B41 Investigate and assess contextual factors affecting potential project developments
B41.1 Identify investigation requirements
Performance Criteria - this involves being able to...(a)identify the factors for investigation that may be significant for the planned development by; examining documents, setting up and facilitating discussions and meetings
(b)select the critical aspects of both the site and the surrounding areas which require investigation and prioritise them
(c)agree the priorities for investigation, an accurate estimate of the time and costs involved, and summarise both the priorities and estimates in an investigation brief
(d)obtain any permission(s) that will be needed to carry out the investigation and confirm that they are valid before the investigation starts
(e)check and confirm that insurance has been taken out to provide full cover against accidents and negligence
(f)contact people and organisations who will be affected by the investigation, provide them with clear and accurate information and ask for their cooperation
(g)commission investigations by selecting people and organisations who are competent to do the work
(h)evaluate the results of the investigation and decide on an appropriate course of action / The Range...
[1]Factors for investigation:
• historical (e.g. site and adjoining land, archaeology, previous land use, previous occupancy, mining, subsidence, hydrology, climatology, known contamination);
• conservation (e.g. listed building and conservation area status, adjacent site development, surrounding environment, cultural context, coherence in local environment in terms of massing, use of materials, scale, texture, spatial organisation, specified aesthetic and environmental quality standards, specified conservation measures, specified performance standards);
• social (population catchment and movement, public and private transport, labour market, market catchment areas, disposable income, community needs; demand for goods and services, tourism);
• visual and spatial (e.g. height, massing, scale, enclosure, overlooking, overshadowing, visual intrusion, sight lines, views, panoramas, routes, public and private space, movement patterns, relationship of spaces, volumes, materials, colours, textures, illumination, decoration, infrastructure);
• ecological and environmental (e.g. designated existing land use, existing and planned uses on adjoining properties, pollution and emissions, sewerage waste, flood risk, use of energy, control regulations, noise and vibration controls, highway and other infrastructure development proposals, preservation of habitats for existing flora and fauna and protected species and areas of natural and scientific importance, water table, site drainage (surface run-off & infiltration), bank erosion, water supply and quality, climate change;
• construction (e.g. physical, environmental technical services, flexibility, adaptability, change of use, demolition, buildability); sources of low carbon materials, new products & innovations, off-site prefabricated options;
• measured survey;
• physical testing
[2]Permission(s) from:
• client(s);
• site owner(s) and occupier(s);
• adjoining owner(s) and occupier(s);
• notifiable authorities
B41 Investigate and assess contextual factors affecting potential project developments
B41.1 Identify investigation requirements
The Evidence - performance and processProduct Evidence:
(1)Investigation brief(s) including significant factors; critical aspects of site and surroundings; priorities; time and costs (a,b,c) [1]
(2)Record(s) of permissions and insurance (d,e) [2]
(3)Record(s) of commissioning investigations (f) [1]
(4)Specification(s) for contractor(s) (g)
Process Evidence:
(1) Discussion(s) and meeting(s) (a) [1] / The Evidence - knowledge and understanding
(1)How do you check and confirm insurance has been taken out? (application) (e) [1]
(2)How do you summarise the priorities and estimates? (application) (c) [1]
(3)How and why do you identify the factors for investigation that may be significant for the planned development? (synthesis) (a) [1]
(4)How and why do you prioritise the critical aspects of the site and the surrounding areas which require investigation? (analysis) (b) [1]
(5)How and why do you select the critical aspects of the site and the surrounding areas which require investigation? (evaluation) (b) [1]
(6)How and why do you agree the priorities for investigation, an accurate estimate of the time and costs involved? (evaluation) (c) [1]
(7)How and why do you commission investigations? (evaluation) (g) [1]
(8)How do you evaluate the results of the investigation and decide on an appropriate course of action?(evaluation) (h)[1]
(9)How do you obtain any permissions that will be needed to carry out the investigation and confirm that they are valid before the investigation starts? (application) (d) [1,2]
(10)How do you contact people and organisations who will be affected by the investigation, provide them with clear and accurate information, and ask them for their cooperation? (application) (f) [1,2]