News Archives | Operance https://www.operance.app/category/industry/news/ Golden Thread, O&M, BIM, FM and Digital Transformation software and services. Thu, 27 Feb 2025 15:05:32 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.operance.app/wp-content/uploads/2024/05/cropped-Operance-Icon-Blue-1-32x32.png News Archives | Operance https://www.operance.app/category/industry/news/ 32 32 Zutec Acquires Operance Securing its Leadership Position in Digital Handover and Building Safety Act Compliance Solutions in the UK Market https://www.operance.app/zutec-acquires-operance/ Wed, 26 Feb 2025 18:23:34 +0000 https://www.operance.app/operance-2024-saas-growth-milestones-copy/ Zutec Acquires Operance Securing its Leadership Position in Digital Handover and Building Safety Act Compliance Solutions in the UK Market

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Zutec Acquires Operance Securing its Leadership Position in Digital Handover and Building Safety Act Compliance Solutions in the UK Market

Introduction

London – 26th February 2025: Zutec, a leading provider of construction and property management software solutions in the UK and Ireland, today announced it has acquired Operance, as part of its ongoing growth strategy and commitment to the UK market.

The acquisition provides a complementary fit in terms of customers, solutions and remit, solidifying the company’s position as the leading player in Handover and Building Safety Act compliance solutions for contractors, developers, housebuilders and asset owners in the UK market. By combining forces, the two companies will drive new growth opportunities by integrating customer bases, solutions, and expertise, supporting the building life cycle to accelerate digital transformation and ensure compliance.

“As we continue investing in businesses as part of our acquisition strategy, Operance fitted our strategic objectives perfectly, with close alignment with our vision and an exciting addition to our business. We believe this collaboration will open up new opportunities for us to expand and better serve existing and new customers, setting the stage for future innovations in the construction and property technology space. We are thrilled to welcome the Operance team into Zutec and look forward to what we can deliver together in the future,” commented, Gustave Geisendorf, CEO at Zutec.

Ian Yeo, CEO at Operance, said: “Having built up the Operance business, and with a shared growth ambition, we welcome being part of Zutec. As a profitable, fast-growing business primarily focused on the UK and Ireland, this partnership with Zutec will allow us to accelerate our progress faster and provide even more value to the construction and property digital ecosystem as one company.”

About Zutec

Zutec is a provider of cloud-based construction and property management software with more than two decades of experience in transforming the way contractors, housebuilders, developers and asset owners manage building data. Its solutions sit under four solutions families for document management, quality management, handover management and asset management, providing one digital ecosystem to connect the dots in building digitisation across the building lifecycle. To find out more, please visit the new Zutec website: www.zutec.com.

For more information, please contact, maria.hudson@zutec.com

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A Year of Transformation: How Operance Thrived in 2024 https://www.operance.app/operance-2024-saas-growth-milestones/ Fri, 20 Dec 2024 15:47:41 +0000 https://www.operance.app/accept-reject-workflow-task-management-operance-copy/ 2024 has been a transformative year for Operance, marked by record-breaking growth, innovative product updates, and a steadfast commitment to excellence. From doubling our verified users to launching groundbreaking features like GoldenAI and achieving ISO 27001 certification, we've turned challenges into opportunities. Discover how we're redefining the future of building information management and setting the stage for even greater success in 2025.

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A Year of Transformation: How Operance Thrived in 2024

Introduction

As a Chief Product Officer and company director I know that growth comes not just from hitting milestones, but from transforming challenges into opportunities. In that sense, 2024 has been nothing short of transformative!

Reflecting on our journey over the past year to date, the numbers don’t just tell a story of growth, they showcase a year of focus, innovation, and collaboration. This year was all about refining and redefining.

Here’s a closer look at the milestone and innovations that shaped Operance’s journey this year and a glimpse of what’s on the horizon.

Customer Growth

SaaS Adoption and Client Engagement: Scaling New Heights

Operance has firmly established itself as a frontrunner in the SaaS space, and the numbers speak for themselves. This year, verified users doubled, a staggering 100% growth: while active organisations surged by 77%. These aren’t just numbers on a dashboard; they’re proof that more people are placing their trust in our platform to deliver results.

But as any digital handover software vendor will tell you, having a great platform is just one part of the solution, the industry still demands a motivated and personable team of coordinators to manage the workflow from project commencement, through to handover.

At the heart of this success is our outstanding coordination team, led by Shoughan Dilshad, with Ellie Mulligan, Alison Flemington, Becky Wood, and Archie Yeo providing unparalleled support.

I’m a firm believer that software is only as good as the support it offers, so as product lead, I’m constantly inspired to meet the high standards this team sets!

We’re proud to now support 152 live projects, a clear reflection of our growing presence in the industry. But the real game-changer? Our SaaS-first strategy. Over the past year, we’ve transitioned from a near 50/50 split between software and consultancy revenue to a whopping 76% of total sales coming from software. This shift hasn’t just streamlined our offerings; it’s cemented Operance as a scalable tech innovator, ready to meet the evolving needs of our clients.

Product Improvements & Innovation

Enhancing User Experience Through Innovation

Key to this success has been the launch of several transformative features that enhance usability and drive engagement, including:

  • A new dashboard for real-time project visibility, improving focus on operations and safety information gaps.

  • GoldenAI, our AI-powered chatbot provides instant access to building data, saving users valuable time.

  • Task management interface, providing contributors with instant and focused views of their assignments for greater clarity and time efficiency.

  • Accept and reject workflows to streamline verification reviews, improve collaboration, enable communications and improve transparency.

  • SSO integration for seamless, secure platform access and data security.

These updates have empowered users to work smarter, manage data effortlessly, and achieve better outcomes across projects.

From Chaos to Clarity: Redefining User Experience

Let’s face it: way back in January, our task management setup was about as organised as a toddler’s toy box. Tasks, workflows, and even data templates had users scratching their heads. Enter our Task Management page and the new Accept/Reject Workflow; a structured approval process that restored sanity to the chaos.

But that’s not all. We’ve worked hard to improve the general interface of the product, replacing the old with new data set views to reflect a more modern look and feel. We even found time to provide a toolbar makeover which was released with more meaningful icons that now tell their own stories (with text backup for clarity). Navigation now feels like a stroll in the park instead of a maze!

Innovating with AI and Automation

Our AI chatbot, GoldenAI (we pronounce it ‘Goldeneye!’ , has officially graduated from “cool experiment” to “must-have sidekick.” Whether it’s delivering instant building data or simplifying contractor decisions, GoldenAI has redefined user productivity. And while the tech is impressive, the real win is the time saved for our users.

Speaking of time savers, our automated email notifications are the silent MVPs of 2024. They’ve reduced errors, kept users in the loop, and given our service team some much-needed breathing room. Efficiency is no longer a dream, it’s our new standard.

A massive thank you to our fabulous Development team that made all this happen, led by Tim Mutlow, big thanks go to Alimot Oladoja, Diana Khortiuk, Supriya Kadam, Oleksii Zavalniuk, Sheetal Patil, Anastasiia Demchuk, Pravin Kadam and last but by all means not least Mohamed Mohamed.

Sales, Marketing & Finance

Record-Breaking Growth: Clients, Revenue, and Beyond

Thanks to the amazing efforts by a team that includes Conor Smart, Lisa Corrigan, Josh Watterson and Luisa Gullacci-Nyman, led by Ian Hetherington: 2024 has been a year of breaking records and shattering expectations. Let’s take a moment to appreciate some standout highlights (FY 23/24 vs. FY 22/23, software only):

  • 672 SALs generated: That’s a jaw-dropping 420% increase.

  • 225 new deals created (SQLs): Up by 196%.

  • 73 new deals won: A phenomenal 284% increase.

  • 39 new software logos secured: That’s 290% growth in expanding our client base.

  • Software-only sales: A healthy 60% increase!

It wasn’t just software seeing the love. Thanks specifically to the brilliant work done by Dave Peacock, Eric Lee and Joshua Onyedeke, BIM services rebounded, bringing in a 253% increase from last year. This resurgence shows our ability to adapt and grow across multiple streams. It’s also a testament to their continued customer relations and project delivery record success, which ensures repeat buying with clients, consultants and contractors alike.

Financial Leadership: Setting the Standard

Operance didn’t just grow, we excelled. Our year-on-year turnover climbed 61%, and we maintained cash flow at a staggering 186% of plan. These achievements aren’t just impressive: they’re industry-leading: thanks to the work done by our wonderful Business Manager, Charlie Yeo, we’ve even set a benchmark for Days Sales Outstanding (DSO) at 46 days, underscoring our commitment to operational excellence and financial health!

InfoSec

A Commitment to Excellence: ISO 27001 Certification

One of our proudest achievements this year was earning ISO 27001 certification, the gold standard for information security management. This milestone demonstrates our commitment to safeguarding client data, ensuring compliance, and building trust in the Operance platform.

Achieving this certification required extensive collaboration across the board, led by our super CTO, Tim Mutlow. This exercise resulted in rigorous audits, and the implementation of best practices at every level of our operations. For our clients, this means peace of mind that their critical building data is secure and accessible when they need it. You can read more about our ISO certification and Tim’s work here.

Business Efficiencies

Operance Unify: Solving Problems, Simplifying Processes

This year, we also launched Operance Unify, an internal tool designed by our CEO, Ian Yeo, to streamline project management. True to Ian’s engineering roots, this tool tackles inefficiencies head-on:

  • Integrating seamlessly with tools like Operance, Jira, HubSpot, and Xero.

  • Automating repetitive tasks, such as sending emails and setting up organisations and projects.

  • Centralising project data, offering a real-time overview of progress.

  • Simplifying financial issue tracking.

Unify is already saving time and resources for our team, embodying our mission to disrupt the digital handover industry by embracing automation.

Kudos to Ian for being a leader who pulls up his sleeves and gets stuck in to help our team!

Looking Ahead

Operance’s Upcoming Features and Enhancements

The next phase of Operance brings transformative updates to simplify workflows, strengthen compliance, and enhance user experiences. Key upgrades include advanced progress reporting, enabling detailed, customisable reports on milestones, completion, and compliance.

We’ll also pave the way for further scalability by rebuilding our export infrastructure, designing it for speed and reliability, with added enhancements like bulk data processing and advanced branding. We’ll then improve this further by enabling customisable exports for branded, professional documents with tailored navigation and inline images.

Data management can often feel like searching for a needle in a haystack on most digital platforms. Operance is going to improve this even further by producing simplified O&M data views and bulk system template applications, streamlining data management for faster setup and assignment.

Users will be able to seamlessly organise, search and manage components and systems, whilst aligning building operations with safety compliance.

Other highlights include project cloning for replicating entire setups, Golden Thread activity logs, compliance dashboards, and AI-assisted content creation to enhance collaboration and ensure safety adherence. Lastly, Following in from the new SSO feature, data security will get a further boost with Multi-Factor Authentication (MFA)

With improved file management, centralised notifications, and role-based dashboards, these updates solidify Operance as a leader in building management and digital transformation.

A Board United by Vision

As we set our sights on 2025, we are laser-focused on scaling our solutions, enhancing our product suite, and achieving our MRR and ARR targets. With momentum on our side, Operance is poised to deepen its impact on the industry, further empowering clients to unlock the full value of their building data.

Our leadership team has been instrumental in delivering these outcomes. From aligning product innovation with market needs to executing strategies that improve client acquisition, the board’s collaborative efforts have been pivotal. The website relaunch and its direct contribution to new deals highlight the power of data-informed decision-making.

Final Thoughts

2024 has been a transformative year for Operance, one marked by record growth, groundbreaking innovation, and a steadfast commitment to excellence. As a team, we’ve proven that the right mix of vision, collaboration, and execution can turn ambition into results.

To our team, investors, and clients: thank you for being part of this journey. Together, we’re building something extraordinary!

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Introducing the New “Accept and Reject” Workflow: Enhancing Task Management on the Operance Platform https://www.operance.app/accept-reject-workflow-task-management-operance/ Thu, 07 Nov 2024 13:21:50 +0000 https://www.operance.app/operance-achieves-iso-27001-certification-enhancing-data-security-and-building-trust-in-digital-building-management-copy/ In response to valuable user feedback and our commitment to continuously improving structured task workflows, Operance is proud to announce the release of a powerful new feature: the “Accept and Reject” workflow. This update is designed to revolutionise task management by fostering better accountability, enhancing communication, and simplifying the approval process for our users.

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Introducing the New “Accept and Reject” Workflow: Enhancing Task Management on the Operance Platform

Introduction

In response to valuable user feedback and our commitment to continuously improving structured task workflows, Operance is proud to announce the release of a powerful new feature: the “Accept and Reject” workflow. This update is designed to revolutionise task management by fostering better accountability, enhancing communication, and simplifying the approval process for our users.

The Problem and Our Solution

The need for a structured task approval process became evident through user insights. Existing workflows often led to inefficiencies, with limited options for feedback or clarification, resulting in miscommunications, delays, and a lack of transparency. Our aim was to address these challenges head-on by creating a solution that would simplify task management while ensuring clear communication between contributors and coordinators.

Enter the “Accept and Reject” workflow—a structured, user-friendly feature that empowers contributors to submit tasks for approval, receive real-time feedback, and easily monitor task statuses. This new process enhances the visibility and traceability of tasks, streamlining project management from start to finish.

How the “Accept and Reject” Workflow Works

Task Submission and Status Updates
Contributors can now submit tasks directly from the Task Board, locking their entries while awaiting coordinator review. This eliminates the ambiguity that can arise when tasks remain open-ended and unmonitored. Once submitted, the task’s status changes to “In Review,” clearly signalling its position in the workflow and ensuring that contributors are always informed about the current stage of their tasks. This feature reduces unnecessary back-and-forth communication, allowing contributors to focus on their work while awaiting coordinator feedback.

Seamless Commenting for Better Communication
A key component of the new workflow is the integration of a “Comment” icon within each task. This icon opens the Golden Thread Panel, which serves as a dedicated space for comments and updates. This panel fosters direct communication between contributors and coordinators, allowing them to exchange feedback, ask questions, and stay aligned at each task’s property set level. The result is a significant improvement in how teams collaborate, ensuring that any clarifications or updates are captured and addressed promptly within the platform.

Streamlined Approval Process
Coordinators now have tools to facilitate task reviews and make decisions efficiently. The “Accept” option allows coordinators to approve tasks with a single action, unlocking them for any necessary post-approval edits. On the other hand, if a task requires changes, the “Reject” option mandates coordinators to provide feedback, ensuring contributors understand what adjustments are needed. This structured approach eliminates ambiguity and keeps everyone on the same page, promoting a culture of continuous improvement and accountability.

Enhanced Visibility for All Users
One of the standout features of the Accept and Reject workflow is the dedicated views provided for both contributors and coordinators within the Task Board. Users can track task statuses in real time, giving them insight into which tasks are “In Review,” “Accepted,” or “Rejected.” This real-time visibility helps teams gauge project progress at a glance and plan their next steps with more precision. Contributors benefit from knowing their task status without needing to chase updates, and coordinators can maintain oversight of what’s pending or completed in a streamlined manner.

The Outcome and Benefits of the “Accept and Reject” Workflow

The introduction of the “Accept and Reject” workflow brings a range of benefits that significantly improve task management and project efficiency:

1. Reduced Approval Times
By implementing a structured workflow, tasks move through the approval process more quickly. Contributors receive immediate notifications when their tasks are reviewed, reducing wait times and ensuring that projects remain on schedule.

2. Increased Transparency
Clear task statuses and mandatory feedback on rejected tasks enhance transparency within teams. Contributors understand the exact reasons behind any rejections and can take prompt corrective action, which in turn improves the quality of resubmissions.

3. Enhanced Accountability
The workflow fosters greater accountability across the team. Coordinators are responsible for providing structured feedback, while contributors are expected to make adjustments based on this input. This mutual accountability keeps everyone engaged and proactive.

4. Improved In-Platform Communication
With the integrated Golden Thread Panel for commenting, communication is kept within the platform, removing the need for emails or external messaging tools that can be overlooked or forgotten. This direct, centralised form of communication ensures that everyone has access to the same information, facilitating a collaborative approach to task completion.

5. Real-Time Progress Tracking
With dedicated views for contributors and coordinators, teams can effortlessly monitor project progression. Contributors can see when their tasks are in review or completed, while coordinators have a clear overview of pending approvals and completed items, enabling better workload management and priority setting.

6. Early Issue Resolution
By promoting direct feedback within the platform, issues can be addressed early in the process. This reduces the risk of misunderstandings and helps projects maintain momentum without the disruptions that come from unclear task requirements or delayed responses.

How Operance Users Benefit

With the addition of the Accept and Reject workflow, Operance not only enhances the efficiency of task management but also enriches how teams collaborate and communicate. For example, project managers overseeing large-scale projects can now rest assured that their teams are equipped with a structured workflow that supports detailed oversight, faster turnaround times, and improved quality of task submissions.

Contributors will find their workflow simplified, with a clear path for submitting tasks and receiving actionable feedback. Meanwhile, coordinators can streamline their workload by approving or rejecting tasks with ease, knowing that all relevant updates and comments are captured within the system.

This new feature ultimately helps users of the Operance platform to create safer, well-managed projects. By improving communication, collaboration, and accountability, Operance sets a higher standard for structured task workflows that support successful project outcomes.

Conclusion

The new Accept and Reject workflow marks a significant step forward for Operance and its users. By addressing the need for structured task management, clear communication, and accountability, this feature empowers teams to work more effectively and confidently. The benefits of reduced approval times, enhanced transparency, and real-time task visibility contribute to a smoother, more efficient project lifecycle.

At Operance, we remain committed to continuous innovation, driven by user feedback and a dedication to making our platform the most effective tool for managing building information. With the introduction of the Accept and Reject workflow, Operance users can look forward to improved task management and a collaborative approach that supports seamless project delivery.

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Operance Achieves ISO 27001 Certification: Enhancing Data Security and Building Trust in Digital Building Management https://www.operance.app/operance-achieves-iso-27001-certification-enhancing-data-security-and-building-trust-in-digital-building-management/ Wed, 06 Nov 2024 21:05:23 +0000 https://www.operance.app/the-ultimate-guide-to-the-building-regulations-compliance-statement-brcs-copy/ We are proud to announce our achievement of ISO 27001 certification, a globally recognised standard for information security management systems. As a digital-first building information company, our mission is to provide seamless, secure, and efficient solutions for managing building data. From our innovative Building Information Management (BIM) software to our high-rise building compliance solutions and digital handovers, we enable clients in construction, property management, and compliance to centralise critical data and ensure their buildings are managed with accuracy and confidence.

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Operance Achieves ISO 27001 Certification: Enhancing Data Security and Building Trust in Digital Building Management

Introduction

We are proud to announce our achievement of ISO 27001 certification, a globally recognised standard for information security management systems. As a digital-first building information company, our mission is to provide seamless, secure, and efficient solutions for managing building data. From our innovative Building Information Management (BIM) software to our high-rise building compliance solutions and digital handovers, we enable clients in construction, property management, and compliance to centralise critical data and ensure their buildings are managed with accuracy and confidence. This certification reflects our dedication to safeguarding client data and the digital assets that power our solutions. In this article, we explore what ISO 27001 means for Operance and our clients, the rigorous journey to achieve it, and how it solidifies our commitment to delivering secure, high-quality digital services.

What is ISO 27001?

ISO 27001 is an international standard developed by the International Organisation for Standardisation (ISO) and the International Electrotechnical Commission (IEC). It provides a framework for establishing, implementing, maintaining, and continually improving an information security management system (ISMS). ISO 27001 is hugely centred around the CIA triad of Confidentiality, Integrity, and Availability. For digital-first companies like Operance, achieving ISO 27001 is vital to ensuring that every element of our technology platform is secure, resilient, and protected against risks.

For our clients, this certification means that we are systematically managing and protecting sensitive data, including building plans, tenant information, compliance documents, and maintenance schedules. ISO 27001 outlines a comprehensive set of security controls and management processes, including areas such as access control, risk assessment, incident management, and business continuity. By adhering to these guidelines, we’ve created a security-conscious culture that reduces the risk of data breaches and ensures the continuous, reliable performance of our digital services.

The Challenge of Achieving ISO 27001 Certification

Attaining ISO 27001 certification was a rigorous and thorough process, requiring extensive preparation and commitment. As a digital-first provider, we understand that our products—ranging from BIM consultancy to compliance solutions for high-rise buildings—are essential tools for our clients, who rely on us to store, manage, and protect critical information.

To qualify for ISO 27001, Operance needed to demonstrate a comprehensive approach to information security across every level of our organisation. This journey involved assessing our existing security measures, identifying areas for improvement, and implementing a range of controls and processes that meet ISO’s strict standards. We also conducted thorough risk assessments and established protocols for managing potential security incidents, ensuring that our clients’ data remains protected under all circumstances. With external and internal audits verifying our ISMS, our certification reflects an objective and independent review of our practices and assures clients of our commitment to the highest standards of data security.

Why ISO 27001 Matters for Clients in Building Information Management

For main contractors, building owners, and construction consultants, working with an ISO 27001-certified partner like Operance is essential to ensure data integrity and project success. Our digital products, such as the Digital Handover solution and BIM software, help clients streamline their building data management and improve compliance with legal and regulatory standards. Here’s how our ISO 27001 certification makes Operance a trusted and valuable partner in the building information management sector.

  1. Secure Data Management for Digital Building Records
    Construction projects and building management involve vast amounts of sensitive information, from architectural designs and engineering specifications to tenant data and compliance documentation. Our Digital Handover solution allows for centralised, secure storage of this information, ensuring authorised access at all stages of a project. ISO 27001 certification means that our solutions incorporate strict information security controls, reducing the risk of unauthorised access and helping to protect clients’ project data from potential breaches.
  2. Supporting Compliance in Building Safety and Regulations
    With compliance demands on the rise, particularly for high-rise buildings, ISO 27001 certification shows that Operance is well-equipped to handle the rigorous requirements of building safety regulations. Our solutions help main contractors and building owners meet the standards set by the Building Safety Act and ISO 19650. With data security at the forefront, clients can trust that sensitive compliance documents are stored securely and remain accessible for audits, reviews, and inspections as needed, reducing liability and enhancing confidence in data integrity.
  3. Enhancing Risk Management for Housing Associations and High-Risk Assets
    For housing associations and building owners with high-risk assets, maintaining secure access to tenant, building, and compliance data is critical. Our Building Information Management solutions mitigate risk by offering a secure, centralised platform where all necessary data can be managed, accessed, and protected. ISO 27001’s risk management protocols help us safeguard this information, ensuring that data remains available even in the event of disruption, and protecting building owners from the legal and financial implications of data mismanagement.
  4. Assuring Business Continuity for Digital Services
    Operance’s ISO 27001-certified systems include a robust business continuity framework. For our clients, this means that should an unexpected event occur, our services can recover quickly and maintain minimal disruption. For projects relying on continuous access to our digital platform, such as construction timelines, project updates, and compliance status, this is invaluable for avoiding costly delays and ensuring smooth project delivery.
  5. Ensuring Transparent, Reliable Partnerships in Construction
    Trust is paramount when handling sensitive building data, and our ISO 27001 certification provides assurance to main contractors, building owners, and consultants that Operance is a secure and reliable partner. By choosing Operance, clients are assured of data security and transparency in every aspect of our operations. Our digital platform serves as a trustworthy repository of information, helping clients build stakeholder confidence by ensuring compliance with best practices and rigorous security standards.

In short, ISO 27001 certification signifies that Operance is a reliable partner for managing construction data, handling compliance requirements, and securely storing essential building information. For our clients, it means partnering with an organisation that not only understands the unique security challenges of the industry but also has the infrastructure, protocols, and commitment to provide secure and efficient data management solutions.

The Importance of Data Security in Digital Building Management

In today’s digital era, data security is more important than ever. Organisations in construction face an array of cyber threats, from hacking and phishing to malware and ransomware attacks. In this landscape, clients want assurance that their data is secure, especially as data breaches can result in financial losses, reputational damage, and legal liabilities. ISO 27001 certification represents our commitment to protecting client data against these threats.

By implementing ISO 27001’s rigorous framework, Operance is helping to set a higher standard of security and accountability within the industry. Our approach is designed not only to protect data but also to provide a reliable and secure platform for our clients. This is particularly crucial for housing associations, building owners, and contractors who work with sensitive information and require a trusted partner for managing and protecting their data.

Conclusion

Achieving ISO 27001 certification is a significant milestone for Operance, reinforcing our commitment to data security and demonstrating our dedication to providing the highest level of service to our clients. This certification assures our clients that Operance has established, implemented, and maintained a robust information security management system in line with globally recognised standards. By choosing Operance, clients are not only partnering with a leader in information management solutions but also benefiting from the peace of mind that their data is in capable hands.

As we continue to evolve and enhance our services, our ISO 27001 certification serves as a foundation for ongoing security and reliability. We look forward to building on this achievement, delivering secure, compliant, and innovative solutions for our clients, and setting a new standard for excellence in information security within the industry.

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The Ultimate Guide to: the Building Regulations Compliance Statement (BRCS) https://www.operance.app/the-ultimate-guide-to-the-building-regulations-compliance-statement-brcs/ Tue, 05 Nov 2024 16:56:48 +0000 https://www.operance.app/streamline-your-building-regulations-submissions-a-step-by-step-guide-to-meeting-bsr-requirements-with-confidence-copy/ Navigating the Building Safety Act 2022 and associated regulations can be a complex process, especially when it comes to preparing and submitting the Building Regulations Compliance Statement (BRCS) for Higher-Risk Buildings (HRBs). The BRCS is a critical document, playing a central role in ensuring that all necessary regulations are met and that projects can move forward safely and legally. But what exactly is the BRCS, and why is it so important?

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The Ultimate Guide to: the Building Regulations Compliance Statement (BRCS)

The Ultimate Guide to: the Building Regulations Compliance Statement (BRCS)

Navigating the Building Safety Act 2022 and associated regulations can be a complex process, especially when it comes to preparing and submitting the Building Regulations Compliance Statement (BRCS) for Higher-Risk Buildings (HRBs). The BRCS is a critical document, playing a central role in ensuring that all necessary regulations are met and that projects can move forward safely and legally. But what exactly is the BRCS, and why is it so important?

If you’re responsible for submitting a BRCS, you’re probably feeling the pressure to get it right. The challenge is clear: without an approved BRCS, your project can’t move forward, and construction cannot legally commence as part of the Gateway 2 process.

But why is the BRCS so important, and how can you ensure that yours meets the strict requirements laid out by the Building Safety Regulator (BSR)?

Unfortunately, as a recent report via the Royal Institute of Chartered Surveyors (RICS) on how the BSR requires detail to expedite HRB application process (https://ww3.rics.org/uk/en/journals/built-environment-journal/building-safety-regulator-higher-risk-buildings-application-process.html by Andrew Moore) shows, poor-quality submissions are stalling the approval process for many developers. With the BSR demanding clear, well-prepared compliance statements, it’s more important than ever to get your building control applications right the first time.

This guide, therefore, answers the most pressing questions around the BRCS, focusing on the key issues that professionals often face, such as:

  • Why is the BRCS essential?

  • What needs to be included, and what can be left out?

  • When do you need to submit it to avoid delays?

  • Who is responsible for completing it?

  • How can you streamline the process and make sure it’s approved quickly?

We understand the growing complexity of the compliance process, and in this guide, we’re here to show you how to navigate it effectively, so you can avoid headaches, meet deadlines, and keep your project on track. So, without further ado, let’s dive into the essential details surrounding the Building Regulations Compliance Statement.

Why do we need a Building Regulations Compliance Statement?

The Building Regulations Compliance Statement (BRCS) is a legally required document under the Gateway 2 process, part of the new regulatory framework established by the Building Safety Act 2022. It serves as a comprehensive declaration that your building project meets all relevant Building Regulations.

Without an approved BRCS, construction on Higher-Risk Buildings (HRBs), such as residential buildings over 18 metres high, cannot legally commence. The BRCS must demonstrate compliance with areas like structural integrity, fire safety, and the use of appropriate materials. This ensures that risks are mitigated from the start and that buildings are designed and constructed safely.

The BRCS is not just a box-ticking exercise; it’s an integral part of the Gateway 2 certification process, which verifies that a project meets all safety and regulatory requirements before ground is broken.

According to the Building (Higher-Risk Buildings Procedures) (England) Regulations 2023, the BRCS must include:

  • The approach taken in relation to each element of the building and the work to ensure compliance with all applicable requirements of the building regulations, and

  • The reasons for adopting the approach, together with an explanation of why the approach is appropriate and ensures compliance with all applicable requirements of the building regulations.

Source: The Building (Higher-Risk Buildings Procedures) (England) Regulations 2023 – SCHEDULE 1, Documents
Read full legislation

The government’s own guidance also confirms the following:

The building regulations compliance statement must show how the planned building work will meet the relevant functional requirements of the building regulations – should refer to specific guidance, standards, or design codes – should explain how your solutions meet building regulations.

The statement should show your approach to meeting building regulations. It should include clear explanations of which guidance or standards support your approach and why they are appropriate. You should make sure that the guidance or standards you use are the right ones. For example, the Approved Documents may not be suitable for use in a complex or unusual design.

Source: Guidance – Managing building control approval applications for higher-risk buildings
Read full guidance

What do we need to include in the BRCS?

The BRCS needs to cover every aspect of your project that must comply with the Building Regulations. This includes, but is not limited to:

  • Structural safety

  • Fire safety measures

  • Materials compliance

  • Energy performance

  • Accessibility standards

  • Health and safety considerations

Each of these elements must be clearly outlined in the BRCS, with specific references to the relevant standards and regulations. The document should explain how compliance is achieved, with supporting evidence such as technical drawings, calculations, and design rationales.

As outlined in the official Guidance on managing building control approval applications for higher-risk buildings, your BRCS must:

  • Show how the planned building work will meet the relevant functional requirements of the building regulations.

  • Refer to specific guidance, standards, or design codes.

  • Explain how your solutions meet the building regulations.

The statement should show your approach to meeting the building regulations and include clear explanations of which guidance or standards support your approach, and why they are appropriate.

Important Note: Be sure that the guidance or standards you use are appropriate for your project. For example, the Approved Documents may not be suitable for use in a complex or unusual design.

Source: Guidance – Managing building control approval applications for higher-risk buildings
Read full guidance

What don’t we need to include in the BRCS?

While the BRCS should be comprehensive, there are some areas that can be excluded if they are not relevant to your specific project. For instance:

  • Unrelated building types: If your project is a residential building, you don’t need to include compliance information for areas that apply only to industrial or commercial buildings.

  • Out-of-scope issues: You don’t need to include elements not covered by Building Regulations, such as purely aesthetic design choices or voluntary sustainability measures beyond regulatory requirements.

It’s crucial to focus on compliance with the legal minimum standards and avoid overloading the document with unnecessary or irrelevant information, as this can cause delays during the approval process.

When do we need to submit the BRCS?

The BRCS must be submitted as part of the Gateway 2 application. Gateway 2 is the second of three key “gateways” introduced under the Building Safety Act 2022. At this stage, before construction begins, you must submit the BRCS to the Building Safety Regulator (BSR) for approval.

Gateway 2 is the point at which the regulator ensures that the design and plans meet the required safety standards before allowing any construction work to start. Failure to submit the BRCS or submitting an incomplete BRCS will result in delays or the rejection of your application, which can have significant impacts on project timelines.

Who needs to complete the BRCS?

The responsibility for completing the BRCS generally falls on the principal designer or principal contractor of a building project. These professionals are responsible for ensuring that all design and construction work complies with the Building Regulations.

However, collaboration is key when preparing the BRCS. Multiple stakeholders, such as fire engineers, structural engineers, and building services consultants, will need to contribute their expertise to ensure that all areas of compliance are addressed. Many parts of the BRCS are technical, requiring input from specialists to provide evidence and justifications for design decisions.

At Operance, our Building Regulations Compliance Statement Template makes it easy to assign different sections of the document to the relevant experts on your team, ensuring that every part of the statement is handled by the appropriate person.

How do we prepare and submit the BRCS effectively?

Preparing and submitting the BRCS doesn’t need to be a daunting task if you have the right tools. Here’s a step-by-step approach to help you through the process:

  1. Use a structured template: Start with a ready-made, structured template like the one we’ve developed in collaboration with Safer Sphere, an award-winning national construction health and safety, Building Safety Act and CDM consultancy. Our template provides a clear framework for completing each section of the BRCS, ensuring that nothing is missed and that all requirements are covered.

  2. Collaborate with your team: Assign specific sections of the BRCS to the responsible persons within your team. For example, fire safety engineers should complete the sections on fire safety, while structural engineers can focus on structural compliance. Our template allows for easy collaboration and progress tracking.

  3. Use predefined terms: Our template includes predefined, government-specific terms for building types, purposes, and uses. This helps speed up the process and ensures accuracy in your application.

  4. Link to legislation: We provide direct links to the relevant legislation and Approved Documents, so you have easy access to the standards that apply to your project.

  5. Track progress: With our progress tracking dashboard, you can monitor the status of each section in real time, ensuring the document is completed efficiently. You can quickly identify any gaps and take action before submission.

  6. Export and submit: Once your BRCS is complete, it can be easily exported and submitted to the BSR as part of the Gateway 2 application. Our tool makes the submission process as seamless as possible.

Conclusion

The Building Regulations Compliance Statement (BRCS) is more than just another document to tick off your to-do list, it’s a critical requirement for ensuring your project’s compliance with Building Regulations. As the Gateway 2 process requires a fully compliant BRCS before any construction work can legally begin on Higher-Risk Buildings (HRBs), getting this right is vital to avoid costly delays, rejections, and potential legal issues.

The Problem: Compliance Complexity

Let’s face it: building regulations have never been more complex. With stricter controls, new standards, and multiple stakeholders involved in the process, preparing a detailed and accurate compliance statement is daunting. Even seasoned professionals can struggle with:

  • Overwhelming documentation: Covering everything from structural safety to fire safety can feel like navigating a maze of technical regulations.

  • Coordination challenges: With various specialists, structural engineers, fire safety experts, designers, all contributing to the BRCS, managing input and collaboration can slow down progress.

  • Risk of delays: Incomplete or unclear submissions are often rejected or sent back for revisions, causing serious project delays.

What You Should Do: Focus on Clarity, Collaboration, and Compliance

To avoid these common pitfalls, you should focus on a few key strategies:

  1. Clarity: Make sure your BRCS clearly explains how your project meets each specific requirement of the Building Regulations. It’s crucial to outline the design approach and reference the appropriate standards or guidance.

  2. Collaboration: Assign the right experts to the right sections of the BRCS. This ensures that each part, whether fire safety, structural integrity, or material compliance, is handled by a specialist, reducing the chance of errors or omissions.

  3. Compliance: Stay on top of current legislation and Approved Documents, ensuring that your compliance statement aligns with the most up-to-date regulations and standards.

The Solution: Streamline with Our BRCS Template

Achieving this level of clarity, collaboration, and compliance can be challenging, especially when the stakes are so high. But here’s the good news: you don’t have to do it alone.

At Operance, we’ve created a Building Regulations Compliance Statement Template, developed in partnership with SaferSphere, to address these exact challenges. Our template is designed to:

  • Simplify: Pre-loaded with predefined terms and structured sections, it guides you step-by-step through the BRCS process, ensuring no important detail is missed.

  • Collaborate: Easily assign different sections to the responsible experts on your team, with built-in progress tracking so you can see who’s responsible for each part and how the project is progressing.

  • Stay compliant: We provide direct links to relevant legislation and guidance documents, making it easy to reference the standards your project needs to follow.

We hope this guide has been both informative and useful. If you think we’ve missed something or would like to provide feedback, please feel free to reach out to Scott Pilgrim, our Chief Product Officer and co-founder, at scott@operance.app.

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Streamline Your Building Regulations Submissions: A Step-by-Step Guide to Meeting BSR Requirements with Confidence https://www.operance.app/streamline-your-building-regulations-submissions-a-step-by-step-guide-to-meeting-bsr-requirements-with-confidence/ Tue, 29 Oct 2024 16:58:18 +0000 https://www.operance.app/operance-wins-best-health-and-safety-innovation-copy/ The recent changes to the Building Safety Regulator (BSR) approval process have left many developers facing unexpected roadblocks. Since October 2023, every Higher-Risk Building (HRB) project, from high-rise residential developments to hospitals, must meet strict Building Regulations before construction can even begin. But all too often, poor-quality submissions are causing delays, rejections, and unnecessary costs.

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Streamline Your Building Regulations Submissions: A Step-by-Step Guide to Meeting BSR Requirements with Confidence

Streamline Your Building Regulations Submissions: A Step-by-Step Guide to Meeting BSR Requirements with Confidence

In the world of construction, delays cost money and when it comes to Higher-Risk Buildings (HRBs), delays caused by unclear or incomplete submissions can have significant financial and legal consequences. Since the Building Safety Regulator (BSR) took charge of overseeing HRB projects in October 2023, the bar for compliance has been raised, and every project, from high-rise residential towers to hospitals, now faces far stricter scrutiny.

Unfortunately, as a recent report via Royal Institute of Chartered Surveyors (RICS) on how the BSR requires detail to expedite HRB application process (https://ww3.rics.org/uk/en/journals/built-environment-journal/building-safety-regulator-higher-risk-buildings-application-process.html by Andrew Moore) shows, poor-quality submissions are stalling the approval process for many developers. With the BSR demanding clear, well-prepared compliance statements, it’s more important than ever to get your building control applications right the first time.

The problem? Poor-quality submissions are stalling the approval process, holding up construction, and leading to rejections that cost developers time and money. Developers and building owners are finding that without a well-prepared, clear, and detailed compliance statement, projects are grinding to a halt, with approval timelines dragging on longer than anticipated.

If you’re responsible for preparing building control applications, you know that getting it right the first time is critical. This guide is here to show you exactly how to streamline your submissions, avoid costly delays, and meet the BSR’s strict requirements with confidence.

The Solution: Our Building Regulations Compliance Statement Template

At Operance, we’ve partnered with Safer Sphere, , an award-winning national construction health and safety, Building Safety Act and CDM consultancy, to develop a comprehensive, step-by-step Building Regulations Compliance Statement Template. It’s specifically designed to ensure your HRB applications meet the stringent standards set by the BSR, while simplifying the submission process.

Whether you’re working on a new development or a refurbishment project, our template guides you through the exact steps needed to provide the level of detail that’s often missing in applications. Here’s how it works and why it’s the solution you need to avoid costly delays.

Key Features That Ensure BSR Compliance

1. Step-by-Step Guidance Aligned with BSR Requirements

Our template has been carefully crafted to align with the legal obligations set out by the BSR, particularly those outlined in The Building (Higher-Risk Buildings Procedures) (England) Regulations 2023. It provides a comprehensive breakdown of every section you need to cover, ensuring no part of your submission is overlooked.

Additionally, the Building Regulations Compliance Statement (BRCS) is a key component of the Gateway 2 process, which is a critical stage in the approval of HRB projects. The BRCS must be submitted and approved by the BSR to gain certification before construction work can legally begin. Without an approved BRCS, your project cannot progress to the construction phase.

2. Predefined Government-Specific Terms for Instant Accuracy

One of the main challenges in preparing building control applications is navigating government-specific terminology. Our template comes preloaded with predefined terms, such as building types, purpose groups, and use categories, directly aligned with official government classifications.

This means you can quickly select the relevant terms for your project without the need to manually search or worry about misinterpretation, ensuring accuracy and saving valuable time.

3. Direct Access to Legislation and Official Guidance

Navigating the complex landscape of building regulations can be overwhelming. That’s why our template includes direct URLs to relevant legislation, official guidance, and Approved Documents. This feature gives you quick access to authoritative references, ensuring you stay compliant with the latest standards.

No more guessing or scrambling to find the right document, everything you need is available at your fingertips.

Streamlined Collaboration and Progress Tracking

4. Collaborative Workflows with Assignable Sections

In larger projects, multiple experts, from fire safety engineers to structural consultants, are involved in ensuring compliance. Our template allows you to assign specific sections of the compliance statement to the relevant responsible persons. This means your team can work on the same document simultaneously, streamlining collaboration and ensuring each part of the project is handled by the appropriate expert.

5. Progress Monitoring and Accountability

Each section of the compliance statement comes with its own progress percentage tracker, giving you a clear view of how much work has been completed and where the bottlenecks are. You can see who is responsible for specific sections and track how their progress contributes to the overall completion of the document. This transparency helps prevent delays and holds team members accountable.

6. Tailor-Made for Your Project

No two projects are alike, which is why our template is fully customizable. You can easily remove irrelevant sections, ensuring that the final compliance statement is laser-focused on your specific project requirements. This flexibility allows you to streamline the application process without compromising on the necessary detail.

Real-Time Gap Analysis and Export Capabilities

7. Dashboard Insights for Gap Analysis

Our template’s dashboard feature provides an immediate overview of your project’s current status, helping you conduct real-time gap analysis. It highlights any missing or incomplete sections, giving you the insight you need to address issues before they turn into delays.

This proactive approach to managing your application ensures you’re always one step ahead, identifying potential problems early and resolving them efficiently.

8. Easy Export for Submission

Once your compliance statement is complete, it’s ready to go. With our template, you can easily export the final document in a format that’s fully compatible with BSR submission requirements. No need for last-minute formatting changes, your document is submission-ready with just a few clicks.

Conclusion

Ensure Your Building Control Applications Are BSR-Ready

The introduction of the Building Safety Regulator (BSR) and its oversight of Higher-Risk Buildings (HRBs) has added a new layer of complexity to the construction approval process. Poor-quality submissions are no longer just a minor inconvenience, they’re causing major delays, project standstills, and in some cases, costly rejections. But the good news is that with the right approach, these issues can be avoided entirely.

The key to meeting BSR requirements is preparation and attention to detail. By focusing on:

  • Clarity: Submitting clear, well-documented compliance statements that address all relevant Building Regulations.

  • Accuracy: Ensuring your application includes up-to-date references to legislation, standards, and approved design codes.

  • Collaboration: Working with the right stakeholders and assigning responsibility to experts in their respective areas of compliance.

You can avoid the common mistakes that cause delays and ensure your project stays on track.

Your Next Steps

  1. Review your processes: Are your compliance statements as detailed and clear as they need to be? Consider how well-prepared your team is to handle the new demands of the BSR.

  2. Work collaboratively: Make sure all relevant stakeholders, from fire safety engineers to structural experts, are engaged early and have the tools they need to contribute effectively.

  3. Focus on compliance: Understanding and staying up-to-date with current legislation is essential. The BSR isn’t just looking for surface-level compliance, they need to see that every element of your project has been carefully considered against the latest standards.

The Bottom Line: The stakes have never been higher. Whether you’re working on a new residential development or a refurbishment, your building control applications need to be BSR-ready. The effort you put into preparing clear, compliant submissions upfront will save you time, money, and frustration in the long run.

Need help streamlining your submissions? At Operance, we’ve developed tools to make the compliance process smoother and more efficient, ensuring you meet all BSR requirements the first time around. Whether you’re looking to simplify collaboration between your team or ensure accuracy with predefined terms and direct links to legislation, we’ve got you covered.

Ready to take the next step? Contact us today for a demo and see how we can help you fast-track your building control approvals: https://www.operance.app/request-a-demo

Don’t let poor submissions hold you back. Take control of your application process with our Building Regulations Compliance Statement Template. Contact us today to learn more now!

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Celebrating Innovation at the Building Innovation Awards: Operance Wins Best Health & Safety Innovation https://www.operance.app/operance-wins-best-health-and-safety-innovation/ Mon, 21 Oct 2024 08:23:06 +0000 https://www.operance.app/grenfell-tower-inquiry-final-report-systemic-failures-fire-safety-reforms-copy/ At the prestigious Building Innovation Awards, Operance proudly took home the Best Health & Safety Innovation award for our groundbreaking Golden Thread platform. This award marks a significant achievement for us, but more importantly, it showcases how the construction industry is transforming safety management and embracing innovation to create safer, more efficient buildings. We were also honoured to be finalists in the Best Digital Transformation category. This recognition is a testament to the strides our team has made in revolutionising the way the construction industry manages critical building information.

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Celebrating Innovation at the Building Innovation Awards: Operance Wins Best Health & Safety Innovation

Celebrating Innovation at the Building Innovation Awards: Operance Wins Best Health & Safety Innovation

Last night at the prestigious Building Innovation Awards, Operance proudly took home the Best Health & Safety Innovation award for our groundbreaking Golden Thread platform. This award marks a significant achievement for us, but more importantly, it showcases how the construction industry is transforming safety management and embracing innovation to create safer, more efficient buildings.

We were also honoured to be finalists in the Best Digital Transformation category. This recognition is a testament to the strides our team has made in revolutionising the way the construction industry manages critical building information.

This article explores the key findings of the final report, which aims to deliver justice for the victims and their families, while setting out vital recommendations to prevent such a tragedy from ever happening again.

Best Health & Safety Innovation – We Won!

Our winning submission in the Best Health & Safety Innovation category was based on Operance’s Golden Thread Solution, a pioneering platform purpose-built to transform fire and structural safety management. In the construction industry, where safety is paramount, our platform addresses the long-standing issues of fragmented and outdated paper-based Operation & Maintenance (O&M) practices.

By offering a centralised, digital repository for all building safety information, Operance ensures that fire safety data is easily accessible, editable, and shareable in real-time. Whether it’s regulatory requirements, fire safety measures, or maintenance history, everything can be found and updated at the click of a button, ensuring compliance with the Building Safety Act 2022.

Our Golden Thread platform is interactive and dynamic, enabling seamless collaboration across the supply chain, from building safety managers and contractors to residents and emergency services. Using cutting-edge technologies like blockchain to create an immutable audit trail, we ensure that every action and decision is transparent and accountable, revolutionising fire safety management across the industry.

Addressing Industry Needs

Operance has its roots deeply embedded in the construction industry. Through close collaboration with experts, regulators, and stakeholders, we’ve designed a platform that directly addresses the pain points of traditional O&M practices. With stringent new regulations in place, building owners and operators now need a tool that makes compliance not just easier but more intuitive.

From bespoke data templates that ensure consistent, high-quality fire safety information to automation features that save time and reduce costs, Operance is helping construction companies and building owners manage safety more effectively than ever before.

Delivering Quality, Time Savings, and Cost Reduction

Our platform offers significant benefits in terms of quality, time savings, and cost reduction. Automating manual processes has been a game-changer, enabling faster decision-making and eliminating errors that come with manual data entry. Our bespoke templates ensure that every piece of information is accurate and up to date, and our digital platform eliminates the cost of printing and distributing paper-based manuals.

Thanks to these innovations, Operance has not only revolutionised fire safety management but also saved building operators up to 25% on building information creation expenses.

A Measured Success

Success for us isn’t just about awards, it’s about the real-world impact our platform has had. Our user base doubled in the last year, and we were proud to have been recognised at the Housing Digital Awards prior to last night’s success. By centralising fire safety information and enhancing collaboration across the industry, we’re making a tangible difference in building safety.

Building innovation awards

Best Digital Transformation – Finalist

In the Best Digital Transformation category, we were recognised for our Operance platform, built to address one of the most critical issues in the construction industry: poor building information. From the start, we envisioned a tool that would help manage building information effectively for both legacy and new buildings, ensuring compliance with the latest regulations.

Our platform uses machine learning and blockchain technology to automate processes, provide real-time updates, and ensure that all building safety information is centralised, smart, and accessible. This digital transformation has not only improved the way data is managed but has also fostered collaboration across project teams and the wider supply chain.

Building Innovation Awards winners 2024 Operance

The Rising Stars of PropTech and ConTech

As we reflect on last night’s success, it’s clear that the UK’s #PropTech and #ConTech scene is making huge strides. We should no longer be talking about productivity challenges outlined in McKinsey reports from nearly a decade ago; instead, it’s time to change the narrative and show the world just how innovative the construction and property industry truly is!

The Building Innovation Awards are proof that our sector is evolving. Together, we are fighting back against outdated perceptions, and through collaboration and cutting-edge technology, we’re paving the way for a more productive, efficient, and safer future. The progress we’ve seen over the past few years has been extraordinary, and the future looks brighter than ever.

A Word For the Event Organisers

A special thank you to the UKBE team for hosting such an incredible event! We’re grateful to Joe Broun, Gillian Ashworth, Charlie Robertson, and the entire team for making the Building Innovation Awards a night to remember. Not only do they put on a spectacular event, but they also play a vital role in the industry through their outstanding work with publications like Housing Digital and Build In Digital. Your dedication to shining a light on the best in the industry does not go unnoticed, and we appreciate everything you do to support innovation and growth.

Looking Ahead

At Operance, we’re more motivated than ever to continue driving change in the construction industry. Our mission is simple: to help create safer, smarter buildings through innovation, collaboration, and technology. Winning the Best Health & Safety Innovation award is a milestone for us, but it’s only the beginning.

We invite you to join us on this journey as we continue to revolutionise the way building information is managed. Visit our website to learn more about how Operance can help your organisation meet today’s safety and compliance challenges head-on. Together, we can create safer spaces for everyone.

Have You Read Our 'Ultimate Guide to: Building Regulations Compliance Statements (BRCS)'?

As we celebrate our win for Best Health & Safety Innovation, we’re also committed to helping the industry tackle the growing complexity of building regulations. If you found our platform’s role in enhancing fire safety management insightful, we invite you to check out our latest article: The Ultimate Guide to: Building Regulations Compliance Statements (BRCS) by our co-founder, Scott Pilgrim.

In this comprehensive guide, Scott breaks down everything you need to know about navigating the Building Safety Act 2022 and preparing a compliant BRCS for Higher-Risk Buildings. With practical tips and expert insights, this guide is an essential resource for ensuring your projects meet safety and legal standards without delays.

Read the full article here and learn how to streamline your compliance processes: The Ultimate Guide to: Building Regulations Compliance Statements.

How can Operance help?

If you would like to learn more about how Operance can help you can talk to one of our experts below.

If you would like to find out more about the pricing of our solutions, you can get a quote below.

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Building Owners

BIM Support, Golden Thread, BSA Compliance, Information Management and more…

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Building Safety Case Compliance – Live Group Webinar with Rider Levett Bucknall https://www.operance.app/building-safety-case-compliance-live-group-webinar-with-rider-levett-bucknall/ Fri, 24 Nov 2023 15:48:44 +0000 https://www.operance.app/?p=238518 Operance has raised a further £750K from NPIF – Mercia Finance to support new features in response to the higher-risk building legislation.  

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Building Safety Case Compliance – Live Group Webinar with Rider Levett Bucknall

Operance is teaming up with Rider Levett Bucknall for a webinar centering around Building Safety Case compliance.

Following the success of our last webinar on Your Journey to Safer Buildings, which attracted over 400 attendees, we’re thrilled to be partnering with RLB once again to explore this topic.  

The Building Safety Case Report stands as an indispensable document in meeting the regulatory mandates of the Building Safety Act. Serving as a condensed synopsis of extensive evidence detailing identified risks, alongside mitigation strategies concerning the building, its elements, and its occupants, this report holds paramount importance. It serves as a testament to the responsible parties’ commitment to managing fire safety and structural integrity risks effectively, ensuring both regulatory compliance and resident safety. In an industry that continually evolves, staying abreast of the latest Building Safety Act requisites and essential building information is imperative. We’re thrilled to announce our upcoming live webinar, ‘Building Safety Case Compliance,’ designed to explore the prerequisites of the Building Safety Case Report and the necessary information to ensure adherence to the Building Safety Act.

What you will learn from this webinar  

  • What is a Building Safety Case
  • What role does the Building Safety Case have within the Building Safety Act
  • What information should be included?
  • How should this information be stored and submitted?
  • How can Operance help?
  • How can RLB help?
  • Live Q&A

Who is Operance?

Operance is the world’s first true “Golden Thread” software platform, which provides comprehensive building information management solutions. 

Our software supports you to create digital operations and maintenance (O&M) manuals, Health and Safety (H&S) files, Building User Guides, PPM schedules and much, much more.

Who is Rider Levett Bucknall?

Rider Levett Bucknall (RLB) is a renowned global construction and property consultancy. Their services include Principal Design, project management, surveying and cost management. With a commitment to promoting best practices and ensuring building safety, Rider Levett Bucknall has established itself as a reliable partner for clients worldwide.

Join Operance and Rider Levett Bucknall to discuss Building Safety Case compliance on Monday 11 December. Sign up for free here.

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Operance raises additional £750K funding to help companies comply with Building Safety Act https://www.operance.app/operance-raises-750k-additional-funding/ Thu, 16 Nov 2023 17:54:03 +0000 https://www.operance.app/?p=238504 Operance has raised a further £750K from NPIF – Mercia Finance to support new features in response to the higher-risk building legislation.  

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Operance raises additional £750K funding to help companies comply with Building Safety Act

We’re thrilled to announce that Operance has raised a further £750,000 from NPIF – Mercia Finance, which will support the addition of new features on the platform in response to the latest “higher-risk building” legislation 

“We are excited to secure this additional funding, which supports our mission to manage the world’s building information and create safe, harmonious places for everyone,” enthuses Scott Pilgrim, Operance Co-Founder and Chief Product Officer. 

“Operance has been at the forefront of innovation, helping companies meet the requirements of the new building safety legislation efficiently. This funding will enable us to take it to the next level.”

Operance – the world’s first true “Golden Thread” software.

Operance helps building owners produce a “golden thread” of building information and comply with the Building Safety Act, which aims to improve building safety in the wake of the Grenfell Tower tragedy.   

The Act is being introduced in phases and the latest phase requires owners of ‘higher-risk buildings’ – which covers around 13,000 properties – to register them with the Building Safety Regulator and assess the safety risks and produce a safety case report to show how risks will be managed. From April 2024, further building information provisions are set to come in force.

Launching in 2020, the Operance platform has been transforming the way that building information is defined, curated, accessed and maintained. The software is used by housing authorities such as Camden, Basildon and Harrow and construction firms including KierHigginsUnited LivingVermont and Rider Levett Bucknall. 

Maurice Disasi, investment manager at Mercia, says:  

“The Building Safety Act will bring about major changes in the construction and property industry and will drive uptake of digital technology. Operance is the first platform that has been specifically designed to help firms meet the requirements of the Act.  

“This latest funding will enable the company to add new features and expand its presence in an industry that is ripe for change.” 

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The Ultimate Guide to: Construction Handover Packs https://www.operance.app/the-ultimate-guide-to-construction-handover-packs/ Wed, 15 Mar 2023 12:24:44 +0000 https://www.operance.app/?p=15613 As part of our 'Ultimate Guides' series, it is time to find out everything you need to know about Construction Handover Packs!

The post The Ultimate Guide to: Construction Handover Packs appeared first on Operance.

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The Ultimate Guide to: Construction Handover Packs

Intro

Whether you are about to provide the keys to a new multi-million-pound school, a refurbished hospital ward, or a new 2-bed home; owners, operators and occupiers expect a handover pack, commonly known as the ‘as-built’ information, or mistakenly referred to as the ‘O&M manuals’ – more on this later!

Asking a contractor or modular builder what they include in theirs is a bit like asking what their ideal Christmas dinner looks includes. Generally speaking, they’re more or less very similar, but there’s always a bit of variation in there, not to mention the level of quality in regard to ingredients and execution.

So what should contractors include in their handover pack? Well, that’s the first trap many fall into; it’s not their handover pack!

For instance, when designing new features for Operance, we don’t simply dream up new features that we think users will love; we ask the users what features they would love. I say this not just as a metaphor, but our user is the same as yours. In fact, we call our imaginary user ‘Jeff’.

Jeff could be the new school’s Caretaker, the residential block’s Building Safety Manager, the factory’s Asset Manager, or, the hospital’s Facilities Manager. In summary, Jeff is the person that needs the handover pack in order to operate, maintain and keep the new facility safe and efficient at all times.

It is, therefore, Jeff’s handover pack, not the contractors. But not just Jeff; others will benefit from the information too, such as Jeff’s boss, his colleagues, his building occupants (e.g. commercial tenants), the building owners, visitors, subcontractors and many, many more.

But hey, we probably don’t need to tell you this; you’ve probably been given the exact requirements from the client, right? They have no doubt stated that they expect to receive an O&M Manual, maybe a Health and Safety File too, or perhaps, just one or the other. They may have also asked for a Building User Guide and a Building Logbook. If they are a digitally-minded client, they will no doubt have asked for a finalised BIM model and, if you’re lucky, a side of COBie to go with it!

A common problem we see here with the client listing out these requirements is quite simply ‘copy and paste’. It’s probably not even the client asking for the information; it’s more often than not their project manager lifting text from Employers Requirements (ERs) elsewhere and dropping it in to save some time, without any consideration of what the actual client wants or, indeed, what Jeff needs.

The handover pack, its contents and its structure are often very subjective, with the person requesting it often not knowing the difference between an O&M and a H&S file, a Building User Guide and a Building Logbook.

So, to help, we decided to pull together a list (along with a brief description) of each section you may find in a quality Construction Handover Pack, starting with an understanding between Traditional, Digital and Smart O&Ms and the Construction Handover Pack, then we delve into the contents that could include the following;

Traditional v Digital v Smart ‘O&Ms’ 

Operations and Maintenance (O&M)

Health and Safety (H&S)

As-Built Design Information

Building User Guide (BUG)

Building Logbook (BLB)

Traditional v Digital v Smart ‘O&Ms’

Types and Forms

Let’s begin with a brief deciphering of the various types and forms of ‘O&Ms’;

  • Traditional: Paper-based information, provided in ring binders, stored on shelves.
  • Digital: PDF-based information, provided on CD’s and USBs, stored in ‘waterfall-type’ filing systems.
  • Smart: Data-based information, provided, stored and updated in an ‘agile’ web and mobile application.

O&Ms v Construction Handover Packs

Now, let’s tackle one of the most misunderstood concepts in construction, the elephant in the room; the use of the term ‘O&M’.

The ‘O&M manual’ is often used to describe the entire and complete ‘Construction Handover Pack’, when in fact, the O&M is a separate section in itself, merely forming part of the greater collection.

“The whole is greater than the sum of its parts” – Aristotle

I’m going to casually throw some theory at you now to explain; bear with me, it should make sense!

Systems Theory is the interdisciplinary study of ‘systems’, which are formed by cohesive groups of interrelated, interdependent components that, when all put together, form parts of the complex whole, i.e. in this example, the Construction Handover Pack.

Every system (the sections of the Construction Handover Pack, i.e. Health and Safety) has causal boundaries and is influenced by its context, defined by its structure, function and role, and expressed through its relations with other systems (i.e. Operations and Maintenance). A system is, therefore “more than the sum of its parts”. Changing one component of a system (i.e. a Risk Register within H&S), may affect other components or the whole system.

A system is, therefore, any set of distinct parts that interact to form a complex ‘whole’, in this instance; the Construction Handover Pack.

Closed v Open Systems

A ‘closed system’ is not affected by its environment, but an ‘open system’ is, meaning what happens outside of the system has an effect on the system itself.

This is the major difference between ‘Traditional’ and ‘Digital’ O&Ms (i.e. paper-filled ring binders and pdf-filled filling systems) and a ’Smart O&M’ (digital, dynamic, open and full lifecycle data systems).

A Smart O&M, or more precisely, a Smart Construction Handover Pack, is an open system which enables continuous inputs (the information you continuously enter), throughputs (the practice of continuously operating and maintaining the facility) and outputs (the standard of the facilities environment and experience as a result of the standard of the operations and maintenance, as a result of the standard of information input) throughout the building’s lifecycle – all whilst keeping an audit trail of everything (i.e. the golden thread).

A smart Construction Handover Pack must enable a ‘feedback loop’ to be open and truly ‘smart’.

A feedback loop provides continuous information back to the system by connecting the outputs to its inputs, i.e. learning from the standard of the facility as a result of the information and operations and maintenance.

For instance, a feedback loop could predict changes in patterns of behaviour, which is why really advanced clients are starting to investigate smart buildings, digital twins and the Internet of Things (IoT) to predict maintenance requirements proactively rather than reactively, in real-time.

  • A ‘negative feedback loop’ indicates a problem that needs to be resolved, for example, a boiler that has broken down and needs repairing due to poor misuse and a lack of servicing.
  • A ‘positive feedback loop’ identifies outputs that have worked well, for example, low energy costs as a result of careful energy consumption use and monitoring.

Thus, a feedback loop is a means of confirming if the building is a success or a failure; if it is the latter, it should signal the corrections that need to be made.

Systems Management

But all this means very little without the role of management. The owners of the building are responsible for defining the inputs at the very beginning. They should manage the following:

  1. Inputs: consider the operator’s and occupier’s needs in terms of the O&M inputs (the information) they need to create a safe, harmonious building experience for all.
  2. Throughputs: monitor the throughputs (the practice of operations and maintenance) and use the inputs to create the desired outputs.
  3. Outputs: manage the outputs (the building standards and experiences) into the environment.
  4. Feedback: monitor for positive and negative feedback loops and make changes necessary to alleviate any negative ones.

Traditional paper/pdf ‘O&Ms’ are incapable of receiving feedback loops; they are ‘closed systems’.

They rely on one input, a stagnant record of a set date in time (i.e. handover), with little or no way of adding new inputs via feedback loops during its lifecycle. They have no way of reflecting what is actually happening during the occupation phase.

Then there’s the general functionality of the inputs (i.e. the information). Ask yourself, whatever Construction Handover Pack ‘system’ you hand over to clients now, how easy is it to search, share, edit, update, supplement with new information, and use the information to operate and maintain buildings?

If your answer is that you probably can’t do any of those things with your current way of defining, curating, accessing and maintaining your Construction Handover Pack, then you might be surprised at how easy it is to switch to a smarter solution, such as Operance.

Why not give our Chief Sales Officer, Ian Hetherington a call on 07775 597214, or drop him an email at ian.hetherington@operance.app to discuss? He might even throw in a 20% discount for your first proof of concept project should you mention the code POC20!

Operations and Maintenance (O&M) Manual

Ok, now we better understand O&M’s as a component, i.e. one of the many cogs in the bigger system, the Construction Handover Pack; let’s now delve into the contents of Operations and Maintenance (O&M) ‘Manual’. The O&M Manual is a collection of all the information relating to its origin, form, operations and maintenance of the key components (i.e. boiler) that make up the systems (i.e. heating system) and the cohesive grouping (i.e. the building).

Components

Examples of ‘components’ generally found within a building and that could be detailed in the O&M Manual:

  • Boiler
  • Light Fixture
  • Air Handling Unit
  • Plasterboard
  • Shower Unit
  • CCTV camera
  • Fire Alarm
  • Elevator Controls

Systems

Examples of ‘systems’ generally found within a building and that could be detailed in the O&M Manual:

  • Cold and Hot Water Systems
  • Emergency Lighting Systems
  • Heating, Ventilation and Air Conditioning System
  • Internal Wall System
  • Plumbing Systems
  • Security System
  • Fire Protection System
  • Elevator System

Component and Systems Information

Examples of specific O&M information contents;

  • Manufacturer’s Details: key information that identifies the company and key contact information should users have questions or concerns. This could include the company name, contact information such as the company’s address, phone number, email address, website, product support, country of origin, compliance information and perhaps even social media links.
  • Data Sheet: a comprehensive data set regarding a product’s traits and characteristics. This could include the product’s technical specifications, design, size, dimensions, materials, power requirements, safety warnings, performance, and functionality.
  • Drawings: specialist products, whether they be bespoke (i.e. a passenger lift) or ‘off-the shelf’ (i.e. a disabled platform lift), should be accompanied by their relevant designs, which could include elements of architecture, structural, mechanical and electrical engineering. These will provide dimensions of the product and give insight into the areas of the product you cannot see with the human eye, such as what’s behind the wall, for instance.
  • Operating Manual: this should provide instructions on how to use a product safely and effectively. The specific content of an operating manual can vary depending on the product, but in general, it should include safety information, setup and installation instructions, operating instructions, maintenance and care guidance, service guidance (plus any pre-agreed service plans) and troubleshooting.
  • Warranties and Guarantees: legal information informing the owner of their rights and obligations in the event of component failure and/or dispute. The main difference between a guarantee and a warranty is that a guarantee is usually free, whereas a warranty typically includes a premium for the cover (much like a form of insurance). The great thing about a guarantee is that it is legally binding and adds to your rights under consumer law. Each one is different, but they tend to be useful if:
    • If something’s gone wrong after the handover and you want a repair or replacement (you may/may not) have to prove you didn’t cause the problem.
    • You bought an item abroad, and the manufacturer is based in the UK.
    • A trader’s gone out of business, and there’s a problem with the goods or service they provided.

    The paperwork should state the following:

    • How long does the warranty or guarantee last.
    • What you’re entitled to, e.g., a refund, repair or replacement.
    • If you can’t find the guarantee or warranty, contact the seller or trader and ask if they have a copy of the manufacturer’s contact details.
  • Commissioning and Testing Results and Certificates: i.e. a record of how the facility and its systems and components have been tested to meet relevant standards. It provides evidence that the asset is able to deliver on its purpose. It could include:
    • Air Permeability Test
    • Acoustic Test
    • Mechanical and Electrical System Tests (e.g. ventilation, emergency lighting, solar photovoltaics (PV), plumbing installations, air source heat pumps, heat recovery units)
    • Water Legionella Testing
    • Simplified Building Energy Model (SBEM)
    • Energy Performance Certificate (EPC)
  • Brochure: your clients and end users may also find a copy of the manufacturer’s literature quite useful too. This could provide less technical information than others may prefer. It could provide detailed 3D imagery and examples of the product in use. It should provide an overview of all the other information as listed above, just in a more succinct manner. Because of this, a brochure is not a substitute for the technical data required in order to properly operate and maintain the product.

Take, for instance, a boiler. The O&M should provide the technical specifications, the manufacturer’s details, its expected performance, a test certificate, a warranty and all the detail required in order to efficiently and safely operate and maintain it. It should also provide information about the collective heating and/or hot water system that it is connected to. If you need detailed information on the boiler (and its own components), such as how to service it (and when), you need to search the O&M manual for the boiler and its collective information.

Building Information

But it’s not just information about the individual components/assets and the collective systems that the O&M holds; it should also provide the following information regarding the facility itself, such as;

  • Project Description: this should provide a detailed overview of the original project. It should outline the facility’s purpose, scope and key features. It could also describe the objectives of the project (i.e. what the facility is designed to achieve and how it will benefit stakeholders). It must include the location of the project and the teams involved. It may also provide details of the project’s timeline and budget.
  • Type of Construction: description of the materials used, building techniques applied, description of the structural design and architectural style, the age of the building, if not new, and if any previous works have been carried out back to its original construction (if known).
  • Key Contacts: contact information for key personnel; this should include contact details for the building owner or property manager, as well as the principal contractor, principal designers and any key personnel responsible for the building’s design, build, supply and/or fix of major assets and maintenance and operation procedures.
  • Defects Procedure: it’s very rare, sadly, that a project will handover with zero defects. Most projects are delivered with a number of ‘patent’ defects (those which are patently obvious, such as a cracked pane of glass), and ‘latent’ defects (those in which manifest themselves later, such as subsidence). In either case, there should be an agreed defects procedure in place in which end-users can follow to accurately report and provide a definition of what’s wrong. The contractor should be able to receive, acknowledge, investigate, prioritise, resolve, communicate and document the response.
  • Asset Register: a schedule of the components that form part of a building. An asset register may be prepared for every component in a building or just for the ‘active’ assets that require regular inspection, maintenance, cleaning or replacement, such as building services components.
  • Completion Certificates: a document that confirms that the building has been constructed in accordance with the approved plans, specifications, and relevant building codes and regulations. It is usually issued by the local building control authority or a qualified inspector after they have conducted a final inspection of the completed building. It indicates that the building is safe and meets all the regulatory requirements. Mortgage lenders or insurance companies may require it before they will provide financing or coverage for the building. Additionally, it may be required as evidence of compliance with building regulations when the building is sold or leased. The completion certificate is also a legal requirement for Higher-Risk Buildings (those that are at least 18m tall, or 7 storeys high and have at least 2 residential units, or is a hospital or care home) and must be presented when applying for a Building Assurance Certificate from the new Buiding Safety Regulator.
  • Planned, Preventative Maintenance (PPM): A proactive maintenance schedule in which work is scheduled to occur regularly and consequently documented once it has occurred. The PPM schedule is performed to help preserve a property’s condition, prevent problems from occurring, and avoid failures or breakages. Ultimately, a properly implemented and managed PPM schedule will protect the underlying value of the building and reduce unnecessary expenses and reactive maintenance costs. It will also protect the owner/owner’s organisation by ensuring they stay on top of statutory requirements like gas safety certificates or LOLER inspections. Regular tasks could include:
    • Boiler Servicing
    • Condition Surveys
    • Roof Inspections
    • Lift Engineering Insurance Inspection

In summary, an O&M is a bit like the owner’s manual you get with a car, except for a building or structure. It is often referred to more generically as the building owner’s manual – but this again can be often confused, in this instance, with both the Building User Guide and the Building Logbook. Whereas the Health and Safety (H&S) file is required by law under the Construction (Design & Management) Regulations, the O&M manual is usually an Employer’s Requirement that forms part of the building contract. The O&M contains information on the operation and maintenance of the building.

Health and Safety (H&S) File

A Health and Safety ‘File’ is a collection of all information and documents relating to the facility’s health and safety handed over to the building’s owners, operators and occupants.

Like all other documentation in the Construction Handover Pack, it is compiled during the construction phase by the Principal Designer (PD) and handed over to the building owner or manager upon completion of the project. The project’s Principal Contractor (PC) must provide the PD with information for inclusion. Should the PD’s appointment be completed prior to handover, the file must be passed on to the PC, who must then ensure it is reviewed, updated and revised to take into account any changes that may have taken place between the date of the principal designer’s completion and the completion of the work.

However, unlike the other documentation in the Construction Handover Pack, the Health and Safety file is a legal requirement in the UK, as set out in the Construction (Design and Management) Regulations 2015. These regulations state that the building owner or their representative must ensure that a building Health and Safety file is prepared and kept up-to-date for all projects involving construction work, including any construction work involving more than one contractor. This includes most building projects, including new build projects, refurbishment work, and extensions.

The point of the H&S file is to provide the building owners and operators (or the Accountable and Principal Accountable Persons) with a level of detail proportionate to the risks of the project in respect of how to operate and maintain the building or site safely and how to deal with potential hazards or emergencies. Note that this is not a guide on operating and maintaining the building specifically or in detail, as this information is provided in great detail in the O&M, and summarised in the Building User Guide; the H&S file should simply explain how to do it safely.

If you need to know if something is safe to do or where a hazardous material is, you would look in the H&S file. Unlike the O&M manual, the Health and Safety file just contains information specific to health and safety. What’s safe, and what hazards building owners, operators, and occupants should be aware of? The Construction (Design and Management) Regulations 2015 (Regulation 12) states;

“The principal designer must prepare a health and safety file appropriate to the characteristics of the project which must contain information relating to the project which is likely to be needed during any subsequent project to ensure the health and safety of any person.”

The H&S file, therefore, contains health and safety information for the future use and maintenance of the building. It should provide relevant information to inform the ongoing safety of the building or site, and the planning of future project works. It does not need to include information about the construction works carried out during the relevant project unless it may affect future works. The H&S file should be kept up to date as changes are made to the building or its use.

Here is an overview of the general sections and contents you could expect to find within the Health and Safety File;

Surveys

There are various types of pre and post-construction surveys that could be carried out and should therefore be included for information as it may inform either the ongoing operations and maintenance of the facility or the further development of it. Some of the most common types of surveys are:

  • Building Condition Survey: assessment of the overall condition of a building, identify any defects, and provide recommendations for repair and maintenance.

  • Dilapidation Survey: carried out before and after a construction project to record the condition of adjacent properties and identify any damage that may have been caused during construction.

  • Structural Survey: assessment of the structural integrity of a building and identify any defects or weaknesses that may affect its stability or safety.

  • Measured Building Survey: carried out to produce accurate measurements and drawings of a (usually existing) building, including floor plans, elevations, and sections.

  • Asbestos Survey: identification of the presence and location of asbestos-containing materials (ACMs) in a building and provide recommendations for safe removal and disposal.

  • Archaeological Survey: identification, assessment, and record of archaeological sites and artefacts in a particular area. They are usually conducted by trained professionals, such as archaeologists or cultural resource management experts, who use a variety of methods to locate and document archaeological sites. They typically involve a combination of fieldwork, research, and analysis. The results are used to understand the historical and cultural significance of an area, to develop plans for site preservation or excavation, and to comply with cultural resource management regulations.

  • Topographical Survey: This survey is carried out to produce a detailed map of the land and its features, including contours, boundaries, and utilities.

  • UXO Bomb Survey: identification and locating of unexploded ordnance (UXO), which are explosive devices used in past conflicts but did not detonate. UXO can include bombs, grenades, artillery shells, and other types of explosives that pose a risk to public safety.

  • Utilities Survey: also known as a Buried Services survey or Underground Utility Detection survey, this is conducted to locate and map out the underground utility services that are buried beneath a particular area. These services may include things like gas lines, water pipes, electrical cables, fibre optic cables, telecommunications lines, and other buried infrastructure to identify the exact location of these underground utilities to prevent accidental damage during construction, excavation or drilling works.

  • Drainage Survey: a detailed assessment of the drainage system in a property or an area. It is conducted to determine the drainage system’s condition, functionality, and efficiency and to identify any issues or potential problems. It is typically recommended that a Drainage Survey be conducted regularly, especially for older properties or those with a history of drainage problems. Clients usually require it at handover to prove the drainage system has been completed without any hidden defects.

  • Environmental Surveys: assessment of the potential impact of a project on the natural environment. Some of the most common types could include:

    • Ecological Survey: This survey is carried out to assess the impact of a construction project on local wildlife and ecosystems and to identify measures to mitigate any negative impacts. It may involve surveying the area’s plant and animal species and evaluating their habitats and breeding patterns.
    • Arboricultural Survey: carried out to assess the health and condition of trees on a site and identify any trees at risk of damage or removal during construction. It may also involve identifying measures to protect trees that are to be retained during the construction process.
    • Bat Survey: carried out to assess the presence and activity of bats on a site and to identify any risks to their habitat or breeding patterns posed by the construction project. It may involve surveys of bat roosts, feeding grounds, and flight paths and identifying measures to protect bats during construction.
    • Bird Survey: carried out to assess the presence and activity of bird species on a site and to identify any risks to their habitats or breeding patterns posed by the construction project. It may involve surveys of nesting sites, feeding grounds, and flight paths and identifying measures to protect birds during construction.

Statutory Approvals

These refer to the legal requirements that must be met before a building can be constructed, altered, demolished or occupied. The specific types of approvals and conditions will vary depending on the location and type of building. However, here are some of the most common examples:

  •  Planning Approval and Conditions: In undertaking particular types of development (e.g. new build or refurbishment), Local Authorities will need to ensure that any necessary Statutory Approval is obtained and that it complies with any legal waivers, consents and conditions attached to the granting of the approval. It is important to have evidence of the permission and conditions agreed upon to build and utilise the facility legally.
  • Building Regulations Approval: This separate approval ensures that the proposed building meets the minimum safety, health, and energy-efficiency standards set out by the government.
  • Environmental Impact Assessment: only applicable for projects that could significantly impact the environment. It is used to assess the potential environmental impact of the proposed building and to identify any measures that can be taken to mitigate those impacts.
  • Listed Building Consent: only applicable if the proposed building is a historic or listed building. This approval is required to ensure that any alterations or repairs do not compromise the historical integrity of the building.
  • Fire Safety Approval: required for buildings that are deemed to pose a significant fire risk, such as high-rise buildings, hospitals, or schools. It ensures that the building has adequate fire safety measures in place.
  • Health and Safety Approval: only applicable to buildings that are deemed to pose a risk to the health and safety of the occupants. It ensures that the building complies with all relevant health and safety regulations, such as those related to ventilation, lighting, and hygiene.
  • Drainage and Sewage Approval: required to ensure that the building has adequate drainage and sewage systems in place.
  • Access and Mobility Approval: This approval is required to ensure that the building is accessible to people with disabilities and meets all relevant accessibility standards.
  • Public Right of Way Approvals: necessary for any construction, alteration, or repair work that affects public roads and pathways. The approvals ensure that the work is done safely and does not cause unnecessary disruptions to traffic or pedestrians. Here are some of the common types of roadwork approvals:
    • Planning Permission: Any roadwork that involves building or changing the layout of a road will require planning permission. This ensures that the proposed changes comply with the local zoning laws and environmental regulations.
    • Road Closure Permits: If the roadwork requires the closure of any part of the road, a road closure permit will be necessary. This allows the road to be closed for a specified period and ensures that the closure does not cause undue disruptions to traffic.
    • Traffic Management Plans: for any roadworks that could affect the flow of traffic. It should outline the measures that will be taken to ensure the safety of pedestrians and motorists and minimise traffic disruptions.
    • Road Excavation Permits: required if the roadwork requires excavation of the road. It aims to ensure that the excavation is done safely and does not cause damage to any underground utilities.
    • Street Works Notices: For any roadwork that takes place on a public road, a street works notice must be issued to the local authority. This notice outlines the work’s scope and the project’s duration.
    • Utilities Notifications: if the roadwork requires the interruption of any utilities such as water, gas, or electricity, the relevant utility companies must be notified in advance. This ensures that the utilities can be safely disconnected and reconnected without causing disruptions to service.
    • Noise and Vibration Management Plans: required if the roadworks are likely to generate significant noise or vibrations. It outlines the measures that will be taken to minimise any disturbances to nearby residents.

Risks Assessments & Method Statements

A risk assessment aims to identify potential hazards and assess the likelihood and potential consequences of those hazards in order to develop strategies to mitigate or manage the risks. It’s the process of identifying, analysing, and evaluating potential risks or hazards associated with a particular activity, process, or situation. For example:

  • Residual Risks: identification of residual risks (risks that remain whereby the design team were unable to eliminate them from the design of the project), general hazards and the measures put in place to control them. Residual risks could be relevant to ground conditions, asbestos, fragile materials and other hazards.
  • Fire Risk Assessment: a fire risk assessment is an evaluation of the risk of fire occurring in a building or facility and the potential harm that may result from a fire. The assessment is conducted to identify potential fire hazards, evaluate the likelihood of a fire occurring, and assess the effectiveness of current fire safety measures. A fire risk assessment should typically involve a physical inspection of the building, including its structure, layout, and any equipment or materials that could increase the risk of fire. The assessment may also take into account the activities carried out in the building, the number of people present, and any special considerations, such as the presence of vulnerable individuals or hazardous materials.
  • Method Statements: descriptions of the specific steps to be taken when carrying out operational and maintenance tasks. Information could include safe working loads and structural information. An example of a task could be the use of a ‘cherry picker’ in an internal foyer to change light bulbs at height, for example. They should be developed in consultation with competent persons and be reviewed and updated as necessary.
  • Hazardous Materials: information on materials used during construction and any potential hazards associated with them.
  • Hazardous Substances: details of any hazardous substances used or stored on-site and the procedures for dealing with them.

Policies, Procedures, Records and Inspections

  • Health and Safety Policies: detailing any overarching principles and values with regards to health and safety, i.e. responsibilities of workers, supervisors, and managers; hazard identification and assessment; incident reporting and investigation; visitors policies, and training requirements.

  • Permit-to-Work Systems: used to control high-risk activities, this is a formal document that authorises specific work to be carried out and ensures that all necessary precautions have been taken to mitigate any associated risks.

  • Training Records: a record of all training provided to end-users at the time of handover and for any training given during the occupation phase. It could also include site induction, job-specific, and refresher training. These records should include details such as the date and duration of the training, the name of the trainer, and the topics covered.

  • Safety Inspections: a record of all required inspections, certifications, and tests performed on the building’s safety-related systems and equipment, including fire safety inspections, electrical safety inspections, and elevator safety inspections. There should also be details of the suggested regular safety inspections that should be carried out during occupation to identify any hazards or areas for improvement. The findings of these inspections should be documented, and any necessary corrective action should be taken.

  • Safety Systems Testing Schedule: the regular maintenance and testing of safety equipment and systems such as fire alarms, emergency lighting, and ventilation systems should be scheduled out.

  • Emergency Procedures: including evacuation plans and contact details for the emergency services and key stakeholders in the event of major emergencies, plus contact details for local non-emergency services and key stakeholders to call for assistance in the event of minor emergencies.

As-Built Design Information

An evidential record of how the building has been designed and ‘as-built’ at the time of handover. As-built drawings can be provided by the project’s design team (e.g. architect, civil and structural engineer, mechanical and electrical engineers, specialist consultants, specialist contractors and suppliers).

As-built design information goes beyond just drawings which are traditionally provided in PDF format, but it is now not unusual for clients to also request copies of the designers ‘as-built’ 3D models also (see BIM at the bottom of this list). It must contain the information required before drawings are created too. You should, therefore, provide the following;

Design Preparation

  • Strategies: such as Design and Access Statement, Dismantling Strategy, Fire Safety Strategy, MEP Strategy, Roof Access Strategy and Rainwater Harvesting Strategy.
  • Specifications: such as architectural, civil, structural, mechanical, plumbing and electrical specifications.
  • Calculations: including foul water, surface water, foundations and structural calculations.

Designs

All elements of design should be recorded and provided, complete in the final ‘as-built’ version, such as;

  • Architectural: such as general arrangements (GAs), elevations, sections, fire safety equipment positions, fire escape plans, and site plans.
  • Structural: such as foundation plans and sections, structural frame elevations, sections and plans.
  • Civils: such as grading plans, drainage plans, details and sections, water supply plans and road and pavement plans, sections and details.
  • Mechanical: such as hot and cold water supplies, piping and instrumentation plans, schematics and isometrics.
  • Electrical: such as electrical supply distribution plans, wiring diagrams, schematics and lighting layouts.
  • Landscaping: such as planting layouts, hardscape plans and irrigation plans.
  • Specialist Designs: such as Acoustician and Multi-Use Games Area (MUGA) plans.
  • Subcontractor Designs: such as platform lifts and secondary steel staircases.

BIM

BIM is a process supported by various tools, technologies and contracts involving generating and managing digital representations of facilities’ physical and functional characteristics and components.

At practical completion, the final fully audited and approved Building Information Modelling (BIM) information. BIM information should be handed over to the client or facility management team; this could include the following:

  • AIM Model: the final ‘as-built’ recorded federated model (i.e. all design models combined into one combined, overlayed model) representing the asset configuration at handover is called the Asset Information Model (AIM). The AIM should be ‘systemised’ using the completed system breakdown structure, which forms part of the agreed data model. The best practice is to use the OpenBIM IFC Schema, which includes the COBie data model. A suitable class library (i.e. Uniclass 2015) should be successfully implemented as defined in the client’s Exchange Information Requirements (EIR) to define the asset types. The class library should be compiled within the IFC data schema. If requested within the EIR, the model should include all relevant data related to the building’s design, construction, and operation. This may include information such as geometry, material specifications, and equipment locations. Whether federated or not, the model(s) should be fully checked with any final coordination and clash issues removed. It should also be checked that the information fully aligns with the client’s EIR and the various BIM Execution Plans (BEP).
  • COBie Data: Construction Operations Building Information Exchange (COBie) data is a standardised format for exchanging information about a building’s assets. This data should be included in the BIM handover and may include details such as equipment specifications, warranty information, serial numbers, warranty information, and maintenance records.

If you are a contractor or modular builder and need help delivering your client’s BIM requirements, then you might be surprised how many of your industry colleagues our Operance Digital Services team already work with. Why not give our Head of Digital Services, Dave Peacock a call on 07429 869804, or drop him an email at dave.peacock@operance.app to discuss further?

Building User Guide (BUG)

A Building User Guide is a document that provides information about how to use and maintain a building, its systems, and its equipment. The guide is intended for the building’s occupants and is designed to help them understand how the building works and how to get the most out of it. It is a summary of the Operations and Maintenance (O&M) Manual, designed to give none technical users an overview of how to operate and maintain the facility.

The BUG typically includes information on the building’s layout, including floor plans and room functions, as well as details on the building’s heating, ventilation, and air conditioning (HVAC) systems, lighting, plumbing, and other systems. It may also provide guidance on how to operate and maintain specific equipment, such as elevators, fire alarms, and security systems.

In addition to providing information on the building’s physical systems, the user guide may also include information on policies and procedures related to building use, such as rules for parking, waste disposal, and common area maintenance.

A well-designed BUG can be a valuable resource for building occupants, helping them to feel more comfortable and in control of their environment and reducing the need for support and assistance from building management or maintenance staff. It should focus on information relating to the management of people and how they interact with the building. It should also provide a level of detail appropriate for the individuals that occupy or otherwise use a property.

In summary, the BUG provides the end users/occupants of the building with a simple, quick and easy guide to the everyday functions of the building in order to ensure a safe and healthy work environment while complimenting the efficient operation of the building to the full potential provided by the design.

For a more detailed overview of the building User Guide (BUG), please find our previous article: The Ultimate Guide to Building User Guides.

A building user guide should provide essential information such as the following:

  • Introduction: A brief overview of the purpose and scope of the building user guide and the intended audience.

  • Building layout and features: This should include floor plans, room functions, and descriptions of key building features such as entrances, exits, elevators, and stairs.

  • Building systems: This should provide information on the building’s heating, ventilation, and air conditioning (HVAC) systems, lighting, plumbing, electrical, and other systems. It should include instructions on how to operate and maintain these systems, as well as any safety precautions.

  • Building policies and procedures: A clear and concise description of the building’s policies and procedures, including hours of operation, access, parking, security protocols, waste disposal, water management and common area maintenance.

  • Emergency procedures: Detailed information about emergency procedures, including evacuation plans, emergency contacts, and emergency response protocols.

  • Maintenance and repairs: Information about the maintenance and repair of the building’s facilities and systems, including procedures for reporting problems, expected response times, and more.

  • Energy efficiency and sustainability: Information about the building’s energy-efficient and sustainable features, including tips for reducing energy consumption and minimising waste.

  • Health and safety: Whilst more detailed information can be found in the Health and Safety File, and the Health and Safety Summary, the BUG could provide basic information about health and safety in the building, including tips for promoting a safe and healthy work environment.

  • Emergency procedures: This should include information on emergency procedures such as fire safety, evacuation plans, and first aid procedures.

  • Contacts: This should include a list of key contacts such as building management, maintenance staff, security personnel, emergency services, and the keyholders register.

  • FAQs: Frequently asked questions related to the building and its operation can also be included in the user guide.

  • Appendices: Additional resources, such as contact information for building management and maintenance staff, maps, and emergency response plans.

Building Logbook (BLB)

A Building Logbook (BLB) is a document that also contains a record of the building’s design, construction, operation, and maintenance history. However, much like the Building User Guide (BUG) is a high-level summary of the information found within the O&M Manual for general operations and maintenance of the building, the Building Logbook (BLB) is a summary of the O&M information relevant to energy and sustainability.

The BLB is an essential tool for building owners, operators, and maintenance staff to help ensure that the building operates efficiently and safely throughout its lifecycle. It is intended to be a live document in which to record ongoing ‘as-performing’ building maintenance and energy performance information in use during the occupation phase.

The BLB enables end-users, most notably the operators, with a place in which to record how the facility performs in use.

The BLB satisfies the Part L 2006 of the Building Regulations requirement to provide records of ongoing building energy performance for new buildings and in existing buildings when the services are changed. It is also a key requirement in order to meet certain sustainability standards such as BREEAM.

The building logbook should contain information on the following:

  • Introduction: This section provides an overview of the building, its purpose, and the intended audience for the logbook. It also includes information on the purpose of the logbook and how it is organised.
  • Design and Construction: This should include drawings, specifications, and details of the building’s construction, materials, and systems.
  • Commissioning: This should include information on the commissioning process, including commissioning plans, test procedures, and results.
  • Operation: This should include details on the building’s operation, including schedules for system operation, maintenance, cleaning and any changes made to the building’s operation over time.
  • Maintenance: This should include a record of all maintenance activities, including repairs, replacements, and upgrades, as well as any maintenance schedules, checklists, inspection records and component failure records.
  • Energy Usage: This should include records of the building’s energy usage, such as electricity, gas, and water consumption, as well as any energy-saving measures implemented. It should also include any records of environmental assessments or sustainability measures.
  • Health and Safety: This should include information on any health and safety measures taken, such as risk assessments, safety procedures, and accident records. It could also include a record of any training on safety procedures for building occupants.
  • System Upgrades and Replacements: This should include details of any upgrades or replacements of building systems, such as HVAC, lighting, and fire safety systems. It could also include records of any system testing or commissioning activities that were carried out as part of these upgrades or replacements.
  • Contacts: This section includes a list of key contacts such as building management, maintenance staff, security personnel, and emergency services.

The building logbook should be kept up-to-date and accessible to all relevant personnel, including building management, maintenance staff, and contractors.

Outro

So, in summary, a complete Construction Handover Pack should provide all the information and documentation necessary for the safe and efficient operation of the building and for informing any further development, modifications or renovations that may be required.

It’s important to realise that the old adage of garbage in, garbage out is incredibly pertinent when it comes to defining and providing handover information. The lower the quality of the information provided, the lower the efficiencies, safety standards and general value of the end asset.

There should be many competent persons involved in the provision of handover information; designers, contractors, consultants, technical authors, manufacturers, suppliers, subcontractors and more. The contents of the documents should never be left to just one person. No one person on the planet is competent, qualified or experienced enough to know everything about everything in regard to your building. It is, therefore, a team effort.

But let’s not forget, even with all the competent persons involved and providing all the information you asked for, ask yourself, “Is it what Jeff needs!?”.

Get end users involved at the start! Seek input from the persons who actually need this information; it shouldn’t just be a box-ticking exercise. In fact, let them have access to the information as it is being developed, giving them a real chance to understand the facility well before handover and not just during the Government Soft Landing (GSL) period.

 

We hope this guide has been informative and useful. Should you believe we have missed something or want to provide general feedback, please feel free to contact the author and our Chief Product Officer and co-founder Scott Pilgrim at scott@operance.app.

Want to know more? Contact us to arrange a demo today: https://www.operance.app/request-a-demo/

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The post The Ultimate Guide to: Construction Handover Packs appeared first on Operance.

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