Supported by
Your guide to specifying Modular Buildings
Your guide to specifying
Off-site
manufacture
Maximising value and
minimising risk
Supported by
Your guide to specifying Off-site manufacture
Your guide to specifying
Off-site manufacture
Maximising value and minimising risk
Contents
1
Executive Summary
Introduction
The Traditional Approach
Avoidable Pitfalls
Early Involvement of the Off Site Manufacturer (OSM)
Design & Specification
Key Requirements for a Performance Specification
13
Conclusions
14
Appendix A
Exploit Suppliers Capabilities
15
Appendix B
Useful Sources of Information
17
Appendix C
Preparing a Tender
18
Courtesy BWA
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Your guide to specifying Off-site manufacture
Contributors
Doug Waters - Lead Author
BAA Ltd
Nigel Fraser
BAA Ltd
Richard Kelly
BAA Ltd
Richard Ogden
Buildoffsite
Brook Nolson
Britspace
Damian McCoglan
Terrapin
David Appleford
Acermetric
Tom Weaver
Yorkon
Peter Warner
Yorkon
David Johnson
Yorkon
Anna Winstanley
Laing ORouke
Stephen Hough
Crown House Technology
John Stehle
Crown House Technology
Paul White
Crown House Technology
Bassum Burgan
SCI
Michael Lealan
NG Bailey
Paul Jackson
NG Bailey
Frank McLeod
Bryden Wood McLeod
Jeremy Smith
Wilson James
Graham Townend
Framing Solutions
Eric Dean
Panaloc
Abbreviations used:
BRE:
Building Research Establishment
CIRIA:
Construction Industry Research and
Information Association
GA:
General Arrangement drawing
IMMPREST:
Trademark derived from: Interactive
Method for Measuring PRE-assembly
and STandardisation
M&E:
Mechanical and Electrical services
OSM:
Off Site Manufacture
RHA:
Road Haulage Association
SCI:
Steel Construction Institute.
Your guide to specifying Off-site manufacture. Maximising value and minimising risk
R Kelly, BAA
Revision 2, 17 August 2009
3
1 Executive Summary
Buildoffsite and BAA recognised a need for guidance to help
It is beneficial to introduce design freezes into the programme as
client and specifier organisations to get best value from off site
these will help to mitigate the effects of any late design changes,
building suppliers. Generally, it has been observed that tender
which may not be as easy to incorporate when using an offsite
packages are sent out with too restrictive design information
solution.
and too late in the design process. This inhibits the off site
suppliers from fully exploiting their skills and expertise to deliver
The offsite specialist should be involved during the design stages,
efficient economic solutions to meet clients and specifiers
working with the designers, to ensure that the design is not
needs.
taken to a stage where it restricts the benefits that can be
brought through the use of offsite manufacture. An integrated
These guidelines aim to address this problem by advising when in the
design team will generate most value.
design process to involve off site manufacturers and to what level of
design projects should be taken before tenders or requests for
The client should be satisfied that the off site supplier has the
information are issued.
appropriate level of competence required. This is difficult to
establish without carrying out an indepth audit by a
The guidelines are the result of two workshops and a series of follow
manufacturing specialist. Accreditation schemes such as the
up meetings which have been held at CIRIA using the Buildoffsite
Buildoffsite Lloyds Register will help
membership. This has provided knowledge and expertise to advise on
the level of information that is required and when involvement can
most effectively be used in the project process.
There are a number of conclusions which can be drawn as a result;
Initially, design should be kept outline, flexible and should not be
too detailed. Ideally the design should be limited to performance
specifications with clear definition of the purpose of the building
and its functionality, supported by basic layouts, plans and
elevations.
It should be understood at the start of the project that offsite
manufacture has implications for the design, manufacture and
assembly programme. Project programmes must reflect these
variances in stage durations from the start as late adoption of
offsite manufacture may adversely affect completion dates whilst
early adoption can pull it forward.
Courtesy BAA
These guidelines provide practical advice which may be applied to a
wide range of projects, from designing and constructing complete
buildings to designing and manufacturing the service modules which
fit within them.
BAA and Buildoffsite wish to thank all those who took part in the
development if these guidelines, providing information, thoughts,
comments and guidance.
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2 Introduction
It is generally accepted that off site manufacture (OSM) can in
many circumstances present a significantly beneficial alternative
to traditional on site construction. To achieve the optimal level
of intervention by the client and their consultants it is necessary
for the OSM to be allowed to contribute their expertise to bring
the full benefit of OSM early in the project.
To investigate the correct level of intervention and the levels of
specification to be provided in tenders a series of workshops have
been held by BuildOffsite and BAA Limited to consult with the off site
industry.
This is the output from those workshops and it is hoped that their
use by clients and consultants will encourage increased submissions
to tenders invited by construction clients and ensure more effective
use and continued growth in the off site market.
Benefits that may be expected from OSM:
!
Shorter overall programme
Predictability & reduced risk
Lower project cost
Better & consistent quality
Less impact on site operations
A safer project
Reduced material waste
Reduced construction traffic on site
3 The Traditional Approach
While the informed client may have an excellent understanding
Relevant site information
of what they want their building to do and how they want it to
Location
be delivered this can miss the opportunity of further success by
Site constraints & restrictions
using offsite manufacture. Too much constraining information
Site access
included in a tender based on pre-conceived construction
Hours of working
solutions will restrict the benefits that the OSM can bring to the
Incoming services
project
Adjacent structures
Whilst there are a number of procurement approaches, typically the
This level of information is generally acceptable for a traditionally
client and their consultants will produce a package of information for
constructed in situ building but could become too detailed to allow
a tender design up to scheme design as a minimum which will
the OSM to bring their product benefits and knowledge to the
include;
project. Once the design has progressed past outline scheme design
any OSM will have to redesign the project to suit the constraints of
Purpose of the building
Temporary, permanent or re-locatable
will have limitations on spans, loadings, numbers of floors and
Required lifespan or number of moves
transportation. This is a wasteful use of the consultants and the
Access by customers or staff only
OSMs resource and hence the clients money, while restricting the
Defined occupancy levels
useful benefits that offsite manufacture can bring to the project.
Footprint, GAs and elevations
Involving the OSM too late in the project results in more
Room relationships and data sheets
preconceived ideas which then require re-assessment.
Critical restraints
Floor loading requirements
Foundation designs
Ceiling/storey heights
Internal environment criteria
Full internal finishes specification
External finishes specification
M & E requirements
Budget & Time
!
Budget expectations
Timing expectations
Design
!
Clear ambitions for final design and visual profile for the
project
their modular system. All methods, whether steel or timber framed,
Local authority planning constraints
Consideration of future proofing
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Your guide to specifying Off-site manufacture
4 Avoidable Pitfalls
The offsite manufacturers who were consulted in the
The result of these items is a high proportion of tenders returned
preparation of these guidelines have suggested that the
incomplete, or projects which when completed, fall short of client
following points are the most prevalent causes of tenders being
expectations, bringing the OSM industry into disrepute. This may
returned incomplete or project resources not meeting clients
cause both clients and consultants to doubt the benefits which OSM
expectations.
can bring to future projects.
Over design by consultants
Lack of clarity in performance standards
Too much detailed design too early
Being over prescriptive in non-essential areas
OSM supply chain capabilities & cost drivers not understood
early enough
Consultants trying to design for manufacture without the
specialist skills
Budget constraints ignored
Practicality of build ignored, is it suitable for OSM?
Engineering constraints overlooked
Client standards (especially M&E) which are not appropriate
Courtesy BWA
5 Early Involvement of the OSM
If it is agreed that a project may benefit from off site
The following items have been raised as being of importance
manufacture then early involvement of potential OSM suppliers
to the off site manufacturers
is vital if the design is not to be allowed to go too far down the
Purpose: the need for a clear definition of the solutions
traditional construction route. Involvement should be as early
purpose is considered paramount in the completion of a
as possible and can start by a review of the strategic brief
specification. Above all other concepts the importance of a
including the items listed below;
simple performance specification that does not include
prescriptive pre-design is key
Strategic Briefing Stage
Assess strategic brief with client
standard elements can be important points of compromise
Identify key drivers for success
that must be negotiated between clients and the potential
Identify constraints and risks
Agree process and decision making for design brief
off site manufacturing suppliers
!
Contextual Requirements: the situation within which and
development and approval
surrounding the solution to be proposed should be correctly
Does the project release the inherent benefits OSM can
articulated if an effective and efficient product is to be
bring?
feasibly presented
!
Costing Considerations: clients need to be made aware of the
Some clients may feel that involvement of the OSM at this stage is
costing implications of off site solutions. Understanding the
not appropriate and will detract from the production of an unbiased
impacts of risk, prelims, programme etc not just considering
strategic brief. If this is the case, then the activities listed below
should be assessed for their influence on the project and to prevent
capital cost except where this is the key driver
!
Simplicity is vital: keep the design simple and flexible, this
excessive amounts of unsuitable design work being carried out before
does not mean boring and box like, to allow the OSM to bring
the offsite manufacture route has been fully investigated.
the benefits of their products to the project. Define level to
Outline, Detailed and Final Proposal Stages
!
Identify opportunities and aspirations for design for
manufacture and assembly, agree strategy
Agree process and timing for cost verification and relate
these to design process
Collect historical cost data from similar projects from
potential off site suppliers
Identify opportunity and benefits in early engagement of
supply chain
Identify skills required and who should provide (consultant
versus potential supplier)
Develop processes for seamless engagement of consultants and
suppliers agree deliverables and processes for cost control
Identify site logistics and buildability issues to inform option
selection and design for manufacture and assembly strategy
Manufacturing Concerns: design freeze and exploiting
Agree phasing strategy
visual flair required
!
Costs: clients are likely to benefit from considering the whole
life cost of a building
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6 Design & Specification
The key to gaining the benefit of OSM is to provide a
Dos
performance specification which has ideally been produced in
consultation with the OSM supply chain through early
Share ambitions with the OSM industry
involvement during brief production and proposal development.
Be open & honest
Work with the industry to raise standards & develop products
There needs to be a shift of emphasis away from design onto
Keep specifications simple
purpose and performance. This allows the OSM to tailor the design to
Employ consultants who understand & embrace OSM
suit their method of off site manufacture, to allow maximum benefit
Look for value for money, use tools like IMMPREST to assess
benefits
from their knowledge of module sizes, configurations, spans and
loadings and transportation restrictions. The OSM market seems to
Be receptive to supplier ideas
be developing into two distinct streams with manufacturers who
Use consultants for peer review
produce standard products and those who produce mass customised
Reward success
products.
Use design reviews and a change control process
Give value to speed, quality, safety, waste and predictability
Use off site companies with modern manufacturing methods
The design requirements will indicate one stream or the other. The
parts of the design which affect the clients brand or signature can
be protected by being specified. Other parts of the performance
Donts
specification, acoustics, thermal, lighting levels etc can be set as
levels of performance which need to be met but which the OSM may
Be over prescriptive too soon
design how they are achieved.
Allow consultants to over design
Try to design for manufacture without understanding
Any pre-design that features in a specification will most likely
immediately disadvantage the OSM community, due to the design
consultants lack of expertise in the field of offsite manufacturing.
capabilities and cost drivers
!
Select the off site supplier on cost alone without
understanding their critical capabilities
Solutions to design challenges have often already been addressed by
OSMs.
Courtesy NG Bailey
Specification Contents
Purpose and functionality are the key to effective solutions, for
Any specification should inform as to the purpose and the use that a
example, forecourt check-in facilities at an airport may well be sized
solution will satisfy rather than providing a detailed design that tells
to suit check-in desks and queuing arrangements. This information
the manufacturer how the solution should be fabricated.
would be key, allowing the manufacturers to understand how layouts
could be made to work within standard module sizes.
Specifications should be made as simple as possible, outlining the
solutions purpose and how it will be utilised, not how it should be
How the solution has to be integrated with existing facilities is
designed and manufactured. This requires either earlier involvement
important to allow tolerances to be included in the design and again
by the manufacturer in the design stage or design consultants who
allowing the manufacturers to understand what can be standard
understand the OSMs processes.
modules and what needs to be bespoke.
An aspiration is for the specification to be a single A4 sheet which
Programme
identifies internal & external finishes, environmental concerns and
Programming should be realistic. Detailed design needs to be
project specifics, not a full design that informs the modular builder
advanced early and then frozen. Preparation for offsite generally
how to do their job. Manufacturers do not require details on how
takes longer due to the level of design information required prior to
solutions are to be constructed.
production, start on site is later but work on site is of shorter
duration. Tender periods need to be a minimum of four weeks to
allow the OSM to properly work up their offer. Two stage
development of an offer should be considered.
M & E examples:
Project
Category
Traditional
(weeks)
Off-site
(weeks)
Difference
(weeks)
Benefit
Office
Off-site and
pre-construction
+6
-300%
On-site
-5
+71%
Overall project
10
+1
-11%
Off-site and
pre-construction
17
22
+5
-29%
On-site
140
106
-34
+24%
Overall project
157
128
29
+19%
Hospital
Source: buildoffsite business case studies 001 & 002
10
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Compliance
In the case of statutory compliance it is suggested that only
Courtesy Buchan
exceptions, where variations from the standards/regulations are
required, should be included. Otherwise compliance is to be as per
current standards/regulations and is taken as read.
Contractual Arrangements
Contractual and commercial arrangements of the tender must be
clear including options for purchase, lease purchase or hire plus
maintenance requirements where appropriate. Some suppliers may
ask for stage payments ahead of a traditional build programme.
Future Flexibility
Relocation requirements should be realistic and specific. Extra cost is
added to a solution by specifying a requirement for relocation, which
may never actually be required. Consideration should also be given as
to whether requirements for future adaptability, extension and
modification are really necessary.
It is more cost effective to build in future flexibility during
manufacture than as a post construction modification but these will
add cost to the final solution which may be completely unnecessary.
For example, at BREs Innovation Park a show house has additional
support structure built in to allow for the installation of a mobility
hoist from bedroom to bathroom should it be required at a later date.
Inclusion of this support work during manufacturing would be a
fraction of the cost and disruption of a post completion installation.
Logistics
The importance of logistical considerations is not to be
underestimated. Information about site restrictions and integration
with existing facilities is essential and should be fed into the
specification as early as possible. The complexity of the logistics
Consultants
The consultants role should be to interpret the specific requirements
of the client and produce a performance specification. Current
practice is for a clients consultant to complete a comprehensive
specification including a bespoke design for every solution. For
example structural engineers should only request specific loadings
and provide information on ground conditions. Most OSMs have in
house design capability which is 3rd party verified.
demands professional expertise which should be the responsibility of
the supplier/manufacturer.
11
Additional duplicating of consultancy is considered to be inefficient,
Handover information
leading to redesign on the part of the OSM and not allowing them to
OSMs have accurate 2D drawings and 3D models of their products.
use their standard designs and manufacturing expertise.
This combined with a well controlled manufacturing process enables
delivery of very representative as built information, which clients
Design Freeze
are encouraged to ask for.
A complete design freeze such as that used in the manufacture of
automobiles on receipt of a customer order would be necessary for
Keep it simple and:
off site manufacture to be fully effective. However, it would be
unrealistic to believe that a final design could be decided at a very
Allow flexibility to accommodate module design & structure
early stage and remain unchanged throughout the construction
Keep specifications concise & clear with scope for
development by supplier within agreed parameters
process. Instead a suggested phased freeze might be a more
achievable target.
Clients also need to be made more aware, at the time, the impact of
Further to this, clients should be made aware of what are the largest
cost drivers in modular manufacture so that decision making is more
informed. Clients should state what is set in stone and must be
adhered to, for example clients colour schemes and branding.
Clients should be careful to select off site manufacturers who
operate modern manufacturing methods. Although progressive
design fixity is still going to be important, they will be the ones with
most agility to respond to detail change, lead time changes and
quantity design
Courtesy BWA
12
Use the capability of the supply chain
Understand that every supplier is different
Be prescriptive only where you must; finishes, claddings,
changes to a design, so that time and cost overrun on a project could
be easily attributable and not come as a surprise to the client.
Involve OSM early in the design process
acoustics, bomb blast resistance etc
!
Avoid wasteful design activity
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7 Key Requirements for a Performance Specification
The following list of key requirements should be considered for
In addition the tender will need to confirm the type of contract, the
inclusion in any performance specification issued for projects to
appointment of principals (planning supervisor, clients agent,
adopt off site manufacture:
architect, and engineer etc) and details of cost and programme
targets. Commercial arrangements for the tender should also be clear
Requirements (usage, quantity, quality, true design life)
Criteria associated with the site, including location
Limiting dimensions and volumes
Critical functional relationships
Service Requirements: electricity, gas, water, sewerage, fire
A guide to cost and programme
Strengths and forces: imposed loads, exceptional loading
Cladding preference and thermal performance
Fire performance
Acoustic performance, internal & external
Logistic requirements: flat-pack/space frame, transportation,
stating options on purchase, lease purchase or hire.
restrictions, speed of erection, erection requirements
!
Specific interfaces
Security requirements
Finishes required
Sustainability energy targets and materials use
Maintainability and hand over information
Re-locatability
Courtesy Southern Housing Group
Courtesy Caledonian
13
8 Conclusions
The following simple conclusions can be drawn;
Issue performance specifications, dont be too prescriptive
too early in the process
Involve the offsite manufacturer in the design process during
Understand the effect of offsite manufacture on the design,
manufacture and assembly programme stages and make
Understand the cost drivers
sensible allowances
Provide clear definition of the purpose of the building and its
Allow professionals to manage the logistics
functionality
Programme in phased design freezes and understand the
Understand and fully cost the benefits and risks of offsite
manufacture
Keep design simple & flexible, but not boring, to maximise
benefits from the OSM
Dont take the design too far or make it too detailed and
dont try to design for manufacture
Assess the critical capabilities of the off site suppliers that
are intended to be used (NB the Buildoffsite Lloyds Register
accreditation scheme has been established to assist clients
select the best off site suppliers)
Courtesy BWA
14
outline, detailed and final proposal stages
implications of late design changes
!
Dont allow design work to be duplicated (consultant/OSM)
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Your guide to specifying Off-site manufacture
Appendix A Exploit Suppliers Capabilities
It was suggested by the OSM suppliers involved in the
Dimensional Planning
workshops that an awareness of the current products available
The dimensions of the finished project are critical to the success of
on the market and the associated details would be of great value
the use of modular construction and OSM.
to design consultants and to a slightly lesser degree, clients and
their project managers.
The design should give due consideration to:
Other useful sources to provide further guidance are manufacturers
The planning grid for internal fit out
design guides, e.g. Yorkon and design guides provided by the industry
Transportation requirements, including access
sectors: steel, timber, concrete.
Building form, as influenced by its functionality
Foundation tolerances
The following information is generic with the exception of the table
Production controls
of sizes which will ultimately vary with manufacturer.
Alignment with external dimensions of cladding
Repeatability in modular manufacture
Types of Modules
Modules can be manufactured and delivered in a number of different
formats to suit the needs of the client and the project constraints.
The options typically include:
!
Four-sided modules
Partially open-sided and open ended modules
Open-sided (corner supported) modules
Mixed modules and planar floor cassettes
Modules supported by a primary structural frame
Other module types
!
Stair or lift modules
Non-load bearing pods
Open floor modules
15
Modular dimensions
Application
Internal
wall height (mm)
Internal module
width (mm)
Internal module
length
Ceiling floor
zone (typical)
Study bedrooms
2400
25002700
5.4 to 6 m
300 mm
Apartments
2400
3600
6 to 9 m
450 mm
Hotels
24002700
33003600
5.4 to 7.5 m
450 mm
Schools
27003000
30003600
open-sided
9 to 12 m
600 mm
Offices
27003000
3600
6 to 12 m
600750 mm
Health sector
27003000
30003600
open-sided
9 to 12 m
600750 mm
Source: RHA
Transportation and Logistics
Not only do projects need to consider designing to suit where
Movement of modules of different widths requires different police
notices, escorts and additional crew as listed below for the UK:
possible generic module sizes but also for the restrictions on
transportation and site logistics.
Modules exceeding 2.95 m width require two days police
notice
Modules exceeding 3.5 m width require a drivers mate and
two days police notice
Modules exceeding 4.3 m width require police escort
Maximum practical height of the load is 4.95 m although
there are no legal height restrictions on UK roads.
Standard container vehicles are typically 6.2 m or 12.2 m
long; they can delivery one large or two small modules
Source: RHA
NB Air suspension equipped vehicles may rise when in motion
causing the load height to increase
16
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Appendix B Useful Sources of Information
Buildoffsite
[Link]
Buildoffsite
Glossary of Terms
[Link]
Loughborough University
IMMPREST Toolkit
[Link]
SCI
Case Studies on Modular Steel Framing
The Steel Construction Institute, ISBN 978 1 85942 095 9
Gibb, A G F
Off Site Fabrication
Whittles Publishing, ISBN 978 1 87032 577 6
Lawson, R M and Grubb, P J
Modular Construction Using Light Steel Framing: An Architect's Guide
The Steel Construction Institute, ISBN 978 1 85942 096 6
Department for Education and Skills (now Department for Children,
Schools and Families)
Toilets in Schools
DFES 00365 2007, ISBN 978 1 84478 925 2
Offsite Magazine
Published annually by Building Magazine in association with
Mtech
17
Appendix C Preparing a tender
Flow Chart to help create a concise tender for issue to Offsite
Manufacturer
Have the criteria to
decide modular against
traditional been
assessed?
No
Complete
assessment
Yes
Have the key drivers
for OSM been
identified?
What are the risks and
constraints?
What will the building
be used for?
What absolutes are
required?
What are the
variations from normal
standards?
Logistics
M&E
Sustainability
Value
Speed
Quality
Labour
Site access
Ceiling height
Finishes
Re-locatability
Interfaces
Maintainability
Loadings
Fire rating
Acoustics
Concise tender for issue
to potential OSMs
18
Your guide to specifying modular buildings: maximising value and minimising risk
Buildoffsite and BAA recognised a need for guidance to help client and specifier organisations to get
best value from modular building suppliers. Generally, it has been observed that tender packages
are sent out with too restrictive design information and too late in the design process. This inhibits
the modular suppliers from fully exploiting their skills and expertise to deliver efficient economic
solutions to meet clients and specifiers needs.
These guidelines aim to address this problem by advising when in the design process to involve
modular manufacturers and to what level of design projects should be taken before tenders or
requests for information are issued.
The guidelines are the result of two workshops and a series of follow up meetings that have been
held at CIRIA using the Buildoffsite membership. This has provided knowledge and expertise to
advise on the level of information that is required and when involvement can most effectively be
used in the project process.
[Link]