plant
and equipment, together with locations and sizes of distribution
systems to show the feasibility of spatial allocation.
The detail design would reflect the chosen solution and would
include accurate plant and services distribution sizing, and plant
room layouts. The drawings/models would be in double-line format
at this stage. At the end of this stage there would be sufficient
information produced to allow the project to be successfully
tendered and priced.
Prior to starting work, the building services contractor (or their

consultant) would prepare drawings suitable to allow the
tradesmen to install the plant and systems shown in the detailed
design. This would include activities such as the selection of all
About BG 6
items of plant and equipment, amending system designs to suit,

developing controls details, and the addition of information such
as the size and location of brackets and supports and measures
for expansion and contraction of pipework. These installation
drawings would also take account of what has actually been built
on site so far rather than being based on the design drawings from
the various design disciplines.
At the end of the project, a full set of record, or as-installed,

information should be made available. This will include drawings
or models (as well as other supporting information such as
maintenance manuals) representing the arrangement of the
systems installed, actual items of plant and equipment that have
been installed and, just as importantly, exactly where they have
been positioned. This as-installed information is of vital importance
to the effective operation of the asset post-completion, and can
act as a basis for future works.
BG 6 and the RIBA Plan of Work

The design process is most commonly recognised from the stages
in procurement methodologies such as the RIBA Plan of Work (see
Figure 1).
Figure 1: The RIBA Plan of Work 2013 stages.
In this case, the main design activities take place during stages 2, 3
and 4, although stage 4 overlaps with stage 5, as shown in Figure 4.
As with the previous edition, this edition of BG 6 is designed to align
with the RIBA Plan of Work 2013. Individual proformas are provided
for each RIBA stage (except Stage 0), with the appropriate
activities and outputs included for selection and allocation to the
required party.
Although this shows the design process as linear, in practice there

may well be some overlap of tasks between stages. For example,
it won’t be possible to design some of the installation elements until
the Construction stage (Stage 5) has started as the project needs
to have progressed to a point where accurate site dimensions can
be obtained.
For each of these stages, the design outputs are defined and these
are shown in the following flow chart (Figure 2), demonstrating how
the depth of design information gradually increases.
About BG 6
Figure 2: Design outputs flow chart
PROFORMA MODELS ARRANGEMENT DRAWINGS SCHEMATIC DRAWINGS
CONCEPT CONCEPT SKETCH CONCEPT SCHEMATIC

2 DESIGN Layouts showing how systems might
MODEL achieve the intended results. Location and
approximate sizes of plant rooms, main

items of plant, block layout of plant areas. (
)

DEVELOPED DEVELOPED DESIGN DEVELOPED SCHEMATIC

3 DESIGN
MODEL

(
)

TECHNICAL TECHNICAL DESIGN

4 DESIGN MODEL
(
)

TECHNICAL COORDINATED WORKING DRAWINGS

DESIGN MODEL (IF REQUIRED)
(
)

TECHNICAL
DESIGN MODEL
( (

) )

INSTALLATION INSTALLATION
5 MODEL

AS-BUILT RECORD
MODEL

(
)
AS-BUILT RECORD DRAWING

6 MODEL
/

7
About BG 6
As stated previously, BG 6 can be used to assign the relevant

design responsibilities at each of these stages in order to achieve
complete and accurate outputs.
2.4 Design coordination

The coordination of services within delivered outputs has always
been an important issue within the building services industry. In the
previous (4th) edition of BG 6, this was addressed by dividing Stage
4 into three separate proformas - 4a, 4b and 4c.
In the previous (4th) edition of BG 6, these sub-stages were defined

as follows:
Proforma 4a covered the first part of building services technical

design. The building services design advanced through detailed
calculations or modelling to arrive at an engineering design and
layout for each service from which coordination and installation
were feasible. Where there was no building services contractor
selected, the design used generic or typical components that
could have been substituted during equipment procurement,
or specified components where no such “equal or equivalent”
substitution was permitted.
Proforma 4b covered the second part of building services

technical design. The building services design was coordinated
to remove all clashes. Where a building services contractor
had been appointed, it was likely that the model and drawing
deliverables from proforma 4b would have been omitted, that
coordination took place using plant and components that were
procured by the building services contractor, and that specialist
design was incorporated at the same time. Where there was no
building services contractor, coordination would have been in
terms of specified or generic items.
Proforma 4c covered the third part of the building services

technical design. The building services design was finalised,
including details from specialists, and where changes occured
the coordination of the design was checked. BSRIA’s view was
that if proforma 4c activities were allocated to the building
services consultant then these almost certainly occurred after
the building services contractor had been appointed, even if
earlier proforma activities didn’t.
However, during the currency of the 4th edition of BG 6, there was

an increase in the use of hybrid versions of these scopes, with
requirements such as 4a+, 4b-, 4b+ and even 4c- being seen in
the procurement marketplace. This caused confusion amongst
many members of the supply chain, resulting in some cases in
misunderstanding over who was to do what, and when.
About BG 6
The most important aspect of using BG 6 is to enable the user to

accurately assign particular tasks and outputs to the right party.
To aid this, there is now a single proforma for the whole of Stage 4,
allowing the exact demarcation of coordination where required
rather than against preset scopes as before.
To aid navigation through the proforma, the technical design

stage (RIBA Stage 4) of a project has now been divided into three
general phases for the purpose of defining and assigning design
activities and outputs.
i) Feasible-generic design: feasible design using generic

objects – it is feasible to provide the design shown, and the
model/drawings are created using generic objects
ii) Coordinated-generic design: coordinated design using

generic objects – the design in i) has now been coordinated
with other disciplines/services
iii) Coordinated-specific design: coordinated design using

intended/procured equipment – the coordinated design in ii)
now uses selected/procured items of equipment
This process is shown in Figure 3, and examples of how this might work
in practice within the Stage 4 proforma, have been included in the
examples contained in Appendix C. In Figure 3, the horizontal axis
represents the increasing level of object definition and the vertical
axis represents the increasing level of coordination. It can also be
read diagonally if the ‘coordinated generic’ phase is not required.
This aims to highlight the shift in the focus of the project from
design to installation. By defining the three core design activities
that are undertaken during Stages 4 and 5, the persons or parties
that specify the design duties can select all three in the currently
favoured linear process, or can omit the need for some of these
activities to be implemented.
For example, if there is an early selection/engagement with

the building services contractor, there may be no need to
implement coordinated-generic designs. However, if there is no
early interaction with the building services contractor, then these
activities are likely to be needed.
About BG 6
Figure 3: Stage 4 Technical design phases

Increasing level of coordination
Coordinated-generic Coordinated-specific
design design
Feasible-generic
design
Increasing level of detail
This approach enables the scheme design activities to be tailored to

suit each individual project, thereby providing opportunities to save
on abortive work with the introduction of actual components, hence
providing a reduction in programme durations and costs in fees, and
allowing the best outcomes to be achieved.
In terms of procurement, from Stage 4 through into Stage 5, the

progressive process described above is represented in Figure 4 to show
how this relates to the involvement of the main contractor.
Figure 4: Design relationship between Stages 4 and 5
Main contractor appointed
Design work continues once the main

contractor has been appointed
RIBA Stage 4 / Proforma 4 RIBA Stage 5 / Proforma 5
About BG 6
2.5 Design clashes

The advent of graphical modelling outputs has enabled the
resulting models to be checked for clashes between services and
other disciplines, or between the individual services elements. This
has resulted in a greater focus on the level of detail produced
within the model.
Previously, in a 2D output format, there would be a number of

clashes where everyone knew what was meant and accepted
that these would be resolved during installation. Unfortunately,
these are now identified by clash detection software and as a
result are frequently no longer accepted.
It is useful to define what is meant by the term ‘clash’ in this context.

It has been defined here as:
‘Two distinct elements occupying the same space.

Space for access, installation and maintenance
must also be allowed for.’
This edition of BG 6 introduces the concept of ‘acceptable

clashes’, which will vary with each stage as the project progresses.
To achieve this, three levels of clash have been defined - see Table
1 below.
Table 1: Descriptions of acceptable clash types
Type of clash Description
Critical Major clash – must be resolved at this stage
Moderate Easily resolvable – does not have a major impact on ongoing design. Can be resolved at a future design stage
Allowable Acceptable clash – resolution not required in the design model
At the early stages of the design process, there will be a number of

clashes denoted as ‘moderate’ as they can be resolved at later
stages. As the design moves on, more of the clashes are denoted
as ‘critical’ as they have a greater impact on the progress of the
project by that stage. The use of clash types are demonstrated in
Figure 5.
The stage examples given in Figure 5 are not exhaustive, and are
meant only as a guide to the type of instance. These should not be
seen as the only cases which are applicable.
It is important to reflect on the level of graphical output required at

each stage, and using this approach to clashes will result in efficient
use of modelling resources by only modelling to the appropriate
level of detail for the stage.
BG 6-2018 A Design Framework for Building Services - Part 1 and Part 3.indd 11
©BSRIA
Figure 5: Clash types and how they are applied

Definition of the term "clash": Two distinct elements occupy the same space. Space for access, installation and maintenance must also be allowed for.
Examples
Type of Clash Description Stage 2 Stage 3 Stage 4 Stage 5 Stage 6 Stage 7
Critical Major clash - must be If a plant height Main plant equipment or Any services (other than All clashes resolved Not applicable at Not applicable at
resolved at this stage requirement exceeds the access zone clashes with final connections to to allow installation this stage this stage
SSL to soffit height; structural or building terminals) clashing with without rework
fabric elements, or other services or with other
main plant equipment. construction elements;
Primary distribution
services clashing with
anything such as to require
major re-routing.
Insufficient spatial
allocation for distribution
A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION
and terminals.
Moderate Easily resolvable - If a column clashes with a Cable trays clashing with Not applicable at this stage Not applicable at Not applicable at Not applicable at
does not have major plant zone but services can ductwork within ceiling this stage this stage this stage
impact on ongoing be coordinated within, or void, provided sufficient
design. Can be column re-arranged; space is demonstrated.
resolved at a future Riser zones clashing with
design stage. slabs and walls
Allowable Acceptable clash. Not applicable at this stage Not applicable at this stage Small pipework / conduit Not applicable at Not applicable at Not applicable at
Resolution not as the level of detail is not as the level of detail is not runouts to equipment / this stage this stage this stage
required in the sufficiently advanced sufficiently advanced final circuits where space is
design model. proven to be sufficient;
Recommended Coordination Model typical transfer See section 2.4

Activities: zones; Typical ceiling voids
in corridors & above rooms
About BG 6
BG 6/2018
06/06/2018 16:24:00
| 11
About BG 6
2.6 BG 6 and BIM
Introduction to BIM
Building Information Modelling, or BIM as it is widely known, is
becoming an ever-increasing part of the construction world. At
its heart, BIM is about information management, but this is nothing
new to construction. Large scale formal information management
procedures have historically started when the main contractor is
appointed and brings their electronic document management
system to site to help them manage the flow of information with
their supply chain. The current drive to adopt BIM more widely
aims to start that information management process earlier in the
project timeline, and to carry it on into the operation of the new
asset. This becomes an even more powerful tool when the client
owns the common data environment and uses it from the start of
the project.
BIM, or information management, can exist at all levels of detail,

from simple file naming and management techniques up to the
current BIM Level 2 prescribed by the UK Government for use on its
mandated projects in England. This version of BIM Level 2 is what
those wishing to adopt a formal BIM process are generally working
towards, and is the basis of what is used within this publication.
The components of BIM Level 2

Most construction projects will utilise some form of document
management system as a way of managing the flow of information
between the various parties. In basic terms, BIM can be thought
of as a document management system, where all documents, or
data, associated with a project, facility or asset, can be managed
or controlled. By doing this, any data or document relating to
a particular topic can be readily found again and reused. The
geometric BIM model becomes just another source of data, held
within this wider information management system.
The BIM document management system operates as a single

information source, with all data and information (including any
geometric models and their contents) being available from it.
In order to access data held within the BIM environment efficiently,

it is necessary to have an organised method for naming it, which
can be used on any data or document type. The UK Government
has stated that the methodologies laid down in BS 1192[2] are to
be used on their BIM Level 2 projects. This standard should be read
in conjunction with BIP 2207[3] and PAS 1192-2[4]. It also details a
document management process, known as the Standard Method
and Procedure (SMP). This controls the way documents are
taken into the common data environment, including the use of
verification activities, and how they are made available for future
use.
About BG 6
As well as strengthening earlier project delivery team roles,

responsibilities and authority, PAS 1192-2 introduces a number
of documents which should be produced to aid information
management:
• Employer’s information requirements (EIR)
• BIM execution plan (BEP)
• Project implementation plan (PIP)
• Master information delivery plan (MIDP)
• Task information delivery plan (TIDP)
These help to ensure that all parties are producing data and
documents in the same way, and to an agreed standard.
BIM Level 2 and BG 6

The various BIM documents mentioned above have been defined
in PAS 1192-2 as follows:
Employer’s information requirements (EIR)

Pre-tender document setting out the information to be
delivered, and the standards and processes to be adopted by
the supplier as part of the project delivery process
BIM execution plan (BEP)

Plan prepared by the suppliers to explain how the information
modelling aspects of a project will be carried out
Project implementation plan (PIP)

Statement relating to the suppliers’ IT and human resources
capability to deliver the EIR
Master information delivery plan (MIDP)

Primary plan for when project information is to be prepared, by
whom and using what protocols and procedures, incorporating
all relevant task information delivery plans
Task information delivery plan (TIDP)

Federated lists of information deliverables by each task,
including format, date and responsibilities
About BG 6
Tasks relating to any of these documents may be included within

Appendix A. Examples of tasks might be to generate the EIR on
behalf of the client, or to assist in the preparation of the BEP as part
of the supply chain.
The particular tasks and/or outputs should be allocated to the

appropriate project team member(s) at the required stages via
the proformas.
Issuing graphical models

The use of graphical models is now widespread, either as part
of a defined BIM strategy or just a way of generating drawings.
However, there may be a number of issues to consider when
working in this medium, and particularly when issuing the models
to a third party.
Models should be produced in accordance with the requirements

and practices defined in the project BIM execution plan (BEP). The
BEP is produced in response to the to the employer’s information
requirements (EIR), and details how each of the stakeholders (with
a responsibility to provide information) will achieve and deliver the
requirements set out in the EIR.
There are some areas where particular care is needed when

issuing and sharing such models, for example intellectual property
and in-built templates or calculation routines. Although these
should be clearly detailed within the EIR, they continue to cause
misunderstanding and dispute on projects.
It is essential that the contracts between client and model authors

address all of the necessary terms and conditions associated with
BIM deliverables. This can be achieved either by use of a “BIM-
enabled” form of contract, or by use of an additional BIM protocol
or supplement to the main terms and conditions. Where a project
has a number of model authors, it is important to ensure all parties
are signed up to similar terms and conditions governing the delivery
of BIM.
The creator of a graphical model may include routines or templates

within the model to help them generate or manage data within it.
For example, pipe or duct sizes can be calculated by including
a simple routine, or ‘plug-in’, which compares the flow rate and
pressure drop to arrive at a corresponding size. In order for the
recipient of the model to obtain the pipe or duct dimensions, the
sizing routine needs to be left within the model when it is issued.
However, some organisations will remove these tools prior to issuing
the model, on the basis that they feel they own them and do
not wish to lose any commercial advantage they currently have
from developing them. A similar situation may occur where the
model author generates object templates, but any functionality
associated with them is not transferred with the model.
About BG 6
Care must be taken when issuing models to ensure that the

recipient is able to access the correct data within it, as defined
within the EIR. It is up to the model author to make sure that any
data which is due to be received is made available, even if that
means entering the data in a different way.
More information on BIM in general, and BIM Level 2 in particular,

can be found in the BSRIA publication BG 60[5]. The Roadmap is a
method for an organisation to chart or map their corporate BIM
strategy (which meets the Level 2 requirements laid down by the
UK Government) via a number of clear steps or layers. Although
this guide is aimed at those who are responsible for developing a
BIM strategy within a building owner organisation, it can also serve
as a useful guide for all those involved in BIM projects, and those
who may be taking over assets provided using BIM processes.
2.7 Level of detail/level of information (LOD/LOI)

To enable the correct degree of modelling content required to
be specified (where graphical modelling is used), the terms level
of detail (LOD) and level of information (LOI) can be used. Level
of detail refers to the graphical elements and level of information
refers to the information elements.
The type or scheme of LOD/LOI to be used should be specified in

the employer’s information requirements document for the project.
This will determine the standards of information to be generated by
the project team. This type or scheme can be included within the
appropriate areas of Appendix B.
The definitions associated with each proforma could be taken to

represent a type or system of LOD/LOI if the client wants the project
team to produce outputs in accordance with BG 6.
For a project where graphical modelling is not used, the definitions

in BG 6 are adequate to describe the drawings and other
information output requirements for the project.
2.8 Contractor Design Portion (CDP)

The Contractor Designed Portion, or CDP, is a contractual
arrangement whereby the building services contractor is required
to carry out the detailed design of specific elements of the works.
The building services contractor may then engage specialist
contractors to carry out this work on their behalf.
For these elements, the client’s designers would normally produce

a performance design (including any key requirements and
restraints) as part of their duties, and then pass the detailed design
responsibility on to the contractor. This type of arrangement
typically occurs where the detailed design is normally carried
out by the specialist company who will be installing it and so the
expertise does not reside within the client’s design team.
About BG 6
Examples of elements where CDP engagement is typically applied

are:
• Combined heat and power (CHP)
• Controls and/or building management systems (BMS)
• Fire protection – fire suppression, sprinklers, etc.
• Smoke clearance ventilation
• Variable refrigerant flow (VRF)
• Audiovisual (AV)
• Fire alarms
• Lightning protection
• Power generation via photovoltaic panels (PV)
• Security – CCTV, access control, intruder alarm, etc.
• Prefabrication/offsite construction
Where CDP is being used, it is important that the interfaces

between the client’s designer’s scope and that of the contractor
are agreed and clearly understood to avoid any potential gaps
in design responsibility. This should be done using the ‘Allocating
model, drawing and information production’ spreadsheet in
Appendix B.
As well as being detailed within the building services specification,

the requirement for the contractor to carry out design portions
needs to be reflected within the form of contract used for
their engagement, and most forms of contract produced by
commercial providers have versions which include contractor
designed portions.
How to use BG 6
3 How to use BG 6
3.1 The process of using BG 6

The purpose of this guide is to provide a framework for allocating
many of the design activities, in connection with the building
services aspects of a construction project, to the different
members of a project team. This is done by completing the
proformas in Appendices A and B and referring to the relevant
drawing and building information model definitions and examples,
also in Appendix A. A licensed version, including an editable Excel
workbook of all the proformas and an unlocked pdf of the guide
(excluding the examples in the appendices) can be purchased
from the BSRIA bookshop.
Some of the activities listed in the proformas under the subheadings

of client liaison, team liaison, selection of plant and specialist
designers, and production of drawings, specifications and reports,
can be easily adapted to apply to specialist design outside building
services. Care will need to be taken to ensure that design activities
are allocated to the appropriate stage of the project process.
3.2 Allocating design responsibilities – Appendix A
Checklist of design activities

Appendix A breaks design into proformas that align with the stages
in the RIBA Plan of Work 2013[1]. For each RIBA Stage from 1 to 7
there is a corresponding BG 6 proforma. There is also a summary of
the RIBA stage, together with one for the BG 6 proforma.
The ACE Schedules of Services[6], updated in 2017, are broadly in

alignment with the proformas and definitions within this edition of
BG 6. If BG 6 and the ACE Schedules of Services are used together
it is important to ensure the documents align to reflect the project
requirements.
Within Appendix A, design activities are grouped under

subheadings to improve readability. No attempt has been made to
list every single design activity that might conceivably occur on a
construction project. Rather, this guide concentrates on providing
an aide-memoire of design activities, first where this clarifies the
duties listed in standard forms of agreement for appointing design
consultants, and second where allocation of design activity is
either currently overlooked or is open to debate. It is important
to note that there are design activities listed in Appendix A which
may not be required on certain projects.
How to use BG 6
The overall sequence of design activities within any design stage is

not implied by either the order of subheadings or the order of the
activities. Furthermore, many aspects of design are iterative, but
the proformas within Appendix A do not represent this.
Explanation on how to complete and use the Appendix A proformas

is given in Section 3.4.
Model definitions
Appendix A contains definitions and shows examples of the
development of a geometric building information model during
the building services design and construction process.
The models defined in Appendix A are as follows:
• Concept design model (defined in proforma 2)
• Developed design model (defined in proforma 3)
• Technical design model (defined in proforma 4)
• Installation model (defined in proforma 5)
• As-built model (defined in proforma 5).
These definitions are supported by exemplar building information

models in 3D pdf format which can be viewed at
www.bsria.co.uk/goto/bg6.
The definitions of the stages of development of the building

information model have been derived from existing definitions of
drawings, information exchanges indicated in the Government BIM
Strategy, and the development work of the digital Plan of Work.
The definitions come in two parts – graphical detail and associated

attributes/information. Specific information to be included in a
model at different stages has not been defined for all different types
of building services equipment/component, but some examples
are given in the exemplar stage-by-stage models available at
www.bsria.co.uk/goto/bim.
How to use BG 6
Drawing definitions
Appendix A also contains drawing definitions and shows examples
of what level of detail these drawings might typically contain.
A generic office building project is used as the subject for these
example drawings.
The drawings most commonly produced in the course of developing

a building services design have been identified as follows:
• Concept sketch drawing (defined in proforma 2)
• Concept schematic (defined in proforma 2)
• Developed design drawing (defined in proforma 3)
• Developed schematic (defined in proforma 3)
• Technical design drawing (defined in proforma 4)
• Builders’ work information (defined in proforma 4)
• Coordinated working drawings (defined in proforma 4)
• Installation drawing (defined in proforma 5)
• Builders’ work details (defined in proforma 5)
• Manufacturer’s drawing (defined in proforma 5)
• Record drawing (defined in proforma 5).
In addition to the definitions provided in Appendix A, the use of

computer-aided design (CAD) and the increasing use of BIM
mean that consistent structuring of drawings and management of
models and drawings are also necessary for them to be produced
efficiently and effectively. In particular, the ability to include much
more detail in a computer model than is necessary or relevant at
a given stage of design can lead to significant inefficiencies if the
recipients of the drawings need to spend time stripping out detail
that is not helpful, or if the level of detail gives the impression that
designs have been frozen and all supporting calculations have
been completed. However, use of computer models and CAD
does mean that drawings can be easily produced at larger scales
than those recommended in the definitions if required.
As well as the definitions of the main model and drawing types in

Appendix A, it can also be helpful to consider models and drawings
as a progression of increasingly precise information. This is shown in
Figure 3.
How to use BG 6
3.3 Allocating information production – Appendix B

The Appendix B proforma is available as a separate spreadsheet
from www.bsria.co.uk/goto/bg6. The proforma contains all the
standard deliverables, grouped into models, drawings and other
non-graphical deliverables across the spreadsheet and sub-
divided according to RIBA stage.
The spreadsheet contains three blank proformas, each one

presenting a different breakdown of building services systems.
One contains the BSRIA list of systems from earlier editions of BG
6, one contains the Uniclass 2015 list of systems as at the time of
publication, and one contains the NRM list of systems as at the time
of publication.
For a BIM level 2 project, the Appendix B proforma may be

developed into a task information delivery plan (TIDP) by including
additional detail to identify each deliverable in the proforma.
Additional columns may be inserted under each deliverable if
needed.
As it is unusual for all engineering services appointments to be

made at the same time, Appendix B will be a living document that
is updated at various points throughout the project. Deliverables
that are intended to be allocated to as-yet unknown parties
can be marked as ‘to be confirmed’, and then refined as later
appointments are made. Depending on the nature of the
later discussions, deliverables might revert back to parties who
have already been appointed, in which case fees and terms of
engagement will need to be re-negotiated.
3.4 Completing the proformas

Appendix A contains a project record sheet. This should be
completed by listing the parties involved in the project. The
alphabetic references for each party (A, B, C…) are then used as
shortcuts to complete Appendices A and B.
To complete Appendix A, insert L (for lead), R (for review), or S (for

support) in the allocation columns corresponding to the party who
is going to undertake each design activity required for the project.
Make any appropriate notes in the comments column. These notes
can be used to clarify the scope or extent of the design activity,
or to indicate other members of the project team who may be
involved in a supporting or reviewing capacity. Alternatively,
indicate this by using a tick in the allocation columns if lead, review
and support activities are not required to be shown separately.
As it is not possible for the proformas in Appendix A to be

comprehensive, they can be customised for each project.
However, changes from the standard wording must be clearly
indicated. This includes indicating where an activity has been
moved from one proforma to another by using the comments
column to show where the activity is listed in the BSRIA version.
Unless it is clear that a proforma has been altered, recipients are
entitled to assume that the standard proforma has been used.
How to use BG 6
Note that Appendix A includes some very specific items of design

activity which are often overlooked in the design, manufacture
and construction of mechanical, electrical and public health
services. However, the absence of a design activity from Appendix
A does not imply that such activity will not be required for a building
project. Similarly, there will probably be design activities listed in the
standard proformas that are not required for a given project. In this
case, these activities should be struck through, so that everyone
reading the proforma for that project knows they are not required.
For Appendix B, once the classification system has been selected,

the project–specific details can be entered. Standard deliverables
can be selected, and the responsible parties and dates allocated.
When completing or reviewing a completed Appendix B proforma,
look for any hidden columns or rows.
A step-by-step process for completing Appendix B can be found

at the start of the appendix, together with a diagram highlighting
the structure of the proforma.
3.5 Non-building services specialist design

This guide has been prepared for direct use in the design of
mechanical, electrical and public health services. However,
the underlying principles of clearly defined design activities and
allocation of design activity to one member of a project team
can be applied in a similar manner to any other design discipline
such as architecture or structural engineering, and to any specialist
design such as steelwork or lifts.
Some of the activities listed in the proformas under subheadings

of client liaison, team liaison, selection of plant and specialist
designers, and production of drawings, specifications and reports,
can be easily adapted to apply to specialist design outside building
services. Care will need to be taken to ensure that design activities
are allocated to the appropriate stage of the project process.
3.6 Effect of procurement route

In this guide, references to particular forms of construction contract
or procurement routes have been avoided wherever possible. No
assumptions have been made about when particular members of
the project team come on board. The RIBA Plan of Work[1] now also
separates procurement from the core design activities.
Indeed, early consideration of the activities proforma in Appendix

A, and its partial completion by the design team, should imply the
stages at which the contractor and specialists should be brought
into the team. The proformas in Appendices A and B can be
completed for traditional projects, design and build projects or
framework projects.
With the variety of different procurement routes (for example,

traditional contracts, design and build, private finance initiative
(PFI), prime contracting) it is important that all members of the
project team understand clearly when the project is to be judged
How to use BG 6
“complete” from their point of view. In particular, new requirements

on post-construction monitoring and auditing mean that client
occupation of the building only marks the first stage of the project
completion process. In cases where the project includes facilities
management it could be argued that completion may not occur
for many years after initial construction works have been finished.
This is now much more explicit in the revised Plan of Work, in the
digital Plan of Work and in this BSRIA guide. Again, all of this should
be made clear through the design activity proformas in Appendix
A.
3.7 Precision in design

The design stages in Appendix A represent an iterative process
where the level of detail and the degree of precision in the design
increases from one stage to the next.
A rule of thumb for the way design precision increases as design

progresses can be derived from the Gower Handbook of Project
Management[7] which gives guidance on the precision of cost
estimates. Applying similar guidelines to the accuracy of all design
suggests the following levels of precision could be achieved by the
end of the respective design stages:
Stage 2: ±25%
Stage 3: ±15%
Stage 4: ±5%
The draft digital Plan of Work project process also includes levels of
confidence for the design, as follows:
Stage 2: ±75 - 80%
Stage 3: ±85 - 90%
Stage 4: ±90 - 95%.
The digital Plan of Work confidence levels broadly agree with the
rule of thumb precision figures.
However, these single precision figures for each design stage can
be misleading as there are many instances where significantly
tighter design precision is needed than the figures would suggest.
For example, if wall panels are being manufactured offsite then
complete precision related to the position, specification and
quantity of cast-in fittings is required. This may mean the positions
of electrical sockets, light switches and data points need to be
agreed by the end of Stage 3 or early in Stage 4 to allow the
manufacturing plant to deliver wall panels to site early in the
construction programme.
How to use BG 6
Similarly, the figures for main power, heating and cooling loads
from energy modelling software may need to be more precise at
an early stage of design than ±25% would suggest, so that utility
requirements, central plant layouts and plant rooms can be sized.
Also, design criteria relating to long lead-time components such as
lifts will need to be more precise than the above figures imply.
The amount of information included, or perceived to be included,

in a particular type of model or drawing will determine how it might
be used by others. Care should be taken that this is not beyond
its intended use. For example, an early-stage model that shows
all pipe and duct sizes will imply that the engineering calculations
have been progressed to a stage to support those conclusions,
when in fact the modeller has just been picking detailed objects
from a library as an indication of the eventual design.
Drawings for pricing by contractors can be issued at any stage

of the project, but the client must be aware that providing less
precise information will mean potential contractors pricing for
more risk and uncertainty. As this guide deliberately does not
cover procurement, then no guidance is given as to when tenders
should or can be invited.
3.8 Design reviews

Design review is an integral part of the iterative nature of the design
process and the integrated working of the project team.
Three types of design review are allowed for in the proformas

in Appendix A. One is a review within the design team itself, as
designated by a note in the Comments column or “R” in an
allocation column to show that one member of the team is being
appointed, and paid, to review the work of another party.
The second type of review is the whole-team review that would

take place during or towards the end of a design stage, in the
nature of a design milestone. This review is included as a specific
design activity at the end of each sub-group of mechanical,
electrical and public health design in proformas 2, 3 and 4, and
also in the team liaison sub-group.
The third type of review is the sign-off by the client at the end of
each appropriate design stage. This review is included as the final
activity in the deliverables sub-group.
Within these design reviews, it may be appropriate to consider

and confirm the status of each drawing or model, or even objects
within a model. For example, this could be done with reference to
the Status Codes included within BS 1192[2] and PAS 1192-2[4].
Ad hoc design reviews that are needed for specific design issues
are also allowed for in the Soft Landings and Pitstopping processes
(see BSRIA Guides BG 54[8] and BG 27[9] respectively), but these are
not specifically included in the Appendix A proformas.
24 |
Appendix A Allocating design activity

BG 6/2018
Proformas
The following proformas are for use to allocate design activities from RIBA stages 1 to 7.
A DESIGN FRAMEWORK FOR BUILDING SERVICES 5TH EDITION
Proforma 1 – Preparation and brief (RIBA Stage 1)

Proforma 1 covers the building services aspects of development of the initial project brief, including advice
on feasibility studies, and the development of the project objectives including functional performance of
the project as a whole, sustainability and budget.
Proforma 2 – Concept (RIBA Stage 2)

Proforma 2 is where the concept design(s) are produced in line with the initial project brief. The level of
detail is limited, but does allow for some key decisions regarding choice of site, building orientation and
overall form to be made. Some less important concepts may not be agreed at this stage, in which case
they would be carried forward to the next project stage.
Proforma 3 – Developed design (RIBA Stage 3)

Proforma 3 covers the Developed Design stage. This is a collaborative design stage where any remaining
concepts from Stage 2 are decided. In the absence of an alternative project strategy, this stage also
covers the development of the design to the stage where a planning application can be submitted, with
emphasis on external matters rather than internal coordination.
By the end of this proforma, the design team has arrived at a design where each discipline has its allocated
volumes within the building. From a building services perspective, there is sufficient evidence to show that
the services volume is sufficient to contain the building services.
Proforma 4 – Technical design (RIBA Stage 4)

Proforma 4 covers the building services technical design. Building services design is advanced through
detailed calculations or modelling to arrive at an engineering design and layout for each service from
which coordination and installation are feasible. Where there is no building services contractor selected,
the design will use generic or typical components that may be substituted during equipment procurement,
or specified components where no such “equal or equivalent” substitution is permitted.
©BSRIA
BG 6-2018 A Design Framework for Building Services Portrait 180518 Part 2a.indd 24 06/06/2018 16:25:47
©BSRIA
Building services design is coordinated to remove all clashes. Where a building services contractor has
been appointed, it is likely that coordination will take place using plant and components that have been,
or are going to be, procured by the contractor, and specialist design is incorporated at the same time.
Where there is no trade contractor, coordination will be in terms of specified or generic items.
Building services design is finalised, including details from specialists, and where changes occur the
coordination of the design is checked. BSRIA’s view is that if these activities are allocated to the building
services consultant then these almost certainly occur after the building services contractor has been
appointed, even if earlier proforma activities do not.
Proforma 5 – Construction (RIBA Stage 5)

Proforma 5 covers the design-related activities that definitely occur after the building services contractor has
been appointed. Depending on procurement route, the building services contractor may be appointed
much earlier than this. This stage covers the on-site installation of services and their commissioning, to take
the project to the state where handover can occur.
Proforma 6 – Handover and close out (RIBA Stage 6)

Proforma 6 starts with the handover of the completed works to the client. Activities following handover
include the rectification of any defects identified during the liability period and, if specified, initial aftercare
and other Soft Landings activities during the first year of occupation.

Proforma 7 – In use (RIBA Stage 7)
Proforma 7 covers any remaining Soft Landings or other post-occupancy activities in the second and third
years after occupation.
Some examples of using the proformas are included in Appendix C.

BG 6/2018
| 25
26 |

Instructions for completing the proformas in Appendix A:
BG 6/2018
1. Fill in the details of the project and the organisations/roles involved, in the spaces below. The status of
the proforma (for example, ‘for discussion’, ‘for information’, ‘draft’, or ‘contract issue’), the date and
the person completing the proforma must all be indicated.
2. Review each proforma and strike through activities that are not required for the project.
3. If an activity needs to be amended, strike through the original and rewrite it in sub-section 10 at the
end of the proforma. Recipients are entitled to expect that the standard proforma (sub-sections 1 to
9) has been used except where clearly indicated.
4. For the remaining activities, allocate leadership, support and review by placing L, S and R in the
columns corresponding to the appropriate parties. If activity leadership cannot be allocated to a
single party, strike it through and rewrite it in sub-section 10 as two or more activities that can each be
led by a single organisation or role. Alternatively use ticks () to indicate activity leadership only, most
likely to apply to simpler projects.
5. Add any appropriate notes to the Comments column, for example to clarify the scope of an activity.
6. In addition to the activities in proformas 1 to 7, there might be a need to identify and allocate other
activities which might be strategic (prior to formal commencement of Stage 1) or difficult to always
associate with the same project stage. If so, such activities should be included in sub-section 10 of
proforma 1 and made clear to all recipients.
Examples of strategic activities might include:
• Identify feedback and lessons learnt from previous projects
• Provide strategic input relating to building services across an asset portfolio.
Project-specific preambles might also be included alongside the above activities.

©BSRIA
©BSRIA
Project name …………………………………………………………............………………………………………..
Site address ….……………………………………………………................…………………………………………
Parties to the project
These letters are used as shorthand references in the completed proformas.

A ………………………………………………………………………………….…………………………………………
B …………………………………………………………………………………………………………………………….
C ………………………………………………………………………………….…………………………………………
D ………………………………………………………………………………….…………………………………………
E ………………………………………………………………………………….………………………………………….

Z To be confirmed in discussions with an as-yet unknown team member
Proforma status ………………………………………………………..…….………………………………………….
Date ……………………………………………………………………………..………………………………………...
Prepared by (name, company) ..…………………………………………..……………………………………….

BG 6/2018
| 27
STAGE 1
28 |

Stage 1 : PREPARATION AND BRIEF
BG 6/2018
RIBA summary of Stage 1

“Several significant and parallel activities need to be carried out during Stage 1 Preparation and Brief to ensure that Stage 2 Concept Design is as productive
as possible. These split broadly into two categories:
•• developing the Initial Project Brief and any related Feasibility Studies
•• assembling the project team and defining each party’s roles and responsibilities and the Information Exchanges.
The preparation of the Initial Project Brief is the most important task undertaken during Stage 1. The time required to prepare it will depend on the
complexity of the project.
When preparing the Initial Project Brief, it is necessary to consider:
•• the project’s spatial requirements − the desired Project Outcomes, which may be derived following Feedback from earlier and similar projects
•• the site or context, by undertaking site appraisals and collating Site Information, including building surveys
•• the budget.
A project Risk Assessment is required to determine the risks to each party. The development of the procurement strategy, Project Programme and, in some
instances, a (town) planning strategy are all part of this early risk analysis.
The importance of properly establishing the project team should not be underestimated, given the increasing use of technology that enables remote
communication and project development using BIM. For Stage 2 to commence in earnest, it is essential that the team is properly assembled.”
BSRIA summary of proforma 1

Proforma 1 covers the building services aspects of development of the initial project brief, including advice on feasibility studies, and the development of the
project objectives including functional performance of the project as a whole, the engineering services, sustainability and budget.
©BSRIA
©BSRIA
PROFORMA 1: PREPARATION AND BRIEF (RIBA STAGE 1)

Allocated to ….
Ref Design activity in connection with building services L=Lead, S=Support, R=Review Comments
A B C D E Z
General obligations, external liaison (statutory bodies, utilities)
1.1.1 Consult local authorities about matters of principle in connection with the services design
and provision for each site or option.
1.1.2 Obtain and review information on the existence and extent of public utilities and record.
Client liaison (briefing, handover, surveys)
1.2.1 Provide advice on procurement strategy(ies) for design-related aspects of the project.
1.2.2 Prepare the building services Employers Information Requirements in accordance with PAS State appointment this relates to
1192-2.
1.2.3 Prepare pre-contract BIM Execution Plan for building services design. As per PAS 1192-2
1.2.4 Appraise physical data, planning and environmental issues for each site or option.
1.2.5 Initial review of existing health and safety file to identify significant risks that need to be
considered (for refurbishment projects or additional construction on an existing site).
1.2.6 Explain Soft Landings process to the client, end-users and core design team.
1.2.7 Establish Soft Landings requirements for the project.
1.2.8 Establish Soft Landings team/proposals for the project.

1.2.9 Explain environmental ratings schemes to the client, end-users and core design team.
1.2.10 Establish environmental rating requirement(s) or other sustainability targets for the project.
1.2.11 Prepare plan for the initial occupation period and agree with client/occupier and
stakeholders, including migration planning if appropriate.
1.2.12 Obtain information and documents on existing services.
1.2.13 Obtain the Asset Information Model, if available, for an existing building being refurbished or As per PAS 1192-3
extended.
1.2.14 Carry out or commission surveys for a building being refurbished or extended (e.g. desk Define type and extent of surveys
study, physical survey, intrusive investigation, 3d geometry capture, occupant survey).
1.2.15 Prepare an ‘as-existing’ information model for a building being refurbished or extended. Define extent of information model
1.2.16 Review design brief in respect of client statement of need.
BG 6/2018
Team liaison (builders’ work, spatial coordination, energy targeting)

1.3.1 Identify key issues that cross design discipline boundaries and propose strategies to address
them.
| 29
STAGE 1
STAGE 1
30 |

PROFORMA 1: PREPARATION AND BRIEF (RIBA STAGE 1)
BG 6/2018
Allocated to ….
A B C D E Z
1.3.2 Investigate and advise on potential energy strategy options to comply with any energy-
related planning conditions.
1.3.3 Prepare visualisation model(s) of the proposed building(s) on the site(s) to show relationships
with other natural and built features, orientation to the sun and principal occupation zones/
interior spaces.
Selection of plant and specialist designers
1.4.1 Review potential delivery methods for the project, including offsite manufacture. Early consideration of whole-room offsite
assemblies is particularly important
1.4.2 Reflect agreed delivery methods for the project in contractual arrangements. See also 2.4.1 and 2.4.3
Mechanical design
Electrical design
Public health design
Commissioning
1.8.1 Advise need for commissioning strategy.
Deliverables – including drawings, specifications, reports
1.9.1 Provide initial project brief. Usually compiled by the lead consultant
and signed off by the client
1.9.2 Provide initial design programme for the project.
1.9.3 Provide assessment of significant risks identified from existing Health and Safety File.
1.9.4 Provide COBie tables for BIM Level 2 Information Exchange 1 (Facility, Floor and Space sheets
started).
Amended and additional activity descriptions
1.10.1 <insert text here>
©BSRIA
©BSRIA

BG 6/2018
| 31
STAGE 1
STAGE 2
32 |

Stage 2 : CONCEPT
BG 6/2018

“During Stage 2, the initial Concept Design is produced in line with the requirements of the Initial Project Brief.
The project team also develops, in parallel with the Concept Design, a number of Project Strategies. Their importance at
this stage will depend on how they are to influence the Concept Design. For example, the Sustainability Strategy is likely to
be a fundamental component of the Concept Design, whereas a security strategy may have minimal or no impact and can
therefore be developed during a later stage.
It is essential to revisit the brief during this stage and it should be updated and issued as the Final Project Brief as part of the
Information Exchange at the end of Stage 2.
In parallel with design activity, a number of other related tasks need to be progressed in response to the emerging design,
including a review of the Cost Information, the development of a Construction Strategy, a Maintenance and Operational
Strategy and a Health and Safety Strategy and updating of the Project Execution Plan.”

Proforma 2 is where the concept design(s) are produced in line with the initial project brief. The level of detail is limited,
but does allow for some key decisions regarding choice of site, building orientation and overall form to be made. This
involves key strategies such as plant space and location based on indicative loadings, servicing strategy, primary services
distribution, construction type, offsite manufacture, and sustainability. Some less important concepts may not be agreed at
this stage and instead carried forward to the next project stage.
©BSRIA
©BSRIA
PROFORMA 2: CONCEPT (RIBA STAGE 2)

Allocated to ….
A B C D E Z
2.1.1 Consult local authorities about matters of principle in connection with the services design of
the works including requirements over and above statutory requirements.
2.1.2 Put known utility supplies or site-based utilities onto a model to support the engineering
services philosophy for the project (energy generation/supply, water supply, waste removal,
communications, fire-fighting).
2.1.3 Advise on the requirements for utilities and services diversions, based on desktop study and
provided information.
2.1.4 Advise on regulatory compliance of concept design.
2.1.5 Prepare initial strategy for fire safety (such as compartmentation, location of fire lifts, fire
detection and suppression philosophy, consultation with relevant authorities).
2.1.6 Establish impact of fire strategy on building services design.
2.2.1 Evaluate physical, environmental, functional and regulatory constraints from clients’ brief, for
potential schemes.
2.2.2 Visit site(s) and/or example project(s) to assess physical restrictions that might influence the

design philosophy or the development of the design.
2.2.3 Advise the client on the need for arrangements to be made for and define the extent of
special investigations or tests (could be intrusive or non-intrusive).
2.2.4 Review and report on the condition/status of any existing services installations (usually only
required for buildings being refurbished/extended).
2.2.5 Review feasibility of renewable technologies. Define extent of review
2.2.6 Define performance metrics and design targets for the building.
2.2.7 Give initial recommendations to the client in the development of an operating and
maintenance strategy.
2.2.8 Establish targets for the post-occupancy review.
BG 6/2018
2.3.1 Undertake the role of lead project designer. Define scope of role
2.3.2 Fulfil role of Principal Designer under CDM Regulations 2015. Continues until Principal Contractor is
appointed
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2.3.3 Discuss potential mechanical, electrical and public health schemes for the preferred solution
selected in RIBA Stage 1, with the rest of the design team.

2.3.4 Advise team members (architect, structural engineer) of significant implications (size, weight,
access requirements for installation and replacement) of mechanical, electrical, public health
systems including central plant.
2.3.5 Agree builders’ work philosophy (such as the treatment of structural openings) for principal
mechanical, electrical and public health systems.
2.3.6 Agree dimensional and other numerical tolerances to be applied to building services design E.g. weights, quantities of components
and deliverables at different project stages.
2.3.7 Carry out or commission surveys relating to energy strategy options.
2.3.8 Undertake energy strategy studies for the building fabric and engineering services to May include impact on neighbouring
support the design – typically generic thermal simulation (and modelling) with simplified buildings
boundary conditions to give qualitative feedback.
2.3.9 Undertake generic daylight computer modelling required to support the design and obtain Define scope
qualitative feedback (state particular requirements for the project).
2.3.10 Review architect’s proposals for compliance with Building Regulations in relation to energy
performance.
2.3.11 Develop and update BIM execution plan during project. As per PAS 1192-2
2.3.12 Develop and update master information delivery plan during project. As per PAS 1192-2
2.3.13 Develop and update building services task information delivery plan during project. As per PAS 1192-2
2.3.14 Federate information models from separate task teams and oversee the clash avoidance As per PAS 1192-2. See also 3.3.15
process.
2.3.15 Remove critical clashes from the building services concept design. See section 2.5 of BG 6
2.3.16 Prepare programme/Gantt chart for the design activities and schedule of design deliverables.
2.3.17 Prepare risk assessments for the design, covering health and safety during construction,
operation and end-of-life, and technical risks.
2.3.18 Contribute to risk assessments for the design covering programme, cost and quality.
2.3.19 Detailed review of existing health and safety file (for refurbishment projects or additional
construction on an existing site).
©BSRIA
©BSRIA

Allocated to ….
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2.3.20 Team-wide design review to signal end of concept design stage. See section 3.8 of BG 6
2.4.1 Identify activities needing early specialist design input by others. E.g. lightning protection, earthing
2.4.2 Advise client on assessment and selection of specialist designers.
2.4.3 Advise client on selection of Contractor Design Portions and plan for covering these topics
until the relevant contractors are appointed.
2.4.4 Advise on potential for off-site manufacture of building services plant and distribution Early consideration of room-scale or riser
equipment, including implications for construction strategy, project milestones and logistics. assemblies is particularly important
2.4.5 Agree initial off-site delivery strategy including programme milestones.
2.4.6 Establish areas/zones for central plant in line with mechanical, electrical and public health
design philosophies.
2.4.7 Consider and define need for provisional sums.
Mechanical design
2.5.1 Determine mechanical systems philosophy.
2.5.2 Determine passive design philosophy.

2.5.3 Undertake assessment of comfort conditions and overheating risk
2.5.4 Design review. See section 3.8 of BG 6
Electrical design
2.6.1 Determine electrical systems philosophy (degree of system integration, redundancy, life-
cycle, cross reference to lighting studies, etc).
2.7.1 Determine water supply and waste-handling philosophy (recycling, storage).
Commissioning
BG 6/2018
2.8.1 Establish phased handovers, system configuration or plant arrangements to simplify

commissioning.
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2.8.2 Prepare strategic commissioning plan.

2.9.1 Provide report on building services issues as part of concept design report. Specific Usually as a desk study on matters
considerations for this report include the items below. See BSRIA BG 71/2017 Building affecting design options
Services Reports for further details.
2.9.1a recommendations for renewables,
2.9.1b considerations for offsite manufacture,
2.9.1c environmental assessments,
2.9.1d building control requirements,
2.9.1e Building Regulations compliance (e.g. Part L, Section 6, etc),
2.9.1f Initial energy strategy,
2.9.1g noise and acoustic measures,
2.9.1h fire and smoke control measures,
2.9.1i future-proofing strategy,
2.9.1j limitations or considerations for future design development,
2.9.1k adequacy of utilities supplies,
2.9.1l constraints arising from the brief or local authority policy,
2.9.1m high-level metering strategy,
2.9.1n plant replacement strategy,
2.9.1o research on innovative solutions,
2.9.1p daylight analysis.
2.9.2 Provide concept design information model including appropriate geometric detail and
object information.
2.9.3 Provide concept sketch drawings for preferred preliminary design(s).
2.9.4 Provide concept schematics for preferred preliminary design(s).
2.9.5 Provide information for early-stage life-cycle cost and life-cycle assessment studies.
©BSRIA
©BSRIA

Allocated to ….
A B C D E Z
2.9.6 Provide tender documentation for inclusion in a tender package if the procurement method See also 3.9.24 and 4.9.9
requires it.
2.9.7 Provide outline cost plan for building services based on floor area / building type / system
assumptions.
2.9.8 Provide COBie tables for BIM Level 2 Information Exchange 2.
2.9.9 Provide preliminary energy statement for planning submission, where required by the
planning authority.
2.9.10 Provide concept design builders’ work information as applicable.

2.9.11 Provide report on adequacy of existing building services to incorporate extended or
refurbished works.
2.9.12 Provide preliminary estimate of regulated in-use energy consumption.
2.9.13 Provide report on any proposals or agreed outcomes following participation in any Soft
Landings process.
2.9.14 Provide health and safety risk assessments for the concept design.
2.9.15 Sign off the concept design report. Usually by the client

BG 6/2018
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Model definition: Concept Design model Drawing definition: Concept sketch drawings
BG 6/2018
A model showing basic building services proposals, connections to incoming services and utilities, Line diagrams, layouts and sections indicating
locations of plant areas using rectangular blocks, and routes of main pipes, ducts and electrical basic proposals, connections to incoming services
distribution in such detail as to show the incorporation of the engineering services in the project as a and utilities, location of areas of central plant,
whole and with respect to any treatment zoning across the floor-plate. location and extent of main vertical and horizontal
Analogous to detail in BSRIA Concept sketch drawings and Concept Design schematics. distribution routes in such detail as to illustrate the
Tolerances for concept design models should be agreed between the recipient and the author before incorporation of the engineering services within the
concept design starts, with reference to other members of the project team as appropriate. Tolerances project as a whole and with respect to any zoning.
may be expressed in terms of absolute values, or percentage variance, in relation to volume, area,
length, weight or some other property.
Typical plant area data to include along with geometry at this stage would include:
•• Approximate size (length, width, height) of each plant area including estimates of space required
for installation and maintenance
Drawing definition: Concept schematics
•• Approximate weights for main central plant areas and primary distribution routes, especially if Line diagrams indicating main items of plant and
there are significant structural engineering implications their interrelationships, including with incoming
•• Outline/maximum performance based on building type and approximate area rules of thumb services and utilities, in such detail as to illustrate the
incorporation of the engineering services within the
Typical uses for the model at this stage:
project as a whole.
Analysis The model may be analysed for performance by applying generic criteria
to the generic model elements.
Costing The model may be used to develop cost estimates based on approximate
quantities and rules of thumb (cost per element or m2 floor area or m3
building volume).
Programme The model may be used to show the timescale of installation of major
elements and systems but not of detailed components.
©BSRIA
©BSRIA
Heating plant Cooling plant

24500 L x 9200 W x 2500 H 31000 L x 5700 W x 3500 H
Gas boilers, pumps, headers, pipework Chillers, pumps, headers, pipework and ancillaries, space
and ancillaries, access space for access and airflow. Louvred wall required.
Approximate weight = 8000 kg Approximate weight = 12000 kg
1750 L x 8500 W combined services riser

1500 L x 8500 W combined services riser
1250 L x 2000 W Mechanical riser
Electrical switchgear
19000 L x 5700 W x2500 H
Ventilation plant area 2No rooms for essential and
9500 L x 24000 W x 3000 H non-essential suppies

AHUs, ductwork and access space Approximate weight = 6500 kg
Approximate weight = 4000 kg

Ventilation plant area
20000 L x 9600 W x 3000 H
AHUs, ductwork and access space
Electrical distribution zone
4500 L x 24000 W x 2500 H
Main distribution boards and
Ventilation plant area primary cabling
8000 L x 24200 W x 3000 H Approximate weight = 2500 kg
AHUs, ductwork and access space
BG 6/2018
STAGE 2 CONCEPT DESIGN MODEL PLANT 3D VIEW

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BG 6/2018
1750 L x 8500 W Combined services Riser

1750 L x 7000 W Mechanical Riser
Mass per floor = 1250 kg
Mass per floor 850 kg
1250 L x 2000 W Mechanical Riser 1500 L x 8000 W Electrical Services

Mass per floor = 200 kg Mass per floor = 1500 kg
1750 L x 8500 W Combined

Services Riser
700 L x 2000 W MEP Service

Distribution Zone
©BSRIA
STAGE 2 CONCEPT DESIGN MODEL DISTRIBUTION 3D VIEW
©BSRIA
1 2 3 4 5 6 6
7 8 9 10
A A
Cooling Plant
Electrical Switchgear
31000 L x 5700 W x 3500 H
19000 L x 5700 W x 2500 H
Chillers, pumps, headers, pipework &
2No rooms for essential & non-essential
B ancillaries, space for access and airflow.
supplies B
Louvred wall required
Approximate Weight = 6500kg
8500 W x 1750 L Combined 8500 W x 1750 L Combined

Services Riser Services Riser

C C
7000 W x 1750 L Mechanical
Riser
Main Distribution Boards and primary cabling

Heating Plant
D D
24500 L x 9200 W x 2500 H
AHU's, ductwork and access space

Gas boilers, pumps, headers, pipework &
ancillaries, access space

4500 L x 24000 W x 2500 H

9500 L x 24000 W x 3000 H
8000 L x 24200 W x 3000 H

Electrical Distribution Zone

8000 W x 1500 L Electrical
Ventilation Plant Area

Services
E E

2000 W x 1250 L Mechanical
Riser

20000 L x 9600 W x 3000 H
F Approximate Weight = 4000kg F
G G
BG 6/2018
1 2 3 4 5 6 7 8 9 10
STAGE 2 CONCEPT SKETCH DRAWING PLANT LAYOUT

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BG 6/2018
A
B
2000 W x 700 L
MEP service distribution zone
1750 L x 7000 W
Mechanical riser

C

1750 L x 8500 W
combined services riser
1750 L x 8500 W
2000 W x 700 L
combined services riser
2000 W x 700 L
D
1250 L x 2000 W 1500 L x 8000 W
Mechanical riser 150 mm deep service void
Electrical services
E
350 mm deep service void 2000 W x 700 L
F
Electrical substation
6000 L x 4500 W x 3000 H
approximate duty = 2000 kW
approximate weight = 8000 kg
G
Double door access to
electrical plant room from
vehicle route
1 2 3 4 5 6 7 8 9 10
©BSRIA
STAGE 2 CONCEPT SKETCH DRAWING DISTRIBUTION LAYOUT
©BSRIA
Key
Pump Isolation valve Flow direction
3-port control valve Strainer
Vertical header Typical pumpset detail

/ buffer vessel
Chiller 4
Pressurisation
unit 3
Chiller 5 Typical AHU coil detail

Pp11A Pp11B

AHU 1 AHU 2 AHU 3 AHU 4 AHU 5 AHU 6 AHU 7 AHU 8 AHU 9 AHU 10
zone east zone south zone west zone north function room 7th meeting 7th meeting 7th meeting 7th meeting WC supply
BG 6/2018
STAGE 2 CONCEPT SCHEMATIC MECHANICAL

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NON-ESSENTIAL “A” SECTION ESSENTIAL SERVICES NON-ESSENTIAL “B” SECTION
BG 6/2018
Renewable Plant Emergency

sustainable DB-E service
G
Spare
meeting rooms
Plant DB-B
Plant DB-A
Chillers B
Chillers A
AV/Func. rm
Roof
7th floor
7th floor
Light and power Light and power “B”
combined boards combined boards
south and east north and west 7
Lifts 6
mrl FF
mrl 5
lifts
4
Grd floor Ground

“A” floor “B” Ground
Fire
Basement Security alarm Sprinkers External
Computing
L.V switchboard
Basement
Normally Normally
closed open
Spare Spare Spare

11kV/400V cast resin KEY
transformer Moulded case circuit
H.V. R.M.U breaker, MCCB G Generator
Circuit breaker Synchronisation

G59 relay
Switch disconnector Uninterruptible
power supply (UPS)
Distribution board;
integral isolation Transformer
Substation
Control panel / plant;
integral isolation Cable Number,
4
see schedule
Busbar tap-off unit m Meter
©BSRIA
STAGE 2 CONCEPT SCHEMATIC ELECTRICAL
©BSRIA
HOLD
DOORS
OPEN
SD SD HD HD
FAI MCP
SB SB
FAI FAI
ACCESS PLANT
CONTROL
ROOF LEVEL (PLANT SPACES)
HOLD
DOORS
OPEN
SD SD HD HD
FAI MCP
SB SB
FAI PLANT
FAI
DISABLE
REFUGE
LEGEND
LEVEL 1
SD
HOLD SMOKE DETECTOR
DOORS
HD
OPEN HEAT DETECTOR
SPD LOCATED AT PERIMETER OF CANCER CENTRE

MCP MANUAL CALL POINT
SD SD HD HD PLANT
FAI MCP SPD FAI FAI FIRE ALARM INTERFACE
LIGHT INDICATOR/FLASHING BEACON

FAI DISABLE
REFUGE MECHANICAL BELL FIRE ALARM
FIRE RESISTANT FAI FAI

FH60 CABLE ACCESS PLANT SD
CANCER TREATMENT CONTROL SPD MCP
CENTRE 4 LOOP
ADDRESSABLE FAP
LOCATED WITHIN DEVICES WITHIN TX ENCLOSURE
RECEPTION
FIRE RATED NETWORK CABLE SPD LOCATED AT PERIMETER OF CANCER CENTRE

TO HOSPITAL SITE WIDE FIRE
ALARM SYSTEM VIA LINK BRIDGE
LEVEL 0
BG 6/2018
STAGE 2 CONCEPT SCHEMATIC FIRE ALARM

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Stage 3 : DEVELOPED DESIGN
BG 6/2018

“During this stage, the Concept Design is further developed and, crucially, the design work of the core designers is progressed until the spatial
coordination exercises have been completed between the main design disciplines. This process may require a number of iterations of the design and
different tools may be used, including design workshops.
By the end of Stage 3, the architectural, building services and structural engineering designs will all have been developed, and will have been checked by
the lead designer, with the stage design coordinated between disciplines and the Cost Information aligned to the Project Budget.
Project Strategies that were prepared during Stage 2 should be developed further and in sufficient detail to allow the client to sign them off once the lead
designer has checked each strategy and verified that the Cost Information incorporates adequate allowances.
Change Control Procedures should be implemented to ensure that any changes to the Concept Design are properly considered and signed off, regardless
of how they are instigated.
While specialist subcontractors will undertake their design work at Stage 4, they may provide information and guidance at Stage 3 in order to facilitate a
more robust developed design. “

Proforma 3 covers the Developed Design stage. This is a collaborative design stage where any remaining concepts from Stage 2 are decided. In the
absence of an alternative project strategy, this stage also covers the development of the design to the stage where a planning application can be
submitted, with emphasis on external matters rather than internal coordination. By the end of this stage, the design team has arrived at a design where
main plant and main services distribution have been sized using approximate methods and each discipline has its allocated volumes within the building.
From a building services perspective, there is sufficient evidence to show that the services volume is sufficient to contain the building services and it is
consistent with all project strategies. Services treatments in rooms and spaces are scheduled in performance terms.
©BSRIA
©BSRIA
PROFORMA 3: DEVELOPED DESIGN (RIBA STAGE 3)

Allocated to ….
A B C D E Z
3.1.1 Carry out ongoing checks for compliance with regulations.
3.1.2 Negotiate with public and other utility authorities for the provision of incoming services and Where applicable this will also include
agree spatial requirements. liaison with services providers for low
and zero carbon technologies to review
interface issues and ensure design
compatibility
3.1.3 Consider services design to allow off-site manufacture if appropriate.

3.1.4 Identify interfaces between on-site and off-site elements and define packages of work to
deliver off-site strategy.
3.1.5 Monitor compliance of the developing design with the design philosophies.
3.1.6 Monitor compliance of the developing design with the project brief.
3.1.7 Review strategy for fire safety (include parameters for fire detection and suppression
systems, protection of building services).
3.2.1 Prepare the building services Employers Information Requirements in accordance with PAS State appointment this relates to

1192-2.
3.2.2 Prepare pre-contract BIM Execution Plan for building services Design and Build development As per PAS 1192-2
(as required by procurement route).
3.2.3 Confirm design criteria, scope and extent of mechanical, electrical and public health services.
3.2.4 Update recommendations to the client in his development of an operating and maintenance
strategy.
3.3.1 Review architectural and structural designs to identify existing or potential conflicts with
indicative plant-room, plant and riser locations and sizes and in relation to building weight
allowances.
3.3.2 Advise on access routes and plant size and weight in relation to future plant removal and
BG 6/2018
replacement.
3.3.3 Review design risk assessments and update to reflect developing design. Specify extent (e.g. H&S, technical,
commercial)
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Allocated to ….
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3.3.4 Review design against Building Regulations compliance in relation to energy performance
and (if relevant) EPC criteria.
3.3.5 Review dimensional and other numerical tolerances to be applied to building services design
3.3.6 Carry out calculations in relation to any energy-related planning conditions and advise team
of implications to overall design.
3.3.7 Incorporate frozen primary building geometry in building services design.
3.3.8 Approve and share primary building geometry (General Arrangement drawings or building
information model).
3.3.9 Obtain room data.
3.3.10 Populate room data with building services information.
3.3.11 Review specialist design inputs and incorporate into building services proposals. Specify extent (e.g. fire, acoustic)
3.3.12 Develop and update BIM Execution Plan during project. As per PAS 1192-2
3.3.13 Develop and update building services Task Information Delivery Plan for Design and Build
development.
3.3.14 Develop and update Master Information Delivery Plan during project. As per PAS 1192-2
3.3.15 Federate information models from separate task teams and oversee the clash avoidance As per PAS 1192-2. See also 2.3.14
process.
3.3.16 Carry out Stage 3 coordination.
3.3.17 Remove critical clashes from the building services developed design. See section 2.5 of BG 6
3.3.18 Review BIM protocol and determine data fields to be completed for each BIM object.
3.3.19 Team-wide design review to signal end of developed design stage. See section 3.8 of BG 6
3.4.1 Prepare Developed Design for specialist design items not included in 3.5.2, 3.6.2, 3.7.2. Specify items (e.g. long lead time, critical
path or technically critical items) and
agree extent of developed design
©BSRIA
©BSRIA

Allocated to ….
A B C D E Z
Mechanical design
3.5.1 Propose primary design criteria and extent of mechanical systems.
3.5.2 Develop preliminary information on specialist mechanical systems to be procured as Systems may include ground heat source,
Contractor Design Portions, such as performance specification, loads, schedules. grey water, fire suppression, specialist
extract
3.5.3 Prepare principal metering strategy.
3.5.4 Establish indicative plant sizes for mechanical systems and confirm plant room/riser
locations/sizes.
3.5.5 Undertake dynamic thermal simulation studies in the development of energy strategies Scope to be defined
for the fabric and engineering services as required to support the design and obtain
quantitative feedback – typically 3D modelling.
3.5.6 Undertake computational fluid dynamics studies as part of a detailed evaluation for the State requirements e.g. air movement
particular stated aspects of the building services design. in specific areas, smoke clearance,
effectiveness of air movement for natural
ventilation
3.5.7 Calculate zoned heat gains and losses based on fabric information, using approximate

methods.
3.5.8 Determine main duct and pipe routes around floors to and from risers. Consider ability to install, commission and
maintain
3.5.9 Calculate room loads using approximate methods.
3.5.10 Determine approximate duct sizes, pipe sizes, terminal sizes and locations, valve sizes Sufficient for developed design i.e. spatial
and locations, fan sizes, pump sizes, locations and sizes of ancillary equipment (such as allocation and detailed schematics
pressurisation units, and attenuators).
Electrical design
3.6.1 Propose primary design criteria and extent of electrical systems. Including renewable energy and back-up
supply
BG 6/2018
3.6.2 Develop preliminary information on specialist electrical systems to be procured as Systems may include data, telephony,
Contractor Design Portions, such as performance specification, loads, schedules. security
3.6.3 Determine principal plant (equipment) locations/sizes.
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3.6.5 Establish indicative plant sizes for electrical systems and confirm equipment/switch room
and riser locations/sizes.
3.6.6 Undertake daylight computer modelling required to support the design and obtain State particular requirements for the
quantitative feedback. project
3.6.7 Calculate the maximum demand for small power and lighting using approximate methods.
3.6.8 Calculate the maximum demand for high voltage supply using approximate methods.
3.6.9 Determine main distribution routes and circuits around floors to and from risers and main Consider ability to install, commission and
switchgear, and approximate sizes of containment and switchgear. maintain
3.7.1 Propose primary design criteria and extent of public health systems.
3.7.2 Develop preliminary information on specialist public health systems to be procured as Systems may include syphonic drainage
Contractor Design Portions, such as performance specification, loads, schedules.
3.7.3 Establish approximate overall flow rates to allow below-ground drainage design to be
completed by others.
3.7.4 Establish main below-ground drainage routes and manhole locations.
3.7.5 Define the design interface between above-ground and below-ground drainage systems.
3.7.6 Ensure storm water discharge strategy meets the requirements of the planning authorities to
meet their SuDS aspirations and that discharge flow rate is in accordance with planning and
statutory authority requirements.
3.7.8 Establish indicative plant sizes for public health systems and confirm plant room and riser
locations/sizes.
3.7.9 Calculate maximum demand for water supply and waste removal using approximate
methods.
3.7.10 Calculate approximate system capacities for hot and cold water central plant (tanks,
cylinders, and pumps).
3.7.11 Determine main pipe and drain routes around floors to and from risers. Consider ability to install, commission and
maintain
©BSRIA
©BSRIA

Allocated to ….
A B C D E Z
Commissioning
3.8.1 Carry out commissioning review of developed design.
3.8.2 Determine witnessing and commissioning requirements for off-site manufactured items.
3.8.3 Update the commissioning plan.
3.8.4 Appoint an independent specialist commissioning contractor responsible for testing and See also 4.8.8
commissioning.

3.9.1 Provide energy statement for planning submission, based on agreed energy strategy.
3.9.2 Provide performance information, specifications and/or main plant equipment schedules for
mechanical, electrical and public health services if required by procurement strategy.
3.9.3 Provide health and safety risk assessments for the developed design.
3.9.4 Provide programme information on design and construction issues.
3.9.5 Provide a report on building services developed design principles and issues as part of the
developed design report. Specific considerations for this report include the items below. See
BSRIA BG 71/2017 Building Services Reports for further details.

3.9.5a constraints arising from the brief, Local Authority policy or other external factors,
3.9.5b energy strategy and approach,
3.9.5c plant strategy,
3.9.5d principles of services distribution and requirements for services zones,
3.9.5e adequacy of utilities supplies and any particular requirements of utility authorities,
3.9.5f fire and smoke control strategy (including principles agreed with others e.g. architects
and insurers),
3.9.5g construction methodology including off-site manufacture,
3.9.5h acoustic noise and vibration considerations related to building services equipment,
3.9.5i plant replacement strategy,
BG 6/2018
3.9.5j future–proofing considerations,

3.9.5k high-level metering strategy,
3.9.5l building Control requirements and any arising constraints,
3.9.5m limitations or considerations for future design development including any technical risks.
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BG 6/2018
Allocated to ….
A B C D E Z
3.9.6 Provide developed design model.

3.9.7 Provide developed design drawings.
3.9.8 Provide developed schematics.
3.9.9 Provide an initial schedule of cast-in/formed builders’ work openings that are structurally
significant.
3.9.10 Provide updated schedule of builders’ work requirements based on developed design.
3.9.11 Provide estimate of regulated in-use energy consumption based on developed design.
3.9.12 Provide information required in connection with any application for planning permission.
3.9.13 Provide updated information for life-cycle assessment and/or through-life cost studies.
3.9.14 Provide updated report on adequacy of existing mechanical, electrical and public health Agree level of intrusion and physical
services to incorporate proposed extended or refurbished works. testing if applicable
3.9.15 Provide design proposals to modify, refurbish or replace existing mechanical, electrical and
public health services.
3.9.16 Provide updated assessment of comfort conditions and overheating risk.
3.9.17 Provide report on proposals or agreed outcomes following participation in any Soft Landings
process.
3.9.18 Provide a refined cost plan for building services (including quotations received).
3.9.19 Provide report on any quotations received for equipment that needs to be selected at this
stage to meet particular project requirements.
3.9.20 Provide information to the Environmental Assessment Method Assessor to allow credits to
be checked.
3.9.21 Provide models or schedules of room data and building services treatments.
3.9.23 Provide schedule of Contractor Design Portions using BG 6 Appendix B.
requires it.
3.9.25 Sign off the developed design report. Usually by the client
©BSRIA

©BSRIA
Model definition: Developed Design model

General definition
A model showing the extent of building services systems. The model should include the services treatments for each individual
space:
•• The type of system serving the space e.g. mechanical ventilation, cooling, etc.
•• The system performance standards e.g. for lighting, heating, cooling, etc.
•• The type and quantity of all other service elements within the space which are not defined in performance terms.
•• Incorporate performance and spatial requirements for Contractor Design Portion (CDP) elements.
Approximate locations of horizontal and vertical services runs are shown and should convey maximum space requirements for
expected plant and distribution systems, taking account of falls, coordination, tolerances, installation, maintenance and removal. The
model could also indicate designs for repeatable areas (e.g. standard room types) to identify key principles.
Tolerances for developed design models should be agreed between the recipient and the author before developed design starts,
with reference to other members of the project team as appropriate. Tolerances may be expressed in terms of absolute values, or
percentage variance, in relation to volume, area, length, weight or some other property.
Objects are linked together into systems.

Analogous to detail in Developed Design drawings.
Typical object parameters to add to parameters from Stage 2 would include:
•• Object name
•• Object identifier (system, floor/zone/room)
•• Location (adjacent grid references)
•• Approximate size and weight.

BG 6/2018
•• Key design criteria

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Example additional definition for mechanical services
BG 6/2018
Principal ductwork (within risers and from risers to local plant) could be shown as 3D objects to demonstrate that the routes
indicated are feasible. Ductwork from local plant to terminal units and pipework may be represented by centre-lines, but should also
detail routes to & from secondary areas. Additional sections / elevations may also be needed to demonstrate the robustness of the
design at this stage
Example additional definition for electrical services

Distribution boards should indicate numbers of ways & proposed loads. Electrical containment can be represented by centre-lines
unless it is similar in size to principal ductwork, when 3D objects should be used. Lighting detail is typically at treatment level, but
layouts can be provided in sensitive areas.
Example additional definition for public health services

Stack locations, float pipe locations and letterbox space allocations for pipe falls along drainage runs should be shown.

Analysis The model may be analysed to determine the approximate nominal
capacities of plant and distribution systems
Costing The model may be used to develop cost estimates based on approximate
quantities and approximate sizes of plan
Programme The model may be used to show the timing of installation of the main
building services systems.
©BSRIA
©BSRIA
Drawing definition: Developed Design drawings

Drawings showing the extent of the services installations. The main features of Developed Design drawings should be as follows:
•• plan layouts should be to a scale of at least 1:100 with key areas at 1:50.
•• Show the extent and type of services terminals visible within the occupied space. Alternatively, these can be quantified and
scheduled either as a tag on the drawing or as a separate schedule or room data sheet.
•• Show approximate locations of horizontal and vertical service runs.
•• Show main plant and main distribution system sizes, particularly those affecting spatial allocation, while acknowledging that
these may need some adjustment and refinement in the preparation of the technical design drawings and equipment schedules.
•• Pipework and electrical containment should be represented by single line layouts. Ductwork should be represented by
either double line or single line layouts as required to demonstrate that the routes indicated are feasible (this should also be
supplemented with key sections / elevations). Symbols and line conventions should be in accordance either with a recognised
standard, such as ISO or BS, or a supplied legend.
These drawings will show how space within risers and service zones is allocated to:
•• ductwork (using calculated, but still approximate, duct sizes)

•• HVAC and domestic pipework (showing the number of pipes to be accommodated but only approximate diameters including
insulation)
•• electrical systems cable containment
•• drainage (including extent of space required for falls).
•• Building services related specialist services i.e. Fire / Acoustic
Where appropriate these drawings should indicate typical room/area details to show key principles of the systems within them or
serving them.
BG 6/2018
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Drawing definition: Developed Design schematics
BG 6/2018
Line diagrams describing the interconnection of components in a system showing the engineering principles. The main features of a
Developed Design schematic drawing should be as follows:
•• The drawings should include all the engineering components that make the system work, such as main plant, distribution, inline
equipment supporting engineering performance, terminal plant providing HVAC performance. Quantities of performance-
specified components would only be indicative at this stage, with accurate quantities on schedules or similar.
•• Symbols and line conventions should be in accordance either with a recognised standard, such as ISO or BS, or a supplied legend.
•• The drawings should be labelled with appropriate pipe, duct, busbar and cable sizes, pressures and flow rates. These details may
be subject to adjustment during technical design and construction stages.
•• The drawings should indicate components which have a sensing, control or measurement function.
•• The major components indicated on the schematic drawing should be identified for cross-referencing purposes.
Where appropriate these drawings should indicate typical room/area details to show key principles of the systems within/serving
them.
The stage 3 Developed schematic fire alarm would be similar to the stage 2 concept schematic fire alarm. Only minor
additions would be made to reflect any changes to floors or areas covered.
©BSRIA
©BSRIA
SAMPLE INFORMATION
Type: Chiller
Reference: CH-08-03
Cooling duty: 400 kW

SAMPLE INFORMATION
Type: AHU10 (WC)
Reference: AHU-08-10
Air flowrate: 2100 L/s
BG 6/2018
STAGE 3 DEVELOPED DESIGN MODEL PLANT 3D VIEW

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BG 6/2018
75 mm Sanitary
50 mm LTHWF
50 mm LTHWR
65 mm CHWF
65 mm CHWR
100 mm x 100 mm LV trunking
200 W x 200 H supply air

©BSRIA
STAGE 3 DEVELOPED DESIGN MODEL DISTRIBUTION 3D VIEW
©BSRIA
1 2 3 4 5 6 7 8 9 10
A
Full height louvred room required
Chiller Chiller CHW Cooling pumps and ancillaries

Electrical switch gear
B
Access space Access space
100 mm CHWF
100 mm CHWR 600 mm x 100 mm main LV
1750 L x 7000 W 500 X 500
1750 L x 8500 W
Mechanical filter Combined services riser

100 mm CHWR
Access space
Roof AHU
Chiller
600 mm x 100 mm main LV
C
Access space
4 (N)room
1750 L x 8500 W
AHU 8
Training
1500x600
Combined services riser
AHU
1400x700
80 mm LTHWF
400ø flue
exhausts to
above
1000x600
D
Boiler
Access space
100 mm LTHWR
AHU 4 (N)
1400x600 LTHW Heating pumps and ancillaries
1400x700
1400X400 to
rooms below Boiler
1500 L x 8000 W
16351
Electrical services
Boiler 80 mm LTHWR
Access space
Function room
Access space

AHU 1 (E)
Access space
AHU 3 (W)
AHU 5
E
80 mm LTHWR
80 mm LTHWF
AHU 2 (S) 1500x700
Access space
1500x700
Access space
AHU 7
65 mm LTHWF 40 mm LTHWR
65 mm LTHWF 40 mm LTHWF
65 mm CHWR
65 mm CHWF
F
500x500
Access space
Access space
Service-on-services clashes may exist at this stage,
provided that sufficient spatial allocation is proven
AHU 6 (large
DN AHU10 (WC) meeting room
G
BG 6/2018
STAGE 3 DEVELOPED DESIGN DRAWING PLANT LAYOUT

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BG 6/2018
Staff accomodation
GF-076
24 m2
Winter temp: 21
Summer temp: 24
Ventilation strategy: supply & 54 mm Dia. WVP number of WHBs: 2
extract
Heating strategy: Underfloor
heating
Single power sockets: 0 54 mm Dia. WVP to HL and OS
Twin power sockets: 3
Data points: 1
100 mm Dia. SVP Number of WCs: 2
50 mm LTHWF
50 mm LTHWR
65 mm CHWF
65 mm CHWR
Admin office
GF-077 150 mmx50 mm ICT services
24 m2 300 mmx50mm LV tray
Winter temp: 21 100 mmx100mm LV trunking
Summer temp: 24
Ventilation strategy: Naturally 200 W x 200 H Supply air
ventilated
Heating strategy: Underfloor
heating 75 mm Dia. WP FA to HL and OS
Single power sockets: 3
Data points: 1
Admin office 150 mmx50 mm

GF-078 ICT services
24 m2
Winter temp: 18 450 mmx50 mm
Summer temp: 25 LV tray
Ventilation strategy: Extract only UP
Heating strategy: Radiators 1000 mmx100 mm
Single power sockets: 0 LV trunking
Data points: 1
DN
Service-on-service clashes may

exist at this stage provided that
sufficient spatial allocation is proven
©BSRIA
STAGE 3 DEVELOPED DESIGN DRAWING DISTRIBUTION LAYOUT
©BSRIA
Raised floor - 7
26452
Level 7
26250
Pipework main runs and crossover zones

through castellations in beams
Cable tray distribution in ceiling void Ductwork distribution

below structural beams
Floor to ceiling height = 2570

Raised floor - 6
22702
Cable tray distribution in floor void Level 6
22500
BG 6/2018
STAGE 3 DEVELOPED DESIGN DRAWING DISTRIBUTION SECTION

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62 |

T
Tx14 TP
BG 6/2018
150ø 25kg/s
P
150ø 25kg/s
150ø 50kg/s
Tx15
T TP
Cold water Chiller 4

FP TP FP TP
service Vertical Header
Pressurisation /Buffer Vessel
TP TP Unit 3 ΔP
P P
TP TP TP TP
T
ΔP ΔP FP
P SP8 P
TP TP TP TP
Tx13 Chiller 5
Pp11A Pp11B 150ø 25kg/s FP
TP TP ΔP SP9
P
Tx12
150ø 50kg/s
150ø 150ø 150ø

150ø 150ø 150ø
80ø 80ø 80ø 80ø 65ø 50ø 80ø 50ø 50ø 50ø
7.9kg/s 7.9kg/s 7.9kg/s 7.9kg/s 5.3kg/s 2.7kg/s 2.7kg/s 2.7kg/s 2.7kg/s 2.7kg/s
DOC DOC DOC DOC DOC DOC DOC DOC DOC DOC TP
CFR
TP TP TP TP TP TP TP TP TP TP TP TP TP TP TP TP TP TP TP TP
PICV PICV PICV PICV PICV PICV PICV PICV PICV MV
AHU 1 AHU 2 AHU 3 AHU 4 AHU 5 AHU 6 AHU 7 AHU 8 AHU 9 AHU 10
zone east zone south zone west zone north func. room lg mtg rm 1 sm mtg rms training rm lg mtg rm 2 WC supply
Note: Key
Pump speed is set by variable
speed drive for correct flowrate Pump Isolation valve TP Test point FP Flushing point Union connector
Non-return valve Orifice plate DOC Drain cock Flexible connector Pressure independant valve
Control device Strainer Double check valve x Pressure/temp guage Constant flow regulator
STAGE 3 DEVELOPED DESIGN SCHEMATIC MECHANICAL

©BSRIA
©BSRIA
NON-ESSENTIAL “A” SECTION LIFE SAFETY ESSENTIAL SERVICES “B”

Emergency Service Photo-voltaics / Mini-CHP
Moulded case circuit
breaker, MCCB
Distribution board;
integral isolation
KEY Plant DB-E
End-Users G
Transformer G Generator G PV
Circuit breaker
Busbar tap- Option chp
off unit
Switch disconnector BS4343 connector
EF Earth Fault MICC
C “commando” Instantaneous
IEF Earth Fault
19 m 20 m 14 m 15 m 16 m ESSENTIAL and
Switch fuse
er 4 Cable Number
REF Restricted
250A
TP&N
400A
TP&N
800A
TP&N
800A
TP&N
800A
TP&N
32A
TP&N
125A
TP&N
LIFE SAFETY
Vacuum circuit break Earth Fault
L.V. SWITCHBOARDS
Roof
m Meter MCCB ACB MCCB MCCB ACB MCCB MCCB
OC Overcurrent
Plant DB-A
LOCATED ROOF
AUTO
A. C. C. U. UPS Uninterruptible INTER
Emergency 63A 800A 63A 63A 125A 800A
Chiller 3
Chiller 4
-LOCK
Control panel / plant;
integral isolation
power supply Power Off TP&N TP&N TP&N TP&N TP&N TP&N GRID A8 B9.5
Power Factor BS88 ACB BS88 BS88 MCCB ACB
G Generator/G59
Correction I SC (NORTH EAST CORNER)
10 17 m 18 m 12 m 13 11 3kA
Light and power
combined boards
South + East Spare 7
MICC
MICC
7th floor
meeting rooms
m m Triplex MRL lifts 6
(commando sockets)
m m C C C
5
FF FF Goods Lift
mrl mrl
MICC
m m
4
Lift Lift
m m PANEL“B”
SECTION OMITTED 3
FOR CLARITY
m m
2
m m
1
Café Ground floor M.E.R.
Ground
Reprographics franchise
franchise “A”
Basement Fir
Fire Sump Computing (E) Computing (B)
plant Security Ala
Alarm BMS Sprinklers Pumps Mech. Plant Mech. Plant

10 11
33 32 30 31 29 50 34 35 36 37 38 39 24 25 27 28
m m m m m m m m m m m 21 m 22
22 m 23 m m m 26 m m m
Basement
125A 63A 400A 125A 125A 63A 63A 63A 63A 250A 500A 250A 800A 32A 32A 32A 63A 32A 800A 315A 325A 125A
TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N TP&N
MCCB MCCB MCCB MCCB MCCB MCCB MCCB MCCB MCCB MCCB MCCB MCCB ACB MCCB MCCB MCCB BS88 BS88 ACB MCCB MCCB MCCB
63A 63A 63A 800A Normally Normally 4000A 800A

4000A open TP&N TP&N
TP&N TP&N TP&N TP&N TP&N Closed
MCCB MCCB MCCB Switch fuse ACB Switch
ACB fuse
Spare 54 Spare 55 Spare 56 9 63A 4000A Spare 51 Spare 52 Spare 53 6 8
TP&N 3 m
P.F. (A) Surge Switchfuse TP&N MCCB 7
correction arrestor U.P.S. by-pass service
250A m
H.V. Ring TP&N MCCB 5 P.F. (B)
Main Unit 300A
HV Vacuum 4000A m
correction
1 circuit breaker 2
TP&N MCCB 6
m Substation
400A 4000A 125A
HV service from DNO EPO TP&N TP&N MCCB 4 NOTE: SEE ALSO THE L.V. SWITCHBOARD
BG 6/2018
ACB
(Electric Distribution
Network Operator)
Emergency Power Off
within Tx Room trips
2500kVA
11kV/400V Cast resin
inc
I SC
EARTH SCHEMATIC LOCATED BASEMENT, GRID B5 C7
DNO and transformer Transformer REF EF IEF OC 12kA
HV circuit breakers
STAGE 3 DEVELOPED DESIGN SCHEMATIC ELECTRICAL

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STAGE 4
64 |

Stage 4 : TECHNICAL DESIGN
BG 6/2018

“The architectural, building services and structural engineering designs are now further refined to provide technical definition of the project and the design
work of specialist subcontractors is developed and concluded. The level of detail produced by each designer will depend on whether the construction on site
will be built in accordance with the information produced by the design team or based on information developed by a specialist subcontractor. The Design
Responsibility Matrix sets out how these key design interfaces will be managed.
Using the design coordinated during the previous stage, the designers should now be able to develop their Technical Designs independently, with a degree of
autonomy. The lead designer will provide input to certain aspects, including a review of each designer’s work.
Once the work of the design team has been progressed to the appropriate level of detail, as defined in the Design Responsibility Matrix and the Design
Programme, specialist subcontractors and/or suppliers undertaking design work will be able to progress their design work. The lead designer and other
designers, where required as part of their Schedule of Services, may have duties to review this design information and to ensure that specialist subcontractor
design work is integrated with the coordinated design.
By the end of this stage, all aspects of the design will be completed, apart from minor queries arising from the site during the construction stage. In many
projects, Stage 4 and 5 work occurs concurrently, particularly the specialist subcontractor design aspects.”

Proforma 4 covers the whole of the building services technical design. This is advanced through detailed calculations or modelling to arrive at an engineering
design and layout for each service from which coordination and installation are feasible. The building service design is then/also coordinated to remove all
critical clashes (see definition in section 2.5). Where there is no building services contractor selected, the design will use generic or typical components, that
may be substituted during equipment procurement, or specified components where no such “equal or equivalent” substitution is to be permitted. Where a
building services contractor has been appointed, it is likely that final coordination will take place using plant and components that have been or are going to be
procured by the building services contractor during Stage 5. Section 2.4 provides additional guidance. Proforma 4 also covers technical design by specialists/
trade contractors and this is likely to run in parallel with Stage 5. If changes are made after Stage 5 has started then the coordination of the design has to be
re-checked. Depending on the procurement route being used, it may not be necessary or appropriate to produce all the different model/drawing deliverables
©BSRIA
listed in the proforma.
©BSRIA
PROFORMA 4: TECHNICAL DESIGN (RIBA STAGE 4)

Some activities in RIBA Stage 4 may continue after the start of the project’s construction stage.
Allocated to …
A B C D E Z
4.1.1 Carry out ongoing checks for compliance with regulations.
4.1.2 Advise on impact of any changes from scheme used to calculate the Building Emissions Rate Could be same party that led earlier
for Building Regulations energy compliance and (if relevant) EPC. calculation
4.1.3 Provide information for pre-site building control approval.
4.1.4 Obtain final quotations for incoming services based on final agreed building loads. Define extent of incoming services
4.1.5 Seek utility company comments on the spatial requirements and builders’ work associated
with the provision of incoming services.
4.2.1 Prepare the building services Employers Information Requirements in accordance with PAS As per PAS 1192-2
1192-2.
4.2.2 Prepare pre-contract BIM Execution Plan for building services installation (as required by As per PAS 1192-2
procurement route).
4.2.3 Advise on an appropriate method of procuring maintenance expertise.

4.2.4 Define the scope and content of operating and maintenance manuals appropriate for the
project.
4.2.5 Review the design against operational design targets, involving the future building
manager(s) and update/reissue design reports, specifications and/or Soft Landings reports.
4.2.6 Define the requirement for handover information.
4.2.7 Specify form of delivery and method of production of handover information. Take account of any phased handover or
partial possession
4.2.8 Prior to commencement of works, prepare method statement for the maintenance of
existing services.
4.3.1 Undertake checks in relation to Building Regulations energy performance compliance and (if
BG 6/2018
relevant) EPC criteria.

4.3.2 Review proposals from others in relation to Building Regulations energy performance
compliance and (if relevant) EPC criteria.
4.3.3 Review dimensional and other numerical tolerances to be applied to building services design
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BG 6/2018
Allocated to …
A B C D E Z
Make submissions to obtain Building Regulations approval in relation to energy

4.3.4
performance.
4.3.5 Design weatherproofing details for all services passing through external elements of the
building.
4.3.6 Provide typical details for all acoustic stopping for services penetrating builders’ work
elements.
4.3.7 Develop and update BIM Execution Plan during project.
4.3.8 Develop and update building services Task Information Delivery Plan. As per PAS 1192-2.
4.3.9 Develop and update Master Information Delivery Plan during project. As per PAS 1192-2
4.3.10 Federate information models from separate task teams and oversee the clash avoidance As per PAS 1192-2
process.
4.3.11 Carry out project-wide design review of feasible-generic design.
4.3.12 Agree the principles relating to reflected ceiling plans.
4.3.13 Carry out Stage 4 coordination between building services, structure and architecture prior
to selection or procurement of actual equipment. (Feasible for building services contractor/
trade-contractor pricing and installation without major re-routing).
4.3.14 Carry out Stage 4 coordination between different building services prior to selection or Major spaces: plant rooms, risers, ceiling
procurement of actual equipment. (Feasible for building services contractor/trade contractor and floor voids. Removal of critical clashes
pricing and installation without major re-routing). – see section 2.5 of BG 6
4.3.15 Consider requirements for cable pulling (routes and anchor points). Removal of critical clashes – see section
2.5 of BG 6
4.3.16 Review design risk assessments incorporating specialist design input.
4.3.17 Check the provision for and adequacy of builders’ work information provided for specialist Specify extent of risk assessments (H&S,
elements (including CDP). technical, commercial)
4.3.18 Select and detail sleeves, inserts, frames, and fixing anchors, and any other items required
to be cast or built into the structures by others, including coordination of positions to such
extent and accuracy to allow structural construction to proceed.
4.3.19 Detail and coordinate all access platforms, stairs, rails and protection elements required for
©BSRIA
future maintenance and operation of plant/equipment.
©BSRIA

Allocated to …
A B C D E Z
4.3.20 Carry out final detailed location and dimensioning of 2nd fix equipment based on State extent (luminaires, control devices,
architectural information. outlets, and grilles)
4.3.21 Determine location of access panels. For example, rodding eyes and pipework
valves
4.3.22 Carry out project-wide design review of coordinated-generic design.
4.3.23 Confirm builders’ work information for specified equipment or materials, or where
alternatives to those provisionally or pre-selected are agreed.

4.3.24 Provide final details for all acoustic stopping for services penetrating builders’ work elements. Bases, supports and structurally significant
holes
4.3.25 Carry out Stage 4 coordination between all building services trade contractors after the Removal of critical clashes – see section
selection or procurement of actual equipment. 2.5 of BG 6
4.3.26 Carry out Stage 4 coordination between the building services, structure and architecture Removal of critical clashes – see section
after the selection or procurement of actual equipment. 2.5 of BG 6
4.3.27 Prepare detailed construction programme for installation and remaining design activities.
4.3.28 Carry out project-wide design review of coordinated-specific design.

4.4.1 Develop initial technical design for systems to be procured as Contractor Design Portions
(where building services contractor not already appointed).
4.4.2 Advise of significant allowances or constraints incorporated in the main design that may
affect the specialist design.
4.4.3 Obtain indicative quotations for plant not requiring specialist design.
4.4.4 Review that all plant and equipment incorporated into the works can be safely maintained
and accessed in compliance with current legislation.
4.4.5 Check plant and system sizing once Stage 4 coordination of the works has been undertaken Removal of critical clashes – see section
with selected or procured equipment (4.3.25). 2.5 of BG 6
4.4.6 Select plant, equipment, components and material to meet the specified performance.
BG 6/2018
Where items or manufacturers differ from provisional selections ensure they are fully
compatible with all the other system parameters, components and design requirements.
4.4.7 Advise whether the proposed alternative items or manufacturers comply with the selection
criteria.
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BG 6/2018
Allocated to …
A B C D E Z
4.4.8 Advise whether the proposed alternative items or manufacturers are acceptable.
4.4.9 Re-evaluate all parts of the services design which may be affected by acceptance of
alternative items or manufacturers.
4.4.10 Re-evaluate all parts of the architectural or structural design which may be affected by
acceptance of alternative items or manufacturers.
4.4.11 Amend the building services design to incorporate agreed alternative items or
manufacturers.
4.4.12 Prior to confirming agreed final fixed costs with the client, agree final equipment selections
and manufacturers.
4.4.13 Monitor the specialist design input for compliance with the design intent.
4.4.14 Evaluate the impact of the specialist design on those parts of the overall design that are
provisional.
4.4.15 Monitor the ongoing progress of the procurement, manufacture, installation and
commissioning of all plant items.
4.4.16 Review all plant and equipment incorporated into the works with respect to safe
maintenance and access in compliance with current legislation.
Mechanical design
4.5.1 Determine parameters of flues to incorporate the requirements of the plant manufacturer,
building control, environmental health officer and current legislation such as the Clean Air
Act.
4.5.2 Finalise detailed design calculations for all mechanical services being included in the See Appendix B for specific services
technical design in accordance with recognised national standards.
4.5.3 Determine detailed flue, duct and pipe sizes and routes.
4.5.4 Following equipment procurement, modify distribution systems and equipment capacities
as may be required as a result of coordination (4.3.25).
4.5.5 Design all necessary facilities for flushing, and commissioning.
4.5.6 Size, select and determine final locations of commissioning sets based on coordination of
procured equipment (4.3.25).
©BSRIA
4.5.7 Carry out final sizing of sections of ductwork between terminal units and diffusers to ensure
the specified acoustic criteria and duct velocities.
©BSRIA

Allocated to …
A B C D E Z
4.5.8 Carry out final detailing and confirm the location and sizes of duct connections to external
louvres.
4.5.9 Carry out detailed design of anchors, guides and other provision for movement of services
and systems due to thermal expansion and contraction and building movement.
4.5.10 Check fan and pump system resistances based on coordination of procured equipment Suggest checker is independent person
(4.3.25). from selector
4.5.11 Check system water capacities and quantities of chemical additives based on the final Suggest checker is independent person
equipment selection. from selector
4.5.12 Carry out final detailing of drain and vent points.
4.5.13 Carry out final selection of all terminal devices.
4.5.14 Carry out final selection of pressurisation units and expansion vessels.
4.5.15 Detailed design and sizing of refrigerant pipework between items of equipment provided
under the contract works based on the final equipment selection and coordinated working
drawings.
4.5.16 Select and confirm location of fire dampers and any other fire-stopping for mechanical

systems.
4.5.17 Select and confirm location of control dampers and control valves to achieve the specified
function and to suit the characteristics of items served and final system configurations based
on the final equipment selection and coordinated working drawings.
4.5.18 Carry out final selection of control valves to suit pipework and authority of controls based on
final installation drawings.
4.5.19 Carry out final selection of all anti-vibration mountings.
Electrical design
4.6.1 Finalise detailed design calculations for all electrical services being included in the technical See Appendix B for specific services
design in accordance with recognised national standards.
BG 6/2018
4.6.2 Determine detailed cable and containment sizes, switchgear sizes and locations, control
panel locations, user equipment sizes and locations, and sensor locations for small power,
lighting, high voltage systems, and metering.
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Allocated to …
A B C D E Z
4.6.3 Determine approximate sensor locations, control panel locations for fire safety and security
systems.
4.6.4 Design automatic controls systems as required to meet the operational, functional and spatial
requirements of the specification.
4.6.5 Determine control strategy for lighting.
4.6.6 Design fixing, connection, earthing and bonding details as required for final installation of
lightning protection systems.
4.6.7 Modify distribution systems and equipment capacities as may be required as a result of Stage
4 coordination with intended or procured equipment.
4.6.8 Verify spatial requirements for cable pulling and installation.
4.6.9 Verify cable sizes for primary electrical supply based on coordination of procured equipment
(4.3.25) and cable lengths.
4.6.10 Verify cable sizes for specialist systems based on coordination of procured equipment Such as fire alarm, datacomms, CCTV, and
(4.3.25) and cable lengths. access control
4.6.11 Select and confirm location of fire-stopping for electrical systems.
4.6.12 Check control panel cable entry and exits are possible in the final location and that safe
operating and maintenance clearances are provided.
4.6.13 Check compatibility of building services plant and equipment with the controls systems.
4.6.14 Carry out design and incorporation of all interfaces (including relays or other devices or
modifications to hardware or software).
4.6.15 Incorporate final information for electrical systems into the design via schedules or BIM
objects, including control addresses for lighting and fire alarm systems, BMS points.
4.7.1 Finalise detailed design calculations for all public health services being included in the See Appendix B for specific services
technical design in accordance with recognised national standards.
4.7.2 Determine detailed pipe sizes and routes for gravity and pumped drainage systems.
4.7.3 Determine final positions of cast-in drainage gullies ensuring coordination with structural
©BSRIA
design and final mechanical plant locations.
©BSRIA

Allocated to …
A B C D E Z
4.7.4 Finalise vent termination locations to coordinate around final AHU and air vent intake
positions.
4.7.5 Determine final power, BMS and Controls interface requirements from equipment.
4.7.6 Coordinate all surface water domestic and waste water pipework rodding eye locations with
other services, structural and architectural elements to ensure suitable maintenance access
can be provided.
4.7.7 Verify storm water discharge flow rate satisfies planning and statutory authority
requirements including SuDS.
4.7.8 Determine detailed routing of pipework and drainage to/from risers.
4.7.9 Carry out detailed design of pipework gradients for builders’ work and coordination. Includes domestic and waste drainage
(gravity/pumped), surface drainage and
condensate runs
4.7.10 Modify distribution systems and equipment capacities as may be required based on
coordination of procured equipment (4.3.25).
4.7.11 Make allowance for anchors, guides and provision for movement of services and systems due

to thermal expansion and contraction and building movement.
4.7.12 Select and confirm location of fire collars and any other fire-stopping for public health
systems.
4.7.13 Check all surface water, domestic and waste drainage discharge flow rates with external civils
interface package.
4.7.14 Check all utility interface details (locations, pipe sizes and invert levels) with civils package to
ensure internal and external services coordinate.
Commissioning
4.8.1 Review all designs to ensure that systems are commissionable.
4.8.2 Determine witnessing and commissioning requirements for items installed on site. Other than those covered by 3.8.2
BG 6/2018
4.8.3 Identify and incorporate into system designs the essential components and features For example, including test points
necessary to enable the proper commissioning of building services (including preparation).
4.8.4 Review the commissioning plan.
4.8.5 Update the commissioning plan.
4.8.6 Review proposals and method statements from prospective commissioning specialist(s).
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4.8.7 Finalise location of test points.

4.8.8 Appoint an independent specialist commissioning contractor responsible for testing and See also 3.8.4
commissioning.
4.9.1 Provide a technical design report up to the level of feasible-generic components and
equipment, as an update to the Developed Design Stage 3 report
4.9.2 Provide health and safety risk assessments for the design.
4.9.3 Provide an approximate cost plan using feasible-generic components and equipment for
mechanical, electrical and public health services based on floor area, building type and
typical system type or other agreed approximate methodology.
4.9.4 Provide any information that is required in connection with any application for planning
permission including reviews and/or appeals where applicable.
4.9.5 Provide updated estimate of regulated [RP] in-use energy consumption.
4.9.6 Provide updated assessment of comfort conditions and overheating risk
4.9.7 Provide updated report on adequacy of existing mechanical, electrical and public health Agree level of further intrusion and
services to incorporate extended or refurbished works. physical testing if applicable
4.9.8 Provide technical design or performance information and specifications to modify, refurbish
or replace existing mechanical, electrical and public health engineering services and plant to
incorporate new and extended engineering services.
requires it.
4.9.10 Provide report on proposals or agreed outcomes following participation in any Soft Landings
process.
4.9.11 Provide information for detailed whole-life cost studies.
4.9.12 Provide information to the Environmental Assessment Method Assessor to allow credits to
be checked and awarded.
4.9.13 Provide specifications for final commissioning and handover.
4.9.14 Provide detailed commissioning plan.
©BSRIA
4.9.15 Provide information for Construction Phase Plan as per CDM Regulations.
©BSRIA

Allocated to …
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4.9.16 Provide calculations and/or software files as evidence of Technical Design model and/or Agree format
drawings.
4.9.17 Provide schedules to cross-reference cables to containment systems.
4.9.18 Provide technical design model in line with defined level of clash resolution and agreed Using generic objects, feasible to price and
tolerances. to install without major re-routing
4.9.19 Provide Technical Design drawings.
4.9.20 Provide Technical Design schematics.

4.9.21 Provide updated schedule/drawings of builders’ work information based on technical design
information.
4.9.22 Produce materials and workmanship specifications.
4.9.23 Produce performance specifications for specialist designed elements of the works.
4.9.24 Produce equipment schedules.
4.9.25 Provide design stage information towards log book and/or building user guide(s).
4.9.26 Provide mechanical, electrical and public health information necessary to obtain statutory

approvals.
4.9.27 Provide detailed specifications for mechanical, electrical, public health services, if relevant.
4.9.28 Sign off detailed specifications.
4.9.29 Contribute to draft construction programme for the project.
4.9.30 Produce Construction Phase Plan before work starts on site, as per CDM Regulations.
4.9.31 Provide updated Technical Design model. Using generic objects and coordinated
to demonstrate resolution of clashes
between architecture, structure and
services in line with level of clash
resolution and agreed tolerances.
4.9.32 Provide building services coordinated working drawings. State whether for generic or specific
BG 6/2018
(agreed/procured) equipment.
4.9.33 Provide coordinated reflected ceiling plans based on agreed architectural information for all
components.
4.9.34 Provide coordinated room elevations based on agreed architectural information for all
components.
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4.9.35 Provide detailed cost plan.

4.9.36 Provide final construction programme.
4.9.37 Provide detailed commissioning programme.
4.9.38 Provide updated Technical Design model with revised or new design details. Using specific objects and coordinated to
demonstate resolution of clashes between
architecture, structure and services in line
with level of clash resolution and agreed
tolerances.
4.9.39 Provide report on the specialist designers’ proposals within the main contract.
4.9.40 Provide a report in consideration of any alternative plant, equipment, and component
selections.
4.9.41 Provide calculations and/or software files in support of specialist design proposals.
©BSRIA
©BSRIA

BG 6/2018
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Model definition: Technical Design model
BG 6/2018
The technical design model can be developed to one or more levels of definition during Stage 4, to suit the chosen procurement route. If a
client wishes a designer to deliver a coordinated-generic object model but not the preceding feasible-generic object model then this has to
be clearly indicated in pro-forma 4 and/or Appendix B.
Tolerances for technical design models should be agreed between the recipient and the author before technical design starts, with reference
to other members of the project team as appropriate.
Not all the model variants defined below need to be delivered. This will be decided depending on the procurement route and the client’s
requirements.
General definition for feasible-generic General definition for coordinated- General definition for coordinated-specific
Technical Design model generic Technical Design model Technical Design model
A model showing detailed building A model showing detailed building A model showing detailed building services
services designs, with locations and sizes services designs, with locations and designs, with precise locations and sizes
of all items of plant, pipes, ducts and sizes of all items of plant, pipes, ducts of all items of plant, pipes, ducts and
cable containment using generic objects and cable containment using generic cable containment using specific objects
in positions that are feasible for building objects in positions that have been representing actual intended or procured
services contractor and trade contractor spatially coordinated between separate plant and equipment in positions that
pricing and for installation without major engineering services and also with have been spatially coordinated between
re-routing. This is analogous to the level architecture and structure. The model will separate engineering services and also with
of detail in Technical Design drawings not show hangers or supports apart from architecture and structure. The model will
using generic objects. builders’ work items. This is analogous to not show hangers or supports apart from
the level of detail in Coordinated working builders’ work items but spatial allowances
drawings, but using generic objects. should be included. This is analogous to
the level of detail in Coordinated working
drawings, but using procured or intended
objects.
©BSRIA
©BSRIA
Typical object parameters to add to or substitute for those from Stages 2 and 3 (for generic or specific objects as appropriate)
would include:
•• Object type/cross-reference to equipment schedule
•• Workmanship and materials specifications
•• Builders’ work information (holes and pockets to be shown as separate from the services equipment or components that pass through
or sit in them)
•• Location of object (adjacent equipment references)

•• System reference
•• Operational inputs (energy, pressure, flow rate)
•• Operational outputs (heating, cooling, lighting, pressure drop)
•• Access / Maintenance / Removal requirements

Analysis The model may be analysed for performance of selected systems by applying specific criteria to

the actual model elements (or detailed generic elements where no selection has yet been made)
Costing The model may be used to develop cost estimates based on detailed quantities and estimated
costs of actual or generic elements (including labour, materials, prelims, overheads and profit)
Programme The model may be used to show the timescale of installation of detailed systems and
components.
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Drawing definition: Technical Design drawings
BG 6/2018
Drawings showing the intended locations of plant items and service routes in such detail as to indicate the design. The main features of
detailed design drawings should be as follows:
•• Plan layouts should be to a scale of at least 1:100. Plant areas should be to a scale of at least 1:50, and should be accompanied by cross-
sections and elevations.
•• The drawing will not indicate the precise position of services, but it should nevertheless be feasible to install the services within the
general routes indicated. It should be possible to produce coordinated working drawings or installation drawings without major re-
routing of the services. The design must also consider procurement and installation methodologies.
Drawing definition: Technical Design schematics

Line diagrams describing the interconnection of all components in a system showing the engineering principles. The main features of a
Technical Design schematic drawing should be as follows:
•• The drawings should include all the functional, sensing, control and measuring components that are to be installed. This includes main
plant, distribution, inline equipment, terminal plant and components, control components.
•• Symbols and line conventions should be in accordance either with a recognised standard, such as ISO or BS, or a supplied legend.
•• The drawings should be labelled with appropriate pipe, duct, busbar, cable sizes and fault levels, pressures and flow rates. These details
may be subject to adjustment during construction stage.
•• The major components indicated on the schematic drawing should be identified for cross-referencing purposes.
•• Where necessary, control methodologies i.e. load shedding and capacity

©BSRIA
©BSRIA
Drawing definition: Builders’ work information

A drawing to show the provisions required to accommodate the engineering services which significantly affect the design of the building
structure, fabric and external works. Also drawings (or schedules) of work to be carried out by building trade, and required to be costed at
the design stage, such as plant bases.
The critical criterion with builders’ work information is that it includes all openings (or other provisions) which significantly affect structure, fabric
or external works. The minimum dimensions of these openings need to be agreed among the project team.
Drawing definition: Coordinated working drawings

Drawings showing the inter-relationship of two or more engineering services and their relation to the structure, associated specialists and
building fabric. The main features of coordinated working drawings should be as follows:
•• Plan layouts should be to a scale of at least 1:50 and be accompanied by cross-sections to a scale of at least 1:20 for all congested areas.
•• The drawing should make allowance for installation, commissioning, maintenance and replacement working space and methodologies.

•• The drawings should be spatially coordinated and there should be no physical clashes between the system components when installed.
Critical dimensions, datum levels and invert levels should be provided.
•• The spaces between pipe and duct runs shown on the drawing should make allowance for the service at its widest point. Insulation,
standard fitting dimensions and joint widths should therefore have been allowed for on the drawing.
•• The drawing should indicate positions of main fixing points and supports where they have significance to the structural design or spatial
constraints.
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Clashes between small pipework may exist, provided

sufficient spatial allocation is proven. Installation must
be feasible without major re-routing
SAMPLE INFORMATION:
Type: A type FCU
Reference: FCU3/77
Duty: 8 kW
Fresh Air: 80 L/s
LTHW Flowrate: 0.095 L/s
CHW Flowrate: 0.198 L/s
SAMPLE INFORMATION:
Reference: SG3/145
Type: 3 -SLOT LINEAR
Air Flowrate: 70 L/s
System Type: Supply Air
©BSRIA
STAGE 4 TECHNICAL DESIGN MODEL FEASIBLE-GENERIC MECHANICAL 3D VIEW
©BSRIA
Recessed downlight
HL_Smoke Detector
1G Switched Socket
Recessed Ceiling Light

Notes:
Ceiling-mounted elements not aligned
to ceiling grid at this stage.
Wall-mounted elements are placed in
indicative locations only at this stage.
BG 6/2018
STAGE 4 TECHNICAL DESIGN MODEL FEASIBLE-GENERIC ELECTRICAL 3D VIEW

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SAMPLE INFORMATION
Type: A type FCU
Reference: FCU3/77
(right hand side connection box)
Duty: 8 kW
Fresh Air: 80 L/s
Notes:
Ceiling mounted elements are
aligned to ceiling grid at this stage
Wall mounted elements are
coordinated with wall elevations at
this stage
.
©BSRIA
STAGE 4 TECHNICAL DESIGN MODEL COORDINATED-GENERIC OFFICE ROOM 3D VIEW
©BSRIA
SAMPLE INFORMATION
Type: A type FCU
Reference: FCU3/88
(left hand side connection box)
Duty: 8 kW

Fresh Air: 80 L/s
Notes:
FCU model changed in office
room to reduce number of pipe
BG 6/2018
connections to install
STAGE 4 TECHNICAL DESIGN MODEL COORDINATED-SPECIFIC OFFICE ROOM 3D VIEW

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2 3 4
BG 6/2018
D D
50 mm CHWR
50 mm CHWF
SG3/149 40 mm LTHWR
40 mm LTHWF
VCD
54 mm Dia. WVP Number of WHBs: 2
SG3/148 FCU3/77
50 mm CHWF
40 mm LTHWR
40 mm LTHWF
SG3/147
100 mm Dia. SVP Number of WCs: 2
50 mm CHWR
VCD
CTA FD
600x300 Supply Air

EG3/001
Space for
future FCU 15 mm Condensate drain
VCD
15 mm Condensate drain
E E
Connections SG3/059 SG3/058 SG3/057 EG3/003 SG3/056 SG3/055 SG3/054 EG3/004 SG3/053 SG3/052 SG3/051
capped off for
future use
400x200
SG3/146
40 mm CHWR
40 mm CHWF
32 mm LTHWR
32 mm LTHWF 25 mm CHWR
FCU3/78 FCU3/79 25 mm CHWF FCU3/80
20 mm LTHWR
VCD 20 mm LTHWF
200ø
SG3/145 FCU3/76
200ø
25 mm LTHWF 25 mm LTHWF
200ø
200ø
25 mm LTHWR 25 mm LTHWR
32 mm CHWF
VCD
25 mm CHWF
VCD
VCD
VCD CHWR
32 mm 25 mm CHWR
200ø 300x200
SG3/144 VCD
75 mm Sanitary
VCD
VCD
200ø
200ø
F F
-
SG3/143 ---
FCU3/73 15 mm Condensate drain
UP
SG3/142 FCU3/74 FCU3/75
DN
EG3/002 SG3/141 SG3/140 SG3/139 SG3/138 SG3/137 SG3/136
2 3 4
©BSRIA
STAGE 4 TECHNICAL DESIGN DRAWING MECHANICAL LAYOUT
©BSRIA
2 3 4
AD. ADE
. AD. ADE
.
2 2 2 2
B
DB/LTG/05 DB/LTG/05 DB/LTG/05 DB/LTG/05

L11 L12 L21 L22
D
11G
D
2D
AD AD EXIT AD AD B
DB/LTG/05
L32
B DB/LTG/05
AD ADE AD ADE
AD AD AD AD
E E
.
B 2
2
B. B B B B
2
2
DB/LTG/05
L14
AD ADE AD ADE .AD ADE AD ADE AD
2
2
EXIT
DB/LTG/05
EXIT L23

DB/LTG/05
2 . L33
AD. AD. AD. AD. AD AD AD AD AD
2 2 2 2 .
2
DB/LTG/05
L13
B EXIT B B
2D
F 11G 2 F
2
DB/LTG/05
L24
.
AD ADE AD ADE ADE AD
. 2
B B
2
DB/LTG/05 UP
L31
2
AD AD AD AD. 2 B B AD AD
DN
BG 6/2018
2 3 4
STAGE 4 TECHNICAL DESIGN DRAWING LIGHTING LAYOUT

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BG 6/2018
D D
DB/LTG/05
L34
DB/LTG/05
Staff Accommodation
22-5-1684 WC Male WC Female
22-2-1671 22-2-1676
Service Riser
22-2-1664
E E
Admin Office
22-5-1685 DB/LTG/05
L15
F F
Store
22-5-1686
UP
DN
2 3 4
©BSRIA
STAGE 4 TECHNICAL DESIGN DRAWING SMALL POWER LAYOUT
©BSRIA
Level 6
22500
PH Pipework zone
Pipework main zone
Ductwork zone & pipework cross - under
Secondary pipework
not in final positions
at this stage, so Recessed Ceiling Light
minor clashes are
Floor to Celing Height = 2570

acceptable

300 mmx100 mm
Level 5
18750
BG 6/2018
STAGE 4 TECHNICAL DESIGN DRAWING DISTRIBUTION SECTION

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1 2 3 4
BG 6/2018
AD ADE AD ADE
B
D D
AD AD EXIT AD AD B
VCD
FCU3/77
AD ADE AD ADE
VCD
CTA FD
B
VCD
AD AD AD AD
E E
B
B B B B B
AD ADE AD FCU3/78
ADE AD FCU3/79
ADE AD ADE FCU3/80 AD
VCD
FCU3/76
EXIT
EXIT
VCD
VCD
VCD
VCD
2
AD AD VCD AD AD AD AD AD AD AD
PR-OR-ZZ-04-DR-M-07
VCD
VCD
B EXIT B B
3
F PR-OR-ZZ-04-DR-M-07
F
AD ADE AD ADE ADE AD

FCU3/73
B B
FCU3/74 FCU3/75
AD AD AD AD B B AD AD
G G Note:
Cables in ceiling not
1 2 3 4 shown for readibility.
©BSRIA
STAGE 4 COORDINATED WORKING DRAWING COMBINED LAYOUT
©BSRIA
Section A 2 3
Pipework passes through holes

in castellated beams 3
PR-OR-ZZ-04-DR-M-07 Level 55
Level
+ 18.620 m
LEVEL -05
FIFTH FLOOR 18750
18750
2
Section B PR-OR-ZZ-04-DR-M-07
E

Level 55
Level
18750
18750
BG 6/2018
STAGE 4 COORDINATED WORKING DRAWING SECTIONS A AND B

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BG 6/2018
3 4 5 6 7
Supply Pipes Gym Extract Electrical riser Future roof

N Zone N Zone Vent N Zone Core services connections
C
1300 1100 1300
1600x300
N/W 1300 1300
1300
x600
x1100 1300x300 x800 x1100 Supply
Tenants x1000 x1100
E zone
Electrical riser
goods area
Pipes
1300x300
1100 Future
x500 W zone E zone
Down
1300x300
Lift 1 Café
Pipes
W zone 1100 vent
Goods lift x800
Extract Extract
Up
1200
x600
1300x West zone Roof power 1300
E zone
1100 connections x1100
D Lift 2
1500
x600
1300x200
Supply
WC zone
Pipes
WC Zone Lift 3
1800 1600x300
1300 1300
1300
x600
1300
x700
x900
x1100 x1100 1300x300
E
Supply Extract Extract Supply Pipes Future S/E
W zone WC zone S zone S zone S zone S zone tenants
electrical riser
©BSRIA
STAGE 4 BUILDERS' WORK DRAWING STRUCTURALLY SIGNIFICANT INFORMATION
©BSRIA
EOL EOL
SD SD HD HD
MCP
SOUNDER
FAI DRCP DI CONTROLLER
ROOF LEVEL (PLANT SPACES)
TP EOL EOL
SD SD HD HD
MCP
FAI PLANT
ASD SOUNDER
FAI FARP DRCP DI CONTROLLER
LEGEND
LEVEL 1
SD
SMOKE DETECTOR
TP EOL EOL
HD
HEAT DETECTOR

MCP MANUAL CALL POINT
SD SD HD HD
FAI FIRE ALARM INTERFACE
MCP
FAP FIRE ALARM PANEL
FAI DISABLE FARP FIRE ALARM REPEATER PANEL

REFUGE
ASD ASPIRATING SMOKE DETECTION
ASD SOUNDER
FIRE RESISTANT FAI FARP DRCP DI CONTROLLER LIGHT INDICATOR/FLASHING BEACON
FH60 CABLE
MECHANICAL BELL FIRE ALARM
CANCER TREATMENT
CENTRE 4 LOOP
ADDRESSABLE FAP PLANT HD PLANT HD
LOCATED WITHIN
RECEPTION FAP FAI FAP FAI
PROTOCOL TEST KEY

CONVERTER SWITCH
FIRE RATED NETWORK CABLE
TO HOSPITAL SITE WIDE FIRE
ALARM SYSTEM VIA LINK BRIDGE SD
SD
MCP MCP
LEVEL 0 DEVICES WITHIN TX ENCLOSURE DEVICES WITHIN GENERATORT ENCLOSURE

ELECTRICAL ENGINEERING SYSTEMS
BG 6/2018
FIRE ALARM SCHEMATIC
TENDER ISSUE
STAGE 4 TECHNICAL DESIGN SCHEMATIC FIRE ALARM

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Stage 5 : CONSTRUCTION AND COMMISSIONING
BG 6/2018

“During this stage, the building is constructed on site in accordance with the Construction Programme. Construction includes the
erection of components that have been fabricated off site.
The procurement strategy and/or the designer’s specific Schedule of Services will have set out the designer’s duties to respond to Design
Queries from site generated in relation to the design, to carry out site inspections and to produce quality reports.
The output of this stage is the ‘As-constructed’ Information.”

Proforma 5 covers the building services installation, commissioning and testing activities to take the project to the state where
handover can occur, including any deliverables that need to be updated to allow for, or that result from, these activities. Depending on
procurement route, the building services contractor may be appointed much earlier than this. In most cases it is expected that some
Stage 4 activities will take place in parallel with Stage 5.
©BSRIA
©BSRIA
PROFORMA 5: CONSTRUCTION AND COMMISSIONING (RIBA STAGE 5).

Some activities that start in the project’s technical design stage may continue in parallel with this stage.
Allocated to …
A B C D E Z
5.1.1 Notify the necessary statutory bodies (building control, fire officer, and environmental
health) in respect of all tests and demonstrations required.
5.1.2 Carry out airtightness test of completed building envelope.
5.1.3 Seek full statutory approval of the works and arrange all necessary attendance, and
documentation.
5.1.4 Apply for G59 interfaces (for connection of onsite electricity generation to the grid).
5.2.1 Oversee the instruction of the client’s staff (FM team and end-users as appropriate) in the
use, operation and maintenance of the installations.
5.2.2 Prior to handover, instruct the client’s staff (FM team and end-users as appropriate) in the
use, operation and maintenance of the installations in advance of handover.
5.2.3 Examine and comment on the contents of the operating and maintenance information in
order to ensure compliance with the specified requirements.
5.2.4 Modify and update operating details to reflect commissioning results.

5.2.5 Modify project information as the works progress, so that all alterations arising during Models, drawings, schedules, etc.
installation are recorded.
5.2.6 Inspect draft record drawings at agreed intervals and comment on their content with respect
to the size and positions of installed systems and plant.
5.2.7 Establish central and visible ‘home base’ for aftercare team as defined by Soft Landings.
5.2.8 Arrange for all appropriate maintenance contracts to be in place for start immediately after
handover.
5.2.9 Provide recommendations for the commencement and carrying out of operation and
maintenance during and after the defects liability period.
BG 6/2018
5.3.1 Prepare accredited as-constructed energy consumption information for Building Regulations
and (if relevant) the actual Energy Performance Certificate.
5.3.2 Update building services information models in response to changes made during
construction, installation and commissioning.
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Allocated to …
A B C D E Z

5.4.1 Review Contractor Design Portion, trade contractor or specialist design information against
the technical design.
5.4.2 Incorporate changes arising from Contractor Design Portion, trade contractor or specialist
design information in the technical design, and revise models, drawings and information as
appropriate.
Mechanical design
Electrical design
Commissioning
5.8.1 Comment on the adequacy of systems for commissioning as detailed on specialists’ drawings
and manufacturers’ shop drawings prior to actual manufacture at works.
5.8.2 Attend commissioning meetings as necessary.
5.8.3 Arrange and chair commissioning meetings as necessary.
5.8.4 Monitor the progress of commissioning and testing of all software programming, systems
and plant, including assessment of whether installations meet the original (or amended)
design intent.
5.8.5 Conduct mock-up performance tests.
5.8.6 Conduct pre-commissioning works (verification of installation works and static tests).
5.8.7 Commission all systems to agreed method, logic and programme, and in accordance with
the commissioning specification. Record the results.
5.8.8 Attend witness testing and commissioning of off-site manufactured assemblies at Usually during manufacture
manufacturers’ premises.
5.8.9 Demonstrate that the overall and complete systems perform correctly in the required
©BSRIA
manner and as intended by the specification.
©BSRIA

Allocated to …
A B C D E Z
5.8.10 Record all plant settings from commissioning.
5.8.11 Accept completed systems.
5.9.1 Provide final installation details, including dimensions, of electrical switchgear to ensure that
cable entry is acceptable in the selected location and that safe operating and maintenance
clearances are provided.
5.9.2 Provide final installation details, including dimensions, of automatic control panels to suit the
detailed requirements of the agreed supplier of the controls equipment.
5.9.3 Provide detailed BMS point schedules, wiring schematics, control panel labelling details and
equipment schedules for the complete works.
5.9.4 Provide detailed electrical wiring diagrams of all equipment supplied showing all
interconnections between equipment to enable all necessary wiring to be undertaken.
5.9.5 Provide installation model.
5.9.6 Provide installation drawings.
5.9.7 Provide builders’ work details.

5.9.8 Provide shop and fabrication drawings.
5.9.9 Provide a final commissioning report detailing the results of the commissioning and
commenting on the performance of systems signed by a competent person.
5.9.10 Provide schedule of activities/works required for handover.
5.9.11 Provide all necessary calculations, drawings, information and logs for the Health and Safety
File.
5.9.12 Provide a schedule of all spare parts required for the works including recommendations of
any others not stated in the specification.
5.9.13 Provide a schedule of all tools required for the works including recommendations of any
others not stated in the specification.
BG 6/2018
5.9.14 Provide operating and maintenance manuals. Identify specialist author for production
5.9.15 Provide as-built model or final project information model (as per PAS 1192-2) incorporating
all changes made during installation.
5.9.16 Provide record drawings incorporating all changes made during installation.
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Allocated to …
A B C D E Z
5.9.17 Provide building manual(s) and/or building user guide(s) and/or building log book(s) in Including system completion certificates
accordance with the requirements of the specification and the Building Regulations. and instructions on controls, energy
saving and water saving features.
5.9.18 Provide planned preventative maintenance schedules.
5.9.19 Provide operation and maintenance information in accordance with the specified
requirements.
5.9.20 Provide comments on draft record information and operating and maintenance manuals.
5.9.21 Provide technical guide for the facilities management team.
5.9.22 Provide recorded water, gas and electricity meter readings on completion of the works.
5.9.23 Provide pre-handover defects schedule. Usually these defects are expected to be
rectified before handover
5.9.24 Provide site visit reports.
5.9.25 Provide comments on proposals submitted by the building services contractors and/or
trade-contractors.
5.9.26 Sign off design and equipment changes proposed.
5.9.27 Provide comments on programmes.
5.9.28 Provide as-installed information to the Environmental Assessment Method Assessor.
5.9.29 Provide report on agreed outcomes following participation in any Soft Landings process.
©BSRIA
©BSRIA
Model definition: Installation model

This model shows all procured equipment and components with their actual sizes and precise locations as well as typical
supports and fixings necessary for installation. If the Technical Design model has not been developed to the coordinated-
specific level (see Stage 4), then the Installation model will convey this. It is analogous to the level of detail in BSRIA
Installation and Manufacturer’s drawings.
Typical object parameters to include along with geometry at this stage would include:
•• Actual size of object
•• Actual weight of object

•• Identification of actual item to be installed
Typical object parameters from Stage 4 should be substituted with data relating to the installed objects.

Construction The model elements are virtual representations of the proposed building elements and are
suitable for construction.
Analysis The model may be analysed for performance of approved selected systems and components by

applying specific criteria to the actual model elements.
Estimating Costs are based on the actual costs of specific elements at purchase.
Programme The model may be used to show the time scale of installation of detailed systems and
components, including methods of construction and installation sequences.
BG 6/2018
| 97
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98 |

Drawing definition: Installation drawings
BG 6/2018
Drawings based on the Technical Design drawings or coordinated working drawings with the primary purpose of defining that
information needed by the tradesmen on site to install the works.
The main features of installation drawings should be as per coordinated working drawings, plus:
•• Allowances should be made for inclusion of all supports and fixings necessary to install the works.
•• The drawing should make allowances for installation details provided from manufacturers’ drawings.
•• Allowances should be made for plant and equipment. This includes any alternatives to the designer’s original specified option that
have been chosen.
•• Space should be shown for associated support systems, installation methodologies and access for maintenance and replacement
Where no coordinated working drawings have been produced, the installation drawing should include coordination.
Drawing definition: Builders’ work details

Drawing to show requirements for building works necessary to facilitate the installation of the engineering services.
Unless agreed otherwise, the following builders’ work details can be marked out on site:
•• Holes less than the threshold dimension agreed by the team
•• electrical socket and switch boxes
•• openings that are best cut into blockwork and partitions.
Builders’ work details carry forward and confirm or refine the structurally significant items from the builders’ work information, and also
introduce new items that are not structurally significant, such as plinth dimensions for the actual plant items ordered.
©BSRIA
©BSRIA
Drawing definition: Manufacturers’ drawings

Drawings prepared by manufacturers, fabricators or suppliers for a particular project, and which are unique to that project. Examples include
drawings for ductwork, pre-fabricated pipework, sprinkler systems, control and switchgear panels and associated internal wiring, pre-
fabricated plant, customised plant and equipment.
Model definition: As-built model

This model shows all as-built engineering systems, components and equipment. All pipes, ducts and cable objects contain data about their
sizes, flow rates, flow direction, voltages (as appropriate), and the model should include access information for equipment maintenance and
replacement. It is analogous to the level of detail in BSRIA Record drawings.
Tolerances for as-built models should be agreed between the recipient and the author before installation starts, with reference to other
members of the project team as appropriate. Different tolerances might be agreed for visible and hidden components.
Typical object parameters to include along with geometry at this stage would include:
•• Model numbers and serial numbers of actual components and equipment installed
•• Results from commissioning works (flow-rates or set points for all control equipment)

•• Links to stored plant and equipment details (specification, manufacturers details, operation and maintenance information)
•• End of life considerations
Typical uses for the model at this stage include:

Facilities The model may be used for maintaining, altering and expanding the building, within the terms
Management of any licence agreements agreed with the model originator(s).
There is no exemplar of the As-built model.

BG 6/2018
The model or associated information should indicate if any installed equipment is oversized from the original design intent, perhaps because of
supply problems, but where the originally specified size should be installed when the equipment is replaced at the end of its life expectancy.
| 99
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STAGE 5
100 |

Drawing definition: Record drawings STAGE 5
BG 6/2018
Drawings showing the building and services installations as installed at the date of practical completion. The main features of
the record drawings should be as follows:
•• The drawings should be to a scale not less than that of the installation drawings.
•• The drawings should show locations of all the mechanical, electrical and public health systems and components installed
including ducts, pipes, cables, busbars, plant items, pumps, fans, valves, dampers, control devices, strainers, terminals,
electrical switchgear and components, security and fire sensors and control equipment.
•• The drawings should be labelled with appropriate pipe, duct and cable sizes, pressures and flow rates.
•• The drawings should have marked on them positions of access points for operating and maintenance purposes.
•• The drawings should not be dimensioned unless the inclusion of a dimension is considered necessary for location.
There is no exemplar of a record drawing.

©BSRIA
©BSRIA

BG 6/2018
STAGE 5 INSTALLATION MODEL DISTRIBUTION 3D VIEW

| 101
STAGE 5
STAGE 5
102 |

BG 6/2018
1261
271
200ø
2107
SG3/149
1732
1460
SG3/148
200ø FCU3/78 200ø

1339
1073
400x200
4618
193
SG3/147 200ø 40 mm LTHWR
50 mm CHWR
1073
97
102
40 mm LTHWF
50 mm CHWF
200ø
2106
SG3/146
1060
200ø FCU3/77 1338 600x300 2000x1250
SG3/145
1061
782
400x200
200ø
193
SG3/144 252 453 940 1260 1160 1004 1491 164 1360 1860 1125 995 1360 2634 1011
1038
349
152 121
102
97
200ø 107 152 200ø 200ø
200ø 200ø 200ø 200ø 200ø 200ø 200ø
SG3/143 2106
1460
1727 2578 2527 1897 FCU3/81 3187

FCU3/79 FCU3/80
SG3/142 200ø FCU3/76 200ø 3645

1460
140ø
200ø 200ø
400x200
SG3/141 200ø 300x200 200ø

143
97
102
97
97
1692 79
15 mm CHWF
15 mm LTHWF
1693
1672
1
15 mm CHWR
003 15 mm LTHWR
200ø 243 243 530
608
1905
122
596
122 16 mm Condensate drain

SG3/140
1184 540 1088
1856
1467
667
FCU3/73 96
1854
122
200ø
918 546
1008
200ø 200ø 200ø

918 1485 1811
SG3/139 FCU3/74 FCU3/75
474
1685 688 331 1045 200ø 1576 200ø
SG3/138 SG3/137 SG3/136 SG3/136 SG3/135 SG3/134

©BSRIA
STAGE 5 INSTALLATION DRAWING MECHANICAL LAYOUT
©BSRIA
Raised Floor -7
26452
Level 7
152 136122122 597 122122 26250
245
Pipework main runs & crossover zones
182
through castellations in beams 15 mm CHWR
15 mm LTHWR
15 mm LTHWR
323
15 mm CHWR
Ductwork distribution below structural beams

2574
1079 100 100

Raised Floor -6
22702
Cable tray distribution in floor void Level 6
22500
BG 6/2018
STAGE 5 INSTALLATION DRAWING DISTRIBUTION SECTION

| 103
STAGE 5
STAGE 5
104 |

BG 6/2018
©BSRIA
STAGE 5 MANUFACTURER’S DRAWING
©BSRIA
5 6 7
Inline steel edge
D
200 850 1000 x 300
Supply
650
WC zone I.C.T. data
600 Lift 2
x Building information data
1500
600 x 400
555
650
90
Essential power services

600 x 400
Lift 3
Inline steel edge
Inline steel edge

650
Kitchenette vent
Inline wall edge Inline steel edge 600 x 400

300
350
300 1600 x 300
1300 x 300
600 1100 1100 700
x x 1450 x x
300
1450
1300 1300 1300 1300
1400
1200
400
400
E
Extract Extract Supply Pipes Future S/E

WC zone S zone S zone S zone S zone tenants
electrical riser
BG 6/2018
STAGE 5 BUILDERS' WORK DRAWING STRUCTURALLY SIGNIFICANT DETAILS

| 105
STAGE 5
STAGE 6
106 |

Stage 6 : HANDOVER AND CLOSE OUT
BG 6/2018

“The project team’s priorities during this stage will be facilitating the successful handover of the building
in line with the Project Programme and, in the period immediately following, concluding all aspects of the
Building Contract, including the inspection of defects as they are rectified or the production of certification
required by the Building Contract.
Other services may also be required during this period. These will be dictated by project specific Schedules
of Services, which should be aligned with the procurement and Handover Strategies. Tasks in relation to the
Handover Strategy can be wide-ranging and may include:
•• attending Feedback workshops − considering how any lessons learned might be applied on future
projects
•• undertaking tasks in relation to commissioning or ensuring the successful operation and management
of the building.”

Activities within proforma 6 start with the handover of the completed works to the client. Activities
following handover include the rectification of any defects identified during the liability period and, if
specified, initial aftercare and other Soft Landings activities during the first year of occupation.
©BSRIA
©BSRIA
PROFORMA 6: HANDOVER AND CLOSE OUT (RIBA STAGE 6)

Allocated to …
A B C D E Z

6.2.1 Update as-built/project information models in response to changes made during handover.
6.2.2 Incorporate relevant information from project information model into asset information
model (as per PAS 1192-2 and PAS 1192-3).
6.2.3 On site attendance by aftercare team during first eight weeks of occupation.
6.2.4 Hold meetings/workshops with end-users/occupiers during the first eight weeks of
occupation.
6.2.5 Hold regular meetings with user representatives during Year 1 of occupation. Specify frequency, e.g. every 3-4 months
in Year 1
6.2.6 Review building performance against energy targets during Year 1 of occupation. Specify frequency, e.g. every 3 months
6.2.7 Hold end-of-year reviews of the general and environmental performance of the building.
6.2.8 Visit site to train and/or transfer information about the use of the building services to the
facilities management team and the building occupiers.

6.3.1 Review project health and safety performance.
6.3.2 Organise lessons learned workshop for the project with design team, main contractor, In this context, specialist contractors may
significant specialist contractors and FM team. mean the key contractors responsible for
major work packages such as building
services, controls, steelwork, partitions,
etc.
Mechanical design
BG 6/2018
Electrical design
| 107
STAGE 6
STAGE 6
108 |

PROFORMA 6: HANDOVER AND CLOSE OUT (RIBA STAGE 6)
BG 6/2018
Allocated to …
A B C D E Z
Commissioning
6.8.1 Carry out seasonal commissioning from practical completion including environmental Define timetable
testing and monitoring.
6.8.2 Attend seasonal commissioning activities carried out by others.
6.9.1 Provide a reviewed and updated list of defects identified during post completion audit.
6.9.3 Provide written reviews of energy use and system performance (as defined in the Soft
Landings framework).
6.9.4 Provide outturn cost analysis.
6.9.5 Provide updated as-built/project information model incorporating defect rectification and
any changes resulting from Year 1 aftercare.
6.9.6 Provide updated record drawings incorporating defect rectification and any changes
resulting from Year 1 aftercare.
6.9.7 Provide lessons learned report.
6.9.8 Provide report on any defects reported during the liability period.
6.9.9 Provide comments on record information including operating and maintenance manuals.
6.9.10 Provide report on agreed outcomes following participation in any Soft Landings process.
©BSRIA
©BSRIA

BG 6/2018
| 109
STAGE 6
STAGE 7
110 |

Stage 7: IN USE
BG 6/2018

“This is a new stage within the RIBA Plan of Work. It acknowledges the potential benefits of harnessing the project design
information to assist with the successful operation and use of a building.
While it is likely that many of the handover duties will be completed during Stage 6, prior to conclusion of the Building Contract,
certain activities may be required or necessary afterwards. These should be confirmed in the relevant Schedule of Services.
While the end of a building’s life might be considered at Stage 7, it is more likely that Stage 0 of the follow-on project or
refurbishment would deal with these aspects as part of strategically defining the future of the building.”

Proforma 7 covers any remaining Soft Landings or other post-occupancy activities in the second and third years after occupation.
BSRIA BG 6 is not a guidance document or framework for managing operation and maintenance activities, so proforma 7 does not
include the extensive range of activities that might arise during the operational life of the building or asset.
©BSRIA
©BSRIA
PROFORMA 7: IN USE (RIBA STAGE 7)

Allocated to …
A B C D E Z

7.2.1 Carry out Post Occupancy Evaluation. Specify extent and tools to be used
7.2.2 Hold regular meetings with user representatives during Years 2 and 3 of occupation. Specify frequency, e.g. every 6 months in
Years 2 and 3
Mechanical design
Electrical design

Commissioning

7.9.1 Provide written reviews of energy use and system performance (as defined in the Soft Define frequency of reviews
Landings framework and against any in-use targets set for project).
7.9.2 Provide updated as-built/project information model incorporating any changes resulting
from Years 2 and 3 aftercare and update asset information model as necessary.
7.9.3 Provide updated record drawings incorporating any changes resulting from Years 2 and 3
aftercare.
BG 6/2018
7.9.4 Agree other deliverables. Identify and agree deliverables to be

undertaken together with any timescales
| 111
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112 |
Appendix B Allocating model, drawing and information production

Appendix B Allocating model, drawing and
BG 6/2018
information production
The purpose of Appendix B is to provide a consolidated schedule of deliverables for the project. This proforma brings together all
the deliverables selected in the various Appendix A proformas and presents them in a single place. This proforma is in a spreadsheet
format to allow editing to suit the particular requirements, and modification of the format to provide more focussed elements to be
displayed.
As stated earlier in this document, it is essential that the deliverables identified in Appendix B match exactly those already selected
within the Appendix A proformas. A difference between the two could lead to conflict over who is required to deliver what.
This proforma is arranged into three areas, representing the types of deliverable to be produced – drawings, models and other
information, and this principle is shown in Figure 6. However, the actual proforma spreadsheet is too large to include here so is
available via the following link www.bsria.co.uk/goto/bg6.
Appendix B is completed as follows:
When completing or reviewing a completed Appendix B proforma, look for any hidden columns or rows.
Step 1 Decide which classification of building services systems you wish to use for your project (BSRIA list, Uniclass 2015 or NRM)
and select the appropriate blank proforma.
Step 2 Complete the project-specific details in rows 3 to 5 and add any additional details, description, status needed, etc.
Step 3 Expand or condense the system breakdown using the + and – buttons in the outlining margin of the spreadsheet to show
the required amount of detail.
Step 4 Review the standard deliverables across rows 7 and 8. Any that are not required should be marked N/A (not applicable)
or similar in row 10. Any additional deliverables that are to be included should be described in the grey-shaded columns
at the right-hand edge of the spreadsheet.
Step 5 Complete the Responsible Party and Date columns for each deliverable for each relevant building services system.
©BSRIA
Any deliverable that is required for a particular system should be marked N/A or similar. LOD and LOI columns may be
completed for model deliverables if required.
©BSRIA
Figure 6: Principle of Appendix B
DELIVERABLES
Models Drawings Informa�on
1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7
Mechanical
Appendix B Allocating model, drawing and information production

S
Y
S Electrical
T
E
M
S
Public Health
BG 6/2018
| 113
114 |
Appendix C Examples of using BG 6

BG 6/2018
Examples of using BG 6 in four design responsibility scenarios have been provided electronically at www.bsria.co.uk/goto/bg6. These
examples of proformas from appendices A and B should be used for guidance only. The user may need to complete their particular
proformas in a different way in order to reflect their desired allocation of design responsibilities.
Extracts from these examples are included here to illustrate some key principles in the completion of the proformas – indicated by notes
in green.
The four scenarios used in the examples are as follows:
Example 1 A client commissioning a multi-disciplinary feasibility study for a prospective project (Stages 1 and 2 only)
Example 2 A design and build project with the client-appointed building services consultant delivering a Developed Design
at the end of Stage 3 and the building services contractor appointed between Stages 3 and 4. This contractor
appoints its own building services consultant to continue much of the Stage 4 design work and the client-appointed
building services consultant retains a reviewing role
Example 3 A project with the client-appointed building services consultant delivering a feasible-generic Technical Design
during Stage 4. The contractor prices this design and then when appointed takes responsibility for co-ordinating
the design on the basis of actual equipment selected for installation during the remainder of Stage 4 with the
consultant reviewing equipment proposals for compatibility with the building services design philosophy
Example 4 A project with the client-appointed building services consultant delivering a coordinated-generic Technical
Design during Stage 4. The contractor prices this design and then when appointed makes proposals for alternative
equipment, to be reviewed by the consultant. The contractor amends the coordinated generic design to
incorporate approved alternative equipment

Examples 3 and 4 are shown side-by-side in a modified version of Appendix A proforma 4 to illustrate the differences in allocation of
design activities in these 2 cases.
In the examples, user-added text in Appendix A proformas is shown in red.

©BSRIA
©BSRIA
Extracts from examples

The following extracts from the worked examples are included to illustrate some key points from each case.
Example 1 – Appendix A
This item has been rewritten
in sub-section 10
Allocation of activity
leadership (L) and support (S)

These items have been
excluded from the proforma
BG 6/2018
| 115
116 |

Example 2 - Appendix A
BG 6/2018
Electrical design switches from the

client’s consultant at stage 3 (column A)

to the design and build contractor’s
consultant at stage 4 (column D). Similar
changes are seen in other systems.
©BSRIA
©BSRIA
Examples 3 and 4 - Appendix A
Stage 4 coodination on generic

equipment is by the Contractor
in Example 3 and by the client’s
Consultant in example 4
Stage 4 design leadership stays

with the consultant for longer in
example 4. Similar patterns are

seen in the electrical and public
health design sub-sections.
BG 6/2018
| 117
118 |

Example 1 - Appendix B
BG 6/2018
All builders work information

is in the Concept sketches
At stage 2, allocating deliverables by building

services discipline rather than by separate system
is probably sufficient, or the All Building Services
row could be used.
©BSRIA
©BSRIA
Example 2 - Appendix B
Deliverables that are not applicable must be

marked as such. In tis example no feasible model.

System deliverables identified separately, and
responsibility passes from A at stage 3 to D at stage 4
BG 6/2018
| 119
References
References
1. RIBA Plan of Work 2013
This is available as a pdf, an Excel spreadsheet, and a customisable online version. An
overview document is also available, which provides detailed guidance on each stage. All
can be downloaded for free from www.ribaplanofwork.com.
2. BS 1192:2007 Collaborative production of architectural, engineering and construction

information. Code of practice.
Available from shop.bsigroup.com
3. BIP 2207 Building information management. A standard framework and guide to BS 1192.
Available from shop.bsigroup.com
4. PAS 1192-2:2013 Specification for information management for the capital/delivery phase of
construction projects using building information modelling.
Available as a free download from shop.bsigroup.com
5. BSRIA BG 60/2015 The BIM Roadmap – A building owner’s guide to implementing BIM.
Available from www.bsria.co.uk (free download for BSRIA members)
6. ACE Schedules of services.

A series of Schedules for different disciplines and engagement arrangements, all available
from www.acenet.co.uk
7. Gower Handbook of Project Management Fourth Edition (2008) Edited by J. Rodney Turner.
8. BSRIA BG 54/2018 Soft Landings Framework.

Available as a free download from www.bsria.co.uk
9. BSRIA BG 27/2011 Pitstopping – BSRIA’s reality checking process for Soft Landings.
Available from www.bsria.co.uk (free download for BSRIA members)
Bibliography
Bibliography
The following publications are not referenced in this guide. However, they provide some useful
information for further reading.
BSRIA publications are available from www.bsria.co.uk, with free downloads for BSRIA members.
CIBSE publications are available from www.cibseknowledgeportal.co.uk.
General obligations, external liaison

BSRIA BG 1/2009 Building Services Job Book - A project framework for engineering services
BSRIA BG 9/2011 Rules of Thumb - Guidelines for building services (5th Edition)
BSRIA BG 30/2007 Guide to HVAC Building Services Calculations 2nd Edition
BSRIA BG 37/2011 Utility Connections and Diversions – Planning, design and installation
BSRIA BG 38/2012 Soft Landings Core Principles (free download)
BSRIA TN 9/92 Space and weight allowances for building services plant - inception stage design
BSRIA TN 10/92 Space allowances for building services distribution systems
Client liaison
BSRIA BG 9/2004 Choosing building services. A practical guide to system selection
Energy Simulation in Building Design (2001) by Joseph Clarke
BSRIA BG 45/2013 How to Procure Soft Landings
Improving Public Services Through Better Construction (National Audit Office, 2005)
Team liaison
CIBSE Guide F Energy Efficiency in Buildings (2012)
CIBSE Guide L Sustainability (2007)
BSRIA / Steel Construction Institute IEP 2/2003 Services Coordination with Structural Beams -
Guidance for a defect-free interface

BSRIA BG 48/2013 A Practical Guide to Building Thermal Modelling
Bibliography
Mechanical design
CIBSE Guide A Environmental Design (2006)
CIBSE Guide B Heating, Ventilating, Air Conditioning and Refrigeration (2005)
BSRIA BG 4/2007 Design checks for HVAC - A quality control framework (Second edition)
Electrical design
CIBSE Guide K Electricity in Buildings (2005)
BSRIA BG 3/2006 Design Checks for Electrical Services - A quality control framework for electrical
engineers

CIBSE Guide G Public Health Engineering (2004)
BSRIA BG 2/2006 Design checks for Public Health Engineering - A quality control framework for
public health engineer
Commissioning
BSRIA BG 49/2013 Commissioning Air Systems
BSRIA BG 2/2010 Commissioning Water Systems
BSRIA BG 8/2009 Model Commissioning Plan
BSRIA BG 29/2012 Pre-Commission Cleaning of Pipework Systems
BSRIA BG 44/2013 Seasonal Commissioning
CIBSE Commissioning Codes (series of 7)
Deliverables, including drawings, specifications, and reports

CIBSE TM31 Building Log Book Toolkit (2006)
BSRIA BG 1/2006 Model Demonstration Design Project
CPIC Production Information: A Code of Procedure for the Construction Industry

Available from www.ribabookshops.com
Full terms and conditions can be found at www.bsria.co.uk/terms.
Consent is granted to users of this publication to reproduce and modify the proformas in appendices A and B for use on their
projects and otherwise on and subject to the following terms:-
• You must not use any illustrations, photographs, or any graphics separately from any accompanying text.
• Our status as the owners of copyright in the content must always be acknowledged. In the case of this publication, unless
otherwise agreed with BSRIA, all extracts must carry the following acknowledgement: “Reproduced from BSRIA BG 6/2018 A
Design Framework for Building Services 5th edition”.
• You must not use any part of the content for any purpose(s) other than those set out above without first seeking a licence
to do so from BSRIA.
• If you reproduce and modify any such content in breach of these terms of use, or otherwise breach any of our intellectual
property rights, your rights under this Limited Licence will cease immediately.
Engineering services: Test, compliance and consultancy support services for
clients, designers, constructors, manufacturers and facilities managers
Instrument solutions: Hire, sales and calibration of instruments
Market intelligence: Off the shelf reports, bespoke studies and management
consultancy for global markets
Information and membership: Bookshop, library, training, networks and events
Head Office: Old Bracknell Lane West, Bracknell, Berkshire RG12 7AH UK
T: 0800 254 5700 (UK) or +44 (0) 1344 465 600 | F: +44 (0) 1344 465 626
BSRIA North: 68 Walton Summit Road, Bamber Bridge, Preston PR5 8AQ UK
T: +44 (0) 1772 754 380
E: bsria@bsria.co.uk | W: www.bsria.co.uk
Overseas offices in United States, China, France and Spain

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BG 6/2018

A Design Framework for

By David Churcher, Martin Ronceray and John Sands

Bryn Charles Atkins SNC-Lavalin

This guide is available as a set of editable files, including:

© BSRIA June 2018

By David Churcher, Martin Ronceray and John Sands

iv | BG 6/2018 A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION ©BSRIA

Appendix A Allocating design activity 24

Appendix B Allocating model, drawing and information production 112

Appendix C Examples of using BG 6 114

©BSRIA A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION BG 6/2018 | v

The explanations in the glossary of the terms used in this guide

Client The client is the party commissioning and

Main contractor The main contractor is the party employed

Building services The building services contractor is the

Trade contractor The trade contractor is the party employed

vi | BG 6/2018 A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION ©BSRIA

BSRIA Guide BG 6 A Design Framework for Building Services

In recent years, changes in technology have brought with them

Whilst the advance in technology has enabled developments

• A single Stage 3 proforma in place of the previous two –

• A single Stage 4 proforma in place of the previous three –

©BSRIA A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION BG 6/2018 | 1

• The guide has been restructured in order to provide more

• Additional drawings have been included to give more

• The spreadsheet in Appendix B has been extended to include

As with the previous edition, the proformas in this 5th edition of BG

It must be remembered that BG 6 is, as the title states, a framework.

2 | BG 6/2018 A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION ©BSRIA

2.1 The purpose of BG 6

There is a variety of activities required to produce the necessary

2.2 The structure of BG 6

Section 1 Introduction – discusses in general terms the need for this

Section 2 About BG 6 – This part explains the key aspects of BG

Section 3 How to use BG 6 – The process of using BG 6 is explained

Appendices – The proformas contained in Appendix A are the heart

©BSRIA A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION BG 6/2018 | 3

It is important when completing the proformas to read through all

The template discussed in Appendix B also allows the various

It is vital that, where both the proformas in Appendix A and the

Appendix C contains four examples of how to use the Appendix A

2.3 The design process and definition of design outputs

The design process

These concepts are then narrowed down to produce a scheme

Prior to starting work, the building services contractor (or their

4 | BG 6/2018 A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION ©BSRIA

items of plant and equipment, amending system designs to suit,

At the end of the project, a full set of record, or as-installed,

BG 6 and the RIBA Plan of Work

Figure 1: The RIBA Plan of Work 2013 stages.

Although this shows the design process as linear, in practice there

©BSRIA A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION BG 6/2018 | 5

Figure 2: Design outputs flow chart

PROFORMA MODELS ARRANGEMENT DRAWINGS SCHEMATIC DRAWINGS

CONCEPT CONCEPT SKETCH CONCEPT SCHEMATIC

DEVELOPED DEVELOPED DESIGN DEVELOPED SCHEMATIC

TECHNICAL TECHNICAL DESIGN

TECHNICAL COORDINATED WORKING DRAWINGS

AS-BUILT RECORD DRAWING

6 | BG 6/2018 A DESIGN FRAMEWORK FOR BUILDING SERVICES 5th EDITION ©BSRIA

As stated previously, BG 6 can be used to assign the relevant

2.4 Design coordination