Plan of work stages Overview - Net Zero Go
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Plan of work stages Overview

The Plan of Work comprises eight stages, which are designed to act together to inform the briefing, design, construction, handover and use of an energy project. Energy Systems Catapult has used the[ RIBA Plan of Work|https://www.architecture.com/knowledge-and-resources/resources-landing-page/riba-plan-of-work] (RIBA 2022) as a base and adapted it to create a common approach to delivering the core tasks necessary for developing and deploying local energy projects.

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The Plan of Work comprises 8 stages, which are designed to act together to inform the briefing, design, construction, handover and use of an energy project. Energy Systems Catapult has used the RIBA Plan of Work (RIBA 2022) as a base and adapted it to create a common approach to delivering the core tasks necessary for developing and deploying local energy projects.

Plan phase

Plan stages make sure the proposed project fits strategic aims, is feasible and that all information is available to begin the design stages.

  • Stage 0: strategic definition
  • Stage 1: preparation and briefing

Design Phase

Design stages develop, test, procure and agree the solution to be delivered in the build phase.

  • Stage 2: concept design
  • Stage 3: spatial coordination and localisation
  • Stage 4: technical design

Build Phase

Build stages cover the construction and handover of the solution to the operation team

  • Stage 5: construction, integration and installation
  • Stage 6: handover

Operate Phase

The operate phase is concerned with the usage, operation and ultimately decommissioning or transition of the solution.

  • Stage 7: use (and operation)

Plan phase

Stage 0: strategic definition is the first of the 2 stages which appraise and define the project before a detailed design brief or strategic outline case is created.

  • The best means of achieving the project requirements is confirmed.

Stage 1: preparation and briefing deals with developing the initial project brief. This includes related feasibility studies to enable the development of the concept design. Preparation tasks such as assembling the project team and defining each party’s roles and responsibilities take place in this stage.

  • Project business case approved and given authority to proceed.
    The design team for the concept design may be procured at this stage.

Design phase

Stage 2: concept design produces the initial concept
design in line with the design brief/business case established in Stage 1. This is presented to the project/client team for the first time.

The initial solution components are explored. Potential dependencies and impacts on other projects and systems are identified . New ideas and alignments with other projects and programmes are reviewed at this stage to ensure opportunities are not missed.

  • Concept design developed and agreed.
    Business case updated.

Stage 3: spatial coordination and localisation develops the concept design to align and enhance local aspects of the solution.

Targeted buildings, land and vehicles (assets) are identified and consultations with users, local people and other stakeholders as to the acceptability of the proposed solution are carried out.

Local constraints such as grid capacity, connection requirements and potential disruption are identified. The planning or connection documents (if required) are submitted for approval.

This is the final opportunity to change the scope of the project. Beyond this stage the scope is fixed, although the solution may evolve through engineering or cost analysis.

  • Once approved, the project moved to Stage 4: technical design
    The team for the technical design may be procured at this stage.

Stage 4: technical design identifies design packages and identifies who will deliver them. The principal designer will consult with the local building and planning regulations officer to prepare the detailed design package to the specification.

This is an iterative process and more public consultation or discussions with users and Distribution Network Operators (DNOs) may take place.

  • Full specification developed.
    The team for the construction may be procured at this stage.

Build phase

Stage 5: construction, integration and installation implements the solution. Drawings and information produced in the previous stages are used. The principal designer helps ensure a smooth construction process.

  • Deliver the project solution.

Stage 6: handover facilitates the successful handover of the completed project. Inspection of the completed works is carried out and any defects rectified. Any necessary certification is produced.

  • Handover of project to operational team.

Operate phase

Stage 7: use (and operation) covers the operation set-up, post-occupancy evaluation, project performance and outcomes.

  • Operate and evaluate success of project.
  • Decommission or supersede at end of end

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