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1、BS 7000 : Part 4 : 1996 BRITISH STANDARD | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | NNO O C CO OP PY YI INNG G I INN A ANNY Y F FO OR RMM WWI IT THHO OUUT T WWR RI IT TT TE ENN P PE ER RMMI IS SS SI IO ONN F FR RO
2、 OMM B BS SI I Design management systems Part 4. Guide to managing design in construction Licensed Copy: London South Bank University, London South Bank University, Fri Dec 08 10:23:47 GMT+00:00 2006, Uncontrolled Copy, (c) BSI This British Standard, having been prepared under the direction of the M
3、anagement systems Sector Board, was published under the authority of the Standards Board and comes into effect on 15 April 1996 BSI 1996 The following BSI references relate to the work on this standard: Committee reference MS/4 Draft for comment 94/408192 DC ISBN 0 580 25318 X BS 7000 : Part 4 : 199
4、6 Amendments issued since publication Amd. No.DateText affected Committees responsible for this British Standard The preparation of this British Standard was entrusted to Technical Committee MS/4, Design management systems, upon which the following bodies were represented: Association of Consulting
5、Engineers Association of Project Managers BEAMA Ltd. British Photographic Association British Standards Society Cambridge University Chartered Society of Designers Consumers Association Defence Manufacturers Association Design Council Department of Trade and Industry (Enterprise Initiative Division)
6、 Electricity Association Federation of Small Businesses Health and Safety Executive Institute of Quality Assurance Institution of Civil Engineers Institution of Electrical Engineers Institution of Engineering Designers Institution of Mechanical Engineers Ministry of Defence Royal Institute of Britis
7、h Architects University of Leeds University of Westminster Coopted members Licensed Copy: London South Bank University, London South Bank University, Fri Dec 08 10:23:47 GMT+00:00 2006, Uncontrolled Copy, (c) BSI BS 7000 : Part 4 : 1996 BSI 1996i Contents Page Committees responsibleInside front cove
8、r Forewordiii Introduction1 Section 1. General3 1.1Scope3 1.2References3 1.3Definitions3 Section 2. Framework for design management5 2.1General5 2.2Management of the design team5 2.3Establishing the brief5 2.4Project planning6 2.5Plan of work6 2.6Programming7 2.7Project communications7 2.8Controllin
9、g cost8 Section 3. Design resource management9 3.1General9 3.2Design facility9 3.3Design facility managers corporate responsibilities9 3.4Objectives of a design facility10 3.5Preparing a business plan10 3.6Quality policy11 3.7Innovation11 3.8Communications11 3.9Management information11 3.10 Design s
10、upport systems11 3.11 Technical information12 3.12 Drawing materials and equipment12 3.13 Computer-aided design12 3.14 Specification systems12 3.15 Administration13 3.16 Instruments and technical equipment13 Section 4. Design process management14 4.1General14 4.2Design facility managers operational
11、responsibilities14 4.3Pre-commission review14 4.4Design unit leaders responsibilities15 4.5Design brief15 4.6Design stages16 4.7Design procedures17 4.8Progress checking19 4.9Design change control19 4.10 Documentation control19 4.11 Design teams activities during construction19 4.12 Design management
12、 appraisal20 Licensed Copy: London South Bank University, London South Bank University, Fri Dec 08 10:23:47 GMT+00:00 2006, Uncontrolled Copy, (c) BSI BS 7000 : Part 4 : 1996 ii BSI 1996 Page Annexes A(normative) Validation and verification21 B(normative) Technical information23 Figures 1Organizatio
13、n of the design element of a construction project2 2Design team organization2 3Relationship between brief evolution and design stages17 List of referencesInside back cover Licensed Copy: London South Bank University, London South Bank University, Fri Dec 08 10:23:47 GMT+00:00 2006, Uncontrolled Copy
14、, (c) BSI BSI 1996iii BS 7000 : Part 4 : 1996 1)In preparation. Foreword In October 1993, BS 7000 Guide to managing product design was renumbered BS 7000 : Part 1 to accommodate further Parts. It is intended that BS 7000 Design management systems, will comprise initially the following Parts. Part 1:
15、Guide to managing product design Part 2:Guide to managing the design of manufactured products1) Part 3:Guide to managing service design Part 4:Guide to managing design in construction Part 10:Glossary of terms used in design management Other parts may be added. Compliance with a British Standard doe
16、s not of itself confer immunity from legal obligations. Licensed Copy: London South Bank University, London South Bank University, Fri Dec 08 10:23:47 GMT+00:00 2006, Uncontrolled Copy, (c) BSI ivblank Licensed Copy: London South Bank University, London South Bank University, Fri Dec 08 10:23:47 GMT
17、+00:00 2006, Uncontrolled Copy, (c) BSI BSI 19961 BS 7000 : Part 4 : 1996 Introduction This Part of BS 7000 gives guidance on managing the design process within the construction industry. This design process should enable sufficient information to be produced to satisfy client requirements. The clie
18、nt may be a user, owner occupier, investor or contractor. A basic design process should be followed irrespective of the method of design or construction procurement, although the method selected will affect the divisions of responsibility and the form of communication network required. Three aspects
19、 of design procurement are common to all methods of procurement as follows. 1) A clientele having an ongoing need for construction work involving an element of design; this leads to the setting up of a project management structure within which design management operates. 2) A design capability, esta
20、blished by the construction industry, that is distributed among many organizations in the form of managed design facilities. 3) The design content of a project that has been created by a client and defined in an agreed brief. A design team is selected from the available design facilities that has th
21、e ability to satisfy both the technical and design management needs of the project. The clientele and the design capability are permanent features of the construction industry, whereas the execution of a particular design project is transitory. The relationship between the client and the constructio
22、n industry is shown in figure 1. These three aspects of design procurement are covered in sections 2, 3 and 4 respectively. An hierarchy of management functional titles has been defined in 1.3. These titles have been chosen as representing the functions identified in this standard and may not corres
23、pond with terms used for equivalent functions in any particular organization. The relationship between the principal management functions, shown in figure 2, is as follows. a) The design team leader is part of the project management structure and provides the primary link between project management
24、and design management. b) The design team leader is responsible for co-ordinating the work of a design team that consists of one or more design units with the capacity to cover the scope of the project. The composition of this design team may vary during the project and may be supplemented by specia
25、lists. c) Each design unit should be formed from resources under the control of the design facility manager. A design unit should be supervised by a design unit leader. For large projects such divisions of managerial responsibility may be apparent, but as projects reduce in size the distribution of
26、responsibilities and functions simplifies to the point where all project and design management may be the responsibility of one person. Such simplification should not be allowed to obscure the range of management functions being undertaken and the managerial skills involved. NOTE. The Construction (
27、Design and Management) Regulations : 1994 1 require the client to appoint a planning supervisor. These regulations place statutory duties on clients, designers and constructors to plan, co-ordinate and manage health and safety aspects throughout all stages of the construction project. Licensed Copy:
28、 London South Bank University, London South Bank University, Fri Dec 08 10:23:47 GMT+00:00 2006, Uncontrolled Copy, (c) BSI 2 BSI 1996 BS 7000 : Part 4 : 1996 Project organization Organizations undertaking design work ClientFirm 1Firm 2Firm 3 Other sources Planning supervisor Project management team
29、 Design facility manager Design facility manager Design facility manager Design team leader Design unit Design unit Design unit Specialists and advisors Design team for specific project Figure 2. Design team organization Project management structure Design capability Client briefDesign team The desi
30、gn ClientConstruction industry Figure 1. Organization of the design element of a construction project Licensed Copy: London South Bank University, London South Bank University, Fri Dec 08 10:23:47 GMT+00:00 2006, Uncontrolled Copy, (c) BSI BSI 19963 Section 1BS 7000 : Part 4 : 1996 Section 1. Genera
31、l 1.1 Scope This Part of BS 7000 gives guidance on management of the construction design process at all levels, for all organizations and for all types of construction projects. It is intended for those who work in, or interact with, the construction industry. Where general management principles are
32、 given, they may be adapted to suit any size of design organization or construction project. The guidance given covers the management of design activities throughout the life-cycle of a construction project, from the point when the client initiates a project. It does not include any actions taken by
33、 the client in reaching a decision to initiate the project, or the factors considered by the client when selecting the most appropriate form of construction procurement. The management process described in this Part of BS 7000 relates exclusively to purpose-built constructions, equipment and compone
34、nts and is intended to relate to catalogue items and services only in regard to their selection or adaptation to suit a particular purpose. NOTE 1. Guidance on the design of manufactured products and services is given in BS 7000 : Part 2 and BS 7000 : Part 3 respectively. NOTE 2. This Part of BS 700
35、0 complements BS EN ISO 9001 : 1994, to which reference should be made. 1.2 References 1.2.1 Normative references This Part of BS 7000 incorporates, by dated or undated reference, provisions from other publications. These normative references are made at the appropriate places in the text and the ci
36、ted publications are listed on the inside back cover. For dated references, only the edition cited applies; any subsequent amendments to, or revisions of the cited publication apply to this Part of BS 7000 only when incorporated in the reference by amendment or revision. For undated references, the
37、latest edition of the cited publication applies, together with any amendments. 1.2.2 Informative references This Part of BS 7000 refers to other publications that provide information or guidance. Editions of these publications current at the time of issue of this standard are listed on the inside ba
38、ck cover, but reference should be made to the latest editions. 1.3 Definitions For the purposes of this Part of BS 7000, the definitions given in BS 7000 : Part 10 : 1995 and BS 4778 : 1991 apply together with the following. 1.3.1 acceptance criteria The factors used to determine whether or not a de
39、sign meets the stated and agreed requirements. 1.3.2 initial brief A preliminary statement of the clients requirements. 1.3.3 project brief A statement covering technical and managerial intentions derived from, and meeting the requirements of, the initial brief. 1.3.4 design brief (in construction)
40、A document, derived from and compatible with the project brief, that defines all design requirements. It may be sub-divided to identify the requirements relevant to each design unit and specialist. 1.3.5 consolidated brief The brief resulting from the brief development process that will be used as t
41、he basis for detailed design. 1.3.6 design facility The resources, equipment, procedures, management infrastructure and accommodation providing the capability to undertake design commissions. 1.3.7 design package The documentation and associated material compiled in the course of a design process. N
42、OTE. The design package should be assembled and delivered in a form suitable for a defined purpose or identified recipient. 1.3.8 design process All the activities necessary to convert design input into design output. 1.3.9 design team The total capability required to undertake a design, comprising
43、an appropriate mix of design units and specialists under the direction of a design team leader. 1.3.10 design team leader A person responsible for overseeing and co-ordinating the work of the design team. 1.3.11 design unit An individual or group of designers from one design facility appointed to fu
44、lfil some part, or the whole, of the design requirements of a particular project. Licensed Copy: London South Bank University, London South Bank University, Fri Dec 08 10:23:47 GMT+00:00 2006, Uncontrolled Copy, (c) BSI 4 BSI 1996 BS 7000 : Part 4 : 1996Section 1 1.3.12 design unit leader A person r
45、esponsible for leading a design unit in producing such elements of design as are the responsibility of that unit. 1.3.13 planning supervisor As defined in Clause 2 - (1) of The Construction (Design and Management) Regulations 1994 1. 1.3.14 project A unique process consisting of a set of co-ordinate
46、d and controlled activities, with start and finish dates, undertaken to supply a product conforming to specific requirements within the constraints of time, cost and resources. NOTE. Within the construction industry a project encompasses the totality of the design and construction process. 1.3.15 pr
47、oject plan A document setting out the specific practices, resources and sequences of activities required to meet the project objectives. 1.3.16 project team A group responsible for executing a project, including both design and construction personnel. Licensed Copy: London South Bank University, Lon
48、don South Bank University, Fri Dec 08 10:23:47 GMT+00:00 2006, Uncontrolled Copy, (c) BSI BSI 19965 BS 7000 : Part 4 : 1996 Section 2. Framework for design management 2.1 General This section is mainly concerned with the initial stages of a construction project in terms of the project brief, project
49、 plan and creation of a management structure that will affect all ongoing activities including design management. Consideration is given to the briefing process from which a consolidated brief should be derived. Project and design management activities should be structured in the form of a plan of work. The management control features that find their counterparts in design management are also discussed. The client should set up an advisory group to assist in determining the most appropriate design procurement process and in preparing an initial brief. This advisory gr
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