Alex Ely Matt Lally Andrew Burns - DDQ - Delivering Design Quality

Training 2010
4/13/10
DDQ Skills Training 2010
Workshop 4, Part 1 + 2
Understanding Roles & Constraints
Day Month 2010
Alex Ely
Partner, mae
Matt Lally
Director, Matrix Partnership
Andrew Burns
Director, Matrix Partnership
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Workshop 4:
10.00-10.15 Introduction and Overview of workshop series.
10.15-11.00 Roles and Responsibilities.
11.00-11.15 Coffee
11.15-11.30 Who needs to be involved
11.30-12.30 An integrated team. Integrated into the process
12.30-13.15 Lunch
13.15-14.45 Quality brief and negotiation
14.45- 15.00 Tea
15.00-16.00 How Good is Your Neighbourhood?
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Overview of Workshop series
Workshop 1:
1. How does Urban Design help to create good places ?
2. Key Urban Design Principles and National and Regional Policy.
3. Is Planning a Verb?
4. Study Site Kilnhurst- Site visit.
5. Design Exercise - Structure of places.
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Overview of Workshop series
Overview of Workshop series
Workshop 2:
1. Introduction to Building For Life.
2. Exemplar site visit - Allerton Bywater.
3. Building For Life exercise.
4. Design exercise - based on the Kilnhurst site.
Workshop 3:
1. Integrated urban design and climate change.
2. Renewable Energy.
3. Code for Sustainable Homes - the next 5 years.
4. Kilnhurst site - Sustainable opportunities and constraints.
5. Kilnhurst site - Code appraisal.
6. Refining the site sustainability strategy - benchmarks.
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Kilnhurst: Case study
1. Roles and
Responsibilities:
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1. Strong Client Leadership
2. Enough Time at the Right Time.
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3. Learn from Other Projects.
A Knowledge Base
Foresight Insight Hindsight
Look at………
1. Buildings
2. Case Studies
3. Building Sites
4. CABE Digital Library
5. Books and Magazines
Talk to………
1. Other clients
2. Your board
3. Users
4. Designers
5. Project Managers
6. Facilities Managers
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Overview of Workshop series
Firmness - will it last?
Learn from Your Own and Other
Successful Projects
Functionality - does it work?
Delight - does it look good?
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4. Develop a clear brief.
VISION STATEMENT
OUTLINE BRIEF
DETAILED BRIEF
Stakeholder Input
1. Identify all relevant stakeholder groups.
2. Ensure spokesperson is truly representative.
3. Listen properly, and understand.
4. Provide clarity.
SPECIFICATION
BUILDING MANUAL
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5. Realistic Financial Commitment
1. Cost per meter sq - Build cost, land cost, on-cost.
2. Grant.
3. Viability.
…..Too Expensive…..
1. This frequently happens.
2. Don’t worry, this is where your creativity can come in.
3. Avoid reducing quality, it will usually cost you more in the end.
4. Go back to the brief. Target outcome, operational
management, space needs.
5. Is there scope for further optimisation and overall space
reduction?
6. Creative thinking.
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6. Adopt integrated processes
Collaborate with external partners
Planning Policy
Development Control
Housing
Conservation/ Urban Design
Urban Regeneration
Highways
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7. Find the right people for the job.
Stakeholders
Specialist Advisers
Encourage and consult your team
CLIENT Team
Design Team
Project Sponsor
Independent
Advisor
Project Manager
Design
Champion
Facilities
Manager
The Board
Construction Team
Staff
Design and Construction
consultants and advisers
Board Members
Finance, Legal, HR, IT etc.
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8. Respond to the Context.
9. Commit to Sustainability.
1. Think outside the “red line”.
2. Revitalise and regenerate.
3. Connect and include.
1. Location and access.
2. Materials - robust, non-toxic, easy maintenance.
3. Energy efficiency.
4. Recycling.
5. Biodiversity.
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10. Sign off all Key Stages.
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Who needs to be involved?
2. The integrated team:
the right structure to deliver
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An engaging process
A collaborative approach
• Community and stakeholder
engagement integrated into
each stage of the process
• A collaborative approach can
emerge out of a shared vision
• Benefits of ‘Enquiry-by-
Design’
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An integrated team
• An integrated spatial
masterplan requires an
integrated design team
• Bringing specialist
disciplines together
The masterplanning team
Core specialisms
• Masterplanning + urban design
• Town planning
• Architecture
• Landscape design
• Engineering – partic. transport
• Economic appraisal, funding + delivery
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The masterplanning team
Additional skills
• Project management
• Additional engineering (eg. energy, structural, civil)
• Cost planning / QS
• Community development / consultation
• Environmental specialists (eg. EIA, ecologists)
• Conservation specialists
• Industry sector consultants (eg. cultural, leisure)
Delivering integrated
solutions
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The benefits of an integrated approach
Well integrated three-dimensional design can ensure:
• Clarity of intention
• Proposals based on robust analysis
• Delivery-related issues addressed from outset
• All specialist stakeholder concerns considered
• Well balanced mix and variety of accommodation
• Potential land use efficiencies
• Reduced cost of site preparation and infrastructure
• Increased take up of sustainable systems
3. The case study site:
the story so far
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The Kilnhurst site.
The Kilnhurst site.
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Draft Spatial Masterplan.
Draft Spatial Masterplan.
Concept
• Hierarchy of place
• Connections
• Use concentrations
• Relationship
between built and
open space
Detail
• Urban Grain
• Block formation
• Public space type
• Street type
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Summary of analysis - Workshop 1.
Summary sketch - integrated layers of thinking.
• Restricted access
• Railway on embankment
• Industrial neighbours
• Potential contamination
• Aspiration to connect
• Potential to define routes by blocks
• Expose edges to the good views
• Open a space along the canal
• Create an open grid
• Potential flood
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Assessment tools - Workshop 2.
Define street network and block structure.
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Perimeter block: public fronts - private back.
• Rule of thumb: circa 10m building depth + 20m back-to-back
residential / modern office up to 16m)
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• Distinct character, integrated with
unique landscape value
• Maximise views and waterfront
• Hierarchy of streets and nodes
• Ease of movement- links to town and
canal
• Focal points
Summary of Project Aspirations.
• Diversity and adaptability
• Quality of public space
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Summary of Project Aspirations.
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Town meets countryside
Analysis of Masterplan.
Key Contributions to Masterplan.
• 368 dwellings
• 23,000sq.m commercial
• Site Area=15 hectares
• Residential Area= 9.6 hectares
• POS= 3.2 hectares (20% of
site area)
• Residential Density= 40 dph
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Key Contributions to Masterplan.
Key Contributions to Masterplan.
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Key Contributions to Masterplan.
Key Contributions to Masterplan.
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Key Contributions to Masterplan.
Workshop 3 –
A sustainable plan ?
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Who does what when?
Lunch anyone ?
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1. Why is a project brief needed?
4. What makes a
good brief?
quality briefs lead to quality places
A clear project brief = key ingredient for effective and efficient
working between commissioning body and masterplanning team.
Often a key tender document – a set of instructions and basis for
comparison.
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1. Why is a project brief needed?
1. Why is a project brief needed?
The brief confirms:
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• the context for the work
• the scope of work
• aims and objectives
• specific priorities and issues of concern
• the broad principles of the approach to be adopted
• specified outputs
• a statement on budget, timescale and management
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2. Good practice brief writing: Top tips
2. Good practice brief writing: Top tips
• succinct and clear - focussed on how services add
value and expertise needed
• Background information - summarised in appendices
and cross-referenced
• Aims and objectives should be few and precise - helps
clarify thinking, identifies priorities and common ground
• Strike balance between demanding robust
methodology and avoiding over-prescription
In a competitive process invite:
• innovation and added value
• an explanation of a rationale for the approach and how
this affects outputs
• consistency of format and content for comparison
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3. Management of the commission
4. Scope of contents
• Day-to-day management of masterplan/brief led by
experienced person able to dedicate time
• May or may not be the client responsible for overall
project (often helps to have dedicated resource)
• Manager needs to have necessary time and authority
to take responsibility, and team management skills to
lead
1. Introduction / context
- Overall purpose
- Partners and funding
- Policy framework
- Main sources of info
- Related studies
- Other stakeholders
- Physical area
2. Vision, aims and objectives
- What are the drivers?
- Principal outputs?
- Outline business case?
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4. Scope of contents
4. Scope of contents
3. Description of methodology
- Overall approach
- Main stages and tasks
- Skills required
- Interim and final outputs
- Scope of consultation / engagement
- Management arrangements
4. Expectations for reporting
- Outline main contents
- Specify particular elements / format
5. Details of budget and timetable
- Identify budget if appropriate (often benefits all parties)
- Make provision for costs
- Contingency?
- Key milestones
- Sign-off / adoption arrangements
- Start and completion dates
6. Management arrangements
- Instructions for management
- Steering group?
- Confirm interview panel and evaluation arrangements
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4. Scope of contents
7. Description of the tender process, if applicable
- Information to provide
- Selection criteria
- Basis of appointment
- Submission details
5. The tender process
• Determine procurement plan (may require OJEU)
Either:
• Possible two-stage appointment tender
- Stage one: short EOI to evaluate competency
- Stage two: detailed proposals
or
• ‘Long list’ of 6-10 with known skill and experience
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5. Negotiation and
Success
More Tea Vicar ?
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Urban Design Principles
6. How good is your
neighbourhood
Character
Continuity and enclosure
Quality of public spaces
Ease of movement
Legibility
Adaptability
Inclusivity and diversity
Sustainability
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Urban Design Principles
Character and distinctiveness: should have its own
identity
Consider:
Landscape,local building forms,distinctiveness natural features,
settlement patterns, sky lines, streetscape.
Urban Design Principles
Continuity and enclosure: public and private should be
clearly distinguished
Consider:
Building lines, enclosure and comfort, fronts and backs, active
frontages and ‘eyes on the street’
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Urban Design Principles
Quality of public spaces: should have attractive and
successful outdoor areas
Consider
Boundaries, thresholds, management, public art, transparency,
activities, animation
Urban Design Principles
Ease of movement: easy for everyone to get to and move
through - connectivity and permeability, people before cars
Consider
Movement network, traffic calming and management, development
block size, public space, visual and other interest
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Urban Design Principles
Legibility: has a clear image and is easy to understand
Consider
Memory, orientating yourself, knowing where you are, focal points,
views and vistas, lighting, colour, public art, ‘place’
Urban Design Principles
Adaptability: able to change easily
Consider
Built in flexibility and re-use, floor to ceiling heights, ground floor
uses, ‘long life loose-fit’, home-working, multiple use, diurnal
potential
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Urban Design Principles
Inclusivity and diversity: for everyone, without special
treatment, values difference
• Consider
Choice and opportunity, mix of uses and management, night time /
day time economy
Urban Design Principles
Integration and efficiency - sustainability integrating land
uses and transport, energy resource efficiency, carbon
reduction
Consider
solar orientation, energy conservation, ecology, renewables and
recycling, waste management, cycling and walkability
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4/13/10
DDQ Skills Training 2010
Workshop 4
Working together
Understanding roles and constraints
20 th April 2010
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