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E-raamat: BIID Interior Design Project Book

  • Formaat: 336 pages
  • Ilmumisaeg: 01-Jul-2022
  • Kirjastus: RIBA Publishing
  • Keel: eng
  • ISBN-13: 9781000600735
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  • Formaat: 336 pages
  • Ilmumisaeg: 01-Jul-2022
  • Kirjastus: RIBA Publishing
  • Keel: eng
  • ISBN-13: 9781000600735

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The touchstone guide to running projects from the British Institute of Interior Design (BIID). By setting out actions step-by-step, this essential handbook identifies the key obligations of the interior designer at each project stage. Straightforward explanation is supplemented by invaluable checklists and templates.



The touchstone guide to running projects from the British Institute of Interior Design (BIID). By setting out actions step-by-step, this essential handbook identifies the key obligations of the interior designer at each project stage. Straightforward explanation is supplemented by invaluable checklists and templates. Featuring crucial advice on administering construction contracts, it references the new RIBA/BIID Domestic Professional Services Contract 2020 for interior design services. Reflecting the RIBA Plan of Work 2020 and contemporary working practice, it provides a systematic operational framework that can be applied to all types of projects. Comprehensive in scope with a logical structure, it embraces the theme of collaboration within the project team. It also addresses post-occupancy evaluation, modern methods of construction and sustainability. Suitable for projects within any industry sector and practice type, from large international firms to sole practitioners, it is accessible to designers with different levels of experience.

Prelims Foreword xvi
Preface xviii
Acknowledgements xx
About the author xxi
About the British Institute of Interior Design xxii
Introduction xxiii
1 Business Basics
Company structures
3(1)
Sole trader
3(1)
Partnership
3(1)
Limited company
4(1)
Limited liability partnership
5(1)
Company policy documents
5(3)
Professional indemnity and other insurances
8(1)
Professional indemnity insurance
8(1)
Employers' liability insurance
8(1)
Public liability insurance and product liability insurance
8(1)
Record keeping and accounts
8(1)
Bank accounts
8(1)
Financial record keeping
9(1)
Value Added Tax
9(1)
Invoices
10(2)
Pro forma invoices
12(1)
Trade accounts
12(1)
Employing staff
12(1)
Written statement of employment particulars
13(2)
Employment contracts
15(1)
Express contract terms
16(1)
Implied contract terms
17(1)
Making changes to employment contracts
18(1)
Types of employment contract
18(2)
Freelancers
20(1)
Interns and work experience staff
20(1)
Employee records
20(1)
Business basics checklist
21(1)
Endnotes
22(3)
2 Communication
Understanding the interior designer's role
25(1)
An interior designer's responsibilities
25(1)
Professional services
25(1)
Commercial interests
25(1)
Working as a designer
25(1)
Working as a contractor
26(1)
Working as a retailer
26(1)
Written and visual communication
27(1)
Official documentation
27(1)
Websites
27(2)
Selling goods online
29(1)
Interior design marketing and social media
30(3)
Practice profile and capability statement
33(1)
Interior design services and ways of charging
33(1)
Interior design deliverables
33(1)
Charging for interior design services
34(1)
Timesheets
34(2)
Communication checklist
36(1)
Endnotes
37(4)
3 The Project Team
RIBA Plan of Work
41(1)
Stages within the RIBA Plan of Work
41(5)
When to involve the interior designer
46(1)
The responsibility matrix
47(2)
The professional team
49(1)
The client
49(1)
The interior designer
49(1)
The architect
49(1)
The lead consultant/lead designer
50(1)
The contract administrator
50(1)
The project manager
50(1)
The quantity surveyor
50(1)
The structural engineer
51(1)
The mechanical and electrical engineer
51(1)
The building technology/audio visual consultant
51(1)
The lighting designer
51(1)
The building control officer/approved building control inspector
51(1)
The planning consultant
52(1)
The party wall surveyor
52(1)
Consultant form of appointment
52(1)
The team On Site
52(1)
The main contractor
52(1)
The specialist subcontractors
53(1)
The interior designer's specialist contractors
53(1)
Project control and the chain of command
54(1)
FF&E Suppliers
54(1)
Retailers
55(1)
Trade-only suppliers
55(1)
Online selling platforms
55(1)
Authorised dealers
55(1)
Makers, artisans and artists
55(1)
Antique dealers and reclamation specialists
55(1)
Decorative tradespeople
56(1)
The CDM Regulations
56(1)
Commercial client duties
57(1)
Domestic client duties
57(1)
Principal Designer
57(2)
Principal Designer duties
59(1)
Principal Contractor duties
59(1)
Contractor duties
59(1)
Worker duties
60(1)
Project team checklist
61(1)
Endnotes
62(3)
4 Riba Stage 0: Strategic Definition
Setting up and maintaining project files
65(1)
Job folders
65(2)
Project record keeping
67(1)
Retaining records
67(1)
Discussion records and day books
67(1)
Telephone messages
67(1)
Emails
68(1)
Texting and messaging platforms
69(1)
Telephone and informal discussion records
69(1)
Remote and online meetings
69(1)
Meeting agendas and minutes
69(3)
Issuing project information
72(2)
Print registers
74(1)
Expenses records
74(1)
Invoicing and maintaining client financial records
74(1)
Client invoices
74(2)
Fee invoices
76(1)
FF&E invoices
76(1)
Internet fraud
76(3)
Keeping track of contractor variations
79(1)
Initial client contact and first meeting
80(1)
First contact with a new client
81(1)
First client meeting
81(1)
Interior designer selection process
82(1)
The role of the interior designer
83(1)
Design concept
83(1)
Space planning
83(1)
Acting as lead consultant/lead designer
84(1)
Acting as Principal Designer for the purposes of the CDM Regulations
84(1)
Technical design
84(1)
Design, sourcing and specification of fixed FF&E
84(1)
Procurement of fixed FF&E
85(1)
Installation management of fixed FF&E
85(1)
Design, sourcing and specification of loose FF&E
85(1)
Procurement of loose FF&E
85(1)
Procurement of turnkey FF&E
85(1)
Installation management of loose FF&E
86(1)
Styling and home staging
86(1)
Branding
86(1)
Signage and wayfinding
86(1)
3D models and CGI design
86(1)
Taking the client brief
87(1)
Project budget
87(1)
Project timing
88(1)
The initial client brief
88(1)
Inexperienced clients
89(1)
Documenting the initial client brief
90(1)
Preparing a fee proposal
90(1)
Outline fee estimate
90(1)
Setting out the fee proposal
91(1)
Introducing the proposal
91(1)
Statement of client brief
92(1)
The importance of stating assumptions
93(1)
Project deliverables
93(1)
Project meetings
94(1)
Summary section
95(9)
Professional design team fees
104(1)
Contracts
104(1)
Introduction
104(2)
Benefits of written contracts
106(1)
Domestic clients and the Consumer Rights Act
107(1)
RIBA/BIID Professional Services Contracts
107(1)
RIBA/BIID Professional Services Contracts and supply and fitting of FF&E
108(1)
Professional indemnity insurance and statutory limitation periods
109(1)
Collateral warranties
109(1)
The interior designer's duty of care
110(1)
Sourcing and supplying FF&E
110(1)
Sourcing and supplying FF&E as an agent
110(2)
Sourcing and supplying FF&E as a principal
112(1)
Consumer versus commercial clients
112(2)
Understanding the designer's responsibilities
114(1)
RIBA Stage 0 checklist
115(1)
Endnotes
116(3)
5 Riba Stage 1: Preparation And Briefing
Developing the project brief
119(1)
Stakeholders
120(2)
Identifying future needs
122(1)
Spatial requirements
123(1)
User journeys and space adjacencies
123(1)
Feasibility studies
124(1)
Budget and quality aspirations
125(1)
Sustainability requirements
125(1)
Sustainability accreditation
126(1)
CDM Regulations requirements
127(1)
Site surveys and other information
128(1)
Existing leases
128(1)
Structural survey reports
128(1)
Planning history
128(1)
Utility survey reports
129(1)
Measured surveys
129(1)
Asbestos and demolition surveys
129(2)
Flood risk assessments and geotechnical surveys
131(1)
Required Consents
132(1)
Planning consent
132(1)
The planning portals
133(1)
Community Infrastructure Levy (CIL)
134(1)
Design and access statements
134(1)
Construction traffic management plans
135(1)
Pre-application advice
135(1)
Permitted development
136(1)
Listed building consent
136(1)
Heritage design and access reports
137(1)
Conservation and other designated areas
137(1)
Tree preservation orders
137(1)
Nature and wildlife
138(1)
Certificates of lawful development
138(1)
Licences to alter
139(1)
Party wall awards
140(2)
Survey of condition reports
142(1)
Retention of important documents
142(1)
Project team and outline programme
143(1)
Defining the team
143(1)
Design phase programme
143(2)
Concluding Stage 1 Preparation and Briefing
145(1)
Preparation of fee invoice and fee proposal for any additional work
145(1)
RIBA Stage 1 Checklist
146(1)
Endnotes
147(4)
6 Riba Stage 2: Concept Design
Space planning
151(1)
The space plan
151(2)
Client's existing possessions
153(1)
Ergonomics and anthropometry
154(1)
Storage
155(2)
Design concept
157(1)
Communicating the design concept
157(1)
Emotional design
158(1)
Biophilic design
159(1)
Designing for health and specifying healthy materials
160(1)
Anthropometrics for health and wellbeing
161(1)
Accessible design and lifetime homes
161(1)
Accessibility
162(1)
Lifetime homes
163(1)
Sustainable sourcing and specification
164(1)
The circular economy
165(2)
Recycling
167(1)
Cradle-to-gate versus cradle-to-cradle
167(2)
Energy consumption
169(1)
Materials schedule
169(2)
Preliminary cost plan
171(1)
Design reviews
171(1)
Concluding Stage: 2 Concept Design
172(1)
Development of the brief
172(1)
Freezing the space plan and concept
172(1)
Confirmation of client's instructions
172(1)
Interior design team and other consultant appointments
173(1)
Project directory
174(1)
Completing the design responsibility matrix
174(2)
Initial design team meeting
176(1)
Pre-application advice
176(1)
Preparation of fee invoice and fee proposal for any additional work
176(1)
Procurement route
176(2)
Traditional procurement
178(1)
Design and build procurement
179(1)
Value engineering versus value management
179(1)
RIBA Stage 2 Checklist
180(1)
Endnotes
181(4)
7 Riba Stage 3: Spatial Coordination
Stage 3 Activities
185(1)
Amendments to materials schedule
185(1)
Change control procedure
185(1)
Setting up general arrangement drawings
185(2)
Coordination of general arrangement drawings
187(1)
Design team meetings
188(3)
Lighting and small power
191(1)
Lighting design
191(1)
LEDs and LED drivers
192(1)
Dimming systems and electronic lighting control
192(3)
Small power
195(1)
Heating, cooling and ventilation
195(1)
Heating
195(1)
Cooling
196(1)
Ventilation
197(1)
Joinery to house plant
198(1)
UK Building Regulations
198(1)
Approved documents for England
199(5)
Minor works
204(1)
Competent person schemes
204(1)
Initial building notices and plans certificates
205(1)
Concluding Stage 3 Spatial Coordination
206(1)
Conditions trackers
206(1)
Updated cost plan
206(1)
Client design reviews and final sign-off
207(1)
Outline project programme including tender and construction phases
208(1)
Preparation of Stage 3 fee invoice and fee proposal for any additional work
208(2)
RIBA Stage 3 Checklist
210(1)
Endnotes
211(4)
8 Riba Stage 4: Technical Design
Preparation of technical design
215(1)
Role of the interior designer in Stage 4
215(1)
Information intent
215(1)
The rest of the team
216(1)
CDM Regulations pre-construction phase health and safety plan and risk register
217(1)
Drawings 217 Drawing templates and title blocks
218(1)
Notes about general notes
218(2)
Drawing types
220(4)
Drawing categories
224(2)
Room elevations
226(1)
Callouts
226(1)
Typical details
226(1)
Drawing notes
226(1)
Joinery design
227(1)
Timber certification
227(4)
Timber selection
231(2)
Timber sizes
233(1)
Alternative joinery materials
233(1)
Veneers
234(1)
Inlay and marquetry
235(1)
Everything that opens and shuts
236(1)
Managing the joinery budget
236(1)
Workshop and manufacturer's drawings
237(1)
Schedules
237(1)
Schedule front sheet
238(1)
Setting out of schedules
238(2)
Specification of workmanship standards
240(2)
Schedule of works
242(1)
CDM Regulations pre-construction phase health and safety plan
242(1)
BIM: Building Information Modelling
243(1)
BIM levels
244(2)
BIM schedules and Uniclass
246(1)
Transmittals
247(1)
BEM, DfMA and MMC
247(1)
Going to tender 247 Methods of tendering
247(2)
Tender packs
249(1)
Bill of quantities
250(1)
Final design and budget sign-off meeting
250(1)
The tender process
250(1)
The returned tenders
250(1)
Prime costs and provisional sums
251(1)
Preliminaries, builder's work in connection and profit and attendance
252(1)
Appointing the main contractor
252(1)
Building contracts
253(1)
Contract payment method
253(1)
Contract payment retention
253(1)
Contract liquidated and ascertained damages
254(1)
Contract termination
254(1)
Contract dispute resolution
254(1)
Contractor insurance
255(1)
Contractor insolvency
256(1)
The interior designer as contractor
256(1)
Preparation of preliminary construction programme by contractor
257(1)
Statutory and other approvals
257(1)
Client insurance
257(1)
Concluding Stage 4 Technical Design
257(1)
Preparation of fee invoice and fee proposal for any additional work
258(1)
RIBA Stage 4 Checklist
259(1)
Endnotes
260(3)
9 Riba Stage 5: Manufacturing And Construction
Stage 5 Activities
263(1)
Role of the interior designer in Stage 5
263(1)
Stage 5 Record Keeping
264(1)
Interior design team project review meetings
265(1)
First and second fixes
265(1)
On-site social media
265(1)
Mobilisation of contractor
265(1)
Importance of a site officer
266(2)
Pre-contract meeting
268(2)
RFIs, AIs and DIs
270(1)
Preparation of CDM construction phase health and safety plan
270(3)
On-site management and communication
273(1)
Site meetings
274(1)
Valuations and interim certificates
274(1)
Managing cost and time variations
275(1)
Equal and approved items
275(1)
Defective work
276(1)
Commissioning joinery
277(1)
Commissioning of services and preparation of building manual
278(1)
Snagging
278(1)
Preparing for practical completion and formal handover
279(1)
Practical completion
280(1)
Building control sign-off
280(1)
As-built drawings
280(1)
Final discharge of planning conditions
281(1)
Manufacturing and commissioning of loose FF&E
281(1)
Estimating quantities
281(1)
Site access checks
281(1)
Fabric sampling for soft furnishings and upholstery
281(1)
Existing FF&E items
282(1)
Bespoke items
282(4)
Procurement agents
286(1)
Concluding Stage 5 Technical Design
286(1)
Preparation of fee invoice and fee proposal for any additional work
286(1)
RIBA Stage 5 checklist
287(1)
Endnotes
288(3)
10 Riba Stages 6 & 7 Handover And Use
Installation of loose FF&E
291(1)
Managing FF&E deliveries
291(1)
Consolidated warehousing
291(2)
Styling and staging
293(1)
Sample packs
293(1)
Project photography
293(1)
Engaging a professional photographer
293(1)
Organising the shoot
294(1)
Conclusion of the building contract
295(1)
Contractor/client handover meeting
295(1)
Defects liability period and rectification of defects
295(1)
Conclusion of the interior design contract
295(1)
Preparation of Stage 6 fee invoice
296(1)
RIBA Stages 6 & 7 checklist
297(1)
Conclusion
298(2)
A APPENDIX: DISPUTE RESOLUTION
Overdue payments
300(2)
Further action to recover payments
302(1)
Accepting an offer of part payment
303(1)
Methods of dispute resolution
304(1)
Communicating with professional indemnity insurers
305(1)
Preparing for formal dispute resolution
306(1)
Case document file
306(1)
Expert witnesses
307(1)
Professional indemnity insurance lawyers
307(1)
Endnotes 308(1)
End Matter Index 309
Susie Rumbold is the Founder/Creative Director of Tessuto and Past President of the British Institute of Interior Design. She is a judge for the Sunday Times British Homes Awards, the Northern Design Awards and the CEDIA Technology awards, and the industry representative for the National Design Academy, currently sitting on their degree validation committee at De Montford University.