For the second edition of the Code changes were made to he working group which included: L J D Arnold FCIOB P Lord AA Dipl (Hons) RIBA PPCSD FIMgt (replacing R J Cecil, deceased) Royal Institute of British Architects N P Powling Dip BE FRICS Dip Proj Man (RICS) Royal Institution of Chartered Surveyors P L Watkins MCIOB MAPM Association for Project Managers 327 Past working groups of Code of Practice for Project Management Past working groups 0002163267.INDD 327 6/17/2014 7:06:43 PM
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Code of Practice for Project Management for Construction and Development, Fifth Edition. Chartered Institute of Building. © Chartered Institute of Building 2014. Published 2014 by John Wiley & Sons, Ltd. 329 Index adjudication 206, 238, 243, 245–7 appointment of project manager 14, 48, 101 appointment of project team 7, 85, 100–101 arbitration 239, 243, 245, 246 as-built data 141–2 as-built drawings 251, 273, 274, 278, 281, 296, 303, 306 benchmarking 62, 66, 191, 225, 236, 256 BIM strategy 11, 111, 145, 149, 217, 239, 260, 275, 296, 311 budget 3, 14, 15, 22–4, 27, 31–3, 37, 43, 44, 50, 54, 59, 60, 62, 83, 86, 90, 94–7, 101, 108, 110, 126, 137, 167, 186, 189, 194, 196, 206, 221, 225, 226, 237, 238, 248, 288, 291, 297, 309, 315 buildability 106 building information modelling (BIM) 9, 11, 16, 17, 42, 45, 55, 62, 85, 93, 111, 132, 137, 144–52, 217, 239, 260, 275, 296, 311, 315 building owner’s manual 273, 274, 280–282 building regulations 25, 55, 60, 68, 69, 148, 215, 221, 223–4, 231, 242, 250, 258, 277, 306 business case 7, 12, 13, 47, 50, 52, 59, 61, 82–3, 95, 180–183, 201, 315 CDM co-ordinator 7, 8, 217, 220, 226, 251, 260, 263, 273, 274, 277–9, 285, 315 CDM regulations 36, 89, 90, 106, 113–20, 220, 254, 255, 260, 274, 279, 282 certificate of practical completion 253, 285 change management 31–2, 96, 132, 184, 186, 310 claims 24, 39, 97, 135, 189, 190, 206, 229, 236, 253, 284, 307, 309 client advisor 12, 13, 58, 315 client commissioning 42–4, 264, 268, 287, 288, 295, 297–8 client’s internal team 91 client’s objectives 12, 14, 21, 22, 47, 48, 50, 86, 89, 96, 297 commissioning 1, 5, 6, 8, 9, 15, 40–44, 46, 66, 67, 86, 100, 103, 110, 115, 150, 162, 220, 224, 227, 228, 238, 259–60, 263–75, 281–2, 285–91, 295, 297–8, 300, 302, 306, 318 commissioning services (procurement of) 8, 263–5, 297 communication plan 229 concept design 59, 60, 110 construction management 91, 103, 104, 135, 154, 157, 162, 254, 265 construction manager 100, 104, 155, 156, 254, 265 construction stage 3, 6, 9, 24, 27, 38–9, 98, 105, 110, 150, 234, 235, 251–60, 263 consultants (appointment of) 15, 22, 110, 220, 241, 254, 310 contingency money 97 contract administrator 104, 228, 229, 238, 253 contractors’ schedule 233 cost control 32–3, 90, 94–7, 190, 310 plan 22, 37, 38, 94–6, 101, 145, 184–6, 214, 221, 225, 238, 248, 252, 286, 310 planning 94–6, 145 and time study 309 defects liability period 41, 280, 286, 303 design and build 30, 35, 48, 97, 103–5, 108, 116, 133, 155, 156, 165, 278 design co-ordination 30–31, 145 design management 97–8, 213–15, 316 design management plan 218, 219 design process 15, 32, 85, 90, 147, 148, 213, 217–19, 223, 225, 288 design team 3, 7, 8, 21, 23, 25, 29–31, 33, 34, 37–9, 50, 58, 64, 89–91, 97, 99, 100, 103, 104, 106, 109, 147, 155, 184, 185, 217–21, 223, 227, 229, 231, 239, 242, 248–51, 253, 260, 263, 285, 290, 316 leader 184, 185, 218, 219, 221, 222 meetings 111, 219, 224 detailed design brief 34 detailed project brief 22, 62, 89 Disability Discrimination Act (DDA) 224 Index 0002130451.INDD 329 6/10/2014 5:29:43 PM
Index 330 Index dispute resolution 162, 238–9, 243–6, 285, 320 document management 55, 110, 133, 232 earned value 192 employer’s requirement 85, 108–9, 214 engineering services commissioning 9, 42, 238, 268, 288, 300–302 environmental mandate 7, 11, 16–17 environmental plan (EP) 98, 257 environmental sustainability 67–71, 89, 252 environmental testing 264, 266, 268, 269 environment management 98, 257 environment studies 98, 256 e-procurement 108, 209–12 EU procurement rules 100, 108, 177–9 facilities management (FM) 1, 16, 17, 25, 28, 37, 42, 45, 46, 91, 109, 111, 132, 134, 144, 147, 249, 273, 288, 291, 296, 299, 311, 316 feasibility stage 6, 11, 13, 47, 52, 85, 99, 122, 123, 316 feasibility studies 7, 15, 47–51, 56, 162 fees (for professional services) 94 financial appraisal 60 framework agreements 102, 158–9, 177 funding 1, 7, 15, 16, 27, 47, 50, 52, 56, 59–62, 82, 83, 94, 102, 109, 126, 198–201, 203, 209, 226, 241, 296 handover 1, 8, 9, 14, 16, 17, 23, 34, 40–42, 46, 66, 110, 144, 150, 151, 162, 189, 227, 230, 252, 264, 266, 268–71, 275, 285–306 health and safety 8, 15, 25, 28, 30, 36, 50, 91, 93, 106, 107, 113–20, 127, 136, 146, 165, 167, 169, 173, 174, 217, 219, 226, 230, 232, 238, 242, 251–3, 255, 256, 260, 263, 270, 273–5, 277–9, 282, 283, 285, 286, 296, 297, 299, 303, 305–7, 309 Housing Grants, Construction and Regeneration Act 238, 247 hybrid procurement approaches 104–5 inception stage 6, 14, 48, 60, 91 information technology 43, 92, 131, 218, 249 installed drawings 25, 41 insurance 3, 14, 15, 21, 30, 36, 39–41, 48, 90, 91, 94, 101, 124, 125, 132, 152, 161, 165, 207, 220, 221, 227, 230, 231, 252, 254, 268, 270, 275, 284–6, 298, 300, 303, 306, 317 investment 12, 13, 48, 52, 60–62, 82, 86, 89, 93, 147, 149, 196, 197, 209 investment decision-maker 12, 48 key performance indicators (KPIs) 236, 256, 261, 316 leadership 2, 13, 19–20, 88, 91, 181, 234 main contractor 23, 39–41, 99, 103, 151, 156, 165, 228, 233, 236, 237, 249, 252–5, 260, 264, 265, 286 maintenance manual 16, 25, 40, 146, 251, 259–60, 270, 273, 277, 286, 296, 300, 303, 306 management contracting 103, 104, 154 management contractor 104, 155, 156, 165, 254 master delivery schedule 31, 34, 35, 39, 50, 90, 94–6, 101, 106, 167, 185, 222, 224, 225, 238, 241, 242, 258, 264, 268, 308 milestones 26, 37, 49, 111, 127, 138, 139, 184, 213, 215, 233, 236, 239, 261, 308 occupation 3, 5, 8, 9, 13, 16, 23, 34, 37, 42–4, 86, 90, 118, 122, 184, 285–96, 299, 306–8, 311, 317 O&M manuals see operation and maintenance (O&M) manuals operational commissioning 8, 285, 287–90 operation and maintenance (O&M) manuals 66, 100, 259–60, 263, 273, 274, 280–282 outline delivery schedule 33, 34, 50, 56, 139 outline project brief 48–50, 58, 59, 101 partnering 55, 102, 187, 188, 190–192, 236, 238 payment 15, 24, 32, 39, 108, 132, 156, 161, 162, 195, 201, 203, 204, 207, 208, 210, 211, 235, 247, 252, 307 PEP see project execution plan (PEP) performance management plan (PMP) 8, 86, 251, 255, 261–2 performance study 309 performance testing 224, 264–6, 268, 269, 301 PI insurance see professional indemnity (PI) insurance planning approval 23, 32, 156, 205, 221–4 planning permission 60, 72–4, 79, 81, 148, 221–3 PMP see performance management plan (PMP) post-completion review 6, 9, 16, 41, 42, 287, 303, 307–11 post occupation evaluation 9, 41 pre-construction stage 6, 9, 27, 32, 34, 86, 217–39, 252, 257, 259 pre-start meeting 226–30 prime contracting 104 principal contractor 36, 89, 114–18, 120, 166, 226, 255–7, 277–9, 317 procurement 1, 12, 50, 85, 217, 254, 264–5, 288, 308 procurement options 83, 103, 105, 154–7, 178–9, 238 professional indemnity (PI) insurance 14, 101, 152, 161, 165, 221 project administrator 13 project audit 8, 307, 308 project brief 7, 13, 15, 22, 30, 47–51, 58, 59, 62, 64, 89, 99, 101, 161, 162, 221, 236, 248, 299, 309, 317 0002130451.INDD 330 6/10/2014 5:29:43 PM
Index 331 Index project co-ordinator 13, 14 project execution plan (PEP) 7, 27, 48, 85, 86, 109–11, 259, 286, 317 project feedback 8, 307, 310 project governance 7, 85–8, 180–3, 317 project handbook 15, 24, 27–44, 89, 90, 101, 161, 224, 288, 311, 317 project management 1, 11, 55, 85, 218, 258, 290, 310 project manager 1, 11, 47, 85, 217, 251, 263, 285, 307, 317 project mandate 7, 11–16, 26 project organisation and control 7, 85, 90 project planning 94, 138, 153, 224 project sponsor 12, 46, 49, 88, 109, 180–182, 317 project team 1, 11, 13, 47, 49, 85, 217, 218, 251–5, 263, 266, 285, 307, 310, 317 public–private partnerships 195–8 quality management 8, 35, 36, 99, 167, 169, 232, 251, 255, 259, 263 quantity surveyor 24, 32, 48, 91, 103, 170, 185, 228, 230, 235, 238, 242, 249, 253 reports 1, 6, 11, 15, 47, 48, 85, 86, 217, 219, 251, 263, 265, 285, 286, 307, 317 responsible sourcing 68, 69, 71, 106 risk analysis 26, 60, 143, 318 risk assessment 13, 48, 50, 51, 59, 63, 64, 78, 90, 98, 110, 116, 120–122, 124–30, 146, 278, 313 risk register 86, 124–5, 225, 235, 318 role of project management 3, 85, 182, 258 role of project team members 28, 31, 101, 109, 161, 181, 252 seasonal commissioning 270–272, 318 site selection 56–8, 68, 90 soft landings 41, 45–6, 150, 152, 275, 296 statutory consents 221, 223, 258 strategy outline and development 89–90 strategy stage 6, 9, 14, 40, 42, 47, 58, 85, 89, 217, 259, 288, 297, 318 subcontractor 23, 55, 91, 233, 254, 264, 318 suitability (of project/market) 92, 94, 156 supervising officer 43, 48, 114, 115, 293, 295 suppliers 2, 3, 21, 45, 54, 61, 65, 88, 91, 99, 100, 102, 104, 105, 126, 134, 142, 158, 159, 165, 173, 181, 182, 188, 201, 204, 209–11, 213, 228–30, 233, 235, 254, 260, 273, 302 supply chain management 97, 234–5 sustainability 1, 6, 12, 13, 17, 48, 50–55, 63–71, 77, 79, 81, 82, 89, 91, 99, 106, 162, 181, 215, 219, 221, 227, 252, 257, 296, 309, 318 tax 13, 21, 60, 96, 110, 165, 196, 207, 220, 228, 248 team building 122 tender action 35, 250 testing 9, 40, 142, 224, 263–75, 297 traditional procurement 155, 156 valuations 16, 23, 38, 58, 91, 162, 228, 230, 238, 253 value engineering (VE) 121, 219, 226, 233–4 value for money 62, 82, 89, 108, 121, 124, 125, 189, 193–7, 201–4, 212, 235 value management (VM) 7, 89, 90, 97, 121–3, 214, 217, 226, 234 variations 12, 22, 23, 29, 32, 33, 37, 39, 96, 97, 103–5, 126, 130, 155, 162, 184, 185, 205, 227, 236–8, 243, 253, 259, 309, 310 warranties 15, 23, 30, 101, 104, 107, 122, 161, 165, 169, 253, 254, 263, 269, 273, 281, 282 0002130451.INDD 331 6/10/2014 5:29:43 PM uploaded by [stormrg]