STANDARD - Extended Pack (60 documents)

£899.00

Standard Pack (includes everything in Basic)

Standard Pack – Extended Compliance & Coordination

60 templates including all Basic tools plus advanced QA, risk management, BIM compliance, and coordination forms.
Best for practices delivering multiple projects where ISO 9001, ISO 19650, and BSA documentation are crucial.
Value: Cuts down on project risk, rework, and compliance failures with a ready-to-use professional QA framework.

Best for: Practices coordinating multiple disciplines and approvals.

What it covers: Deeper coordination, compliance and governance—stakeholder engagement, risk, naming protocols, and light BIM/CDE control. It helps you prove diligence to clients and regulators without heavy admin.

Typical documents include: Initial & Project Risk Registers, Stakeholder Engagement Plan & Statutory Requirements Log, Information Protocols & Naming Guide + Checklist (ISO 19650), CDE Version Control Log, Planning Risk Checklist, Pre-App Submission Tracker, BEP (Design) & BEP Review forms, Equality Impact Assessment (full), Sustainability Objectives Tracker + Checklist, BREEAM/Strategy sheet, Stage Deliverables Checklists, Building Control & Planning Compliance trackers, Soft Landings Handover Checklist, Client Training Log, BEP Close-Out form.

Standard Pack (includes everything in Basic)

Standard Pack – Extended Compliance & Coordination

60 templates including all Basic tools plus advanced QA, risk management, BIM compliance, and coordination forms.
Best for practices delivering multiple projects where ISO 9001, ISO 19650, and BSA documentation are crucial.
Value: Cuts down on project risk, rework, and compliance failures with a ready-to-use professional QA framework.

Best for: Practices coordinating multiple disciplines and approvals.

1. 00-1_REP Client_Strategic_Brief_Template

2. 00-2_ADM Project_Definition_Objectives_Sheet

3. 00-4_ADM Budget_Viability_Assessment_Template

4. 00-6_ADM Roles_Responsibilities_Summary

5. 00-8_REP Client_Brief_Signoff_Sheet

6. 00-10_CHK_Internal_Fee_Proposal_Checklist

7. 01-1_REP Final_Project_Brief_Template

8. 01-2-1_QA Stakeholder_Statutory_Requirements_Log

9. 01-3_ADM QA_Objectives_Strategy_Sheet

10. 01-9_SIGN Client_Signoff_Form_Stage_1

11. 02-6_SIGN Client_Signoff_Concept_Design

12. 02-10-2_EQ Equality_Impact_Checklist

13. 02-12-1_MAG Design_Meeting_Agenda

14. 02-12-2_MIN Design_Meeting_Minutes

15. 02-13_DRR Information_Register_and_Issue_Sheet

16. 02-8-3_FIRE Fire_Strategy_Responsibility_Matrix

17. 03-2_QA Design_Tolerances_Material_Spec_Tracker

18. 04-02_RLOG Design_Freeze_Declaration_Revision_Log

19. 04-05_ADM Planning_Conditions_Tracker

20. 04-06_QA RFI_Register_Template

21. 04-15_QA Building_Control_Conditions_Tracker

22. 05-1_QA Construction_Site_Inspection_Log

23. 05-2_QA Technical_Query_RFI_Tracker

24. 05-11_QA Snagging_Defect_Log

25. 00-3_RISK Initial_Risk_Register_Template

26. 00-5-2_BSA BSA_Gateway_Applicability_Guideline

27. 00-10_CHK Internal_Fee_Proposal_Checklist

28. 00-11_SUST Sustainability_Drivers_Log

29. 01-2-2_ADM Stakeholder_Engagement_Plan

30. 01-5-1_NPG Information_Protocols_Naming_Guide

31. 01-5-2_NPG Information_Protocols_Naming_Checklist

32. 01-11_EQ Equality_Impact_Assessment_Template

33. 01-12-1_SUST Sustainability_Objectives_Tracker

34. 01-12-2_SUST Sustainability_Objectives_Checklist

35. 01-13_RISK Project_Risk_Register

36. 02-3_RISK Planning_Risk_Checklist

37. 02-4_QA PreApp_Submission_Tracker

38. 02-7_BEP BIM_Execution_Plan_Template

39. 02-8-1_FIRE Fire_Review_Checklist

40. 02-9_CDE CDE_Version_Control_Log

41. 02-10-1_EQ Equality_Impact_Assessment

42. 02-11_SUST Sustainability_BREEAM_Strategy

43. 02-14_CHK Stage2_Deliverables_Checklist

44. 03-3_ADM Planning_Compliance_Tracker

45. 03-7_QA Building_Control_Compliance_Tracker

46. 03-8_BEP BIM_Execution_Plan_Review_Form

47. 03-9_EQ Equality_Impact_Assessment

48. 03-13_RISK Designers_Risk_Assesment

49. 04-03_BSA Gateway2_Submission_Cover_Sheet

50. 04-07_BSA Principal_Designer_Compliance_Statement

51. 04-08_BEP BIM_Execution_Plan_Review_Final

52. 04-09_EQ Equality_Impact_Assessment

53. 04-11-1_MAG Coordination_Meeting_Agenda

54. 04-11-2_MIN Coordination_Meeting_Minutes

55. 05-8_BEP BIM_Execution_Plan_Review_Construction

56. 06-1_SIGN Client_Handover_Signoff_Form

57. 06-6_QA Defects_Snagging_Tracker

58. 06-7_BEP BIM_Execution_Plan_CloseOut_Form

59. 06-10_CHK Soft_Landings_Handover_Checklist

60. 06-11_QA Client_Training_Log

LEGEND:

IMS – Information Management Strategy

 High-level project info management approach (ISO 19650-1).

NPG – Naming Protocols Guide
 File naming & metadata conventions (ISO 19650-2 Cl.5.1).

BEP – BIM Execution Plan
 Pre-/Post-contract BIM management, roles, deliverables (ISO 19650-2 Cl.5.3).

MIDP – Master Information Delivery Plan
 Consolidated delivery plan across all task teams (ISO 19650-2 Cl.5.4).

TIDP – Task Information Delivery Plan
 Per-task-team deliverables plan (ISO 19650-2 Cl.5.4).

CDE – Common Data Environment
 Workflow & logs for WIP/Shared/Published/Archive (ISO 19650-2 Cl.5.6).

DRR – Drawing Register
 Design and as-built registers (handover readiness) (ISO 19650-2 Cl.5.7).

RLOG – Revision Log
 Design freeze & change history (ISO 19650-2 Cl.5.4).

GTR – Golden Thread Record
 Ongoing safety-critical information log (delivery phase).

GTH – Golden Thread Handover
 Final golden thread at handover/operations (ISO 19650-3).

IFC – Industry Foundation Classes
 Interoperable model exchange/review artifacts.

BSA – Building Safety Act
 Gateway submissions, safety case, PD compliance.

REP – Report / Brief
 Stage reports, briefs, narrative docs.

MIN – Meeting Minutes
 Coordination and handover meeting minutes.

MAG – Meeting Agenda
 Agenda issued before the meeting.

SIGN – Sign-offs / Approvals
 Client or formal approvals.

CHK – Checklists (General)
 Generic checklists not covered by other categories.

QA – Quality Assurance
 Logs, trackers, audits, reviews (non-CDE-specific).

FIRE – Fire Safety
 Fire strategies, statements, inspections.

SUST – Sustainability
 BREEAM/Net Zero strategies, logs, reviews.

EQ – Equality & Accessibility
 Equality Impact Assessments.

RISK – Risk Management
 Design/project risk registers & matrices.

ADM – Administration
 Roles/responsibilities, plans, admin & business docs.