request for expression of interest (eoi) for

Request for Expression of Interest (EOI) for Prequalification

of Project Management Consultant for the Museum Project

(M+) and the Common Basement (Phase I)

26 April 2013

West Kowloon Cultural District Authority

Request for Expression of Interest (EOI) for Prequalification of Project Management

Consultant for the Museum Project (M+) and the Common Basement (Phase I)

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1. INTRODUCTION

2. REQUIREMENTS

3. THE PROJECT

3.1. Project Vision

3.2. The Site

3.3. Phasing

3.4. Project Constraints

4. ANTICIPATED SCOPE OF CONSULTANCY SERVICES

4.1. General

4.2. Critical Interfaces

5. COMPETENCY & QUALIFICATION OF THE DESIGN CONSULTANT

6. ANTICIPATED PROGRAMME

7. SUBMISSION

7.1. Submission Lodgement and Closing Time

7.2. Submission Requirements

7.3. EOI Submission

7.4. Submission Format

7.5. Language

8. SUBMISSIONS EVALUATION

8.1 EOI Assessment

8.2 Selection Criteria

9. AMENDMENTS, ENQUIRIES AND AUTHORITY’S WEBSITE

9.1 Amendments

9.2 Enquiries

9.3 Authority’s Website

10. INTELLECTUAL PROPERTY RIGHTS

11. INELIGIBILITY

12. GOVERNING LAW AND JURISDICTION

13. CONFIDENTIALITY




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14. SEVERABILITY

15. GENERAL PROVISIONS

Attachments (Note: Form A to Form G must be submitted together with the EOI

Submissions)

Form A – General Information

Form B – Joint Venture or Consortium Data

Form C – Past Experience

Form D – Schedule of Key Personnel

Form E – Declaration Form

Form F – Letter of Association

Form G – Enclosures and Certification of Response

Annex 1 – Names of Members of the Development Committee, WKCDA Board and the

Management Team of the Authority as of April 2013

Appendix 1: WKCD Area Plan

Appendix 2: WKCD M+ Master Site Plan

Appendix 3: WKCD M+ Consultancy Brief

Appendix 4: WKCD Common Basement (Phase I) Plan




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1. INTRODUCTION

West Kowloon Cultural District Authority (the “Authority”) is a public body established

under Section 3 of the West Kowloon Cultural District Authority Ordinance [Cap. 601]

(The Ordinance).

The West Kowloon Cultural District (the “WKCD”) is one of the world’s largest and

most ambitious arts and cultural building programmes. It aims to deliver up to 17 new

performance and visual arts venues, museums, open spaces, education resources,

commercial and retail opportunities. With funding from the Government of the Hong

Kong SAR, the WKCD is being developed for the people of Hong Kong and visitors

from around the world. The WKCD positions itself as a leading cultural brand of the

future.

Following a three-stage public engagement exercise to gauge view on three different

proposed Conceptual Plans (the “CP”) for the WKCD, the Board of the Authority (the

“Board”) selected “City Park” designed by Foster + Partners as the preferred option for

the development of the future arts and culture hub in the WKCD. In the selected CP and

corresponding to the town planning requirements, open spaces of 23 hectares are

proposed with tree canopies to provide shade and to create a comfortable microclimate in

order to bring the countryside into the city fabric. Of that, 14 hectares (approx.) located

at the western portion of the WKCD will be a park area, referred to as the Park.

The Authority prepared the Development Plan (the “DP”) of the WKCD plan area based

on Foster + Partners’ concept and submitted the DP in December 2011 in accordance with

the stipulations under the WKCD Ordinance and the DP was published on 30 March 2012

by the Town Planning Board. The Development Plan, Notes and Explanatory Statement

can be viewed and downloaded from the Town Planning Board website:

http://www.ozp.tpb.gov.hk/default.aspx. The WKCD area plan is indicated in

Appendix 1.

Background information about the project of the WKCD is available at the Authority’s

website: “http://www.wkcda.hk”.

The Museum Project (M+) is one of the largest and most important Core Arts & Cultural

Facilities (CACF) to be built in Phase I of the WCKD Development. It will incorporate

a world class collection in addition to incorporating educational and retail / dining and

entertainment facilities. The Museum Project (M+) has a significant interface with both

the Common Basement (Phase I) and Phase I of the Park . The two level Common

Basement (Phase I) area is also significant as it will incorporate parking area at lower

level and an area for the District Cooling System (DCS) in addition to other Public

Infrastructure Works (PIW) such as roads and utilities. The basement area will also

have an interface with the sub-structure of the future Lyric Theatre which requires to be

considered.

http://www.ozp.tpb.gov.hk/default.aspx




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2. REQUIREMENTS

The Authority intends to appoint a Project Management Consultant (the “PMC”) to

provide full and complete project management services (the “Services”) throughout the

whole life cycle of the Museum Project (M+) and the Common Basement (Phase I)

(collectively the “Project”). A two-stage consultant selection process will be conducted.

Following completion of the Design Competition process, an international Architectural

led multi-disciplinary Detailed Design Consultant Team (DDC) will be appointed to

develop the design of the Museum Project (M+) and the Common Basement (Phase I),

and an independent Quantity Surveying Consultant (QSC) has been appointed by the

Authority to work with the DDC to monitor the cost and contractual matters in respect of

Museum Project (M+). A separately appointed Quantity Surveying Consultant (QSC)

will be appointed for the Common Basement (Phase I). To avoid any conflict of interest,

the DDC and all consultants in relation to Museum Project (M+) and the Common

Basement (Phase I) will be barred from participating in the PMC selection and vice versa.

The Authority may also engage a consultant to perform the role of Executive Project

Architect (EPA) whose primary function will be to ensure that the multifarious designs for

the WKCD are coordinated and integrated in order to achieve a ‘seamless’ development of

the whole district.

A two-stage PMC selection process will be conducted as below:

Stage 1

A call seeking participation in an Expression of Interest (EOI) for prequalification

The Authority wishes to attract a competent professional team to take up the Services.

Five to seven PMC teams will be shortlisted to proceed to Stage 2. All the shortlisted

participating teams will be contacted by the Authority prior to the commencement of

Stage 2.

Stage 2

Request for Proposal (RFP)

The shortlisted PMC teams will be requested to submit detailed fee and technical proposal

to the Authority.. A tender assessment panel will be established to assess their submissions.

The shortlisted PMC teams may be required to make a presentation in Hong Kong and

arrange visits by representatives from the Authority of projects managed or undertaken by

the shortlisted PMC teams. Comprehensive brief and specific details of appointment

will be issued to the shortlisted PMC teams in the tender invitation document in due

course.




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3. THE PROJECT

3.1 Project Vision (Museum Project M+ and the Common Basement (Phase I))

M+ is a new museum for visual culture in Hong Kong focusing on 20th and 21st century

art, design, architecture and moving image. It will be a major component of the new

WKCD. In 2005, this mission statement was proposed for M+:

“… to focus on 20th and 21st century visual culture, broadly defined, from a Hong Kong

perspective and with a global vision. With an open, flexible and forward-looking attitude,

M+ aims to inspire, delight, educate and engage the public, to explore diversity and foster

creativity.”

The key spaces in the M+ complex will contain, apart from flexible display spaces and

the Conservation and Storage Facility (CSF), the Main Lobby, cafes, restaurants, bars,

outdoor dining spaces, Film / Lecture Theatres with lobbies, Studio Theatres Orientation /

Screening Rooms, Education Centres, and a black box M+ Experimental Theatre to be

located in the future expanded M+.

The M+ Museum Project involves the design, construction and commissioning of a new

multi-storey museum complex with 2 levels of basement tentatively. M+ with its

Conservation and Storage Facility (CSF) will be of some 47,300 sqm (NOFA) or 61,950

sqm (GFA), excluding any accountable GFA in the basement. In addition, there will be

around 8,000 sqm for district-wide Retail Dining and Entertainment uses to be provided.

Subject to the final contract strategy to be recommended, the Museum Project will be

procured under a number of contracts including, but not limited to, additional site

investigations, surveys, tree felling/transplanting/planting, services and utilities

diversions, site preparation and formation, piling, and under the main Works Contract

including superstructure, plumbing and drainage, building services and interior fit-out

integrated with nominated subcontracts or any direct contracts, as appropriate.

The Common Basement (Phase I) has a significant interface with the Museum Project

and it is therefore considered appropriate to design and construct both projects together.

The Common Basement (Phase I) is two levels, with a drop off area plus E&M plant

rooms located at Level 1 and parking facilities located at Level 2 – the basement is

approximately 10m in depth and constructed of typical concrete column and beam. As

part of the Common Basement (Part I) design, a significant transfer structure will also be

required to be incorporated to build over the Airport Express Line (AEL) to facilitate the

construction of the Museum Project (M+).

For the Common Basement (Phase I), the PMC will also be required to liaise with the

Hong Kong SAR Government for the entrusted engineering works, in particular as

regards design and cost apportionment and reimbursement for such works.




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3.2 The Site

The Museum Project (M+) and the Common Basement (Phase I) is located at the western

portion of the WKCD as indicated in Appendix 2.

The WKCD is on reclaimed land and various infrastructure and underground utilities are

located on the site. These include: drainage reserves; waterworks reserves; drainage

outlet; West Harbour Crossing (WHC) tunnel and associated ventilation buildings; access

roads and utilities facilities; MTRCL’s Airport Express Line (AEL) tunnel and associated

ventilation buildings; WSD Kowloon South No. 2 Salt Water Pumping Station; barging

point of Express Rail Line; underground sea water pumping station for Kowloon

Government Offices and the “Elements”; cooling main for the “Elements” shopping mall;

and associated seawater intake and outlet culverts.

3.3 Phasing

The Authority intends to develop the Museum Project (M+) and the Common Basement

(Phase I) in a single phase with an Occupation Permit for the Museum Project (M+)

tentatively planned for December 2017. The Museum Project (M+) and the Common

Basement (Phase I) will also have an interface with the Park Development Phase I works

which are due to be completed from 2014 to 2018 and commissioned in stages. The

Common Basement phasing strategy is currently being defined by the Authority and the

detailed interface between Common Basement Phase I and Common Basement Phase II

(for Central Area) is expected to be finalized in the coming months.

3.4 Project Constraints

(a) Existing Western Harbour Crossing tunnel, toll plaza and surface structures.

(b) Airport Express Line (AEL) railway tunnel and associated surface structures within

the site;

(c) Existing services, access roads and utilities within the site;

(d) Existing underground sea water pump cells and supply mains for Kowloon

Government Offices and the “Elements” shopping mall;

(e) Availability of earthworks materials for landscape works;

(f) WSD Kowloon South No.2 Salt Water Pumping Station;

(g) Temporary barging points of the Express Rail Link project;

(h) Interfaces with the design and construction of the CACF facilities to the east of the

site; and




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(i) Existing drainage reserve, waterworks reserve and drainage outlet.

It should be noted that project management for design and construction of public

infrastructure and engineering works including the diversion and installation of additional

drainage, sewerage, waterworks, and provision / re-provisioning of public works may

involve entrusted works to the Authority by the Hong Kong SAR Government through

the Civil Engineering and Development Department. Apportionment for project

management costs of related design and construction of the entrusted works will be

required and the PMC will be required to take these into account in the Services.

4. ANTICIPATED SCOPE OF CONSULTANCY SERVICES

4.1 General

The PMC’s scope of services shall cover and include the provision of full and complete

project management services throughout the whole life cycle of the Museum Project (M+)

and the Common Basement (Phase I). The PMC shall report to the Authority’s

Representative (the “AR”) and work with the Authority’s in-house Project Delivery team.

He shall also work closely with the DDC for the Museum Project (M+) and the Common

Basement (Phase I), as well as the QSC for the Museum Project (M+), the QSC for the

Common Basement (Phase I), EPA, and artists or other consultants separately appointed

by the Authority. The project management of the Lyric Theatre Building in the vicinity

of both the Museum Project (M+) and the Common Basement (Phase I), is also being

considered as a future part of the scope of the PMC’s services in addition to the District

Cooling System (DCS) which is located in the Common Basement (Phase 1) area,

however, they are both subject to excision.

The PMC shall provide the necessary skill and resources for these services which

resources shall be suitably skilled and experienced, and shall have the expertise in

modern project management techniques, to successfully deliver the project. Broadly, but

without limitation, these Services shall include:

(a) Review of all project data and reports provided by the Authority to develop and

implement the packaging strategy for the Museum Project (M+) and the Common

Basement (Phase I).

(b) Lead, manage and supervise the project consultants including consultancies for

Architectural, Landscaping, Quantity Surveying, Building Services Engineering,

Civil/Geotechnical/Structural Engineering Services and other consultancy services




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necessary to complete the project, and lead, manage and supervise all necessary

dealings with the relevant authorities and government departments to obtain timely

comments, approvals or permits for the building proposals and the related building

works.

(c) Establish, review and update the project programme throughout all the stages of the

project with the specific aim of optimizing activities and their durations in order to

minimize the critical path and programme risk.

(d) Lead the project to develop an environmental friendly and sustainable design and to

facilitate green procurement practices, where applicable.

(e) Oversee and manage all approvals for the design, costs, specifications and programme

from key stakeholders.

(f) Manage all necessary interface works with surrounding developments, underground

railway, existing structures, etc with relevant parties and/or all other consultants

engaged by the Authority to ensure comprehensive integration to the satisfaction of

the Authority.

(g) Procure a Resident Site Staff team to lead and manage all contractors to timely

complete their contract works (Optional).

(h) Monitor all costs and works progress and formulate and present proposals for dealing

with “contractual” issues and disputes.

(i) Oversee and manage the closing of final accounts.

4.2 Critical Interfaces

Special attention should be paid to the critical interfaces:

(a) Critical Interfaces expected in the Museum Project (M+) and the Common

Basement (Phase I) include:

Infrastructural interfacing

District Cooling System

Lyric Theatre sub-structure




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WHTC tunnel, MTRCL’s AEL tunnel and associated Ventilation Building

Water Front Promenade

Temporary Events / Facilities in the Park Development area

Pedestrian footbridge leading to ICC

District-wide works such as ICT, Safety and Security, etc.

MTR XRL Works along Austin Road

PIW along Austin Road (W) and at Basement

Environmental Monitoring & Auditing

EFTS

5. COMPETENCY & QUALIFICATION OF THE PROJECT

MANAGEMENT CONSULTANT

The PMC team is expected to possess the necessary qualifications in the respective

disciplines to undertake the full project management services. It should be able to

demonstrate its proven track record in project management role of mega-scale

multi-disciplinary Architectural and Engineering projects, in particular related to

development of Arts and Cultural related developments for large organisations,

Government or non-government agencies in Hong Kong or overseas. In summary:

1. Proven company track record in Project Management (Design & Construction) role of

mega-scale multi-disciplinary Architectural and Engineering Building projects with a

construction value greater than HK$1.0 Billion in the past 10 years, in particular

related to Arts & Cultural related facilities and in relation to Project Management of

large Civil Infrastructure projects either in Hong Kong or overseas.

2. Key examples of Project Management skills and experience to demonstrate in

particular, the process of controlling time, cost and quality issues through the Design

and Construction phases of both a Building and Civil Infrastructure related project.

3. Key examples to demonstrate the procurement and Project Management of a Resident

Site Staff team for both a Building and Civil Infrastructure related project.

4. Knowledge, experience, capability and availability of key staff. An indication of

key staff likely to be employed for the Project, together with attachments showing

their curriculum vitae and a Project organization chart demonstrating an indicative

project team required.




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6. ANTICIPATED PROGRAMME

An indicative timetable for this EOI for prequalification process and the Request for

Proposal (RFP) is as follows -

The Authority may amend the timetable from time to time. Any amendments will be

published in the Authority’s website www.wkcda.hk

Activities Tentative Schedule

1. Issuance of EOI for prequalification 26 April 2013

2. Closing date for submission of queries 03 May 2013

3. Closing date for submissions of EOI 10 May 2013

4. Evaluation of submissions & Shortlisting of

applicants

26 May 2013

5. Invitation to RFP 03 June 2013

6. Closing date for submission of RFP 28 June 2013

7. Assessment of Submissions 29 July 2013

8. Appointment of consultancy services contract Mid-August 2013

7. SUBMISSION

7.1 Submission Lodgement and Closing Time

All EOI submissions, (including the completed Forms A to H and supporting documents)

must be sent by post or delivered by hand, and MUST reach the following address no

later than 12:00 noon (Hong Kong Time) on the closing date 10 May 2013. Submissions

will not be accepted via email or facsimile.

Tender Box


29th

Floor, Tower 6

The Gateway, 9 Canton Road,

Tsim Sha Tsui, Kowloon,

Hong Kong

Late submissions will not be accepted. Any new or additional information provided by

applicants after their submission shall not be accepted or considered. The Authority shall

have the right to request the applicants to submit or re-submit the duly completed and

signed Forms as required within a period specified by the Authority. The Authority

reserves the right to disqualify the submission from any applicants who fails to submit or

re-submit the duly completed and signed Forms as required by the Authority.

If a rainstorm black warning or typhoon signal No.8 or above is hoisted or remains

hoisted between 9:00 a.m. and 12:00 noon on the closing date, the closing time will be

http://www.wkcda.hk/




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extended to 12:00 noon (Hong Kong Time) on the next working day (working days:

9:00am-6:00pm Monday to Friday except public holidays) following the affected closing

date.

The sealed envelope enclosing the submission should be clearly labelled “Submission in

Response to Request for EOI for Prequalification of Project Management Consultant for

the Museum Project (M+) and the Common Basement (Phase I) for the West Kowloon

Cultural District Authority” and should bear the Company name of the applicant or lead

applicant.

7.2 Submission Requirements

The applicant shall comply with the following conditions of the EOI:

a) subject to e) below, the consultant team must include a company or firm registered

in the Hong Kong SAR, with an office in Hong Kong;

b) must undertake to include, prior to the award of the project management

consultancy, Hong Kong registered and prescribed building professionals, who

shall be familiar with local statutory requirements and trade practices;

c) must include members who have relevant prior experience and qualifications in

provision of the type of services described in this EOI;

d) must respond to this Request for EOI for prequalification according to the criteria

and requirements set out in this EOI;

e) if the applicant is an overseas company or firm, prior to the award of the project

management consultancy contract, it must enter into a joint venture or other form

of formal collaboration with a firm or company registered in Hong Kong with an

office in Hong Kong. Please refer to the attachment “Form B” for detailed

information required to be submitted with the EOI; and

f) must declare by using Form E in the submissions any actual, potential or

perceived conflict of interest or involvement which may arise with respect to the

consultancy services. Any involvement or interest declared would be carefully

considered but would not automatically bar the applicants from being further

considered in the selection process.

Applicants who have submitted the EOIs for Prequalification submission accordingly

shall be deemed to have fully agreed and accepted the requirements, rules and conditions

as set out in the EOI document.

Applicants who do not abide by the rules, requirements or conditions as set out in this

EOIs for prequalification document may be disqualified. Any disqualification shall be at




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the absolute discretion of the Authority. The decision of the Authority shall be final and

binding on all parties concerned.

7.3 EOI Submission

The objective of this EOI is to provide the selection panel with a clear, concise and

considered demonstration of your credentials and ability to handle a project of this nature.

Your submission should focus on how you intend to address a project of this type, and

your capability to manage and deliver.

The EOI submissions will be evaluated according to the following selection criteria:

a) Proven company track record as project managers of mega-scale

multi-disciplinary Architectural and Engineering projects with a construction

value greater than HK$1.0 Billion in the past 10 years, in particular related to Arts

and Cultural related developments either in Hong Kong or overseas.

In particular, applicants should, upon obtaining due consents from their respective

clients, provide the following information about previously completed projects or

projects currently undertaken by them in Hong Kong and/or overseas:

i) The name, uses and nature of the project;

ii) The construction area (m2);

iii) Completion year;

iv) Name and contacts of the client bodies;

v) Work experience with government and/or public bodies;

vi) Role and key personnel and sub-consultants involved; and

vii) Construction cost.

The applicant shall submit THREE reference letters by their developer clients for

projects completed in the past 10 years with a description of the project scope

delivered by the applicant.

b) Knowledge, experience, capability and availability of key staff. An indication of

key staff likely to be employed for the assignment (together with attachments

showing their curriculum vitae and an organization chart of the project team).

c) Financial information as follows:

i) Last three years’ audited financial statements including the auditor’s and

directors’ reports, profit and loss account, balance sheet, cash flow statement

and notes to the financial statements. The financial statements must be from

the Companies (Tender entities) being proposed as part of the future Tender

submission. It is permitted to submit the audited financial statements of a

parent overseas Company provided that the parent would be part of future

tender entity;




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ii) bank reference letter on its financial strength and creditworthiness; and

iii) credit report from international rating agency, if available.

7.4 Submission Format

Applicants are required to submit One original and Seven hard copies (with one CD copy)

of their submissions together with the completed Forms A, B, C, D, E, F and G with the

supporting documents. The copies of the submissions should be marked with "COPY"

on the covers and all submissions should be in A4 portrait format and a minimum font

size of 12 with no more than 10 sheets printed double sided. In addition, you are entitled

to attach to your submissions the curriculum vitae of the key personnel to be employed on

the Project (max. 2 pages per person), the organisation chart (1 page of A3 size), the

letters of association, reference letters, and Forms (A, B, C, D, E, F and G) with

supporting documents.. Any pages in excess will be considered as evidence of inability to

comply with submission requirements.

7.5 Language

The submission in response to this Request for EOI is required to be submitted in

English.

8. SUBMISSIONS EVALUATION

8.1 EOI Assessment

The Authority will assess the applicants’ submissions and identify suitable consultant

teams capable of providing the Services required for the Project.

The selection of Project Management Consultant will be made in accordance with the

Authority’s Procurement Procedures. Assessment Panel will be set up to evaluate the EOI

Submissions of the applicants.

8.2 Selection Criteria

The Authority will assess the submissions based on the following criteria:

Criteria Weighting

A Past Experience and Capability of Consultant 50%

B Experience of Proposed Staff / Team 50%

Total 100%




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9. AMENDMENTS, ENQUIRIES AND AUTHORITY’S WEBSITE

9.1 Amendments

The Authority may amend this EOI from time to time and will post any relevant

amendment to the EOI on the Authority’s website. Companies or firms with an interest

in submitting a response to the EOI are advised to check the Authority’s website from

time to time for any new information or changes related to the EOI.

9.2 Enquiries

Any enquiries about submission of the response to the EOI must be made formally

before 12:00 noon 3 May 2013 (Hong Kong Time) in writing to the Authority by email

in English to the following e-mail address. The Authority may publish the enquiries and

responses on the Authority’s website to make them known to all parties. There will be no

individual replies. Verbal enquiries will not be entertained.

Email address for enquiries:

[email protected]

9.3 Authority’s Website

Invitation and details of the EOI can be found at the Authority’s Website at:

http://www.wkcda.hk/en/tender_notices/index.html

All requirements, terms and conditions as announced in the Authority’s website

concerning the EOI shall be binding upon all applicants.

The Authority shall not be responsible for any loss or damage whatsoever arising out of

or in connection with the information provided in the Authority’s website.

10. INTELLECTUAL PROPERTY RIGHTS

The project management consultants who are shortlisted to participate in the Stage 2 of

the selection process shall retain the intellectual property in their submission, but shall by

virtue of and in consideration of their being allowed to participate in the Stage 2 of the

selection process be deemed to have granted to the Authority its authorized users, assigns

and successors-in-title, without any fee an exclusive, irrevocable, royalty free, perpetual,

freely assignable, world-wide license to use the submission for any purpose of the

Authority. The project management consultants shall not grant or assign any other or

further such licence in respect of their submission or any part or component thereof to

any other person, company or legal entity without the express written consent of the

Authority.




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To the extent that beneficial ownership of any intellectual property rights in any

component of the entry is vested in a third party, project management consultants shall

procure at their own cost that the beneficial owner of such intellectual property rights

shall grant to the Authority, its authorized users, assigns and successors-in-title, free of all

fees, a non-exclusive, irrevocable, royalty free, perpetual, freely assignable,

sub-licensable world-wide license to use the component of the submission for any

purpose of the Authority.

11. INELIGIBILITY

Members of the Board of the Authority, the Development Committee, and the

management team of the Authority and parties or persons directly involved in the EOI are

prohibited from participating directly or indirectly in the EOI. A full list of the members

are set out in Annex 1 (collectively “WKCDA Members” and each a “WKCDA

Member”). Immediate family members, fellow employees, partners and associates of

any of the WKCDA Members are also prohibited from participating in the EOI whether

directly or indirectly.

As a general principle and without prejudice to the absolute discretion of the Authority,

any person, party, firm or advisor within the project management consultant teams who

has a clear conflict of interest or a close personal or business relationship with any of the

WKCDA Members is prohibited from participating directly or indirectly in the EOI and

the subsequent tendering. Persons, parties, firms or advisors in the project management

consultant teams who are likely to have a conflict of interest may be prohibited from

participating in the EOI and the subsequent tendering subject to the absolute discretion of

the Authority after close scrutiny and deliberation.

Any person, party, firm or advisor falling within the categories mentioned in the first

paragraph of this Paragraph 11 are examples of those who may possess a clear conflict of

interest or a close personal, or business relationship and are therefore prohibited from

participating in the EOI.

Examples of those who are likely to present a conflict of interest are past students, clients

or friends who are in regular contact with any of the WKCDA Members; or clubs,

societies or professional bodies in which a WKCDA Members is actively involved; or

companies, partnerships or proprietorships, business-like or working relationships in

which a WKCDA Member has control or influence over their business and their

management, associates and employees. In each of these cases, the Authority will

closely examine whether they are eligible to participate in the EOI.

These examples are not exhaustive and would not restrict or limit the Authority’s

discretion to determine the eligibility of any person in the project management consultant

teams in the EOI. The list of the WKCDA Members set out in Annex 1 is not




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exhaustive, and would not relieve any person in the design consultant teams from his

responsibility of declaring any conflict of interest as and when it arises and/or when he

becomes aware of any such conflict.

If any party, person, firm or advisor of the project management consultant teams is

doubtful whether a conflict of interest may arise, he should send his queries with full

details of the circumstances which he considers may give rise to a conflict of interest to

the Authority. The Authority shall have the absolute discretion to determine his eligibility.

The Authority’s decision is final and conclusive and is not subject to appeal. The

Authority shall not be obliged to disclose any information concerning its deliberations or

decision.

12. GOVERNING LAW AND JURISDICTION

The Authority’s decision regarding all aspects of the EOI process shall be final and

binding on all parties concerned.

Any disputes and differences arising in connection with this EOI and the tendering and

subsequent project management and administration for the Museum Project (M+) and the

Common Basement (Phase I) shall be governed by the Law for the time being in force in

the HKSAR.

13. CONFIDENTIALITY

The assessment process of the EOI will be carried out in strict confidence. The

Authority and management team of the Authority shall not disclose the details of the

assessments. All participants agree to waive any right to seek information or data about

the assessment on their submission materials or entry during or after the completion of

the EOI. Before the completion of the EOI, any person, without prior written

authorisation of the Authority, shall not disclose, exhibit or publish the submitted

proposals or any materials related to the EOI in any form. Any unauthorised publicity

or disclosure of any submitted proposal or any materials related to the EOI by a

participant may result in disqualification of that submission. For the avoidance of any

doubt, the Authority shall have the right to, and the participants acknowledge and agree

that the Authority shall have such right to, use the name and biographies of all individual

participants and company or project team members in connection with the publicity,

advertising and promotion of the Services or the EOI and/or its results.

14. SEVERABILITY

If any provision herein is determined to be illegal or unenforceable by any court of




Page 17 of 17

competent jurisdiction or arbitrator, such provision shall be deemed to have been void ab

initio without affecting the remaining provisions of the EOI.

15. GENERAL PROVISIONS

In this EOI Document unless the context otherwise requires:

(i) words importing the singular number shall include the plural and vice versa;

(ii) words importing any particular gender shall include all other genders; and

(iii) words importing the whole shall be treated as including a reference to any part of

the whole.

Attachments (Note: Forms A to G must be submitted together with the EOI

Submissions)

Form A – General Information

Form B – Joint Venture or Consortium Data

Form C – Past Experience

Form D – Schedule of Key Personnel

Form E – Declaration Form

Form F – Letter of Association

Form G – Enclosures and Certification of Response

Annex 1 – Names of Members of the Development Committee, WKCDA Board and the

Management Team of the Authority as of April 2013

Appendix 1: WKCD Area Plan

Appendix 2: WKCD M+ Master Site Plan

Appendix 3: WKCD M+ Consultancy Brief

Appendix 4: WKCD Common Basement (Phase I) Plan




FORM A – GENERAL INFORMATION Page 1 of 5

If the applicant is a Joint Venture, Partnership, Consortium or other form of collaboration,

each member of the Joint Venture, Partnership, Consortium or other form of collaboration

should individually complete and submit Forms A to G including all sub-consultants, as

appropriate.

1. Applicant’s Company/Firm Name:

Name(s) and title of Contact Person(s) to whom the EOI Documents may be

addressed:

(Note: If the applicant is a Joint Venture etc., then contact information provided in

Form B, Section C will be used as the Applicant’s contact by the Authority)

Contact(s)

Job Title:

Address:

Telephone: Fax:

Email: __________________________________________________

2. Head Office Address (if different from 1 or 3):

Telephone: Fax:

Email: __________________________________________________

3. Hong Kong Office Address (if different from 1 or 2 above):

Telephone: Fax:

Contact(s)

Job Title:

Email: __________________________________________________





4. Applicant’s Organisation:

4.1) Type of organisation (e.g. private company, public company, subsidiary, partnership,

Joint Venture, consortium etc.)

4.2) Applicant's Status in Hong Kong (head office, branch, subsidiary, etc.)

4.3) Date and Country of Registration (provide for both the Applicant and the ultimate

parent):

Applicant:

Ultimate Parent:

4.4) Commercial Registration:

Applicant

Date of Registration:

Registration Number:

Country of Registration:

Type of Registration (limited company, partnership, etc,):

Ultimate Parent

Date of Registration:

Registration Number:

Country of Registration:

Type of Registration (limited company partnership, etc.):

4.5) Hong Kong Registration:

Does the Applicant have a current Hong Kong Business Registration Certificate?

Yes No

If so, please provide the following information:

Certificate No:





Valid until:

Years registered in Hong Kong:

Please include a copy of the Applicant’s HK Business Registration Certificate.

5. Legal and Financial Advisers:

Please provide names and contact information for the applicant’s legal and financial

advisers.

Name of Adviser(s): Contacts:

Legal: Contact Person:

Company Position:

Tel:

Email:

Financial: Contact Person:

Company Position:

Tel:

Email:

If not applicable, please specify in the space provided

__________________________________________________________________

6. Applicant’s Main Business Activities. (please list and provide date first involved in

such activity)

1. Since:

2. Since:

3. Since:

4. Since:

(please provide additional but brief details if dates or information above have been

affected by company buy-outs, amalgamations, etc.)





7. Parent, Associate and Subsidiary Company Involvement:

If the Applicant is a subsidiary, associate or affiliate, what involvement (scope), if

any, will the parent or other related companies have in the Project?

Please provide the names and addresses' of associated companies which will be

involved in the Project and the number of local and overseas professional personnel

expected to be involved in the Project.

Name(s): Address(ees): No. of personnel involved: (please

specify local and/or overseas)

How many employees in total does the Applicant employ in:

Hong Kong:

Elsewhere (by Jurisdiction):





8. Corporate Structure of Parent, Associate, and Subsidiary Companies: Please provide

a corporate tree that depicts the parent, affiliates, or any other subsidiaries of the

applicant, and their relationships to each other and the applicant. For a JV or

proposed JV, each partner should submit similar information.

9. Please provide details of any legal, civil or contractual action outstanding or

threatened claim, distress, legal action, litigation proceeding, suit, prosecution,

investigation, enquiry or arbitration which have been made against your organisation

in the last 3 years.




FORM B – JOINT VENTURE OR CONSORTIUM DATA

Page 1 of 3

A. Is this response being made on behalf of a Joint Venture (JV), Consortium, or other

association of individuals/companies?

Yes/No:

If the answer is "Yes" to the above, please provide the information listed below, and

the selected JV etc. information which is requested in each of the other Forms.

B. Is the JV etc. formally constituted by an agreement, letter of association, memorandum

of understanding, or other such similar agreement?

Yes/No:

If the answer is "Yes" to the above, the Applicant must enclose a copy of the Agreement

etc. with the completed forms. If no formal JV Agreement is in place, letters addressed

to the director from each of the companies in the proposed JV should be submitted with

the completed forms. Each letter must be signed by a director of the company, or

another individual who has the authority to commit the company in such an

arrangement. The letter of agreement should reflect that all parties to the agreement are

jointly and severally liable for the obligations of the joint venture for any agreement

entered into with the Authority.

C. JV/Consortium Specific Information:

The following information should be provided and completed by the Lead Member in

the JV:

1. JV/Consortium (Agency) Name:

Name(s) and title of Contact Person(s) to whom Tender Documents and future

correspondence may be addressed:

Contact(s):

Job Title:

Address:

Telephone: Fax:

Email:





Page 2 of 3

2. JV Office Address (if different from 1 or 3):

Telephone: Fax:

Email:

3. Local Hong Kong Address and Name of Contact Person(s) (if different than 1 and/or 2

above):

Telephone: Fax:

Email:

4. Names of JV/Consortium Members % share of JV by each Member

a.

b.

c.

d.

e.

5. Name of Lead Member (Management Sponsor):

6. Member/Holding Company of the JV/Consortium

Provide the name and country of registration of the immediate parent company and

the ultimate holding company or parent of each member of the JV/Consortium.

7. Type of proposed Joint Venture structure – incorporated/unincorporated:

Where incorporated, please state date and place of incorporation and the nature of

presence in Hong Kong (branch, subsidiary, etc.) if applicable. Any incorporated joint





Page 3 of 3

venture will be considered as a separate entity and a full set of the data described in

this pre-qualification form will be required both from the incorporated entity and each

of the participants in it.

8. Proposed distribution of management, financial and contractual responsibilities

between the JV/Consortium partners.

9. Proposed allocation of work among the JV/Consortium members if different from

question 8 above.

Name(s) of JV Member(s) Proposed Work


Request for Expression of Interest (EOI) for Prequalification of Project Management Consultant for the Museum Project (M+) and the Common Basement (Phase I)

FORM C – PAST EXPERIENCE Page 1 of 1

Table 1 – Experience in Project Management role of mega-scale multi-disciplinary Architectural and Engineering projects with value greater than HK$1.0 Billion completed in the past 10 years and / or

Work in Progress (in particular related to Arts and Cultural related development either in Hong Kong or overseas):

Name of Project

(please specify

use/nature)

Brief Project

Description including

the Scope of Services

/ Duties / Roles of the

Consultant

Key

Personnel

List of Sub-

consultants Involved

Client / Employer

Contact

(please specify if it is

government and /or

public bodies)

Construction Cost

(HK$)

Construction area

(m2)

Year of Completion




FORM D – SCHECULE OF KEY PERSONNEL

Page 1 of 1

The Project Management Consultant shall deploy persons with relevant expertise and

qualifications as required to perform the consultancy services. Please submit the

curriculum vitae of the Key personnel as attachments.

Name of Consultant

and/or Staff Name

Title Anticipated % of Allocation in

this Project

Consultant’s Representative

[Position]

[Position]

[Position]

[Position]

[Position]

[Position]

[Position]

[Position]

[Position]

[Position]

etc




FORM E – DECLARATION FORM

Page 1 of 3

To: West Kowloon Cultural District Authority

Re: Response to Request for Expression of Interest (EOI) for

Pre-qualification of Project Management Consultant for the Meseum Project


Declaration

1. [I / We]* fully agree and accept the requirements, terms and conditions in the EOI

Document and its supplements thereto [if any] and will also accept the decisions

made by the Authority regarding all aspects of the EOI.

2. In accordance with Clause 11 of this EOI Document:

#a) [I / We]* declare that [I / we]* [do have / do not have any]* actual, potential

or perceived conflict of financial or personal interest or involvement which may

arise with respect to our participation in the EOI.

#b) [I / We]* declare that [I / we]* [do have / do not have any]* actual, potential

or perceived conflict of financial or personal interest or involvement which may

arise with respect to our participation in the EOI, but [I / we]* would like to

seek the Authority’s evaluation of or attention to the circumstances below:-

Items to declare:

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________ (attach separate pages if required)

c) [I / We]* declare that [I / we]* [do have / do not have any]* close personal or

business relationships or associations with any of the persons listed in Annex 1.

Items to declare:

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________ (attach separate pages if required)





Page 2 of 3

3. [I / We]* also undertake that should such a conflict arise at any time during the

course of the EOI, [I / we]* will inform the Authority immediately.

4. [I / We]* consent and hereby authorize the Authority to investigate and verify any

information of [my/our]* declaration provided herein with any third parties.

_______________________________

Company Name

_______________________________

Authorized Signature

Date:

Note: All firms in the project management consultant team shall sign and submit this Form (submit separate

page if necessary).

* Delete as appropriate

# Please cross out the entire paragraph if not applicable

Explanatory Notes on Form E

1. As a general principle and without prejudice to the absolute discretion of the

Authority, any person, party, firm or advisor in the project management consultant

teams having a clear conflict of interest in participating in the EOI or a close personal

or business relationship with any of the persons listed in Annex 1 will be prohibited

from participating in the EOI. Persons, parties, firms or advisors in the project

management consultant teams who are likely to have a conflict of interest may be

prohibited from participating in the EOI subject to the absolute discretion of the

Authority after close scrutiny and deliberation.

2. Members of the Board of the Authority, the Development Committee, and the

management team of the Authority (the identities of whom are in Annex 1) and

parties or persons directly involved in the EOI are excluded from participating

directly or indirectly in the EOI. Their immediate family members, fellow

employees, partners and associates are also prohibited from participating in the EOI

whether directly or indirectly.

3. Any person, party, firm or advisor falling within the categories mentioned in





Page 3 of 3

Paragraph 2 above are examples of those who would have a clear conflict of interest

or a close personal or business relationship and are therefore prohibited from

participating in the EOI.

4. Examples of those who are likely to present a conflict of interest are past students,

clients or friends who are in regular contact with a person mentioned in Annex 1, or

clubs or societies or professional bodies in which a person mentioned in Annex 1 is

actively involved, or companies, partnerships or proprietorships, business-like or

working relationships in which a person mentioned in Annex 1 has control or

influence over their business and their management, associates and employees. In

each of these cases, the Authority will closely examine whether they are eligible to

participate in the EOI.

5. The examples in Paragraph 3 and 4 are not exhaustive and would not restrict or limit

the Authority’s discretion to determine the eligibility of any person in the project

management consultant teams in the EOI.

6. The list in Annex 1 is also not exhaustive, and would not relieve the declarant from

the responsibility for declaring any conflict of interest as and when it arises and

comes to his awareness.

7. If any party, person, firm or advisor in the project management consultant teams is

doubtful whether a conflict of interest may arise, he should set out his queries herein

with full details of the circumstances which he considers may give rise to a conflict of

interest. The Authority shall have the absolute discretion to determine his eligibility;

the Authority’s decision is final and conclusive and is not subject to appeal. The

Authority shall not be obliged to disclose any information concerning its deliberations

or decision.




FORM F – LETTER OF ASSOCIATION Page 1 of 1

Letter of Association

Our ref:

Date


29/F, Tower 6, The Gateway,

9 Canton Road, Tsim Sha Tsui,

Kowloon,

Hong Kong

Dear Sir / Madam,

Re: West Kowloon Cultural District Authority

Expression of Interest for

Prequalification of Project Management Consultant for the Museum Project


Letter of Association

We confirm that we are willing to act as the sub-consultant to [Name of Lead Consultant]

for the captioned Project.

Yours faithfully,



Consultant for the Meseum Project (M+) and the Common Basement (Phase I)

FORM G – ENCLOSURES AND CERTIFICATION OF RESPONSE Page 1 of 1

1. Enclosures

The applicant shall list below all pre-qualification submission documents as part of its

response. The entire set of documents should be listed below to assist the Applicant as a

check list to ensure that a complete response is being submitted for review. Please note

that Forms A to G must be completed and submitted with the EOI Submissions.

List of Forms and Documents Submitted: Yes No

1. Cover letter (including submission documents as per clause 2.2

other than the following).

2. Form A General Information Required

(Include copy of Certificate of

Incorporation or its equivalent (i.e. proof

of incorporated status in the home

jurisdiction) and Hong Kong Business

Registration Certificate)

3. Form B (if

applicable)

- Joint Venture or Consortium Data

(include JV Agreement or Letters of

Intent to form JV or other forms of

collaboration)

4. Form C - Past Experience (Table 1)

5. Form D – Schedule of Key Personnel

6. Form E – Declaration Form

7. Form F – Letter of Association

8. Form G – Enclosures and Certification of Response

2. Certification of Response

This is to certify that the information provided in the Forms and Documents listed above

pertaining to the Company are true and correct and that the signatory may be contacted for

verification purposes.

Signature: Title:

(Company Director or Similar)

Name: Date:




APPENDIX 1

WKCD AREA PLAN

The Board of The West Kowloon Cultural District Authority

Membership List

(as of April 2013)

Chairman:

The Honourable Mrs Carrie LAM, GBS, JP, Chief Secretary for Administration

Members (non-public officers):

The Honourable Ronald ARCULLI, GBM, GBS, JP

Mr Raymond FUNG Wing Kee, JP

Mr Chris IP Ngo-tung

Mr Leo KUNG Lin-cheng, BBS, JP

The Honourable Jeffrey LAM Kin-fung, GBS, JP

Mr Andrew LAM Siu-lo, JP

Professor LEE Chack-fan, SBS, JP

Dr Victor LO Chung Wing, GBS, JP

The Honourable MA Fung-kwok, SBS, JP

The Honourable SIN Chung-kai, SBS, JP

Professor Jenny SO Fong-suk

Mr Philip TSAI Wing-chung, JP

Ms YIP Wing-sie, JP

Mr Danny YUNG Ning-tsun

Dr the Honourable Allan ZEMAN, GBM, GBS, JP

Members (public officers):

The Honourable TSANG Tak-sing, GBS, JP, Secretary for Home Affairs

Alternate: Mr YOUNG Lap Moon, Raymond, JP, Permanent Secretary for Home Affairs

The Honourable Paul CHAN Mo-po, MH, JP, Secretary for Development

Alternate: Mr WAI Chi-sing, JP, Permanent Secretary for Development (Works)

Professor the Honourable K C CHAN, GBS, JP, Secretary for Financial Services and the Treasury

Alternate: Ms Julia LEUNG Fung-yee, SBS, JP, Under Secretary for Financial Services and the Treasury

Ex-officio Member:

Mr Michael LYNCH, CBE, AM, Chief Executive Officer of WKCDA




APPENDIX 1

WKCD AREA PLAN

西九文化區管理局董事局

成員名單

(直至2013年4月)

主席：

政務司司長林鄭月娥女士，GBS，JP

成員（非公職人員）：

夏佳理先生，GBM，GBS，JP

馮永基先生，JP

葉傲冬先生

孔令成先生，BBS，JP

林健鋒議員，GBS，JP

林筱魯先生，JP

李焯芬教授，SBS，JP

羅仲榮博士，GBS，JP

馬逢國議員，SBS，JP

單仲偕議員，SBS，JP

蘇芳淑教授

蔡永忠先生，JP

葉詠詩女士，JP

榮念曾先生

盛智文博士，GBM，GBS，JP

成員（公職人員）：

民政事務局局長曾德成先生，GBS，JP

候補：民政事務局常任秘書長楊立門先生，JP

發展局局長陳茂波先生，MH，JP

候補：發展局常任秘書長(工務)韋志成先生，JP

財經事務及庫務局局長陳家強教授，GBS，JP

候補：財經事務及庫務局副局長梁鳳儀女士，SBS，JP

當然成員：

西九文化區管理局行政總裁連納智先生，CBE，AM




APPENDIX 1

WKCD AREA PLAN

Development Committee

Membership List

(as of April 2013)

Chairman:

The Honourable Ronald ARCULLI, GBM, GBS, JP

Members (non-public officers):

Mr Raymond Fung Wing Kee, JP

Mr Chris IP Ngo-tung

Mr Andrew LAM Siu-lo, JP

Professor LEE Chack-fan, SBS, JP

Dr Victor LO Chung Wing, GBS, JP

The Honourable SIN Chung-kai, SBS, JP

Mr Philip TSAI Wing-chung, JP

Ms YIP Wing-sie, JP

Mr Danny YUNG Ning-tsun

Dr the Honourable Allan ZEMAN, GBM, GBS, JP

Mr LEE Shing See, GBS, OBE, JP

Mr LIU Sing Cheong, JP

Prof Ng Yan-yung, Edward

Members (public officers):

Representative from Home Affairs Bureau

Representative from Development Bureau




APPENDIX 1

WKCD AREA PLAN

西九文化區管理局

發展委員會

成員名單

(直至2013年4月)

主席：

夏佳理先生，GBM，GBS，JP

成員（非公職人員）：

馮永基先生，JP

葉傲冬先生

林筱魯先生，JP

李焯芬教授，SBS，JP

羅仲榮博士，GBS，JP

單仲偕議員，SBS，JP

蔡永忠先生，JP

葉詠詩女士，JP

榮念曾先生

盛智文博士，GBM，GBS，JP

李承仕先生 GBS, OBE, JP

廖勝昌先生，JP

吳恩融教授

成員（公職人員）：

發展局代表

民政事務局代表




APPENDIX 1

WKCD AREA PLAN

Management Team of the Authority

(as of April 2013)

Chief Executive Officer

Mr Michael LYNCH, CBE, AM

Director, Chief Executive Officer's Office

Ms Bonny WONG

Executive Director, M+

Dr Lars NITTVE

Executive Director, Performing Arts

Mr Louis YU Kwok-lit

Executive Director, Project Delivery

Dr CHAN Man-wai

Executive Director, Communications and Marketing

Mr Garmen CHAN Ka-yiu

Executive Director, Finance

Dr Eva LAM

Executive Director, Human Resources

Ms Eva KWONG

General Counsel

Mr Michael RANDALL




APPENDIX 1

WKCD AREA PLAN

西九文化區管理局

高級行政人員名單

(直至2013年4月)

行政總裁

連納智先生，CBE，AM

行政總裁辦公室總監

黃寶兒女士

M+行政總監

李立偉博士

表演藝術行政總監

茹國烈先生

項目推展行政總監

陳文偉博士

傳訊及推廣行政總監

陳家耀先生

財務行政總監

林綺華博士

人力資源行政總監

鄺配嫻女士

總法律顧問

駱基道先生




APPENDIX 1

WKCD AREA PLAN




APPENDIX 2

WKCD M+ MASTER SITE PLAN




APPENDIX 3

WKCD M+ CONSULTANCY BRIEF

SCOPE OF SERVICES FOR M+

OF THE WEST KOWLOON CULTURAL DISTRICT

CONSULTANCY BRIEF

3

SCOPE OF SERVICES FOR M+ OF THE WEST KOWLOON CULTURAL DISTRICT

CONSULTANCY BRIEF

TABLE OF CONTENTS Definitions and Abbreviations

1. Background ........................................................................................................................ 8

1.1 The Project .................................................................................................................. 8

1.2 The WKCD Facilities .................................................................................................... 9

2. Description of the Project ............................................................................................... 10

2.1 General ....................................................................................................................... 10

2.2 Key Facilities ............................................................................................................ ..10

2.3 Indicative Key Dates .................................................................................................... 11

2.4 Non-Executive Project Management Consultant and Executive Project Architect .............. 11

2.5 Provisional Entrustment Agreement ............................................................................. 12

3. Objectives of the Services ............................................................................................... 12

3.1 General ...................................................................................................................... 12

4. Description of the Services ............................................................................................. 13

4.1 Work Stages .............................................................................................................. 13

4.2 Extent of the Services ............................................................................................... 15

4.3 Duties ........................................................................................................................ 19

4.4 Meetings ................................................................................................................... 22

5. Deliverables ..................................................................................................................... 23

5.1 Review Process ......................................................................................................... 23

5.2 General ...................................................................................................................... 23

5.3 Work Stage 1 –Brief Development & Scheme Design .............................................. 25

5.4 Work Stage 2 – Detailed Design ................................................................................ 36

5.5 Work Stage 3 – Contract Documentation/Tendering ............................................... 42

5.6 Work Stage 4 – Construction Supervision ................................................................ 43

5.7 Work Stage 5 – Post Handover Services ................................................................... 45

5.8 Deliverable Copies .................................................................................................... 46

6. Services to be provided by the Consultant .................................................................... 46

6.1 General ...................................................................................................................... 46

4

6.2 Architecture .............................................................................................................. 49

6.3 Landscape Architectural Services ............................................................................. 55

6.4 Civil and Structural Engineering Services .................................................................. 63

6.5 Building Services ....................................................................................................... 75

6.6 Sustainability Design ................................................................................................. 84

6.7 BIM ............................................................................................................................ 91

6.8 Value Engineering ..................................................................................................... 99

6.9 Presentation of Findings ........................................................................................... 99

6.10 Response to Queries ............................................................................................... 100

6.11 Tender Documents.................................................................................................. 100

7. Programme .................................................................................................................... 101

7.1 Planning & Programming ........................................................................................ 101

7.2 Planning Dates ........................................................................................................ 102

8. Progress Reports ........................................................................................................... 103

8.1 Monthly Reports ..................................................................................................... 103

9. Financial Management .................................................................................................. 103

9.1 Expenditure ............................................................................................................. 103

9.2 Works Contracts....................................................................................................... 103

10. Standards and Specifications ..................................................................................... 104

10.1 General .................................................................................................................... 104

10.2 Architectural Works ................................................................................................ 104

10.3 Structural and Geotechnical Works ........................................................................ 105

10.4 Civil Engineering Works .......................................................................................... 106

10.5 Building Services Works .......................................................................................... 107

10.6 Landscape Works .................................................................................................... 108

10.7 Building Provision for ICT Works............................................................................. 109

11. Checking and Certification of the Design .................................................................. 110

11.1 Self checking and certification by the Consultant .................................................. 110

12. Resident Site Staff (RSS) ............................................................................................. 110

12.1 Direct Employment of Resident Site Staff .............................................................. 110

12.2 Administration and Supervision of Resident Site Staff ........................................... 113

12.3 Prevention of Bribery .............................................................................................. 113

13. Specialist and Sub-consultant Services ..................................................................... 114

13.1 Approach ................................................................................................................. 114

5

13.2 Specialist Works ...................................................................................................... 114

14. Provision and Use of Computer Facilities .................................................................. 115

14.1 Coverage ................................................................................................................. 115

14.2 Project Information Management System (PIMS) .................................................. 116

14.3 Building Information Modelling (BIM) .................................................................... 116

14.4 Project Management System (PMS) ....................................................................... 116

14.5 CAD and BIM Standards .......................................................................................... 116

14.6 Room Data Management ........................................................................................ 117

15. Relevant Information ................................................................................................. 117

15.1 Background Information ......................................................................................... 117

15.2 Surveys, Studies and Ground Investigation Works ................................................. 117

16. Consultant’s Resources .............................................................................................. 117

16.1 General .................................................................................................................... 117

16.2 Consultant’s Office .................................................................................................. 118

16.3 Consultant’s Staff .................................................................................................... 118

17. Systematic Risk Management .................................................................................... 119

17.1 General .................................................................................................................... 119

18. Environmental Impact Assessment ........................................................................... 119

18.1 General .................................................................................................................... 119

19. Construction Design and Management ..................................................................... 119

19.1 General .................................................................................................................... 119

Appendices

Appendix A List of Documents for Brief Development by Design Consultant

Appendix B Visual Art Installations in the Park

6

M+ At West Kowloon Cultural District

for the West Kowloon Cultural District Authority CONSULTANCY BRIEF

DEFINITIONS AND ABBREVIATIONS (a) Words denoting the singular include the plural and words denoting the plural include

the singular.

(b) The headings in this Consultancy Brief shall not be deemed to be part of, and shall not affect the interpretation of, this Consultancy Brief.

(c) All defined words used in this Consultancy Brief shall have the meanings assigned to them in the General Conditions of Consultancy, unless otherwise expressly stated. The following definitions which are additional to those given in the General Conditions of Consultancy, have the following meanings :

• "Permanent Works" means all permanent works of every kind to be executed by a Contractor and which are to become a permanent part of the Project, including, without limitation, all goods, materials and other constituent parts forming or intended to form part thereof;

• "Relevant Authority" means any Government department or public body (other than the Authority) having jurisdiction in relation to the Services and the Works.

• "Temporary Works" means all works of a temporary nature of every kind required for the execution of the Works, including, without limitation, false work, temporary structures and buildings and temporary earth works (including the goods, materials and other constituent parts forming or intended to form part thereof);

(h) Abbreviations which are applicable to this Consultancy Brief are given below:

ACABAS Advisory Committee on the Appearance of Bridges and Associated Structures

ACE Advisory Council on the Environment

AEL/TCL Airport Express Link/Tung Chung Line

AFCD Agricultural, Fisheries and Conservation Department

ArchSD Architectural Services Department

BD Buildings Department

CACF Core Arts and Cultural Facilities

CEDD Civil Engineering and Development Department

CKR Central Kowloon Route

7

CP Conceptual Plan of West Kowloon Cultural District

DCS District Cooling System

DP Development Plan of West Kowloon Cultural District

DEVB Development Bureau

DSD Drainage Services Department

EIA Environmental Impact Assessment

EPA Executive Project Architect

EPD Environmental Protection Department

EVA Emergency Vehicle Access

GEO Geotechnical Engineering Office

GFA Gross Floor Area

GIC Government, Institution or Community (zone)

HOR Hotel, Office and Residential (development)

HyD Highways Department

ICT Information and Communications Technology

KGO Kowloon Government Office

LandsD Lands Department

LCSD Leisure and Cultural Services Department

LRO Labour Relations Officer

MPV/EC Mega Performance Venue/Exhibition Centre

OACF Other Arts and Cultural Facilities

PHO Protection of the Harbour Ordinance

PlanD Planning Department

RDE Retail, Dining, and Entertainment (development)

RSS Resident Site Staff

STT Short Term Tenancy

TPB Town Planning Board

TD Transport Department

WHC Western Harbour Crossing

WSD Water Supplies Department

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1. Background 1.1 The Project 1.1.1 The West Kowloon Cultural District Authority (the “Authority”) is a public body

incorporated by the West Kowloon Cultural District Authority Ordinance (Cap. 601) (the “WKCDA Ordinance”).

1.1.2 The West Kowloon Cultural District (“WKCD”) is one of the worlds’ largest and most

ambitious arts and cultural building programmes which will deliver up to 17 new performance and visual arts venues, museums, open spaces, education resources, commercial and retail opportunities. With funding from the Government of the Hong Kong SAR, the WKCD is being developed for the people of Hong Kong and visitors from around the world. The WKCD positions itself as a leading cultural brand of the future.

1.1.3 The Authority prepared the Development Plan (“DP”) of the WKCD plan area based

on Foster + Partners’ concept and submitted the DP to the Town Planning Board (“TPB”) on 30 December 2011 in accordance with the stipulations under the WKCDA Ordinance. The DP was adopted by the TPB and gazetted under s.7 of the Town Planning Ordinance on 30 March 2012. (The Development Plan, Notes and Explanatory Statement could be viewed and downloaded from the Town Planning Board website: http://www.ozp.tpb.gov.hk/default.aspx.) The plan, upon approval by the Chief Executive in Council will become the approved DP within the meaning of the WKCDA Ordinance.

1.1.4 M+ will be the new museum for 20th and 21st century art and visual culture in the

WKCD. M+ is an ambitious project, to create a museum on the physical scale of the world’s largest museums of visual culture, aspiring to over time attain an international status comparable to that of MoMA in New York, Centre Pompidou in Paris or Tate Modern in London. It aims to be a museum that is rooted in and shaped by its location - Hong Kong – and the unique culture of this city: it is fundamental that it should be a museum for the people living and working here. M+ should have a Hong Kong point of view with a global perspective.

The M+ Design Competition is to select the best combination of concept design and design team. Subject to the approval of the Board of the Authority, it is intended that the winning design team will be appointed as the Consultant for the Design and Administration for the Construction of M+ who will develop the winning building concept into an excellent place for 20th and 21st century visual art, design, architecture, moving image and popular culture, enjoyable to visit, while being efficient and cost effective to construct and operate.

This Consultancy Brief is to be read in conjunction with the Articles of Agreement, the General Conditions of Consultancy, Special Conditions, Payment Schedule, all other

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documents comprising the Agreement and the documents expressly incorporated by reference therein.

The Consultant shall note that the Authority has also invited separate tenders from other consultants who will provide the following services and will be directly appointed by the Authority:-

a. Basement Scheme Design Consultancy (For Integrated Basement);

b. Detailed Design Consultancy for the Park;

c. District Cooling system (DCS) Consultancy;

d. Fire Engineering Strategy Consultancy (District-wide);

e. Geotechnical and Site Investigation Consultancy;

f. Information and Communications Technology (ICT) Consultancy;

g. Non-executive Project Management Consultancy (PMC);

h. Outline Development Plan Consultancy;

h. Quantity Surveyor Consultancy (QSC); and

i. Urban Design and Landscape Guidelines Consultancy.

1.2 The WKCD Facilities 1.2.1 WKCD Phase One Core Art and Cultural Facilities (CACF) are tentatively planned to be

commissioned in 2015-2020 in stages. The first batch of facilities to be completed in around 2015 will include part of the Park, to be followed by the Xiqu Centre Phase One, which includes the Main Theatre and Teahouse. Apart from the main visual culture facility, M+, the other facilities to be completed in the latter part of Phase One include the Music Centre, which comprises a Concert Hall and a Recital Hall, the Centre for Contemporary Performance, the Lyric Theatre, the Medium Theatre I.

1.2.2 The Hotel-Office-Residential (HOR) developments are targeted for completion

contemporaneously with the Phase One development to help promote the overall vibrancy of the area. The exact timeframes are, however, subject to government’s land disposal programmes and the commercial drivers of the future developers.

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2. Description of the Project

2.1 General

2.1.1 The M+ project (the “Project”) involves the design, construction and commissioning of a new multi-storey museum complex with 2 levels of basement tentatively. M+ with its Conservation and Storage Facility (CSF) will be of some 47,500?? sqm (NOFA) or 61,950 sqm (GFA), excluding any accountable GFA in the basement. In addition, there will be around 8,000 sqm for district-wide Retail Dining and Entertainment uses to be provided.

2.1.2 Subject to the final contract strategy to be recommended by the Consultant and the

Non-Executive Project Management Consultant (PMC), the Project will be procured under a number of contracts including, but not limited to, additional site investigations, surveys, tree felling/transplanting/planting, services and utilities diversions, site preparation and formation, piling, and under the main Works Contract including superstructure, plumbing and drainage, building services and interior fit-out integrated with nominated subcontracts or any direct contracts, as appropriate.

2.2 Key Facilities 2.2.1 The key spaces in the M+ complex will contain, apart from flexible display spaces and

the Conservation and Storage Facility (CSF), the Main Lobby, cafes, restaurants, bars, outdoor dining spaces, Film / Lecture Theatres with lobbies, Studio Theatres Orientation / Screening Rooms, Education Centres, and a black box M+ Experimental Theatre to be located in the future expanded M+.

2.2.2 All works to be carried out in connection with the Project shall comply with the Land

Grant Conditions, Buildings Ordinance and Regulations, all relevant/related statutory requirements, guidelines, circulars and/or reports which have been issued by the Development Bureau and other government departments.

Note. Net Operable Floor Area The Net Operable Floor Area (NOFA) of a building is the total area of all functional rooms and spaces within the building. Gross Floor Area In broad terms, the Gross Floor Area (GFA) of a building is the area contained within the outer surface of external walls of a building. For details, refer to Regulations 23(3)(a) & (b) of the Building (Planning) Regulations, CAP123F of the Laws of Hong Kong SAR Construction Floor Area (CFA) The construction floor areas measured from drawings can be defined by “as-covered” floor areas that fulfill the functional requirements of the building measured to the outside face of the external walls or external perimeter. It includes floor areas occupied by partitions, columns, stairwells, lift shafts, plant rooms, water tanks, balconies, utilities platforms, vertical ducts, service floors higher than 2.2m and the like, but excludes bay windows, planters projected from the building, and the areas covered by canopies, roof eaves and awnings. Sloping surfaces such as staircases, escalators and carpark ramps are to measure as flat area on plan.

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2.3 Indicative key dates for the Services (as defined in the Agreement) are as follows:-

Milestone No Due Date for Completion 1 Commencement of the Services June 2013 2 Final Scheme Design for approval / Tree

Felling Application Aug 2013

3 Commencement of Detailed Design of Site Formation and Foundation Works / Main Works

Sept 2013

4 Tender Out - Site Formation & Foundation Works

Dec 2013

5 Commencement of Site Formation & Foundation Works

May 2014

6 Tender-out – Main Works Mar 2015 7 Commencement of Main Works Mid-Aug 2015 8 Attainment of Occupation Permit (Substantial

Completion ) Aug 2017

9 Fitting-out Sept 2017 10 Completion and Handover Dec 2017 11 Expiry of DLP Dec 2018

2.4 Non-Executive Project Management Consultant and Executive Project Architect

2.4.1 The Authority will appoint a Project Management Consultant (PMC) to manage the implementation of all works associated with the Project. All references to the Authority’s Representative shall be deemed to refer to the PMC and any submissions to the Authority shall be deemed to be made to the PMC.

2.4.2 The Authority may also engage a consultant to perform the role of Executive Project

Architect (EPA) whose primary function will be to ensure that the multifarious designs for the Project are coordinated and integrated in order to achieve a ‘seamless’ development of the whole district. The EPA’s duties include the establishment of architectural guidelines, confirming functionality of common facilities and bringing a lifecycle approach to the selection of materials / MEP and other equipment for which the Authority is responsible to maintain, and therefore the Consultant shall liaise closely with the EPA if and when appointed in order to agree relevant design parameters and criteria for the Services.

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2.5 Provisional Entrustment Arrangement 2.5.1 The Consultant shall take note that the Project will involve design and construction of

public infrastructure works, including diversion and installation of additional drainage, sewerage, waterworks, and provision or reprovision of public works. They may be entrusted works to the Authority by the Hong Kong SAR Government through the Civil Engineering and Development Department. Apportionment of related design and construction costs of the entrusted works may be required and the Consultant shall take these requirements into account in the related design and construction works.

3. Objectives of the Services 3.1 General 3.1.1 The objective of the Services is to establish, design, prepare contract documentation

and supervise the construction works, taking account of:

(a) The intended high quality design of the multi-function space of M+; (b) Universal accessibility; (c) Flexibility and expandability of uses; (d) Functional and operational efficiency; (e) Environmental sustainability; (f) Buildability; (g) Reliability and maintainability; (h) Energy efficiency and water conservation; (k) Greening opportunity; (l) Cost-effectiveness and life-cycle costing; and (m) Programme and budget constraints.

3.1.2 From the endorsed Conceptual Plan, the Authority has prepared a Development Plan

(DP) and associated technical assessments areas related to M+. This has been used for the basis of the planning approval process and shall become essential references in going through various related government approval processes relating to the M+ design.

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4. Description of the Services Outline of the Scope of Services

The Consultant shall base on the successful international design competition entry to develop, with the Client Team including the Department of M+, Exhibition Department and necessary modifications, into a Final Scheme Design. In general, the Consultant shall recommend design requirements and standards, coordinate with other consultants as assigned by the Authority, prepare statutory submissions and obtain statutory approvals and consents, prepare tender drawings and documents, advise on selection of materials and equipment, obtain operation and maintenance requirements, recommend selection of contractors, provide site supervision, monitor the progress of works and cost control, monitor contractor performance, arrange for the testing, commissioning and handing over of the Works, monitor the completion of making good defects and produce as-built records in hard and soft copy in required format. The CSF will be converted in the long term as part of the M+ expansion. The Services shall include the conversion strategies that demonstrate how the future expansion can be carried out with circulation, structural and building services studies.

The Consultant shall work to achieve the cost, quality and time targets.

4.1 Work Stages 4.1.1 The Work Stages under which the Consultant shall carry out the Services are:

Work Stage 1: Brief Development & Scheme Design Work Stage 2: Detailed Design Work Stage 3: Contract Documentation / Tendering Work Stage 4: Construction Supervision Work Stage 5: Post Hand Over Services

4.1.2 The Consultant shall not continue the development of any aspect of the design until

the previous Work Stage has been reviewed without objection or reviewed without objection but subject to comments, unless directed otherwise by the Authority’s Representative.

4.1.3 The Consultant shall undertake the appointment and be responsible for all the works

described in this Consultancy Brief. The Consultant shall be responsible for coordinating all the works stipulated in the Agreement irrespective of the demarcation of work descriptions for architectural and other sub-consultants (e.g. structural, civil geotechnical, building services, and landscape aspects etc.) and specialists (e.g. acoustic, lighting and theatre-planning etc.).

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Work Stage 1 – Scheme Design

4.1.4 The Consultant shall continue the development of the conceptual design to produce a scheme design for M+ in which all components of the Works are compatible, integrated, and coordinated. During this stage, consultation with the Relevant Authorities on schemes and strategies shall commence. Each component of the Works shall be defined in terms of size, quality, quantity, location and interface requirements, and the same shall be accurately recorded in the deliverables. The layout should clearly delineate the refined boundary of the site.

4.1.5 At the completion of this stage, the Consultant shall provide a set of layout drawings

for M+ and other WKCD facilities including the site wide RDE which will be regarded as fixed and ready for formal submission to the Relevant Authorities.

Work Stage 2 - Detailed Design

4.1.6 The Consultant shall prepare detailed drawings and specifications with all internal and external interfaces addressed. The drawings shall demonstrate that all the different design disciplines have been coordinated and there is sufficient detail to prepare a detailed cost estimate. The Consultant shall finalise the construction packaging strategy and construction programme. The Consultant shall carry out the statutory submissions during this period to ensure that all necessary approvals are obtained prior to the commencement of the Works Contracts.

Work Stage 3 - Tender Documentation

4.1.7 The Consultant shall prepare the tender drawings and documents for invitation of tenders for the Works Contracts, and which shall contain sufficient information to define the scope and complexity of the Works to allow the bills of quantities to be prepared. The tender drawings and documents shall contain sufficient information to allow the tenderers to plan and develop appropriate construction sequences and methods, prepare works programmes, and to submit accurate prices for the Works without the need for further clarification.

Work Stage 4 – Construction Supervision

4.1.8 During the construction phase, the Consultant shall provide a Resident Site Staff team to assist in the supervision of the Works, in conjunction with a Contract Cost Consultant and the Non-Executive Project Management Consultant (PMC).

Work Stage 5 - Post-Hand Over Services

4.1.9 With the completion and handover of M+, the Consultant shall prepare the documentation to close the Works Contracts and for the permanent records.

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4.2 Extent of the Services

The Consultant shall provide the full range of architectural services and shall act as the design team leader (Design Coordinator) responsible for leading and co-ordinating the input of the other design team members into the design process. The Consultant also will be the Authorised Person responsible for all statutory submissions. The Consultant, under the management of the PMC, shall cooperate with all other members of the project team to ensure successful and timely completion of the Project. The Consultant acknowledges and agrees that the scope of Services includes the full range of services for the normal evolution of an acceptable design, such that all modifications or additions necessary to complete such design are included as part of the scope of Services.

The Consultant shall produce all architectural working drawings necessary for the completion of the Services and shall provide such leadership and supervision to ensure that they are constructed in accordance with the design and specification. The Consultant shall be providing architectural services and shall act as the principal consultant and, at his own expense, enter into separate domestic agreements with sub-consultants and specialist sub-consultants he may deem necessary in order for him to perform his duties under this Consultancy Brief, including but not limited to the following:

(a) Acoustic design; (b) Audio / Visual systems design; (c) Building Services Engineering; (d) Building Information Modelling (BIM); (e) Cinema Design; (f) Civil, Structural and Geotechnical Engineering; (g) Environmental Engineering; (h) Facade and Glass Walling; (i) Fire & Life Safety; (j) Graphics / Signage and Way-Finding Design; (k) Interior Design; (l) Laboratory Design for the conservation facilities; (m) Landscape Design; (n) Lighting Design; (o) Sustainability Design (include Air Ventilation Assessment and green building

certification

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consultants – Beam Pro or equivalent); (p) Traffic Engineering Design; (q) Theatre Planning; (r) Universal Access Design; (s) Vibration and Noise Control; and (t) Any other specialist sub-consultants (except Quantity Surveying Consultant) he

may deem necessary in order for the Consultant to perform to the requirement of the Agreement.

If specialist sub-consultants are provided, consent from the Authority’s Representative shall be obtained and the specialist sub-consultants shall have relevant qualification/experience and local office or representatives in Hong Kong. If no specialist sub-consultant is employed, the Consultant shall prove that the required qualified staff within the Consultant's or the Consultant's sub-consultants' office for handling the specialist services and the relevant qualification of the staff shall be submitted to Authority’s Representative for consent. The Services shall include the following services, which are more particularly specified in Section 6 of this Consultancy Brief:

4.2.1 Design, planning, detailing, documentation and periodic supervision including all site

safety and quality supervision as required by the Building Authority (in pursuit of its statutory, regulatory, supervision and licensing obligations as variously carried out by the Authorised Person (AP), Registered Structural Engineer (RSE), Registered Geotechnical Engineers (RGE), Directorate Site Supervisor (DSS), Registered Professional Engineer (RPE), Registered Energy Assessor (REA), RGE-T5 and Technically Competent Persons (TCPs)) for construction of all architectural, civil, structural and geotechnical engineering, building services engineering and specialist works;

4.2.2 Coordination and submission of all necessary statutory planning and building

application and obtaining all necessary consents, approvals, permits and licenses as required. Licensing shall include but not be limited to Places of Public Entertainment (PPE) licenses which may include lobbies, other common areas and ancillary facilities. These duties shall include all site visits and site attendance throughout Work Stage 4 (and Stage 5 as appropriate) as are necessary in fulfilling their obligations in a manner which is satisfactory to the Relevant Authorities.

4.2.3 The Consultant shall conform in all respects with the provisions of any enactment,

the regulations or bye-laws of any local or duly constituted authority, and the rules and regulations of any public bodies and statutory authorities and any additions or amendments thereto during the continuance of the Services, which are applicable to the Services, by making submission to and obtaining consent from all relevant statutory bodies and Government departments.

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4.2.4 All landscaping works inclusive of all hard and soft landscaping and irrigation requirements;

4.2.5 All external and underground services inclusive of survey on existing ground, trees

and utilities infrastructure if required, engineering services diversion works and their connections in association with the Project including but not limited to:

(a) street lighting; (b) fire services water supply main; (c) power supply cables; (d) telecommunication cable duct system; (e) data cable duct system; (f) ELV cable duct system; (g) gas supply; and (h) Public infrastructure Works in coordination with matters under the related

entrustment agreement.

4.2.6 Co-ordination in obtaining all utility supplies including inter-building infrastructure network;

4.2.7 Car park, loading and unloading, pedestrian connections, internal circulation, site

accesses (interim and permanent), road design and all necessary infrastructures inclusive of street lighting, fire, hydrants and other street furniture;

4.2.8 Air-conditioning and mechanical ventilation system design;

4.2.9 Buildability Study of Construction Systems; 4.2.10 Building management system design; 4.2.11 Building Information Modelling (for Work Stages 1 to 5 inclusive); 4.2.12 Electrical system design, including back up supply and uninterrupted power supply; 4.2.13 Building provisions design for ICT systems; 4.2.14 Civil, structural and geotechnical works including but not limited to underground (B1)

public road and its associated infrastructures, drainage, sewage, waterworks, railway protection works related to M+ development;

4.2.15 Environmental engineering including necessary mitigation measures on noise, light,

air/ gases, odour, waste water and solid waste handling to comply with EIA study and EPD requirements;

4.2.16 Extra-low-voltage (ELV) systems design including broadcast reception system, public

address system, intercom system and barrier free access system, etc;

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4.2.17 Façades and Glass Walling; 4.2.18 Fire service system design including all fire safety engineering studies; 4.2.19 Graphic design, hoarding design and signage throughout the Project; 4.2.20 Interior design works including joinery, ironmongery, built-in furniture with furniture

layout and design proposals; 4.2.21 Lifts and escalators system design; 4.2.22 Plumbing, drainage and sewage system; 4.2.23 Security systems design including burglar alarm, closed circuit television system,

watchman tour, access control system, etc; 4.2.24 Specialist systems such as Broadcasting system design, theatre equipment, and the

audio, video and lighting system design for museum and theatre; 4.2.25 Specialist systems design such as mechanical facade maintenance system / building

maintenance unit; 4.2.26 Stonework; 4.2.27 Theatre acoustics, building acoustics, environmental acoustics and vibration control; 4.2.28 Theatre planning, film/lecture theatres design; 4.2.29 Any other building services installation considered necessary to meet the

requirements, objectives, functions and intended use of the Project shall deem to be included in the Services;

4.2.30 Other appropriate innovative energy saving proposals; indoor air quality control, including registration, documentation/submission to the Relevant Authorities for green building certification including but not limiting to certification under the Building Environmental Assessment Method (BEAM) Plus for New Building, the Indoor Air Quality Certification Scheme for offices and Public Places, Hong Kong Energy Efficiency Registration Scheme for Buildings. The Consultant shall prepare all submission and verification materials required by the certification authority for all design and design related aspects, Site Supervision, Testing & Commissioning and Handover all at levels commensurate with obtaining optimum rankings under BEAM Plus Certifications;

4.2.31 Maintain and update all drawings and specifications for the Project;

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4.2.32 Formulate, update and maintain Room Data Sheets for each room and space and provide as built Room Book for record; and

4.2.33 Design of laboratories and DG stores including the approval of Dangerous Goods

license for Hazardous Gases.

4.3 Duties 4.3.1 The Consultant shall provide all specialist expertise and sub-consultants required for

the execution of the Services. The Consultant shall hold with the Client Team including the Department of M+, Exhibition Department regular meetings with all of its specialists and sub-consultants to ensure the works are coordinated and meeting minutes are to be submitted to the Authority within one week after holding such meetings.

4.3.2 The Consultant shall prepare, co-ordinate and produce all deliverables required by

this Consultancy Brief to the Authority and any other deliverables necessary for the satisfactory completion of the Services. These shall include but not be limited to reports and presentation materials (graphic or written) for any meetings related to the Services.

4.3.3 The Consultant shall supply the number of copies as specified for the circulation and

timely delivery of the reports, papers and documents directly to the Authority before the submission deadline as specified in the Consultancy Brief, or as per any revised dates as agreed with the Authority.

Statutory Duties

4.3.4 The Consultant shall provide an Authorised Person, Registered Structural Engineer, and Registered Geotechnical Engineer to undertake the relevant statutory duties in the performance of the Services.

4.3.5 If required, the Consultant shall liaise with the Authority and Committees established

under the Authority, including, but not limited to, the Development Committee, Museum Committee and the Consultation Panel. The Consultant shall also liaise with Other Consultants (as defined in the Agreement) as necessary to perform the Services, along with the Relevant Authorities. The Consultant shall prepare and send the relevant records of meetings and correspondence of such meetings within one week after holding such meetings or receiving such correspondence.

Quantity Surveying & Cost Estimating Services

4.3.6 A consultancy for quantity surveying and estimating services has been appointed separately by the Authority. The Consultant shall coordinate with and provide all necessary information to the Quantity Surveying consultant directly engaged by the

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Authority (“Project Quantity Surveyor”) in a timely manner to allow cost estimates and tender documentation to be prepared in accordance with the programme.

Site –wide Ground Investigation Consultancy

4.3.7 Site-wide Ground Investigation (GI) will be undertaken by a GI consultant appointed separately by the Authority. The GI Consultant shall carry out the GI works for the WKCD site in two phases. The first phase will be an initial site investigation of the entire WKCD site. The second phase will focus on venues with particular borehole locations to be designated by the Authority. The M+ Consultant shall investigate and review available data or information and make reference to the GI results to carry out the basement and building design. The Consultant shall suggest further ground investigations to Authority’s Representative if found necessary.

District Cooling System (DCS)

4.3.8 District Cooling System (DCS) proposed in the F+P's conceptual plan for WKCD will be further developed by the DCS consultant who has been appointed separately by the Authority. The DCS consultant shall complete the design of DCS up to scheme design level with capital and operational cost analysis. The DCS consultant shall provide preliminary spatial planning at the proposed DCS plant rooms at basement level(s) and utilities routes which will be further developed at the detailed design stage.

The M+ Consultant is required to work in parallel and coordinate closely with the detailed design of DCS considering the indicative footprint of the DCS plantrooms are located within the M+ site.

District-wide Fire Engineering Consultancy

4.3.9 District -Wide Fire Engineering specialist has been appointed separately by the

Authority to develop a district –wide fire safety strategy (DFSS) for WKCD. The DFSS shall be approved by the Hong Kong Fire Services Department (HKFSD) and relevant licensing departments before implementing the strategy to the whole district. In addition, the District -Wide fire engineering specialist shall provide inputs for basement levels and interface areas where full compliance to prescriptive codes are found to be impractical and inefficient.

The M+ Consultant shall be responsible to provide fire engineering inputs for statutory approval separately if the proposed scheme design of M+ could not comply with the relevant statutory codes and the DFSS of the WKCD. Scheme design consultant for linked basement

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4.3.10 The Authority has appointed a scheme design consultant to develop and complete a scheme design of the underground spaces for Zone 2B & 3A and the remaining areas of Zone 2A. An efficient layout of the underground spaces with full co-ordination of architectural, structural, civil building services, MEP, traffic engineering and Information & Communications Technology provisions shall be achieved and shall fully be integrated with that designed in Zone 2A interfacing with WKT Station Box. Also, the scheme design will be sufficient to enable a GBP submission and form a basis for the respective detailed design.

Information and Communications Technology (ICT) consultant

4.3.11 The Authority shall also appoint separately an Information and Communications Technology (ICT) consultant. The Consultant shall take lead to coordinate and work closely with the Authority’s appointed ICT consultant for the Project.

Outline Development Plan Consultancy 4.3.12 A non-statutory Outline Development Plan (ODP) is being prepared in consultation

with government departments concerned to facilitate the implementation of the WKCD development. The ODP will include information on detailed land uses, development parameters and boundaries of individual sites, green coverage, waterworks and drainage reserves, site formation levels, road alignment and dimensions, location of pedestrian facilities, public utility facilities as well as other building and engineering requirements. The Authority has commissioned a consultant to take up the preparation of a Recommended Outline Development Plan (RODP) for the WKCD which, upon adoption by the Committee on Planning and Land Development (CPLD), will become the ODP for the WKCD. The plans will form the basis and reference for detailed site planning, public works planning, land grant preparation, and building plan approval process for the WKCD.

Urban Design and Landscape Guidelines 4.3.13 The consultancy for preparing Urban Design and Landscape Guidelines (UDLG) for the

WKCD is currently undertaken by F+P which is anticipated to be completed in late 2012. The objective of UDLG is to ensure the vision of the master plan for the WKCD can be sustained and implemented over the coming years by means of providing guidelines to the upcoming designers for venues, public space and passageways of the WKCD. The M+ Consultant shall take into consideration the guidelines and respect the design intentions stated in UDLG.

Detailed Design Consultancy for the Park 4.3.14 The Consultancy for the Park Development of the WKCD will tentatively be

commissioned by the Authority in early 2013. The objective of the Park Consultancy is to design and implement a park that shall be a “A Place for Everyone” and shall be a distinctive and user-friendly park with an arts and culture theme. The Park shall serve

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as the leisure focal point in the WKCD, providing exhibition locations for visual art and featuring performing arts facilities of various scales. As the first facility to be opened in the WKCD, the M+ Consultant is required to work in parallel and coordinate closely with the Park Design Consultant to ensure subtle but distinctive transitions between the Park and M+. Connection points provision shall also be addressed with emphasis on interfaces with the waterfront promenade, main basement to the East of the Park and M+. The M+ Consultant shall review and assess the interface design of the Park to M+ and work together with the Park Design Consultant to resolve the interfacing issues.

Quality Site Supervision Plan (QSSP)

4.3.15 For the implementation of Quality Site Supervision Plan (QSSP) for site works, the Consultant shall identify the critical construction activities and structural/geotechnical elements in the design that warrant the formulation of special site supervision requirements for such activities and structural/geotechnical elements.

4.4 Meetings The Consultant shall attend: - 4.4.1 All liaison meetings with the Client Team including the Department of M+, Exhibition

Department and relevant government departments, e.g. consultation with Planning Department, Buildings Department, the District Council, project steering committee and authorities, interested groups, etc.

4.4.2 All related works and meetings in liaison with the District Lands Office on government

land allocation and other government departments on project related issues. 4.4.3 All related works and meetings in liaison with CEDD on the provision of

infrastructures, progress and all interfacing issues, including the access track road or public access road.

4.4.4 All related works and meetings in liaison with TD, DSD, WSD, HyD, EMSD and the

Relevant Government Departments for the provision of services, etc. 4.4.5 All related works and meetings in liaison with EPD, and the relevant Government

Departments for the compliance of air quality and environmental issues over the development.

4.4.6 All related internal meetings with the Authority and with interfacing organisations

such as MTRCL. 4.4.7 Public engagement and consultation exercises, if any.

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4.4.8 All meeting involving negotiation and collaboration meetings with MTRCL. 5. Deliverables 5.1 Review Process 5.1.1 The Consultant shall submit all documents, drawings, samples and such like in

accordance with the Authority’s procedures. 5.1.2 The Authority will review and respond to the submission within 14 days of the receipt

of the submission, advising if the submission has been:

(a) reviewed without objection; (b) reviewed without objection but subject to comments; or (c) rejected.

5.1.3 Provided the submission has not been rejected, the Consultant can continue the

development of that aspect of the Services. If the submission is rejected, the Consultant shall resubmit the submission addressing the shortfalls before the Services for that aspect of the Works can continue.

5.2 General 5.2.1 The Consultant shall provide the following documents as part of the Services, in

addition to those described in Section 6 of this Consultancy Brief: - 5.2.2 Progress reports showing the works completed during the period, scheduled

activities for the coming months, movement of staff for the Project, record of fee payments, record of payments to contractors and record of Architect’s instructions and other items as required by the Authority’s Representative. Seven (7) copies of progress reports are required to the submitted on a monthly basis, or at such intervals as required by the Authority’s Representative.

5.2.3 Minutes of meetings shall cover:

(a) project coordination meetings; (b) site progress meetings; (c) meetings under Section 4 of this Consultancy Brief; (d) Other coordination meetings attended as directed by the Authority’s

Representative. 5.2.4 Sufficient copies of meeting minutes shall be distributed by the Consultant to all

attendees, absentees and other relevant parties concerned within 5 working days of

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the meeting. Minutes should be in English and/or Chinese as directed by the Authority’s Representative.

5.2.5 A report shall be provided at the end of each and every Work Stage that is described

in Section 6 below. The report shall be in sufficient detail to enable the Authority’s Representative to assess whether the stage has been satisfactorily completed so that approval can be given to proceed to the next stage. Seven (7) copies of this report shall be submitted to the Authority’s Representative for approval.

5.2.6 Deliverables shall include review reports, design reports, landscape and visual impact

assessment, investigation reports, working papers, programmes, progress and financial reports, design and other calculations, design certificates, design specifications and technical information, minutes of meetings chaired by the Authority’s Representative, drawings, plans, map, presentation drawings, coloured multi-media 3-dimensional computer renderings, animated walk throughs, architectural models and other documents as required in the activities described in Section 6 below and public consultations, operation and maintenance manuals and as-built documents after handover of the Project to the Authority or agency/representative appointed by the Authority.

5.2.7 Documents shall be submitted for the purposes of compliance with statutory

procedures, government procedures and consultative procedures. 5.2.8 Preparation all necessary drawings, papers, documents and presentation and

materials for public consultation at the relevant Councils, committees, public bodies and forums.

5.2.9 The Consultant shall provide all tender drawings in AutoCAD version 2008. Apart

from tender drawings, the Consultant may provide other drawings in AutoCAD version 2008 and to the satisfaction of the Authority’s Representative. CAD Drawings shall be prepared conforming with the Authority CAD Standard. BIM model shall be prepared conforming with the Authority BIM Standard (or later versions as agreed between the Authority’s Representative and the Consultant from time to time).

5.2.10 The Consultant shall notify the Authority in writing of any deliverables that are under

licence and any pre-existing copyright or patent on any deliverables and any other restriction whatsoever affecting the Authority’s use of the same and, if required by the Authority’s Representative, to establish the existence of any licence, copyright, patent or restriction.

5.2.11 The Consultant shall submit draft versions of all the deliverables for the Authority’s

and/or other stakeholders’ and government departments’ comments and incorporate the comments into final submissions at the completion of the Work Stage.

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5.3 Work Stage 1 – Brief Development and Scheme Design

General

5.3.1 The Consultant shall submit the following details for review:

(a) Resources plan; (b) Master Design and Development programme; (c) Comments on Conditions of Land Grant and Lease Plan; (d) Detailed Schedule of Accommodation and Room and Space Data Sheets; (e) Report on utility provisions and information; (f) Preliminary Environmental Review Report; (g) Preliminary recommendations on tendering strategy for Works Contract,

number and scope of contract packages; (h) EIA Compliance Review Study Report; (i) Scheme design report incorporating all design discipline inputs with preliminary

building, drainage and plumbing installations and structural framing plans, loading schedule and foundation plans, preliminary civil/infrastructure works; preliminary soft and hard landscape plans, Schematics and preliminary equipment schedules of building services systems, Building Management System, Smart Card Security System, IT/Telecommunications;

(j) Scheme Design Presentations with outline specifications, preliminary schedule of finishes and fittings, material samples;

(k) Report on Systematic Risk Management; (l) Sustainability Review Report including energy analyses and justifications with

correlation to the performance requirements and sustainability targets set out in the Brief;

(m) BEAM Initial Assessment Report; (n) Value Engineering Report; and (o) List of detailed design drawings, schedules, specifications and calculations.

In addition, the Consultant shall submit the following which shall cover part and / or all of the above general submissions for review:

(a) Inception report

The Consultant shall prepare an inception report setting out the work plan for the Services. This shall:

i) Present the results of a comprehensive review of the Development Plan

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(DP) and all relevant information available to the Consultant including Technical Reports prepared by Mott Macdonald Hong Kong Ltd under the Project Consultancy Study for the WKCD Development Plan.

ii) Identify areas of concern, including special engineering problems, discrepancies, conflicts, or new/revised Government plans that may affect the Services.

iii) Identify items requiring direction or agreement by the Authority.

iv) Provide a detailed work plan and programme for the Services including planned timing of necessary approvals by Relevant Authorities and other affected parties.

v) Provide a comprehensive list of all deliverables included in the Services with drawings, specifications and calculations identified separately, together with a programme of deliverables submissions and all statutory submissions required with approval dates, grouped in accordance with the Works Contracts.

vi) Prepare a schedule of Interface Issues Summary, which includes information required from interfacing parties and identify by when approvals must be obtained.

vii) Identify any deviations and exceptions to the design criteria and standards, and propose necessary amendments.

viii) List of programmes and automated design software proposed for use in the Services.

ix) Schedule of Staff for the Project, identifying the office location and hours committed to the Services per month by the Key Personnel (as defined in the Agreement) .

x) Identify the number and programme for value engineering (VE) studies.

xi) Identification of any additional Working Papers beyond those identified in 5.3.1(b) below that the Consultant believes are needed to resolve key issues, which have been previously identified.

(b) Working Papers

The Consultant shall work with the Authority and relevant Committees / stakeholders to prepare and gain approval for direction papers associated with the implementation of the Services. Once endorsed, the approved direction shall form the basis of the Consultant’s design and implementation of the Works for the Project. The Consultant shall plan his works and services to ensure the papers are prepared, reviewed and endorsed in time so as not to impact the development of M+.

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The working papers shall take on board the operators and stakeholders requirements, reflect the nature of the works and services, address cost and programme implications and make clear recommendations on the strategy to adopt. This shall include but not be limited to papers on: i) Interface with the Park, underground main basement, waterfront

promenade, the Artist’s Square; ii) Impact on existing tunnels and structures; and iii) Guiding Design BEAM Plus Working Paper.

(c) Functional Brief

The Consultant shall lead and consolidate a comprehensive draft and final Functional Brief, the major components of which shall include but not be limited to the following:

i) Executive Summary; ii) Development strategy and guidelines ; iii) Requirements as developed by the Consultant in conjunction with the

Authority; iv) Building design and buildability; v) Space planning requirements; vi) Detailed functional requirements; vii) Facilities planning requirements; viii) Functional/ operational relationships and flow patterns; ix) Space/ Room Data Sheets; x) Areas Schedule; xi) Draft and Final Schedule of Accommodation; xii) Design standards and criteria to include commentaries on sustainability; xiii) Performance specifications of all materials and installations to include

commentaries on sustainability; and xiv) Fit-out specifications to include commentaries on sustainability.

(d) Report on site topographic surveys

The Consultant shall complete and provide a full report on the topographic survey of the M+ site, by undertaking related survey for additional information to supplement the existing data obtained by the Authority from other consultants. At a minimum, this shall: i) cover all the M+ site areas for construction works and the interfacing

areas; ii) identify levels and change in levels; iii) identify man holes, services and utilities that are visible;

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iv) identify permanent and temporary structures; v) identify roads, paths and paved surfaces; The results of the survey shall be validated and recorded as a CAD model with and XYZ coordinates, in accordance with the Authority’s Manual.

(e) Report on site utility surveys

(i) The Consultant shall undertake a site utility survey to identify all the utilities and services and provide a full report on the outcome. The survey shall be undertaken in accordance with the Hong Kong Institute of Utility Specialists Specifications for Utility Mapping By Non-Destructive Methods (April 09); and

(ii) All layout plans to utility undertakings for the purpose of soliciting utility

information or provisions shall be prepared in electronic format. These electronic layout plans shall conform to the Authority’s CAD Standard. The Consultant shall ensure that the Conditions of Use and the Standard Notes as promulgated in ETWB Technical Circular (Works) No. 7/2003 or latest version as promulgated by DEVB are embedded in the ELPs.

(f) Report on drain/sewer and manhole surveys (including CCTV survey)

The Consultant shall undertake drain/sewer and manhole surveys (including CCTV surveys) and provide a full report on the outcome.

(g) Construction Programme and Report. (h) Design statement. A statement from each design discipline that identifies all

design parameters, codes of practice, design criteria, loads and load combinations, methods of analysis, computer models, and checking methods for all elements of the Project.

Architectural (Work Stage 1)

5.3.2 The Consultant shall submit the following deliverables upon the completion of Work Stage 1:

(a) Development parameters

(b) Site Analysis

(c) Architectural design drawings including all levels floor plans, elevations and sections to 1:200 scale

(d) Three numbers of updated architectural perspectives or photomontages. Content and viewing angles are to be determined with the Authority.

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(e) Four numbers of updated interior perspectives or photomontages. Content and viewing angles are to be determined with the Authority.

(f) Area schedule with spatial breakdowns and information on Net Operation Floor Area (NOFA), Gross Floor Area (GFA), Construction Floor Area (CFA).

(g) Architectural Sustainability Design and Green Building Certification Report

(h) BIM model of M+ and all other architectural elements

(i) Interior design scheme plans to 1:100/1:50 scale

(j) Updated 1:200 Building model

(k) List of materials selected and highlight any materials and equipment selected having less than 3 probable offers

(l) Outline Material Specifications

(m) Architectural drawings and documents for Buildings Department Pre-Submission Enquiry

(o) Planning Application to the Town Planning Board as required under Section 16 of the Town Planning Ordinance if required.

The Consultant shall submit draft versions of all the deliverables for the Authority’s and/or other stakeholders’ and government departments’ comments and incorporate the comments into final submissions at the completion of the Work Stage. Landscape Architectural (Work Stage 1)


(a) Colour Landscape Plan and Design Report, including

i) 1:200 Plans, 1:100 elevations and 3D High Quality renderings comprising 3 bird view and 5 eye level view perspectives showing the design intention of the work;

ii) Reference images to illustrate landscape character for each of the key areas;

iii) Planting Strategy with design images In support of the planting strategy;

iv) Water strategy: define different water feature characters and effects with supporting imagery, if any;

v) Design intent for outdoor landscape features; vi) Schematic lighting strategy: define different lighting effects with

supporting imagery; vii) Schematic material strategy: define the different hardscape treatments /

character areas. This will include supporting imagery images to indicate general concepts of material type, colours and finishes and sample board;

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(b) The Consultant shall review and appraise the existing Tree Survey Report in response to Tree Survey Data provided by the Authority.

The Consultant shall also prepare and submit Tree Felling / Removal Application and transplanting strategy for the Authority’s approval prior to formal application. The tree survey report for tree removal application and approval shall include (i) detailed tree survey, (ii) tree assessment schedule, (iii) photographic record of each individual tree, (iv) tree removal proposal, and (v) compensatory planting plan.

(c) Prepare Tree Felling Application and the relevant Compensatory Planting Proposal.

(d) Tree Risk Assessment according to the latest DEVB’s guidelines and technical circulars and provide input or update of tree failure incident to the database managed by DEVB.

Civil/Structural/Geotechnical (Work Stage 1)


(a) Structural design options report for all buildings and structures outlining proposals on the structural layout and foundation for the structures within the M+ site. For each major structural element, include framing systems, foundation systems, slab systems and roof systems, the Consultant shall prepare a minimum of three alternative solutions and provide a cost and programme comparison between each with a recommendation of the preferred solution.

(b) Structural Survey Report. Structural drawings (Plans at 1:200, Sections at

1:100 and details at 1:20). (c) Database of existing site investigation and substructure information. (d) Geotechnical Report to include geotechnical basis of design, geotechnical

data, instrumentation and monitoring recommendations. The report shall also identify any additional SI requirements and programme for obtaining SI.

(e) Construction Planning Report. (f) Civil Engineering Design Report presenting the proposed design approach,

layouts, general arrangements and options for all civil engineering aspects of the Works.

(g) Utility Impact Assessment (UIA) Report

i) The Consultant shall prepare and submit a report on the findings of the Utility Impact Assessment Study to the Authority’s Representative and relevant parties. The report shall include sections on waterworks

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installations and land utilities affected by the construction of the Project. The Consultant shall prepare a set of utility drawings showing the existing and proposed utilities and any planned diversions. The draft report shall be submitted to the relevant parties for comment and agreement before finalisation.

(h) Drainage Impact Assessment (DIA) Report

i) The DIA Study Report shall consist of, but not be limited to, the following: − A summary of the review, findings and recommendations by the

Consultant to achieve the requirements of the Services; − A full description of the proposed approach and methodology,

including any specialist models required, for undertaking the key elements of the Services as agreed by the Relevant Authorities;

− A full description of the design standards and guidelines to be adopted for the Services; and

− A working programme for the Services Assignment containing all activities, their timing, consultation required, key dates for receipt of approvals, reporting and meetings in order to achieve the deliverables on or before their stated due dates.

− Identifying key drainage requirements and interfaces, and prepare a draft project profile.

− all study outputs, including a summary of the study methodology and all relevant key engineering information, hydraulic assessment results, stormwater quality assessment results, and responses to the comments on the Draft DIA Study Report; and

− Supporting calculations with modelling results, and model input in both hard copy and digital form. A brief description of the basic principles and operation of any model used in the study shall also be included.

(i) Sewerage Impact Assessment (SIA) Report

i) The SIA Study Report shall consist of, but not limited to, the following:

− A summary of the review, findings and recommendations by the Consultant;

− A full description of the design standards and guidelines to be adopted;

− All study outputs, including a summary of the study methodology and all relevant key engineering information, and responses to the comments on the Draft SIA Study Report. A detailed description on the proposed design parameters should be provided. Any deviation from the DSD Sewerage Manual should be justified;

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− Supporting calculations and a brief description of the basic principles used in the study. Peak flows to trunk sewers, pumping stations and sewage treatment works with appropriate peaking factors should be provided and shown on tables; and

− Layout plans showing respective catchments and sewerage networks for the proposed developments, their connections to the existing or planned public sewerage network, and any proposed mitigation measures involved.

(j) Water Impact Assessment (WIA) Report

i) The Water Impact Assessment Study Report shall consist of, but not limited to, the following:

− A general description of the proposed works and discussion of how

the Project affects and interfaces with the existing and proposed waterworks facilities and water intakes and water gathering ground;

− Discuss each interface and encroachment and impacts of the Project;

− Recommend in details with plans and schemes together with calculations and works specifications on mitigation and protection measures for these waterworks facilities, diversion, reprovisioning works and/or modification of them with the agreement of WSD for further development for incorporation in the detailed design stage.

− Prescribe the specifications for detailed design and construction of the recommendations and mitigation measures;

− Assess short-term and long-term impacts and quantify effects of the works on the water gathering ground during construction and operation stage; and

− Suggest a programme for the proposed diversion schemes, reprovisioning works and/or modifications of the waterworks facilities with the agreement of WSD to facilitate the Project to be implemented as scheduled.

(k) Traffic Impact Assessment (TIA) Report

i) The TIA Study Report shall consist of, but not limited to, the following:

− A summary of the review, findings and recommendations by the Consultant to achieve the requirements of the Services;

− A full description of the proposed approach and methodology, including any specialist models required, for undertaking the key elements of the Services as agreed by the Relevant Authorities;

− A full description of the design standards and guidelines to be adopted for the Assignment;

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− A working programme for the Services containing all activities, their timing, consultation required, key dates for receipt of approvals, reporting and meetings in order to achieve the deliverables on or before their stated due dates; and

− identifying key traffic and issues affected by the Works, establishing the demand and completing the traffic analysis, carrying out the traffic design of the M+ and its connecting proposal with the surrounding developments. The design shall include the signage, marking, dimensions of the transport facilities.

(l) Engineering Document (EDoc) for the MTRC structures in accordance with the

requirements as described in section 6.4.37 to 6.4.45. (m) Civil Works drawings covering: earthworks, roads, drainage, sewage and

waterworks and utilities (scale 1:200).

Building Services (Work Stage 1)

5.3.5 The Consultant shall submit the following details and deliverables upon the completion of Work Stage 1:

(a) Prepare design review report to highlight and identify site constraints and

building services design options with justification(s) and recommendation(s) to suit the architectural and landscape of the M+ ;

(b) Establish design criteria for building services installations, develop building

services design brief and preliminary building services room data sheets to suit the architectural and engineering design information as provided at this Work Stage;

(c) Prepare initial building services load estimation and consult with all relevant

government departments, public corporations and utilities companies to establish the utilities network and interface arrangements within the M+ development; evaluate and determine energy source with sufficient justification. Follow up with consultation and agree the utilities provisions with relevant government departments and utilities companies;

(d) Building services inputs i.e. calculations, drawings, suppliers data sheets etc

shall be provided to support the Architectural Sustainability Design and Green Building Certification Report;

(e) Prepare building services design layout and schematic diagrams, etc for the

proposed building services design based on the architectural and engineering design information as provided at this Work Stage;

(f) Building services design report shall include all necessary major building

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services systems including green design initiatives, energy saving and water saving features e.g renewable energy systems and water reclamation system etc to suit the architectural and landscape design requirements /options with due considerations for life cycle costing analysis, future operation and maintenance;

(g) Building services reports shall suit the architectural, landscape and

engineering design in respect of the design objectives and performance requirements as identified at this Work Stage e.g. design criteria and building services room data sheets etc. Optimum building services design proposals shall be produced based upon the functional, economic, environmental and energy parameters produced at this Work Stage;

(h) Building services scheme design report shall include but not limited to the

following:

i) Preliminary design and layout arrangement of major building services plant rooms with major components and services routes (scale at 1:200 or less).

ii) List of recommended green and energy efficiency features. iii) Preliminary design arrangement and combination of all building

services systems as required with consideration on flexibility, energy efficient and future maintenance.

iv) Consider, evaluate and recommend the most appropriate systems for each of the building services installations including any necessary specialist mechanical/electrical/electronic systems as identified.

v) Reliability analysis of major building services systems with various scenarios such as power failure, equipment breakdown, night duty, essential operation in particular to the sensitive collections and their storage areas etc shall be provided.

vi) Scheme design building services inputs shall be provided and coordinated with Other Consultants of the M+ design team e.g. providing sub-main power distribution design to suit both outdoor and indoor electrical installations, external lighting and façade design which will be provided by the architect/landscape consultant/lighting design specialist etc. Coordinating with the Theatre Planning consultant by providing power supply and ELV provisions for specialist equipment in theatre/performance spaces;

(i) Building services input in resources plan, identification of U/G utilities

mapping and survey information, design report for Authority’s presentation, M&E equipment’s noise assessment with mitigation measures, fire engineering report etc;

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(j) Evaluation report on renewable energy technologies, energy efficient and

environmentally-friendly building services design, passive green building design as well as environmental sustainability, e.g. Building’s envelope design (overall thermal transfer value – OTTV), shape and orientation and any other environmental effect to the building/environment;

(k) Life cycle analysis study and value engineering (VE) review on selected

building services systems and energy saving features etc shall be carried out and conclude at this Work Stage; and

(l) Identify and confirm with the design team for the compliance of relevant

technical circulars, general specification and statutory submission procedural guidelines and any regulations or ordinance applicable to the Project.

Sustainability Design

5.3.6 The Consultant shall prepare a Scheme Design Sustainability Assessment Report upon completion of Work Stage 1 which shall include, but not be limited to the following:

(a) Water & Drainage Strategy

(b) Energy Strategy with green house gas emission assessment

(c) Materials Selection / Green Procurement Strategy

(d) Ecology / Planting Strategy

(e) Microclimate Analysis

(f) Waste Minimisation Strategy

(g) Universal Access Design Strategy

(h) Comparison Review with other internationally recognised green building assessments such as BREEAM, LEED etc with the architectural design baseline requirements i.e. BEAM PLUS Gold rating as provided in the Architectural Sustainability Design and Green Building Certification Report. The report shall identify and assess how the proposed design could be enhanced to fulfil relevant international standards on green buildings.

(i) The report shall identify all sustainability measures, green procurement initiatives to address major sustainability strategies as mentioned above and any other proposals recommended by the Consultant. Proposed green features and sustainable strategies shall be evaluated to demonstrate their technical and financial viability for M+ from construction to operational stage. The report shall include all technical assessments, drawings, calculations, computational simulations, cost and payback analysis and all necessary supporting information.

(j) An overall sustainability design checklist shall be prepared for the design team to check against whether the design has fulfilled all the checklist items at this

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Work Stage. The checklist shall be cross referenced with the BEAM Plus assessment to identify the impacts/benefits of the implementation of green features to the BEAM Plus rating.

(k) For detailed deliverables required for BEAM Plus certification, please refer to Section 6.

BIM

5.3.7 The Consultant shall submit the following details for the M+ facility upon completion of Work Stage 1:

(a) BIM models and setting up of detailed library;

i) Building frameworks with interior partitioning; ii) Façades/curtain walling; iii) Major and essential mechanical plant, mains and utilities connections; iv) Substructure works and underground services.

(b) Illustrative drawings (plans, sections and elevations);

(c) Clash analysis reports;

(d) Simulation of sustainability building design elements;

(e) Working perspectives for Scheme Design;

(f) Colour renderings of building envelopes for design development at Scheme Design stage.

5.4 Work Stage 2 – Detailed Design

General


(a) Updated Resources plan;

(b) Updated Design and Development programme;

(c) Construction Programme and Report;

(d) Updated Room and Space Data Sheets;

(e) Detailed Design Report incorporating all design discipline inputs including structural calculations and reinforcement details, utilities plans and road works design, equipment schedules for building services, BMS, SSCS and IT/Telecommunications, schedule of finishes and fittings, planting plans and soft and hard landscaping plans and details, system configuration details, services layout drawings and typical details, combined services drawings and builders work in connection drawings, interface schedules and maintenance plans;

(f) Detailed Design Presentations;

(g) Updated Risk Register;

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(h) Draft Works Contract Particular Specifications;

(i) Final EIA Compliance Review Study Report;

(j) Documents for the purposes of compliance with statutory procedures, government procedures and consultative procedures;

(k) Sustainable Assessment Report including energy saving measures and estimates of operation costs with comparison tables relative to the sustainability and energy saving performance requirements and targets set by this Consultancy Brief; and

(l) List of tender drawings, schedules, specifications and calculations.

Architectural


(a) Detailed Design drawings including all level floor plans and ceiling plans to 1:100 scale, sections and elevations to 1:100/1:50 with construction details at appropriate scales;

(b) 1:100 interior models of all major spaces including the display spaces and main lobby in M+;

(c) Interior fit out drawings including detailed floor plans, sections and elevations to 1: 50 scale and typical construction details;

(d) Architectural and interior fit out drawings which are fully co-ordinated with design disciplines;

(e) All necessary construction details to appropriate scale such as 1:5, 1:10, 1:20 and 1:50;

(f) List of architectural and interior materials selected with material samples and highlight any materials and equipment selected having less than 3 probable offers;

(g) Architectural Sustainability Design and Green Building Certification Report;

(h) Architectural Lighting design concept and lighting design plan and schedule;

(i) Interior lighting design concept and lighting design plan and schedule;

(j) Detailed Design Report;

(k) Planning Application to the Town Planning Board as required under Section 16, or Amendment to Permission given as stipulated under Section 16A of the Town Planning Ordinance, Cap 131 of the Laws of Hong Kong SAR;

(l) Architectural Drawings and documents for Buildings Department General Building Plan Approval; and

(m) QSSP,

Landscape Architectural

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(a) Detailed design Layout drawing to the scale of 1:100 showing:

i) Location Plan;

ii) Landscape General Arrangement Plan (key and sectional);

iii) Setting-out Plan;

iv) Levels and Grading Plan to scale of 1:200, indicating general site level spot height and grading information;

v) Drainage Plan, indicating surface and/or sub-soil drainage locations for planting areas;

vi) Level and Grading Plan to scale of 1:200, indicating general site level spot height and grading information;

vii) Material Plan;

viii) Irrigation Layout Plan and proposed method of landscape irrigation;

ix) Lighting Plans indicating basic light locations and respective light fitting reference images to indicate landscape lighting design and lighting provisions;

x) Landscape Elevations and Sections;

xi) Landscape outdoor furniture plans (including loose and fixed outdoor furniture);

xii) Surface and/or sub-soil drainage locations for planting areas; and

xiii) Planting Layout Plan (indicating plant depths and soil provisions for all planters on structure) of all planting materials; including Trees, Shrubs and groundcovers, etc;

(b) Landscape details to a scale sufficient to show the intended construction details and specifications of materials to be applied;

(c) Landscape elevations to a scale sufficient to show the design intent and details;

(d) Minimum 8 key sections;

(e) Minimum 6 key areas blow up plans to a scale of 1:50 and/or 1:25 as appropriate for critical areas;

(f) Material schedule and sample board indicating selection of landscape mixture and theme;

(g) Planting schedule indicating planting species, densities, quantities, sizes, flowering seasons, colour and character for all soft landscape works elements;

(h) Plant palette board indicating selection of plant mixture and theme;

(i) Maintenance guidelines, tree protection measures and tree transplanting methodology and specification for the future final planting locations;

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(j) A detailed maintenance programme with itemized work schedules covering the whole Establishment Period for both hard and soft landscape works shall be submitted within the Detailed Design Package;

(k) Hardscape Specifications; and

(l) Softscape Specifications;

Civil/Structural/Geotechnical


(a) Updated Geotechnical Report;

(b) Geotechnical Drawings at appropriate scale to indicate previous ground investigation locations, geotechnical instrumentation and monitoring requirements, earthworks, slope works and other geotechnical works;

(c) Structural drawings, including location, size, dimension, and design data of material to be used such as steel, concrete and reinforcement with sufficient information to identify the scope of the works covering:

i) General notes ii) General arrangements 1:200 iii) Foundation and piling plans 1:200 iv) Sections 1:100 / 50 v) Elevations 1:100 / 50 vi) Key Details 1:20 / 10 v) Retaining and Marine Structures 1:100 / 50

(d) Updated impact and protection report to existing structures including the MTR tunnels;

(e) Site Plans and details (1:200 and 1:50 scale), including site formation, clearing limits, demolition, buildings locations, earthworks, slope works, reprovisioning works etc. Including all topographic and physical features identifying the scope of the works with cross sections through key areas, site boundaries with related setting-out details;

(f) Roadworks drawings (scale 1:500H 1:125V), including alignment pavement and drawings to show indicative levels and typical details of roadwork’s elements. Drawings to describe the scope of road works including roads, accesses, pick-up and drop-off bays, transport facilities, footpaths, signage and markings, cycle paths, parking lots, and drainage. Drawings indicating of temporary road diversions and temporary works and the staged arrangements;

(g) Drainage and Sewerage Drawings (1:200 scale) showing the scope of drainage and sewerage works shown, with interface demarcation and key details;

(h) Waterworks drawings;

(i) Utility Drawings (1:500) as necessary to relevant utility companies for

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approval of connections, routings and demarcation line of installation works;

(j) Management of C&D Materials;

(k) Final EDoc for the MTRC structures in accordance with the requirements as described in section 6.4.37 to 6.4.45; and

(l) Drawings and documents for Buildings Department including Site Formation, Excavation and Lateral Support, Foundation and Structural Plans Approval.

Building Services


(a) Design standards and statutory requirements, design data, calculation and certificates;

(b) Layout, detailed design intent, drawings, schematic diagrams etc. (scale at 1:100 or less where required, blow up details and plant room layouts shall be at 1:50 or less);

(c) Co-ordinated composite drawings, to show the arrangement of equipment, ducting, trunking, cables, fittings of all building services installations in relation to each other, other services and building components, at different levels both within plant room areas and along their distribution passages, ceiling voids, and any areas with critical spatial issues so that there will be no conflicts of all works and installations in the overall design including interior design, theatre planning consultant and any Other Consultants of the M+ design team;

(d) Revised load estimates to suit the architectural, landscape and engineering design in respect of the design objectives and performance requirements as identified and revised at this Work Stage e.g. updated design criteria and updated building services room data sheets etc if required. Detailed building services design and spatial requirements shall be finalised and coordinated with all other disciplines such as approximated equipment weights and builder’s work requirements, services layouts, equipment delivery route etc which may affect the architectural/landscape and structural design;

(e) List of materials and equipment selected (performance specifications with which at least three (3) probable products available in the market can comply). Preparation of advanced tender packages for major M&E equipment/ long lead delivery items if required to suit the project programme;

(f) Building services inputs in resources plan, design reports for Authority’s presentation, finalized noise impact assessment related to MEP installations, fire engineering reports and project environmental review;

(g) Updated Building services inputs i.e. calculations, drawings, suppliers data sheets etc shall be provided to support all building services deliverables prepared at this Work Stage as well as the Architectural Sustainability Design and Green Building Certification Report;

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(h) Statutory approval for all building services including but not limited to FSD, DSD and WSD etc. submission approval; and

(i) Preparation of draft particular specification to suit the construction and procurements packages which shall be coordinated with the Project Quantity Surveyor.

Sustainability Design

5.4.6 The Consultant shall update the Scheme Design Sustainability Assessment report and undertake the following further liaison and detailed technical assessments to complete the Detailed Design Sustainability Assessment Report. The report shall include but not be limited to the following upon completion of Work Stage 2:

(a) Water & Drainage Strategy

(b) Energy Strategy with green house gas emission assessment

(c) Materials Selection / Green Procurement Strategy

(d) Planting Strategy

(e) Microclimate Analysis

(f) Waste Minimisation Strategy

(g) Universal Access Design Strategy

(h) Final comparison Review with other internationally recognised green building assessments such as BREEAM, LEED etc with the architectural design baseline requirements i.e. BEAM PLUS Gold rating as provided in the Architectural Sustainability Design and Green Building Certification Report. To evaluate and recommend whether the detailed design shall be enhanced to achieve appropriate international standards on green buildings. The Consultant shall provide sufficient technical and financial justifications on their recommendations prior to tender document preparation.

(i) The Detailed Design Sustainability Assessment report shall evaluate, conclude and recommend all appropriate sustainability measures and green procurement initiatives which shall be incorporated by the Consultant in the detailed design to address major sustainability strategies as mentioned above and any other proposals recommended by the Consultant. Proposed green features and sustainable strategies shall be evaluated to demonstrate their technical and financial viability for M+ from construction to operational stages. The report shall include all detailed technical assessments, drawings, calculations, computational simulations, cost and payback analysis and all necessary supporting information based on detailed design information.

(j) An overall sustainability design checklist shall be updated and prepared for the checking against to ensure the detailed design of various disciplines has fulfilled all the checklist items at this Work Stage. The checklist shall be cross referenced with the BEAM Plus assessment to identify the impacts/benefits of the implementation of green features to the BEAM Plus rating.

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(k) For detailed deliverables required for BEAM Plus certification, please refer to Section 6.

BIM

5.4.7 The Consultant shall submit the following details for review :

(a) Full BIM models and setting up of detailed library;

(b) Illustrative drawings (plans, sections and elevations);

(c) Colour perspectives for all exterior and interior areas;

(d) Update of colour renderings for building exteriors for presentation;

(e) Interfacing model amongst ICT, ELV, building services and specialized systems for BIM information exchange for all architectural and civil/structural elements.

5.5 Work Stage 3 – Contract Documents/Tendering

General


(a) Works Contract Particular Specifications;

(b) Draft Special Conditions of Contract to suit special project requirements;

(c) Contract drawings by Works Contract package;

(d) Schedules and specifications;

(e) Records of tender queries and responses (in collaboration with the Project Quantity Surveyor);

(f) Tender assessment and cost analysis of successful tenders (in collaboration with the Project Quantity Surveyor);

(g) Tender Report and recommendations (in collaboration with the Project Quantity Surveyor);

(h) Final QSSP;

(i) Design calculations and detail drawings;

(j) Architectural construction drawings with all floor plans, ceiling plans, sections, elevations to scale of 1:200 and all construction details to appropriate scale;

(k) Interior fit-out construction drawings with all floor plans, ceiling plans, finishes setting-out plans, sections, elevations to scale of 1:100 or 1:50 and all construction details to appropriate scale;

(l) Furniture, fitting and equipment drawings and schedule including all joinery design and selection of all loose furniture and equipment;

(m) Architectural specifications including door and window schedule and list of materials and equipment selected and highlight any materials and equipment

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having less than 3 probable offers;

(n) Interior fit-out specification including door and window schedule, hardware schedule and list of materials and equipment selected and highlight any materials and equipment are having less than 3 probable offers;

(o) Architectural lighting plan, schedule and specification;

(p) Interior lighting plan, schedule and specification;

(q) List of Prime Cost & Provisional Sums, detailed pre-tender estimates (in collaboration with the Project Quantity Surveyor);

(r) Sustainability and green building certification works and specification for construction works;

(s) BIM models (LOD 300) for M+ and all other architectural elements;

(t) Visual mock up design and specifications;

(u) Updated Room and Space Data Sheets;

(v) Tender drawings (inclusive of the relevant coordination drawings);

(w) Particular specification, equipment schedules, demarcation of building services contracts, schedule of government supplied items, etc;

(x) Design calculations to prove that the design of BS installations is in full compliance with our requirement and requirements of other government departments, including but not limited to EPD and DSD; and

(y) List of materials and equipment selected (performance specifications with which at least three (3) probable products available in market can comply).

5.6 Work Stage 4 – Construction Supervision

General


(a) Construction drawings;

(b) Order to Commence Work;

(c) Construction programme;

(d) Site inspection records;

(e) Meeting minutes;

(f) Records of approval of alternative materials and equipment;

(g) Interim Payment Certificates (in collaboration with the Project Quantity Surveyor)

(h) Reports on assessment of contractual claims (in collaboration with the Project Quantity Surveyor);

(i) Monthly Reports on contractors’ and sub-contractors’ performance;

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(j) Revised QSSP;

(k) Records of C&D waste disposal;

(l) Testing and commissioning schedules and records, including information for witnessing of testing and commissioning of installations;

(m) List of defects and outstanding works;

(n) Operation and maintenance guides / manuals;

(o) Site Instruction and variation work;

(p) Draft Green Building Certification Report;

(q) Site safety records and accident reports;

(r) Draft green building certification application;

(s) Site records;

(t) Site Supervision Report including Site geotechnical and structure monitoring records;

(u) Completion Certificate;

(v) Handover Certificate;

(w) As-built drawings;

(x) As-built Room and Space Data Sheets;

(y) Review of Contractor As-built BIM model (LOD 500) deliverables;

(z) All information and calculations in prescribed EMSD standard forms and supporting documents necessary for submission to Energy Efficiency Office of EMSD on the various Codes of Practice for Energy Efficiency and prepare necessary submissions to comply with all requirements under the Building Energy Efficiency Ordinance, Chapter 610;

(aa) Final account/costs statement (in collaboration with the Project Quantity Surveyor);

(bb) Testing and commissioning schedules, performance appraisal reports of building services installations and other specialized installations in meeting all licensing or other requirements imposed by various government departments in allowing full operations of the Printing Workshop;

(cc) Cost analysis (in collaboration with the Project Quantity Surveyor);

(dd) Extension of time;

(ee) Contract advice;

(ff) Progress reports;

(gg) Financial management reports (in collaboration with the Project Quantity Surveyor);

(hh) Report on completion;

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(ii) Records of employment of Qualified Tradesman and Intermediate Tradesman for building services installations;

(jj) Testing and commissioning schedules and records, including information for witnessing of testing and commissioning of building services installations;

(kk) Operation and maintenance guides / manuals for building services installations; and

(ll) List of spare parts / materials for building services installations.

5.7 Work Stage 5 – Post-Handover Services

General


(a) List of additional works;

(b) Report on hand over of spare parts / materials and as-built records;

(c) Report on rectification of outstanding and defective works;

(d) Report on contractors’ and sub-contractor’s performance;

(e) Report on assessment of contractual claims;

(f) Maintenance Certificate;

(g) Project appraisal / review report;

(h) All documents after finalisation of the Project;

(i) HKIA Annual Award submission materials;

(j) Analysis/advice and provide information on the green / energy performance of the Project and assist client department to register the IAQ certificate including preparation of all submission documentations and conduct carbon audit, etc;

(k) Submitted green building certification application;

(l) As-built plans (with irrigation details) for all planting areas;

(m) Supply and installation of plant labels affixed on the plants (minimum 2 labels at different locations for each species); and Itemized Maintenance Programme;

(n) Provide drawings and documents and support the Authority to obtain Place for Public Entertainment License;

(o) Project records (‘as-built’ drawings, operation and maintenance manuals, test results);

(p) Resolution of operational problems; and

(q) Upon the expiry of the resident site staff (RSS) engagement, the Consultant shall provide his own site duties as the RSS when necessary during this Work Stage.

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5.8 Deliverable Copies

5.8.1 The numbers of the deliverables to be supplied by the Consultant shall be as follows:

Deliverables Submission Copies

Set of Copies Report Drawings CD-ROM 1

A3 A1 A3 (Reduced

from original A1)

Work Stage 1 15 1 15 2





6. Services to be provided by the Consultant

6.1 General

(a) The Consultant shall provide qualified staff to attend and make presentations in all external meetings with stakeholders, the District Council and other relevant organisations as instructed by the Authority’s Representative. For the avoidance of doubt, the Consultant’s attendance at all working meetings and presentations relating to the performance of the Services, including meetings and presentations to statutory and utility bodies and interfacing parties in the process of achieving relevant approvals and agreements along with any workshops, forums etc are in addition to the said external meetings. It should be noted that these project meetings and external meetings may be held outside normal office hours.

(b) The Consultant must obtain written consent from the Authority’s

Representative before the start of each Work Stage. (c) At the end of Work Stage 1, the Consultant shall prepare and submit to the

Authority good quality presentation materials, including coloured perspectives, photomontages or artist impressions; PowerPoint presentation and/or slides for the drawing, models, and multi-media three dimensional computer renderings, architectural models, etc. to explain the proposal.

(d) At the end of Work Stage 2, the Consultant shall prepare and submit to the

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Authority good quality presentation materials, including plans, elevations, sections, perspectives, artist impressions, coloured sample boards and catalogues for finishes, fittings, fixed furniture, and other relevant materials for obtaining consent from the Authority’s Representative before proceeding to the next Work Stage. Presentation materials should be sufficient to explain the detailed design including colour scheme, proposed finishes, internal treatment, elevations, hard and soft landscape, external works, etc. Digital images, samples, catalogues and computer renderings, etc. to explain the proposal shall be provided.

(e) The Consultant shall nominate a person for carrying out the duties of the

Architect, Engineer or Contract Administrator (as the case may be) under the terms of the Works Contracts. Such person shall reside in Hong Kong during the course of the Project and he/she shall be the core personnel of the project team holding a partner or directorate post in the Consultant and have a minimum of ten years’ post professional qualification experience in relevant projects.

(f) The Consultant shall deploy the following persons to be responsible for the

performance of the relevant part of the Services under the Buildings Ordinance and the preparation and submission of building proposals and documents as required to the Government Departments for their comments:-

(i) a qualified architect who is a principal/director of the Consultant and is

an Authorised Person under the Buildings Ordinance, and where applicable;

(ii) a qualified structural engineer who is a principal/director of the Consultant and a Registered Structural Engineer under the Buildings Ordinance.

(g) The said Authorised Person and Registered Structural Engineer shall ensure

that the design and supervision requirements and the administrative procedures set out under the Buildings Ordinance and the subsidiary legislation made thereunder and any amendments thereto are complied with in the design and construction of the Works as if the Buildings Ordinance were applicable to the Works.

(h) The Consultant shall be required to provide attendance and any other

necessary assistance for the Authority’s Representative to carry out any types of audit and inspection either in his office or on site at any time in accordance with the Authority’s procedures.

(i) The Consultant shall collaborate with his sub-consultants and other

consultants in the provision of the Services as detailed in this Consultancy Brief for various Work Stages and other deliverables necessary for the completion of the Services.

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(j) The Consultant shall be required to prepare and submit plans, drawings,

calculations and other documents etc. as required by the Authority’s Representative for approval or checking.

(k) Upon completion of Work Stage 2, the Consultant is required to prepare a

Quality Site Supervision Plan in accordance with their own quality management system. The Quality Site Supervision Plan and its execution shall be subject to Authority's technical audits. The Consultant shall also review the Quality Site Supervision Plan with the site staff during the construction stage.

(l) The Consultant shall undertake checking to confirm full compliance with all

applicable Ordinances, Regulations, Codes of Practices and the Authority requirements and any other checking as required under the Consultancy Brief.

(m) The Consultant shall submit to the Authority’s Representative a written

statement to confirm the full compliance with all applicable Ordinances, Regulations, Codes of Practices, the Authority requirements and any other requirements as specified under this Brief. Should there be any non-complying items, the Consultant shall recommend proposals on the rectification of the non-compliance issue for the consideration of the Authority’s Representative.

(n) The Consultant should allow adequate time for the checking and acceptance

of plans by the Authority and the other Relevant Authorities / Government Departments.

(o) The Consultant shall be required to directly approach and coordinate all

Relevant Authorities and Government Departments, such as BD, FSD, GEO, DSD, WSD, EMSD, EPD, Plan D, TD, HyD, DLO, ArchSD, AMO & CEDD etc. in order to obtain their comments, approvals or permits for the building proposals and the related building works.

(p) The Consultant shall directly approach and coordinate all concerned utility

companies in order to obtain their consents and requirements on connection / provision of utility services for the building proposed and necessary works for diversion of existing services.

(q) The Consultant’s attention is drawn to the operation of a performance

assessment system whereby the Consultant’s performance including that of the sub-consultants, is assessed on a 3-monthly basis, at the end of each stage of work and upon completion of the Services.

(r) The Services shall include all contract administration, documents and tasks for

the Project, which may involve more than one Works Contract. The number of contracts in the Works Contract procurement will be agreed with the Authority’s Representative.

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(s) The Consultant shall recommend a strategy for site supervision.

6.2 Architecture

The Consultant is required to provide the following services for the corresponding Work Stages:

Work Stage 1: Brief Development & Scheme Design

6.2.1 Upon the commencement of the Services, the Consultant shall:

(a) Analyse the Authority's requirements and comment. Review all project related studies, reports, design documents and surveys including this Consultancy Brief.

(b) Update Room and Space Data Sheets in accordance with the Authority’s requirements.

(c) Advise on possible options and outline course of action. Develop/determine the Authority's brief requirements in sufficient detail for subsequent stages to begin.

(d) Prepare, describe and illustrate architectural scheme design in accordance with this Consultancy Brief and the Design Brief and other relevant design documents and information.

(e) Make calculations of development potential as allowed by statutory regulations.

(f) Submit and present the Scheme Design Report which shall incorporate the Authority's, and/or stakeholders’ comments.

(g) Identify all facilities and installations affected by the Works.

(h) Submit and present the Scheme Design Report which shall incorporate the Authority's, stakeholders and/or other Government Department’s comments.

(i) Provide information and assist the Project Quantity Surveyor to submit, for the Authority's consideration and decision to proceed, the estimated cost of each building element. Provide necessary information to the Project Quantity Surveyor for cost check against the budget and/or Cost Estimate.

(j) Participate and provide design options in value engineering studies for the Services.

(k) Recommendation for construction contract strategy.

(l) Liaise with relevant bodies and assist with negotiations for any re-provisioning works that may be required.

(m) Prepare all necessary documentation and reports on ground investigation and survey data together with interpretation of results.

(n) Determine the extent of further ground investigations, surveys and further studies required to be carried out during the subsequent Work Stages of the

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Services.

Work Stage 2 : Detailed Design

6.2.2

(a) Update Room and Space Data Sheets in accordance with the Authority’s requirements.

(b) Prepare architectural and interior fit out detailed designs, specification for works, drawings, dimensions, sections and plans with such design data, calculations and other information as may be required for the purposes of or in connection with the Services.

(c) Co-ordinate architectural and interior fit out design drawings which shall demonstrate that the designs of the services installations and the building structure are fully coordinated and integrated for obtaining the approval by the Authority’s Representative.

(d) Obtain information from suppliers, if any, and take all necessary steps to obtain from them all details necessary for the timely completion of the Services.

(e) Prepare and submit preliminary list of materials and highlight any architectural and interior materials selected having less than 3 probable offers with substantiations and justifications.

(f) The Consultant shall provide all necessary information in a timely manner and assist the Project Quantity Surveyor to update the project estimate.

(g) Carry out such duties as full coordination with all the associated disciplines, public utility companies and other Relevant Authorities and bodies as necessary to complete the design work.

(h) Prepare and submit the Detailed Design Report which shall incorporate the Authority’s comments and set out the standards governing the design of the works for obtaining approval by the Authority.

(i) Submit a Quality Site Supervision Plan to include, but not be limited to, the following details:

i) A detailed site supervision arrangement, including arrangements for supervision of construction activities that are required to be carried out outside the normal working hours of the site staff;

ii) A list of critical construction activities and structural/geotechnical elements that require special attention together with the associated supervision requirements for such items, where appropriate the level of supervision and the rank of staff who should perform the supervision of such items and/or sign the Request for Inspection Form (or a purposely made inspection form for a particular activity or test);

iii) If necessary, the Consultant shall also specify for any critical construction activities, structural/geotechnical elements and particular aspects or

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details that should be noted by the inspection officer on the Request for Inspection Form for future reference;

iv) A guideline on the details of inspection to be recorded for specialist works or critical elements;

v) In case it is envisaged that construction or fabrication works will be carried out outside Hong Kong, the Consultant shall formulate supervision requirements and inspection arrangements for such works. The Consultant shall also prepare comprehensive guidelines to be followed by the RSS who need to conduct inspections outside Hong Kong. The guidelines shall include the three minimum requirements as given in the Appendix H to this Consultancy Brief.

(j) Carry out the duties of an Authorised Person to make all necessary submissions on design proposal to the Building Authority or other Government Departments for obtaining approvals, consents and permit.

Work Stage 3 – Documentation / Tendering

6.2.3 Following the confirmation to start Documentation/Tendering, the Consultant shall:

(a) Prepare and submit a list of architectural and interior fit out materials and highlight any materials selected that are likely to produce less than 3 probable offers of supply with substantiations and justifications. Prepare comparison on the selected materials in terms of cost, country of origin, performance, technical specifications, etc. and submit to the Authority’s Representative for consideration.

(b) Provide information necessary for the preparation of estimates, bills of quantities and other tender documents by the Project Quantity Surveyor and carry out cost checks in conjunction with the Project Quantity Surveyor and amend design to suit budget as necessary or as requested by the Authority's Representative;

(c) Make recommendations on the need for any advance tender action and ordering of materials or equipment and prepare and submit to the Authority’s Representative the tender drawings and specifications with such design data, calculations and other information as necessary for such actions.

(d) Advise on the relevant parts of the Conditions of Contract, forms of tender and invitations to tender, as may be necessary to enable the Works to be tendered.

(e) Check the Tenderers’ technical submissions and produce Tender Assessment Report.

(f) Co-ordinate with the Project Quantity Surveyor to check and assess the Tenders and make Tender recommendations.

(g) Prepare and participate the debriefing exercise for unsuccessful Tenderers of Works Contracts.

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Work Stage 4 - Construction Supervision

6.2.4 With the award of the Works Contracts the Consultant shall provide RSS to assist the Project Management Consultant with the construction of the Works. The RSS team shall be responsible for ensuring the Works are constructed in accordance with the drawings and specification, while undertaking all the statutory site duties.

6.2.5 The Consultant shall:

(a) Prepare As-Built drawings as the Works progress for submission to the Authority on completion of the same.

(b) Monitor and supervise the Works to meet the cost, quality and time targets.

(c) Prepare and provide contract documents for signature and record purposes.

(d) Carry out the duties of the Architect or Contract Administrator (as the case may be) under the terms of the Works Contracts for the construction, completion, maintenance and supply of the Works which shall be deemed to include the coordinating of works carried out by public utility companies and other government departments, bodies or persons for or in connection with or necessitated by the Services.

(e) Chair and prepare minutes of site progress meetings and monthly site safety and environmental management meetings with the Contractors and the project team.

(f) Conduct briefing sessions to the Contractors and sub-contractors at the commencement of the Works.

(g) The Consultant shall provide training and refresher courses to the site staff to suit the duties of the Services and shall identify special training requirement regarding the supervision of critical construction activities and critical structural elements and provide necessary training to the site staff.

(h) At the commencement of Works, review the Quality Site Supervision Plan (QSSP) (against the activities described by each Contractor in his Quality Plan prior to the execution of the Works if the Contractor is required to submit it under the Works Contract), and conduct regular reviews of the QSSP with site staff subsequently, and as the need arises, and make necessary updating and modification in order to suit the actual circumstances, and the Consultant shall report in the monthly progress report the status of implementing the QSSP and any major modifications to it as a result of a review. The Consultant shall submit a revised QSSP to the Authority’s Representative if there is a major revision and as requested by the Authority’s Representative.

(i) Supervise and direct the execution of the Works rendered under the Works Contracts with tasks to include providing technical advice for valuation, initiating and issuing necessary instructions and variations to the Contractors, submission for the approval of the Authority’s Representative in accordance with Section 12 ‘Variations and other Commitments’ as well as the appointment and control of the Consultant’s Representative and Resident Site

53

Staff as may be approved by the Authority’s Representative.

(j) Make such periodic visits to the site as the Consultant considers necessary to ensure the progress and quality of the Works and to determine if the Works are proceeding in accordance with the Works Contracts.

(k) Prepare all further designs, drawings, schedules, estimates and related tasks necessary for the completion of the Works including the issue of Architect’s instructions, confirming works on Contractors’/sub-contractors’ claims for interim and final payment and the certification of interim and final payments.

(l) Prepare progress reports and estimates of expenditure for the Works Contracts during the progress of the Works in conjunction with the Project Quantity Surveyor. Status of the site progress shall be clearly indicated in the progress report. Format to be agreed with the Authority’s Representative.

(m) Identify and immediately report to the Authority’s Representative for any discrepancies in the contract documents such as Drawings, Bills of Quantities, and Specifications that will give rise to additional costs during the progress of the Works Contracts.

(n) Advise the Authority on the granting of extensions of time and other claims (except labour fluctuations) in response to the Contractors’ claims and the imposing of liquidated damages whenever appropriate and assist others in assessing labour fluctuations as required under the terms of the Works Contracts.

(o) Give adequate notice or as long a notice as possible up to three months to the Authority of the intention to recommend issue to a contractor, a Completion or Taking-Over Certificate for the whole or part of the Works under any Works Contract and upon issue of such certificate deliver to the Authority such drawings, calculations and instructions as are necessary for the operation of the Works.

(p) If so required by the Authority, report on difficulties experienced during construction and the suitability of the type of construction for similar works elsewhere in Hong Kong.

(q) Complete standard reports on Contractors’/Sub-contractors’ performance at regular intervals as requested by the Authority’s Representative.

(r) After completion of the Works under any of the Works Contracts and within a period to be agreed by the Authority’s Representative, prepare and deliver to the Authority’s Representative drawings showing in full detail the Works as actually carried out together with information necessary for the maintenance of the Works and submit all records and accounts relating to the Works.

(s) Provide guidance on operation and maintenance of the Works Contract.

(t) Provide and update the list of outstanding and defective works.

(u) Monitor progress of defects rectification and completion of outstanding/additional works, including testing and commissioning works.

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(v) Arrange and attend the pre-hand over and hand over inspections with relevant bodies, including inspection by FSD, BD, other government departments, utilities companies and the Authority.

(w) Check and approve samples, shop drawings and other submissions to ensure that they comply with the requirements of the contract documents;

(x) Obtain the approval of the Authority for acceptance of alternative materials and equipment from the Tender Equipment Schedule or the change in Specifications.

(y) Attend the OP, pre-handover and hand over inspections with relevant bodies, including inspections by FSD, WSD, DSD, EMSD, BD, Licensing authorities, the Authority, and its Facility Management Service Provider and other Service Providers appointed by the Authority. The Consultant’s statutory and licensing representatives shall arrange and attend all such meetings with the relevant bodies.

(z) Give a minimum of three months' advance notice to the Authority's Representative of the intention to recommend issue to a Contractor of a Completion or Taking-Over Certificate for the whole or part of the Works under any Works Contract.

(aa) On completion of the Works, accept the building on behalf of the Authority's Representative, obtain the necessary certificates and permits for occupation and issue the certificates of Practical Completion in accordance with the Works Contract documents and statutory requirements.

(bb) Following substantial completion of the Works under any of the Works Contracts and within a period to be agreed by the Authority's Representative, prepare and deliver to the Authority's Representative statutory and licensing records, as-built drawings showing in full detail the works and utilities as actually carried out together with calculations and information necessary for the maintenance of the Works and submit all records and accounts relating to the Works;

Work Stage 5 – Post Hand Over Services

6.2.6 With the completion of the Works, the Consultant shall:

(a) Carry out the duties of the Architect or Contract Administrator (as the case may be) under the terms of the Works Contracts.

(b) Provide information necessary for the preparation of final account.

(c) Provide and update the list of outstanding and defective works and arrange inspections.

(d) Monitor progress of defects rectification and completion of outstanding/additional works.

(e) Arrange final inspection with relevant bodies.

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(f) Agree defects lists with site supervisory staff and arrange the Contractor(s)/subcontractor(s) to expeditiously carry out repairs and remedial work on defects found during handover inspections and the maintenance period.

(g) Give adequate notice or as long as possible up to three months to the Authority's Representative of the intention to recommend issue to a Contractor a Maintenance Certificate for the whole of the Works under any Works Contract.

(h) Arrange handover of spare parts / materials and as-built records including drawings, manuals, warranties and certificates to the maintenance agent.

(i) Work with the Authority to produce suggested list of post contract improvement and additional works for architectural and interior works.

(j) Assist the Project Quantity Surveyor on the settlement of the Contractor’s final account.

(k) Prepare and submit to the AR HKIA Annual Award submission materials no later than three months after practical completion of the Works Contracts or when directed by the Authority’s Representative. Submission materials shall include photos and drawings of the Project, graphics and art works in accordance with the requirements and format stipulated from time to time by HKIA.

6.3 Landscape Architectural Services

6.3.1 General

(a) The Consultant shall submit plans and documents to the Authority’s Representative for vetting and/or referral to other organizations or Government Departments as and when required;

(b) The Consultant shall take a pro-active approach in obtaining approvals from relevant departments and incorporating comments received during the different stages;

(c) Other than those meetings indicated in other sections of this Consultancy Brief, if instructed by the Authority’s Representative, the Consultant shall attend other meetings arranged by other Government Departments to present their proposal or report the latest development of the Project on any Landscape matters;

(d) The Consultant shall undertake any design work necessary in connection with the installation of all items of equipment and establishment of all planting works;

(e) Provide all information to facilitate and assist the Project Quantity Surveyor to prepare the Cost Estimate;

(f) Prepare minutes of meetings in all Work Stages;

(g) The Consultant shall work together with the Park Design Consultant to

56

resolve interfacing issues. The Consultant is required to work in parallel and closely with the Park Design Consultant to implement subtle but distinctive transitions between the Park and M+ which suits both entities’ functional and aesthetical requirements. Connection point provisions shall also be addressed with emphasis on interfaces with the waterfront promenade, main basement to the east of the Park and M+ related open spaces and podium.

6.3.2 The Consultant shall provide the following services for the corresponding Work Stages:

Work Stage 1 – Brief Development and Scheme Design

6.3.3 During the Brief Development and Scheme Design Work Stage of the Services, the Consultant shall:

(a) Analyse and prepare follow up actions plan on reports by others (i.e. topographic survey, tree survey, utility mapping, ground investigation, preliminary environmental review, Tree Survey Report).

(b) Prepare an appraisal of the trees within the plot boundary with reference to

tree survey, Tree Felling Application and the relevant tree transplanting and compensatory proposal submitted by Other Consultants for the Authority;

(c) Conduct additional detailed tree survey, if required;

(d) With reference to the architectural scheme design prepared at this stage:

i. Prepare, revise and resubmit Tree Felling / Removal Application to the Relevant Authorities for approval as early as possible to meet the master programme if trees are to be affected by the Services. The tree survey and tree removal report shall be agreed by the Authority’s Representative prior to submission to Government Department(s) for approval. The Consultant shall liaise with the relevant Government Department(s) and/or utility companies to obtain approval;

ii. Prepare landscape master plan addressing the overall landscaping approach for the Project itself and the interfaces with the adjoining elements such as the park, the promenade, the underground utilities and services etc;

(e) Analyse and review outline design requirements and constraints;

(f) Establish the general, environmental and utility considerations affecting the design, in consultation with the Authority’s Representative and with appropriate public utility companies and other Relevant Authorities;

(g) Apply the best knowledge and professional consideration to provide design opportunities with the following sensitive and sustainable landscape design approaches:-

i) Whenever possible, exploring greening opportunities on, but not limited to, on-grade planting, podium, roof and vertical greening;

57

ii) Consider opportunities for integrated landscape design services of green building design if required and liaise with other project architects. Explore integration of vertical green systems, green roofs and any other innovative means for the purpose;

iii) Consider opportunities for a sustainable landscape design approach by reducing potable water consumption for irrigation (sensitive selection of plant species, increased irrigation efficiency, use of captured rainwater, use of recycled wastewater, etc) and reduce storm water run-off from site by maximizing natural infiltration or re-use of rainwater.

iv) Consider integration of hard landscaping materials and products that are recycled and/or extracted and manufactured within the region, thereby supporting the use of indigenous resources and reducing the environmental impacts resulting from transportation.

(h) Prepare necessary drawings, diagrams and documents that can demonstrate the distribution of the maximized green coverage within required landscape area. Calculation on landscape provision shall be clearly indicated. Greenery coverage shall comply with the latest departmental/government requirements;

(i) Prepare materials in relation to landscape works, format and content to be agreed with Authority’s Representative.

(j) If required, prepare any other assessments, illustrations and design statement necessary in the submission for planning permission, or amendments to permission given, under Section 16 and Section 16A of the Town Planning Ordinance.

Work Stage 2 – Detailed Design

6.3.4 During the Detailed Design Work Stage, the Consultant shall:

(a) Prepare, submit and revise all drawings, documents in relation to landscape and tree works to fulfil approval conditions imposed by and to the satisfaction of any approving Authority such as EPD, PlanD, LandsD, etc. as appropriate. Make re-submission(s) with adequate information to the Relevant Authorities for Tree Felling /Removal Application and approval, if necessary, to suit the design;

(b) Collaborate with the Environmental Specialist to carry out the Landscape and Visual Impact Assessment.

(c) Provide inputs and prepare information, plans, drawings, renderings, and reports in relation to landscape issues such as landscape and visual impact assessments, landscape proposals for the application of any Environmental Permit(s), Further Environmental Permit(s) and Variation of Environmental Permit(s). To form part of the EIA report to apply for any variations to the approved environmental permit(s) and all other required documents stated in the approval conditions of the Environmental Permit including but not limited

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to Landscape Plan, Measures for Landscape and Visual as listed in the ‘Conditions of Approval under Section 8(3) of the EIA Ordinance of the approved Environmental Permit of the Assignment prior to commencement of construction works. For further details refer to the -[Environmental requirement section] of this Consultancy Brief;

(d) Integrate, coordinate and finalize a green coverage within the overall design and maximize whenever possible by exploring greening opportunities including, but not limited to, on-grade planting, podium, roof and vertical greening. To prepare necessary drawings, diagrams and documents that can demonstrate the distribution of green coverage and with clear indication of landscape provision and Green coverage calculation which shall comply with the latest departmental/government requirements;

(e) Establish and finalize the general environmental and utility considerations affecting the landscape design, in consultation with the Authority’s Representative and with appropriate public utility companies and other Relevant Authorities;

(f) Develop and finalize landscape design services for green building design with possible explored integration of vertical green systems, green roofs and any other innovative means for the purpose;

(g) Develop, coordinate and finalize a sustainable landscape design approach by reducing potable water consumption for irrigation (sensitive selection of plant species, increased Irrigation efficiency, Use of captured rainwater, Use of recycled wastewater, etc) and reduce storm water run-off from site by maximizing natural infiltration or re-use of rainwater;

(h) Develop, integrate and finalize maximised use of building materials and products that are recycled and/or extracted and manufactured within the region, thereby supporting the use of indigenous resources and reducing the environmental impacts resulting from transportation;

(i) Prepare any other assessments, illustrations and design statement necessary in the submission for planning permission, or amendments to permission given, under Section 16 and Section 16A of the Town Planning Ordinance when required;

(j) Advise on relevant information regarding the programme, contract strategy, including tree preservation, landscape and visual mitigation measures, implementation of soft landscape and establishment works;

(k) Devise works programme to match key programme dates and produce planting and transplant programme;

(l) Provide sufficient information for structural engineers to start site formation contract drawings;

(m) Further coordinate and finalize the key landscape design requirements and sustainable design considerations with other consultants to ensure design compliance and integration;

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(n) Carry out design changes (from and including the Detailed Design Stage) and execute any necessary work consequent upon and resulting from any change of the Consultancy Brief;

(o) Coordination of all services works, consultations with public utility companies and other authorities, bodies or persons affected by the Project, and collaborate with the other members of the project team to ensure that the drawings/requirements of the landscape works are properly coordinated with the design of the building and other services;

(p) Submit any required plans or documents to Relevant Authorities to discharge approval conditions;

(q) Develop, revise and finalize the detailed design including, detailed plans, sections, hard and soft landscape plans (including but not limited to soiling plans, planting plans, slope stabilization treatment, irrigation and drainage plans, tree protection plan, tree transplanting plan, interior planting plan and other landscape elements) necessary to complete the Services throughout all Work Stages and for proceeding to the next stage;

(r) Prepare, submit and present detailed design layouts, sections, and plans with such design data, calculations, samples of materials, specifications and other information as necessary for the Authority’s Representative’s comment;

(s) Incorporate construction details of landscape elements from suppliers/manufacturers, if any, and take all necessary steps to obtain from them all details necessary to complete the works according to the programme;

(t) Finalize the proposed design for landscape works and submit a report on final designs taking into account the approach to coordinating the works and provide estimates in liaison with Project Quantity Surveyor, to the Authority’s Representative for consideration, comment, and decision to proceed further. The estimates shall be based on the major sub-divisions to be identified in the tender documents. Identify the landscape elements of the cost plan and control the subsequent design of the landscape works to meet the agreed cost targets;

(u) Prepare papers, presentation materials necessary for the consultation with community groups and any other presentations as requested by the Authority’s Representative, e.g. District Councils, and attend consultation sessions as necessary.

Work Stage 3 – Documentation/Tendering

6.3.5 During the preparation of the tender documents, the Consultant shall:

(a) Agree with the Authority’s Representative on the contract strategy, the extent of the tender drawings and specifications, and the proposed scope of contract/sub-contracts.

(b) Revise detail design drawings as necessary for construction and tendering to meet standards and statutory requirements etc.

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(c) Prepare the tender drawings, technical specifications, design data and estimates and carry out the necessary amendments and adjustments for all landscape works include in the brief and co-ordinate all soft landscape plans, drawings and requirements with other team members. Drawings and specifications shall be prepared in accordance with the standards adopted by the Authority.

(d) Submit to the Authority’s Representative for approval the complete set of tender drawings, documents including specifications, design data and estimates and carry out necessary amendments and adjustments for obtaining such approvals;

(e) Liaise with Project Quantity Surveyor on pre-tender estimates of landscape construction costs and contract strategy.

(f) Liaise with Project Quantity Surveyor regarding Special Conditions of Contract, Preliminaries/Preambles, Prime Cost and Provisional Sums.

(g) Draft Special Conditions of Contract to suit special project requirements.

(h) Liaise with Project Quantity Surveyor in selection of suitable Contractors from the Authority’s relevant approved lists or others to tender and advise the Authority’s Representative accordingly. The Consultant shall assist in any pre-qualification exercise if required by the Authority’s Representative.

(i) Respond to tender queries.

(j) Liaise with Project Quantity Surveyor on analysis of tenders and make recommendation to the Authority’s Representative in accordance with the relevant procedures and practice notes.

(k) Carry out tender assessment and cost analysis of successful tenders.

(l) Prepare and provide tender Report and recommendations.


6.3.6 During the construction phase, the Consultant shall:

(a) Provide all the Contractor(s) with necessary information to enable them to prepare working drawings;

(b) Resolve queries relating to the interpretation of the drawings and attend meetings as considered necessary for that purpose by the Authority’s Representative.

(c) Collaborate with other members of the project team in resolving design and co-ordination problems during both the construction pre-planning stage and the construction stage.

(d) Liaise with relevant Government Departments to inspect and witness statutory tests on plant and equipment for landscape softworks, as required by the ordinances and regulations etc.

(e) Advise the Authority’s Representative on any expected changes in progress

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arising from site progress reports on the landscape works and comment as appropriate.

(f) Assist assessment on Contractors’/sub-contractors’ claims for interim and final payments.

(g) Assist in resolving any argument and conflict arising from the co-ordination of work among the Contractor(s) and the sub-contractor(s) during the construction stage.

(h) Assist in settling disputes or differences which may arise between the Authority and Contractor(s) excluding adjudication, mediation, litigation and arbitration.

(i) Collaborate with Environmental Specialist to prepare and revise materials to meet EP conditions for environmental auditing;

(j) Provide further designs, drawing, schedules and related information as necessary for the completion of the Works including the issue of site instructions with estimated costs and the certification of interim and final payments.

(k) Review, comment and endorse all landscape submissions by Contractor/landscape sub-contractor, including but not limited to initial tree survey record/periodical tree reports, method statements, tree felling/transplanting programme, planting programme, maintenance works schedule, material submission etc. Ensure that the documents submitted are complete and accurate as far as is reasonably practicable, and hand over to the Authority’s Representative on completion of the Works the full set of the Contractor’s/Landscape sub-contractor’s as built drawings, maintenance instructions, test certificates etc as listed in the contract documents;

(l) Provide records of assessment, comment and approval of materials, shop drawings, method statement and temporary works design.

(m) Prepare Landscape sub-contractor’s performance report;

(n) Supervise and direct the execution of the Works rendered under the Works Contracts by conducting day to day site supervision and regular site inspection of all landscape works including but not limited to tree protection/transplanting and checking of setting out of all soft landscape works and ensure all landscape works are properly executed in accordance with the design and contract requirements, and submit monthly progress report as required;

(o) Attend regular and ad-hoc site meetings and other meetings as required to ensure that the Works are being properly supervised and executed in accordance with the terms of the Works Contracts;

(p) Initiate Instructions and variations as necessary, and keep the Authority’s Representative informed;

(q) Provide technical advice as required for valuation of variations;

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(r) Assist with the preparation of reports on special incidents which may happen at site, e.g. accident report etc;

(s) Agree with the Contractor(s) on the maintenance schedule during Establishment Period to ensure healthy and vigorous growth of the plant materials, and make regular inspection during the Establishment Period as agreed with the Authority’s Representative;

(t) Liaise with the Contractors in providing one month’s notice, to the Authority’s Representative, of the intention to recommend issuance of letter(s) to Contractors or Sub-contractors on commencement of Establishment Works which shall be undertaken for the duration stated in the Works Contracts, and taking-over certificate(s) as required;

(u) Prepare and provide defects lists of landscape works and make arrangements with each Contractor/Sub-contractor for all items to be rectified expeditiously.

(v) Report on completion and submit for the Compensatory planting submitted in support of the approved Tree Felling Application if required;

(w) Conduct tree risk assessment according to the latest government requirements and prepare tree risk management plan/proposal throughout all Work Stages as required and check and review the Tree Risk Assessment Report prepared by Contractors. Provide information and update tree failure incident and any other reports as required.

Work Stage 5 - Post Handover

6.3.7 Following completion of the Works, the Consultant shall:

(a) Provide resolution of operational problems;

(b) Liaise with the Project Quantity Surveyor to advise the Authority’s Representative on the financial position of the landscape works in relation to the overall Project;

(c) Liaise with Project Quantity Surveyor for preparing final account and prepare Report on claims;

(d) Carry out regular monthly inspections to monitor both the hard and soft landscape works and supervise the defect rectification during the Maintenance Period and Establishment Period and arrange to carry out remedial work on defects which have been found during handover inspections and the Maintenance Period. The frequency of the inspections shall not be less than once a month. Inspection reports with photographic record after each regular inspection on landscape soft works during establishment period (minimum once a month).

(e) On the expiration of the Maintenance Period and Establishment Period of all hard and soft landscape works, ensure that all works required of the Contractor(s)/sub-contractor(s) have been completed under the terms of the Works Contracts, and in liaison with the Project Quantity Surveyor, advise the

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Authority’s Representative to release retention money and to issue maintenance certificate, where appropriate.

(f) Arrange and attend final handover of landscape soft works to the maintenance agent/department at expiry of the Establishment Period.

(g) Prepare schedule and maintenance manual on landscape soft works for periods after the Establishment Period.

(h) Conduct Tree Risk Assessment for all existing trees and newly planted tree or check and review such assessment prepared by Contractor/landscape sub-contractor, in accordance with the latest government requirements; Provide information and update the tree failure incident and any other reports as required by the Authority’s Representative.

(i) Prepare Landscape sub-contractor’s performance report.

(j) Check and endorse all reports and documents submitted by each Contractor.

(k) Ensure that the documents submitted by each Contractor/sub-contractor, with respect to landscape soft works, are complete and accurate as far as is reasonably practicable, and hand over to the Authority’s Representative on completion of the Works full sets of each Contractor's/sub-contractor's as-built drawings, any maintenance instructions, test certificates, DVD-ROM, etc., as listed in the contract documents.

6.4 Civil and Structural Engineering Services

6.4.1 The Consultant shall develop and complete the design for all the civil, structural and geotechnical engineering elements of the Works, including but not limited to:

(a) All foundations, retaining walls, sea wall and other retaining structures, slopes and embankments.

(b) Any necessary environmental mitigation elements including noise barriers, screens, and enclosures.

(c) Road works including parking, access roads, emergency vehicular access, service areas, cycle tracks, footpaths, pedestrian accesses, and the associated drainage, traffic aids, signage, lighting, and other street furniture.

(d) Transport planning and traffic engineering, including that required for adjacent road networks affected by the construction and operation of the Works.

(e) All drainage facilities including culverts and pumping stations, pipelines, flood mitigation measures, surface and ground water drainage, and foul water drainage.

(f) All sewerage facilities including pipelines, rising mains and associated facilities.

(g) Waterworks.

(h) Utility works including diversions of existing and provisioning for new utilities.

(i) Site formation works including earthworks, drainage, slope works and

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reinstatement.

(j) Drainage interfaces with existing and planned drainage or flood protection facilities and projects.

(k) Facilities to be reprovisioned or demolished, or require special protection measures.

(l) Spoil removal and fill management assessment.

(M) Support facilities to accommodate major features by international artists.

(n) Any necessary instrumentation and monitoring works required to monitor the effects of WKCD construction.

6.4.2 The Consultant shall submit building proposals timely to the Buildings Department (BD) for checking and acceptance in a timely manner and in accordance with the Practice Notes for Authorized Persons and Registered Structural Engineer and the Buildings Ordinance. In addition, the BD will carry out random site audits and any other inspections or checks as considered necessary during the course of structural works. The scope of structural works to be monitored shall in principle follow that stipulated in ADM -18, subject to modifications as considered necessary by the Buildings Department to suit particular project or site conditions.

6.4.3 The Consultant shall undertake logistic studies to establish the resources required

during the construction of the Works. This shall include as a minimum:

(a) Projected surplus / deficit of the spoil, C&D materials; (b) Requirements for temporary stockpiling area; and (c) Construction road traffic.

6.4.4 The Consultant shall provide details and sequence for major construction activities and major temporary works. This information is intended for the Authority’s use only unless otherwise required for submission to the Government Departments or others. Road Infrastructure

6.4.5 M+ will be used by a wide range of visitors with various backgrounds and physical abilities, therefore the concept of Universal Accessibility should be integrated into all aspects of M+ to provide equality to people of different needs. The Consultant shall carry out the design of the road infrastructure both at-grade and underground in accordance with Transport Planning and Design Manual, Highway Department’s Structural Design Manual, Code of Practice for Fire Safety in Buildings 2011 and / or other relevant standards. For electrical and mechanical works associated with the above works, the Consultant shall carry out the design in accordance with the prevailing standards and to the satisfaction of TD, HyD, FSD and EMSD.

6.4.6 The design of the roads and transport infrastructure shall also include design of all

temporary and permanent traffic management measures including traffic signal

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schemes necessary for implementing during the construction phases and recognizing the staged completion of the Works.

6.4.7 The Consultant shall design the temporary traffic arrangement (TTA) schemes in

connection with the Works in existing roads and footpaths, and seek agreement of relevant parties including District Councils and the members of the Traffic Management Liaison Group comprising but not limited to the Transport Department, Police, Highways Department, Fire Services Department, Home Affairs Department and franchised bus companies, where public roads are affected by the Works.

6.4.8 The Consultant shall ascertain with relevant government departments and utility

companies on the Project’s TTA schemes in possible conjunction with the utility alteration works and the associated TTA required.

6.4.9 The Consultant shall establish the need and carry out the design for temporary roads

and connections to existing networks associated with essential access and services for various users in WKCD including contractors’ vehicles.

Geotechnical Works

6.4.10 The Consultant shall engage a suitably experienced professionally qualified geotechnical engineer, such as a Registered Professional Engineer (Geotechnical) to coordinate geotechnical submissions to GEO. He shall be responsible for reviewing and identifying the scope of geotechnical works that will require submission to GEO under the various DEVB circulars, for seeking agreement with GEO on the schedule of deliverables and the programme for submissions, and for ensuring that all necessary submissions are made to and agreed by GEO in a timely manner.

6.4.11 The Consultant shall liaise with and make submissions to GEO on all matters relating

to registration of new or modified slope features under WBTC No. 9/2000, designs and construction of permanent slopes and retaining walls under ETWB TCW No. 29/2002, checking certificates for slopes and retaining walls under ETWB TCW No. 20/2004.

6.4.12 The geotechnical design shall include inter alia, the following:

(a) The use of existing geotechnical data to provide a comprehensive model of subsurface geological and hydrogeological conditions along the route.

(b) Prepare recommendations for additional geotechnical site investigation to include:

i) Liaising with the ground investigation works management consultant and the Works Contractors on the scope of additional site investigation including reasons, details, cost estimate, and programme.

ii) Compiling and reviewing pertinent existing geologic data, historical information data from adjacent projects. Some existing geotechnical data is available for review. These data are not comprehensive and are

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provided for information only. iii) Compiling and reviewing pertinent existing foundation, structure,

substructure, and related data from adjacent projects. iv) Integrating the above data on plans and sections.

(c) Prepare a database of all existing borehole logs, existing foundations, and

substructure, in printed and digital formats.

Drainage and Sewerage Works

6.4.13 The Consultant shall carry out the detailed design of drainage and sewerage works, including any necessary interim / temporary diversion schemes. The design, construction and handing over of the drainage and sewerage works shall be in accordance with the ETWB TC(W) No. 2/2006 and CEDD TC No. 8/2004.

6.4.14 The Consultant shall pay attention to and make appropriate provisions for the

integration of any interim drainage / sewerage works under the Project with the future drainage / sewerage systems in WKCD.

6.4.15 The Consultant shall, in the design of the drainage and sewerage works, cater for all

existing and / or future connections to other development sites. 6.4.16 The Consultant shall in the design make due allowance for man-entry survey on

structural integrity and desilting of the drainage structures. 6.4.17 Existing stormwater drains / culverts and sewerage works shall be maintained until

decommission, demolition or diversion. The Consultant shall in this regard work out for agreement by DSD or any other utility owner for any diversions of these drainage / sewerage provisions required for implementation of the Works.

6.4.18 Any existing overland flow paths that may be interrupted as a result of the Works

shall be re-provided as far as possible to ensure the flooding risk in the hinterland area will not be increased. Adverse drainage impacts due to permanent change in any overland flow path shall be mitigated by means of appropriate drainage provisions including but not limited to additional interceptor drains and drainage bypass. The Consultant shall carry out as appropriate drainage impact assessments and design for any drainage provisions / mitigation measures so identified.

6.4.19 The Consultant shall prepare detailed designs, drawings, dimensions, sections, plans

with such design data, hydraulic analysis, calculations and other information as may be required by the Authority. The Consultant shall obtain the agreement to the proposed design and specifications with the Authority and those Government Departments who will occupy, operate and/or maintain the Works when completed, and with those persons, companies, utilities undertakers and other Relevant Authorities whose facilities and/or services will be affected by the Works, prior to tender. The Consultant shall be responsible for the overall design and integrity and

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shall ensure that the final designs and specifications of all disciplines are compatible with each other.

6.4.20 The Consultant shall prepare, update, modify, supplement for the InfoWorks models

prepared by the Development Plan (DP) Consultant. The models shall be used to simulate the performance of the drainage systems incorporated in the detailed design under various conditions. The Consultant shall be responsible for updating of the models and databases to incorporate all changes in the drainage systems/land uses. Any changes to the models and databases shall be clearly documented and submitted together with the models and databases. Details shall refer to DSD Land Drainage Instruction 2/2002, 3/2002 and 2/2006.

Waterworks 6.4.21 The Consultant shall design the waterworks, including proposed fresh / salt water

mains, connections for developments of temporary or permanent nature, and connections to existing and planned fresh / salt water supply systems. The Consultant shall consult, liaise and meet with WSD on matters related to the waterworks and obtain their comments and agreement. The Consultant shall also approach FSD to obtain their requirements for firefighting and fire service installations along new water mains and shall incorporate the firefighting and fire service installations in the design.

6.4.22 The Consultant shall ensure that there is adequate water supply to cope with the

demands of the WKCD. The Consultant shall also properly phase and programme the waterworks to meet the water demands of different developments in these areas.

6.4.23 The Consultant shall prepare detailed layout plans, accompanied with sections,

details showing the general arrangement and network of the existing/proposed/diverted utility services, apparatus and equipment and waterworks (inclusive of the drainage and sewerage proposals).

6.4.24 The Consultant shall formulate a waterworks and utility works programme in a timely

manner so that the necessary water supply and utility installation works can be carried out either in conjunction with or in advance of the construction of the proposed infrastructure.

Utilities 6.4.25 The Consultant shall closely liaise and co-ordinate with all utility undertakers and

relevant Government Departments / parties to drive for advance and timely planning, laying and connection of all required utilities, facilities, services and installations (including the DCS, Elements Cooling Mains, and KGO cooling mains diversion) to tie-in with the development programme of WKCD.

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6.4.26 The Consultant shall identify all existing, planned or proposed utilities, facilities, services and installations (including the DCS, Elements Cooling Mains diversion and Kowloon Government Office (KGO) cooling mains diversion) having interfaces with, or which will be affected by or will be installed in conjunction with the Project and recommend any plans for installation / diversion and any provisions for accommodating these utilities, facilities, services and installations in conjunction with the Works.

6.4.27 The Consultant shall consult, liaise and meet with other Government Departments,

utility undertakers and other authorities, bodies, consultants, developers or persons on matters related to the Works and obtain their requirements, comments, agreements and approvals where necessary. The co-ordination of all works in respect of utilities and other services rendered necessary as a result of the Works shall also be the responsibility of the Consultant.

6.4.28 The Consultant shall designate any utility reserves for the exclusive use by the utilities

to be installed in conjunction with the Works or at a later stage, taking into consideration the utility maintenance requirements and the need of avoiding constraint on the street planting and disturbance to the pedestrian environment and shop frontage.

6.4.29 The Consultant shall investigate the feasibility, the effectiveness and the cost

implications of providing common utility road crossing tunnels / corridors at major road junctions for avoiding future road openings there. Specifically, the arrangement of management and maintenance of the recommended tunnels / corridors shall be clearly worked out for agreement by relevant government departments and utility undertakers.

6.4.30 The Consultant shall assess the problems and recommend appropriate arrangements

in respect of the provision of temporary utility services for the purpose of the construction of the proposed infrastructures.

6.4.31 The Consultant shall prepare electronic utility layout plans in accordance with ETWB

TC No. 7/2003A. 6.4.32 The Consultant shall, for each works package / contract, carry out amongst other

tasks the detailed design including the preparation of all necessary design drawings and tender documents as part of the Services under the Detailed Design Phase.

Maintenance Facility 6.4.33 The Consultant shall liaise with the Authority to develop a plan for maintenance of all

WKCD facilities to be owned, operated and maintained by the Authority including all landscaping within the site boundary.

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6.4.34 The plan shall identify the requirements for on-site maintenance facilities and shall carry out the design of these facilities to enable their tender and supervision of their construction.

Design Records and Maintenance Manuals 6.4.35 The Consultant shall prepare and submit to relevant management and maintenance

authorities the design documents, data files, and management / operation / maintenance manuals they require for taking over the completed works. In particular, the Consultant shall take cognizance of the need for transferring to relevant departments, including but not limited to DSD and EPD, the mathematical models, design input / output files and asset inventory of the Project including the drainage / sewerage works and sewage pumping stations / rising mains / any other works elements as appropriate.

6.4.36 The maintenance manuals for different elements of the Works shall set out

description of the maintenance objectives, particulars of the structures / facilities / works to be maintained, inspection programme, the likely failure modes, monitoring requirements, criteria for maintenance actions, recommended maintenance works and procedures, overhaul requirements, and any other necessary information. In particular, in respect of the maintenance manuals for different elements under the Works, they shall cover, at least, the requirements and specifications on the following:

(a) visual inspection and condition survey of all structures;

(b) non-destructive and destructive tests on all structures;

(c) corrosion monitoring and reinforced concrete testing;

(d) settlement monitoring;

(e) topographic and bathymetric surveys; and

(f) maintenance works and remedial works.

Interface with MTR Facilities

6.4.37 For all Works within the railway protection zone of an operating railway or those which may impact upon the operating rail facilities or pass through a defined protection boundary, the Consultant shall follow the requirements of Buildings Department APP-24 Practice Note.

6.4.38 The Consultant shall undertake and establish the impact on the railway

infrastructure, undertake coordination liaison with the Mass Transit Railway Corporation Limited and prepare the EDoc to cover the construction works in accordance with the requirements of the Mass Transit Railway Corporation Limited. Detailed method statements for Temporary Works and Permanent Works including construction sequence, phasing drawings and diagrams shall be provided. It is not

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intended that the EDOC and associated drawings will form part of the Works Contract documents. However the Consultant shall extract all the relevant information for incorporation into the Particular Specifications and the Tender Drawings.

6.4.39 The Consultant shall ensure that the design of the proposed M+ facilities shall allow

for uninterrupted pedestrian and vehicular access, including Emergency Vehicular Access, to interfacing Mass Transit Railway Corporation facilities.

6.4.41 The Consultant shall carry out all necessary structural surveys, on-site inspections /

investigations including but not limited to dimension measurements, making openings in the structures, taking samples for testing, non-destructive testing such as rebound hammer test, ultra-sonic / electromagnetic scanning, in-situ monitoring of settlement / deflection / cracks in the structure.

6.4.42 As part of the structural surveys, the Consultant shall liaise with relevant

maintenance authorities to retrieve the design calculations of these existing structures and cross-check them with the site data observed. The Consultant shall interpret the results / findings so obtained and put forward recommendations. The Consultant shall arrange independent checking of the structural survey results and recommendations by qualified independent engineers / surveyors.

6.4.43 The loadings to be imposed on any existing structures due to the Works shall be

minimized and in no circumstance cause structural or maintenance problem to these structures. The Consultant shall perform comprehensive checking on the adequacy of the existing structures for functioning in connection with or as part of the Works. Where necessary, the Consultant shall propose measures to improve the existing structures so that they can perform satisfactorily in respect of their intended functions.

6.4.44 Based on the findings of the structural surveys and structural assessment, the

Consultant shall review the structural conditions of respective structures to confirm their appropriateness to form part of the Works, to establish the residual life of these structures, and to propose the required improvements and modification works to meet the Project requirements, the current standards on design as well as the requirements on operation and maintenance.

6.4.45 The Consultant shall submit a Structural Survey Report for each surveyed structure

documenting the surveys conducted, the corresponding results and recommendations including preliminary design / checking of the proposed improvement and modification works.

6.4.46 Based on the findings of the West Kowloon Cultural District Environmental Impact

Assessment, results of the predicted ground-borne noise impact from MTR Airport Express Line and Tung Chung Line (AEL/TCL) exceeded the proposed ground-borne noise criteria for museum venue. The Consultant shall review and propose mitigation measures such as building isolation to meet the ground-noise criteria.

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Work Stage 1 – Scheme Design

6.4.47 (a) During Work Stage 1 of the Services, the Consultant shall:

i) Identify all constraints and requirements which will impact on the geotechnical, civil and structural engineering design of the M+ development and associated facilities. This will include liaison with all interfacing parties both internal to WKCD and external to WKCD to understand their requirements. These shall include the constraints identified in the Consultancy Brief.

ii) Review all available information on the WKCD site. iii) Liaise with other disciplines to develop integrated design solutions. iv) Prepare and compare design options for all significant elements of civil

and structural engineering works. v) Provide information to allow the preparation of initial costs and

programme implications of options. vi) Identify potential impacts, if any, on the Environmental Impact

Assessment studies and on land requirements. vii) Assist in identifying proposed construction sequence and contract

strategy. viii) Provide proposals for temporary reprovisioning of existing facilities

affected by the Works. ix) Provide inputs to the Value Engineering Report and Scheme Design

Report. x) Submit Civil Engineering Design Report presenting the proposed design

approach, scheme layouts/general arrangements and options for all Civil Engineering aspects of the Works.

xi) Identify and initiate and supervise any additional site surveys and investigations required to enable the design to be completed.

xii) Submit Design Memoranda for all major elements of work listing the general principles, codes of practices adopted and the parameters.

xiii) Submit Geotechnical Report including the geotechnical basis of design, geotechnical data, instrumentation and monitoring requirements.

xiv) In addition, the Consultant shall submit Construction Planning Report for comment by the Authority’s Representative:

b) Subject to the agreement of the Authority’s Representative, design and

supervise investigations or tests which may be required for the proper design and construction of the Project, and arrange for those to be carried out if the Authority’s Representative agrees and advises on the results of such special

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surveys, investigations or tests. c) Report to the Authority’s Representative and coordinate with other

authorities which may affect matter of principle in connection with the civil engineering work.

d) Submit a Civil Engineering Work Scheme Design Report (CSDR) incorporating a

full account of civil engineering work study on the Project, the proposed civil engineering work schemes for the structure and the rationale for the final choice. All the problems associated with the construction shall be addressed. Comments on the programme and the civil engineering work and cost should be made where appropriate.

e) The Report shall include, where appropriate, the results of desk study, aerial

photograph interpretation, site investigation and laboratory testing. All the problems associated with the construction shall be addressed. Any environmental impact arising from excavation works.

f) Submit Geotechnical Report. Work Stage 2 – Detailed Design

6.4.48 During Work Stage 2 of the Services, the Consultant shall:

(a) Develop the design and prepare calculations, drawings and specifications of the civil and structural engineering works in sufficient detail such that the Project Quantity Surveyor can prepare the tender documentation. The tender drawings, specifications and supporting calculations shall be submitted to the Authority’s Representative for comment and agreement.

(b) Make recommendations to the Authority’s Representative and other project

team members on the relevant parts of the conditions of contract, forms of tender and invitations to tender, as may be necessary.

(c) Submit plan and design calculations and details of engineering works to the

Authority’s Representative and relevant interfacing party for comments. (d) Provide the Project Quantity Surveyor with estimated quantities of steel

reinforcement and temporary works in the format specified. (e) Participate in the prequalification exercise of tenderers, if any. (f) Make recommendations to the Authority’s Representative on tenders, prices,

estimates and the tenderers’ technical submissions for the execution of the Project.

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(a) Prepare any further designs, specifications, and drawings to enable Contractor (s) to carry out, construction of the civil engineering works, including bar lists for reinforced concrete. The bar lists shall be in the prescribed format and contain sufficient information such that quantities of steel reinforcement can be abstracted for the purpose of payments to the Contractor(s), if necessary.

(b) Prepare all detailed drawings and full calculations relating to the civil

engineering work for submission to the Authority’s Representative for comments. It shall be accompanied by a certificate that the design calculations have been checked by another qualified independent engineer in the Consultant’s employ and that the drawings are in accordance with the calculated designs. The standard form of “Design Certificate” shall be set out by the Consultant and approved by the Authority’s Representative for this purpose wherever applicable.

(c) Submit to the Authority’s Representative a full set of design calculations

including a statement of the standards, procedures and codes of practice adopted. The design shall be checked and certified by another qualified independent checking engineer (ICE) in the Consultant’s employ.

Work Stage 4 – Construction Supervision


(a) Carry out the duties of the Contract Administrator under the terms of Works Contract(s) for the construction, completion and maintenance of the Works (during the defects liability period).

(b) Supervise and direct the execution of the Works rendered under the Works

Contract(s). (c) Prepare all further designs, drawings, schedules, estimates and produce any

other related information that is necessary for the completion of the Works. (d) Issue all necessary instructions to the Contractor(s), and make such site visits

as considered necessary during the carrying out of the civil engineering works. Site variations of civil engineering works, along with the supporting reasons, certified calculations and drawings, shall be submitted to the Authority’s Representative for vetting before implementation.

(e) Prepare progress reports during the progress of the Works Contracts.

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(f) Make recommendations to the Authority’s Representative on certificates for

payment. (g) Arrange where necessary and direct the inspection and testing of materials

and plant supplied for the Works. (h) Attend regular site meetings and site safety meetings. Attend progress

meetings and design meetings of the project team whenever the Consultant’s input is required or the topic of discussion may have an effect on the Works.

(i) Attend and assist in the site audits or inspection visits initiated by the

Buildings Department or the Authority’s Representative and carry out follow up actions including further investigation, testing and supervision of remedial/corrective works on any non-complying materials or workmanship identified.

(j) Comment on Contractors’ construction method, and temporary work design. (k) Check and give civil engineering active, as required. (l) Check shop drawing details for fabrication and erection procedures of timber,

steelwork or other metal frameworks in connection with the Project. (m) Prepare monthly Site Supervision Report for submission to the Authority’s

Representative. (n) Recommend to the Authority’s Representative the issue of completion

certificates and maintenance certificates as soon as practicable. (o) Recommend to the Authority’s Representative in settling disputes or

differences excluding adjudication, mediation, litigation and arbitration. (p) Make recommendations to the Authority’s Representative in settling disputes

or differences between the Authority and Contractors. (q) Deliver to the Authority’s Representative on completion, the Project records

of works as constructed and information necessary for the maintenance of the Works including maintenance manuals.

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Work Stage 5 – Post Hand Over Services


(a) Carry out the duties of the Contract Administrator under the terms of Works Contracts. Identify and execute any outstanding or additional works required in the Project during the Maintenance Period.

(b) Provide information necessary for the preparation of final accounts. Assist in

handing over the M+ facilities and related infrastructures and utilities. (c) Provide and update the list of outstanding and defective works and arrange

inspections. (d) Arrange final inspections with relevant bodies. (e) Give adequate notice or as long a notice as possible up to three months to the

Authority’s Representative of the intention to recommend issue to a Contractor of a Maintenance Certificate for the whole of the Works under any Works Contract.

(f) Follow the finalisation procedures as laid down by the Authority in finalising

the Project. (g) Provide a suggested list of post contract improvement and additional works. (h) Monitor progress of defects rectification and completion of

outstanding/additional works. (i) Upon the expiry of the RSS engagement, the Consultant shall provide his own

site duties as the RSS when necessary during this Work Stage. 6.5 Building Services

Scope

6.5.1 The Services in respect of Building Services installations shall include services for the following:

(a) design, planning, detailing, documentation and periodic supervision including

all site safety and quality supervision as may be required by the Building Authority (in pursuit of its statutory, regulatory, supervision and licensing obligations as variously carried out by the AP, RSE, REA etc) of construction of

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all building services engineering and specialist works as mentioned in the tender documents;

(b) coordination and submission of all necessary statutory planning and building

and drainage application and obtaining all necessary consents, approvals, permits and licenses as required

(c) liaise, coordinate and incorporate building services requirements with all

interface parties and specialist consultants, including but not limited to theatre design and planning consultant, interior designer, theatre acoustic consultant, building acoustic and vibration control consultant , exhibition specialists (such as lighting, electronic installations, security system) and audio visual system (AV) specialist etc.

(d) building services design provisions for specialist theatre equipment, audio,

video lighting system design, Broadcasting system design, irrigation system, water features and treatment system laboratory equipment installations, dangerous goods store etc;

(e) Electrical system design, including back up supply and uninterrupted power

supply; (f) Lighting design including lighting control system, computational lighting

analysis and daylight analysis; (g) Air-conditioning and mechanical ventilation system design; (h) Building management system (BMS) design; (i) Fire service system design including fire safety engineering study if necessary; (j) Lifts and escalators system design including all horizontal transportation

system such as travellators/moving walkways if required; (k) Security systems design including burglar alarm, closed circuit television

system, watchman tour, access control system, etc; (l) plumbing, drainage and sewage system; (m) ELV systems design including, broadcast reception system, public address

system, intercom system and barrier free access system, etc. (n) building services design provisions for Information and Communication

Technology (ICT) systems; electromagnetic interference control measures for ICT plant rooms;

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(o) co-ordination on obtaining all utility supplies to form a district-wide network for all utilities;

(p) Building services design for Sustainability and green features that include

exploration and adoption of renewable energy and green building designs as recommended by the Sustainability consultant;

(q) Design and incorporation of interface requirements for district-wide building

services and control/monitoring systems, utilities interfaces and all other interfaces with government departments as appropriate;

(r) Design and incorporation of building services requirements for retail, dining

and entertainment ( RDE) facilities; (s) Building services design for open space/ landscaping areas, footbridge,

pedestrian links including reinstatement works, re-provisioning works for interim stages if required;

(t) any other building services installations and district-wide network design

considered necessary to meet with the requirements, objectives, functions and intended use of the Project shall deem to be included in the Services;

(u) other appropriate innovative energy saving proposals; indoor air quality

control and, including documentation/submission to relevant authorities for green building certification including but not limiting to Building Environmental Assessment Method (BEAM) Plus for New Building, the Indoor Air Quality Certification Scheme for offices and Public Places, Hong Kong Energy Efficiency Registration Scheme for Buildings;

(v) all underground services, engineering services diversion works and their connections in association with the Works including but not limited to:

i) street lighting ii) fresh and sea water supply main iii) power supply cables iv) fixed and mobile telecommunication cable duct system v) data cable duct system vi) gas supply vii) Public infrastructure Works and coordination with entrustment

agreement;

(w) Maintain and update building services requirements of Room and Space Data Sheets and provide as-built Room and Space Data Sheets for record;

(x) Maintain and update all drawings, specifications and all supporting information during the Project;

(y) Liaise and co-ordinate on obtaining all utility supplies to form a district-wide network for all utilities including but not limited to:

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i) Water mains including fresh water, seawater and fire service water mains

ii) Electrical power supply mains iii) Drainage main sewers iv) Gas supply mains v) Licensed FTNS Operators vi) Licensed Mobile Network Operators vii) Fixed and mobile telecommunication plant rooms main trunks and

associated provisions for service points and antenna groups viii) All necessary district –wide system networks such as BMS (Building

Management System), Automatic Fire Alarm (AFA) system, Public address (PA) system, audio visual (AV) system, security system, lighting control system and all necessary centralised control system etc.

(z) Liaise, coordinate and incorporate building services requirements with all interface parties and specialist consultants including but not limited to:

i) ICT Consultant of the WKCD; ii) District Cooling System (DCS) Consultant of the WKCD; iii) Common Basement Consultant of the WKCD; iv) District-wide Fire Safety Strategy and Fire Engineering Consultant of

the WKCD; and v) Any other Site-wide system consultants of the WKCD as advised by the

Authority.

Standards and Quality

6.5.2 The Consultant shall adopt the most appropriate, updated, current and advanced technologies and standards in the design to the satisfaction of the Authority and meet Hong Kong statutory standards. The design shall incorporate of the following:

(a) statutory requirements; (b) performance requirements; (c) site constraints; (d) energy conservation/saving; (e) cost effectiveness but without sacrifice of the performance requirements; (f) minimising operational and maintenance cost; (g) adopting most current and reliable technologies; (h) noise and vibration control; (i) environmentally friendly; and (j) acquisition of BEAM PLUS Gold rating as a minimum; (k) taking cognizance of the latest design standards to suit the users

requirements in particular to the collections display and storage areas. 6.5.3 The Consultant shall satisfy the Authority that all the above aspects have been fully

considered and adopted in the design.

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Work Stage 1 – Brief Development and Scheme Design

6.5.4 During the Work Stage 1 of the Services, the Consultant shall:

(a) prepare design options and assist in preparing the Cost Estimate for each building services installation. A written report shall be prepared complete with sketches, calculations and alternative design solutions with justifications;

(b) undertake further feasibility studies, special survey investigation and submit a full report;

(d) work and coordinate with the Project Quantity Surveyor, establish a cost plan and identify cost budget for the various building service elements. Control subsequent design to meet the Authority's cost targets. Assist the Project Quantity Surveyor to submit, for the Authority's Representative's consideration and decision to proceed, the estimated cost of each element and building service (at current prices) in an approved format based on elemental, unit volume, unit area, or other basis as agreed with the Authority's Representative;

(e) identify and confirm with the design team relevant technical instructions, general specifications, procedural guides and any regulations or Ordinances applicable to the Project;

(f) carry out and report onsite inspections. Identify existing utility services or other facilities on the site;

(g) determine energy source after consultation with appropriate government departments and utility companies;

(h) consider, select and report upon the most appropriate systems for each of the building services installations and their methods of control. Seek approval to any amendments to the brief in respect of the need for any special building services installation or system;

(i) investigate the available range of options affecting:

i) the building form: including building size, shape, orientation. Sub-division, shading, weather, noise protection and other environmental effects to the building;

ii) construction standards: including glazing ratios, thermal and noise insulation, thermal capacity, overall thermal transfer value (OTTV), natural and artificial illumination and ventilation etc.;

iii) building services design: including their operational relationships, methods of control and means of energy supply, distribution and recovery;

(j) clarify and as necessary seek amendments to the previous feasibility studies where this will lead to improved elemental or total project solutions at lower capital or life cycle costs. Produce optimum outline design proposals based

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upon the functional, technical, economic, environmental and energy parameters;

(k) obtain the approval of the Authority to the outline design proposals; and

(l) Submit lists of the proposed plant and equipment including manufacturer's

name, model and/or catalogue number and performance requirements to the Authority's Representative for agreement. Inform and coordinate with design team members on design, future maintenance and builder's works' requirements.

Work Stage 2 - Detailed Design

6.5.5 During the detailed design stage, the Consultant shall:

(a) assess and prepare schedules of power, heating and cooling loads etc as applicable. Confirm locations and spaces for plant and routing of all building services installations;

(b) finalise the proposed design intentions and obtain the Authority’s approval;

(c) develop the sketch designs and produce detailed drawings of architectural and structural planning requirements associated with the building services installations, showing locations and approximate sizes of plant rooms, major items of plant, major ducts and service runs and also provide approximate weights of any items and its intended delivery route which may affect the structural design;

(d) review and update as necessary the general and environmental considerations affecting the selection of energy sources;

(e) submit the Project Design Report including building services coordination drawings and associated estimates to the Authority's Representative for consideration; and

(f) carry out duties as required by relevant Ordinances and Regulations (e.g. signing of forms or certificates to Fire Services Department for the fire services design).


6.5.6 During the preparation of the tender documents, the Consultant shall:

(a) collaborate with the Authority and with any specialist advisors appointed by him (and/or advise the Authority on the appointment of such specialists) in preparing and implementing special management and/or control procedures during the Contract Document Work Stage and the Building Construction Work Stage;

(b) agree with the Authority's Representative the extent of the tender drawings and specifications, and the proposed scope and demarcation of each contract/subcontract;

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(c) collaborate with the design team and prepare combined building services drawings to ensure that the building services installations are properly coordinated with the architectural and structural designs of the building and any other services;

(d) negotiate and arrange for incoming utility services with Government Departments and public utility companies;

(e) complete the tender drawings (inclusive of the relevant coordination drawings such as combined services drawings and builder’s work drawings etc);

(f) make recommendations on the need for any advance tender action and ordering of materials or equipment; and prepare and submit to the Authority's Representative detailed design drawings and specifications with such design data, calculations and other information as necessary (or such advance tender action and ordering);

(g) in collaboration with the design team, prepare and submit schedules of Authority's Representative supplied items (e.g. electrical and gas appliances etc.) to be included in the Project with delivery schedules to meet the construction programme;

(h) draw up particular technical specifications, technical preliminaries, special requirements in Conditions of Contract, and equipment schedules, etc.;

(i) submit to the Authority's Representative for approval the complete set of tender drawings, documents including specifications, design data and calculations, schedules and estimates and carry out the necessary amendments and adjustments;

(j) assist the Project Quantity Surveyor to prepare a Cost Estimate upon the completion of tender drawings. The breakdown of each building service installation shall be based on the major subdivisions in the tender documents;

(k) advise, and agree with, the Authority's Representative on suitable contractors to tender. The lists of tenderers shall be based on the appropriate government approved lists. Carry out pre-qualification exercises when instructed by the Authority's Representative;

(l) provide the Project Quantity Surveyor with all necessary information to allow the preparation of firm bills of quantities for the building services by the Project Quantity Surveyor;

(m) complete the tender drawings, technical specifications technical preliminaries, equipment schedules and schedules of rates (if required);

(n) select appropriate design alternatives from the government standard general specification and preliminaries clauses;

(o) analyse tenders and make recommendations to the Authority's Representative; and

(p) assist the Project Quantity Surveyor to provide detailed technical and cost analysis of tenders, giving breakdowns for each building services installation.

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6.5.7 During the construction phase, the Consultant shall:

(a) provide all contractors with the necessary additional information to enable them to prepare their installation or working drawings;

(b) resolve queries relating to the interpretation of the building services designs and attend meetings considered necessary for that purpose as required by the Authority's Representative;

(c) meet with the site supervisory staff and advise them of the design intentions;

(d) examine and comment to the Authority's Representative on the staff proposals made by the main Contractor for building services coordination team, the overall construction programme and the proposals for delivery, storage and installation of the equipment;

(e) examine each Contractor's proposals for the execution of the building services installations and make comments to the contractors as necessary;

(f) collaborate with the other members of the project team in resolving design and coordination problems;

(g) make periodic site visits/inspections to ensure that the Works are being properly supervised and executed in accordance with the contract documents and to good and safe engineering practice;

(h) attend regular and ad hoc site meetings as required under the terms of the Work Contracts;

(i) advise the Authority's Representative on any expected changes in progress and comment as appropriate;

(j) assist the Project Quantity Surveyor to advise the Authority's Representative as required on interim valuations prepared by each Contractor including materials on the site;

(k) initiate site instructions and variation orders as necessary, and submit for the approval of the Authority's Representative;

(l) advise the Authority's Representative to issue works orders or allocation warrants to Government Departments, public corporations and utility companies to carry out the required work in good time;

(m) provide technical advice for valuation of site instructions;

(n) prepare all further designs. drawings, schedules, estimates and related aspects for the completion of the Works;

(o) assist in resolving any argument and conflict arising from the coordination of work among the Contractors;

(p) assess labour fluctuations (if applicable), extension of time and other claims as required under the terms of the Works Contracts;

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(q) advise and assist in settling disputes and/or differences between the Authority and the Contractors (exclusive of any involvement in formal adjudication, mediation, litigation and arbitration);

(r) approve Contractors' detailed proposals and programme for testing and commissioning of the building services installations. Arrange for any special testing required and make necessary arrangements for the attendance of specialist staff of the Authority's Representatives;

(s) advise the Authority's Representative of the start of the commissioning programme and the forecast completion date, at least one month in advance in each case;

(t) witness and approve all the commissioning trials and tests and inspect all building services installations included in the commission to ensure: (i) compliance with design and specifications, and (ii) correct setting up and satisfactory operation;

(u) arrange and liaise with the relevant Government Departments to inspect and witness the statutory tests of the building services installations as required by the ordinances and regulations etc.;

(v) give a minimum of three months' notice to the Authority's Representative of the intention to recommend issue to a Contractor of a Completion or Taking-Over Certificate for the whole or part of the Works under any Works Contract;

(w) ensure that the documents submitted by each Contractor are complete and accurate, and prepare for the Authority's Representative on completion of the Works full sets of as-built drawings (on prints. microfilms and electronic data as required), operation and maintenance instructions, calculations, test certificates etc.;

(x) assist with the valuation of site instructions;

(y) compile special instructions or manuals for the Authority's Representative;

(z) recommend to the Consultant and the Authority's Representative the issue of the Completion Certificate and Certificate of Making Good Defects/Defect Liability Certificate upon completion of the Works and the rectification of defects;

(aa) give special advice or training to the staff of the Authority's Representative or its Service Providers who will be involved with the maintenance and operation of the building services installations; and

(bb) complete reports on contractor's performance at regular intervals as requested by the Authority's Representative.

Work Stage 5 - Post Handover Services

6.5.8 Following completion of the Works, the Consultant shall:

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(a) prepare and agree lists of defects and outstanding works with the site supervisory staff and make arrangements with each Contractor for all items to be rectified and completed expeditiously;

(b) assist the Project Quantity Surveyor on the settlement of the Contractors' final accounts;

(c) compile planned maintenance instructions for the Authority's Representative;

(d) monitor the operation of and instruct the Contractors to make necessary adjustments to the installations during Defects Liability Period and arrange the Contractors to carry out repairs and remedial work on defects which have been found during hand over inspections and the Defects Liability Period; and

(e) on the expiration of the Defects Liability Period, ensure that all works required of the Contractor have been completed satisfactorily under the terms of the Works Contracts.

6.6 Sustainability Design 6.6.1 The Authority has established a Sustainability Vision Statement: “To develop and

promote West Kowloon Cultural District into a social, cultural, economic and environmentally dynamic metropolis for the communities fostering the long term cultural development of Hong Kong underpinned by the sustainability principles.”

6.6.2 Sustainability objectives and Key Performance Indicators (KPI’s) have been

established for the built environment. These relate to universal accessibility and connectivity, the natural environment and coping with climate change. In connection with the KPI’s under the above categories, the Authority is also considering other sustainable elements for inclusion into the design with regard to innovative and green initiatives to achieve energy efficiency and environmental friendly design.

6.6.3 The Consultant’s team shall include a Sustainability Consultant who will be

responsible for coordination and integration of sustainable design components between various disciplines and ensuring that a holistic and comprehensive approach to sustainability is taken for the Project.

6.6.4 The Sustainability Consultant will be responsible for working with the various

disciplines during each Work Stage to establish and review the following for the Project:

(a) Water and wastewater management (b) Energy conservation and management (c) Environmental aspects (such as ecology, air quality, microclimate and

acoustics) within the site (d) Waste management (e) Universal accessibility strategy

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6.6.5 The Sustainability Consultant shall be responsible for ensuring the Authority’s KPI’s are achieved and throughout the duration of the Services, document key decisions relating to Sustainability, along with the implications of such decisions (such as cost, timing and environmental improvements, disadvantages, etc.)

Work Stage 1 - Scheme Design

6.6.6 During the Scheme Design Stage, the Consultant shall formulate the Sustainability Assessment approach and detailed methodology for review by the Authority. The Sustainability Consultant shall work with the various disciplines to agree and incorporate innovative and green initiatives for energy efficiency, conservation of natural resources and environmental design features for the Project. This shall include, but not limited to, the following:

(a) Water & Drainage Strategy – identify and recommend innovative water

conservation and management options for irrigation, potable water, flushing water, and cooling water use; water capture and recycling (eg. rainwater harvesting, use of treated effluent, reclaimed water, other water measures); and, sustainable drainage system design to minimize flows and excessive electricity use for pumped drainage system.

(b) Energy Strategy - identify and recommend specific applications of renewable

energy for the Project (such as solar street lighting, solar photovoltaic panels, solar water heating, mini wind turbines and other types of renewable); examine the feasibility of implementing energy efficient measures and features for the Project (such as approach to cooling water, sewerage and water pumping requirements, equipment requirements for structures, etc.).

(c) Materials Selection Strategy - identify and recommend the uses of

sustainable/green construction materials for the Project and its infrastructure, including but not limited to asphalt rubber using waste tyres, recycled pavement road base, recycled fibreglass grating covers, recycled glass paving bricks and air pollutant removal paving blocks; materials with low embodied energy; regionally sources materials, etc.

(d) Ecology / Planting Strategy – including identification of ecological implications

of planting and potential opportunities to enhance ecology of the M+ site through landscaping.

(e) Micro climate analysis - review of AVA undertaken for the area with regard to

the development and consider microclimate implications of the placement of buildings, focusing on problem areas of wind stagnation, wind amplification areas and looking at beneficial aspects of thermal enhancement, given different planting, canopies and water features and hard paving materials.

(f) Waste Management Strategy – review of waste management options and

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potential for reuse of waste generated within the Project (such as landscape trimmings, composting of selected materials, etc.) and recycling collection areas.

(g) Universal Accessibility Strategy – develop in conjunction with Access

Consultant a strategy including equal access to the M+ building and building surrounds and equal opportunities for disadvantaged groups to participate in arts and cultural events and education programmes held in M+.

6.6.7 The Consultant shall review and report on the applicability of adopting other internationally recognised green building assessments (besides BEAM plus) such as BREEAM – LEED or equivalent for the Project as part of the early stage of the Sustainability Review. As part of this assessment, the Consultant shall undertake an initial assessment of the Project with regard to those – green building certification standards or any other recommendations proposed by the Sustainability Consultant to advise on the compatibility of these assessments for the overall sustainability performance of M+. The Consultant shall also evaluate and advise on any enhanced sustainability measures which could be implemented at scheme design stage to fulfil requirements of other overseas green building assessments (equivalent to BEAM PLUS gold rating or the highest platinum rating). The Consultant shall compile the initial strategies for the above, into the Sustainability Strategy Report at scheme design stage.

6.6.8 The Consultant shall undertake a review and assess the options identified in the outline proposal and sketch plans against the Sustainable Criteria as defined during the Concept Design stage and a comparison shall be undertaken with regard to the merits and disadvantages of the options.

The Sustainability Consultant shall work with the various teams and provide a comparison of sustainable options for the Project that consider: (a) Cost benefits / disadvantages, with emphasis on financial viability; (b) Environmental implications during design, construction and operational stages;

and (c) Implications to the users of the Project and local community.

6.6.9 The results shall be provided in an Option Sustainability Review Report and recommendations shall be considered and taken forward to the Detailed Design stage for the preferred option.

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6.6.10 The Consultant shall carry out a full Sustainability Assessment based on the Detailed Design for approval by the Authority. In addition to the Sustainability Assessment, the decision making processes with regard to sustainability aspects shall be fully explained and recommendations shall be included, as required, for the Design, Documentation / Tendering Stage and Construction. This shall be compiled into a Sustainable Assessment Report.

Work Stage 3 - Documentation / Tendering

6.6.11 Information / recommendations from the Sustainable Assessment Report shall be incorporated into the documentation / tendering stage, as required.

The Consultant shall be responsible to review and comment on tender submissions and Contractors’ alternative proposals related to green features and sustainability items by highlighting technical and financial implications of these alternative proposals. Work Stage 4 - Construction Supervision

6.6.12 Information / recommendations from the Sustainable Assessment Report shall be incorporated into the construction supervision stage, as required.

6.6.13 The Consultant shall be responsible to review, comment and approve Contractors'

submissions and alternative proposals to ensure compliance on the sustainability requirements as set out at tender stage. The Consultant shall witness and attend any measuring, testing and commissioning of green initiatives features as required.

Work Stage 5 - Post hand-over Services 6.6.14 Information / recommendations from the Sustainable Assessment Report shall be

incorporated into the post hand over services stage, including operational requirements, as listed in the Report.

Green Building Certification

6.6.15 The Authority has established KPI’s for the Built Environment of the Project including those for Green Building Certification, as follows:

(a) Arts and cultural facilities concerned obtain a minimum “Gold” rating under

BEAM Plus New Buildings; and (b) All other buildings to obtain a minimum “Bronze” rating under BEAM Plus.

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6.6.16 The Consultant shall be responsible for providing services on sustainability and environmental friendly design at different stages of the Project in accordance with the requirements of the latest BEAM Plus for New Buildings.

6.6.17 The Consultant shall coordinate with the project team, Government Departments,

the HKGBC/BEAM Society, Contractors and sub-contractors of the Project and the Authority for all submissions / re-submissions to obtain approvals and certificates and shall attend all necessary meetings, workshops, inspections and public consultation, including preparation and conducting presentations as instructed by the Authority or Authority’s Representative.

6.6.18 The Consultant shall be responsible for the registration, planning, design, contract

documentation, construction supervision and testing & commissioning in relation to BEAM.

6.6.19 The Consultant shall endeavor to provide the highest attention to achieve a minimum

overall grade of BEAM Plus for the buildings as defined in the KPIs, or higher certification and in doing so, the Consultant shall include at least one BEAM Professional (BEAM Pro) in the team who shall review and prepare all the submissions to the HKGBC/BEAM Society. The BEAM Pro shall coordinate with the Sustainability Consultant with regard to objectives and green building design considerations.

Work Stage 1 - Scheme Design

6.6.20 The Consultant shall outline for the Authority the general BEAM Plus requirements for the Project including the timescale and required submission documents and provide details of their appointed BEAM Pro. In doing so, the Consultant shall prepare a general Guiding Design BEAM Plus Working Paper that outlines the expected design requirements of the buildings to achieve the desired BEAM Plus rating. This shall include the objectives, the intended method, stages of the services together with the period of time estimated for each and every stage of service.

6.6.21 The Consultant shall be aware of the relevant Sustainability KPI’s that have been

established by the Authority that will influence the BEAM Plus rating with regard to the built environment, natural environment and universal accessibility and connectivity. The KPI’s shall be considered during the BEAM Plus review and be incorporated into the Guiding Design BEAM Plus Working Paper for incorporation during the Scheme Design Stage.

6.6.22 During the Scheme Design Stage, the Consultant shall conduct a Preliminary

Assessment “Score Card” of the buildings with the objective to provide an indication of the likelihood in obtaining the minimum grade in BEAM Plus and the potential ability to achieve higher rating with modification or incorporation of measures in the design. The Consultant shall identify areas where additional credits can be achieved

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in each category and for identify potential credits to be earned under the category of “Innovation and Additions” for consideration by the Authority.

6.6.23 The results of the Initial Scorecard shall be provided in a BEAM Initial Assessment

Report to be circulated to team members. The Initial Assessment Report shall also include a methodology on the proposed calculations, computer modeling / simulations to be undertaken during the Design Stage for achieving and demonstrating the BEAM requirements. The Consultant shall undertake any required microclimate assessments as part of their scope of work under the BEAM Assessment during the Detailed Design.


6.6.24 During the Detailed Design, the Consultant shall act as a lead coordinator with the project team for BEAM certification and shall carry out any required building simulations and analysis, assessments, data collection and review and measurements, including on site measurements and/or by modeling, calculation and computer simulations. The calculation method or software used shall be to the satisfaction of the Authority.

6.6.25 The Consultant shall coordinate with the project team, Government Departments,

the HKGBC/BEAM Society, and shall attend all necessary meetings and lead workshops with team members for assessing BEAM certification. This shall include liaison with Building Services, Drainage & Utilities, Structural and Civil, Architecture, Interior Design Teams, the Authority and others working on the Project.

6.6.26 The Consultant shall be responsible for the registration, planning, design, contract

documentation, construction supervision and testing & commissioning in relation to BEAM. All costs associated with submissions to the HKGBC/BEAM Society for certification shall be paid by the Consultant.

Work Stage 3 - Documentation / Tendering

6.6.27 The Consultant shall prepare the Tender Documents in all aspects related to achieving the BEAM requirements based on the agreed credits to achieve, with regard to procurement of materials and services to be provided. This includes all tender documents, drawings, technical specifications and bills of quantities, etc.

6.6.28 The Consultant shall advise the Authority on each of the tenders received as per

instructed by the Authority, with regard to compliance with the Tender submissions regarding BEAM certification. 6.6.29 The Consultant shall assist the Authority to achieve the required overall grade in

BEAM for the Provisional Assessment by the HKGBC/BEAM Society and shall be responsible for coordinating, preparing and submitting all necessary documents to

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the HKGBC/BEAM Society for Provisional Assessment under BEAM Plus NB, as well as re-submission and supplemental information as required.


6.6.30 The Consultant shall monitor and submit audit reports to demonstrate implementation of the measures to achieve the intended credits and/or bonus credits. In undertaking their duties, the BEAM Consultant shall:

(a) Co-ordinate with and supervise the Contractor on BEAM requirements.

(b) Carry out periodic site inspection, assessment and conduct on-site measurement on construction works during construction to ensure the site works are fulfilling the BEAM requirements /standards.

(c) Check that there is interface between the Works Contracts to facilitate the progress of the Project and provide interface between the constituent parts of the Project.

(d) Supply all necessary BEAM information, drawings and the like to the Contractors.

(e) Examine and comment on each Contractor’s programme of work related to BEAM requirements.

(f) Supply all information as may be necessary for the Contractor to carry out BEAM requirements in accordance with the requirements of the Works Contracts and statutory requirements.

(g) Check and approve samples and other submissions to ensure that they comply with the requirements of the Works Contracts and statutory requirements.

(h) Review the Contractor’s proposal for their potential implications on BEAM certification.

(i) Establish with each Contractor a monitoring system to ensure timely consideration of any Contractor’s submission.

(j) Set up proper documentation system for submission for BEAM Certification that includes supporting documents required for BEAM as well as supporting documentation which is able to demonstrate achievement of performance level required in BEAM.

(k) Advise the Authority as to the effect of any proposed variation during the construction period, with regard to the implications of BEAM Certification.

(l) Liaise with Other Consultants on design matters during construction and carry out, evaluate, calculate and assess the credits for BEAM assessment in achieving the target BEAM rating.

Work Stage 5 - Post hand over Services

6.6.31 The Consultant shall assist the Authority to achieve the required overall grade in BEAM Plus for final certification by HKGBC/BEAM Society. The Consultant shall be

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responsible for conducting all necessary building simulations and analysis in order to satisfy the BEAM requirements for the proposed project development and shall prepare and submit all necessary documents to HKGBC/BEAM Society for the final assessment as well as all re-submissions and supplemental information as required as part of the Final Assessment Certification. All costs associated with the BEAM certification shall be paid by the Consultant.

6.6.32 The final certification shall be obtained within the first year after the completion of

the Works.

6.7 BIM

Scope

6.7.1 The Consultant shall appoint, manage and coordinate the Works produced by an experienced BIM specialist for the Project and the WKCD retail facilities.

Use

6.7.2 The BIM shall be used to generate the following:

(a) The provision of quality visualisation media such as high quality perspective rendering, plans, sections, schedules, reports, etc., at all Work Stages;

(b) Reveal potential and/or actual discrepancies, gaps, flaws, weaknesses and the like in the multi-disciplinary designs via spatial clashes detection and computer simulations and where the Consultant shall take the lead in resolving such;

(c) Aid the analysis of CFD (Computational Fluid Dynamics) and other sustainable building design tools (e.g. Ecotech, IES);

(d) Attend regular bi-weekly and ad-hoc meetings and coordinate with the Consultant and its relevant sub-consultants to produce and amend as necessary, coordinated services drawings;

(e) Assist the Consultant in it’s ability to manage and coordinate its relevant design sub-consultants in making efficient use of the BIM via the BIM specialist’s production modelling and necessary updates of what constitutes Combined Services Drawings (CSD) and Combined Builders Work Drawings (CBWD) based on the individual building services drawings prepared by the Consultant’s relevant sub-consultants;

(f) Provide essential training and technical support as required to the project team;

(g) Utilise a project collaboration platform to manage the BIM models, documents and drawings.

(h) Allow the creation of schedules such as area schedule, window schedule, door schedule and other schedules that would allow for counting such as number of carpark bays and sanitary fitments.

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(i) Allow the review of interior design and facilitate the Authority to input the finishes of any particular finishes (i.e wall, floor and ceiling) for different locations, such as entrance lobbies, lift lobbies, garden, roof, recreational spaces, podium and carpark, etc;

(j) Assist the BEAM Pro / LEED AP and collaborate with Other Consultants to provide input for BEAM Plus / LEED accreditation processes.

6.7.3 Work Stage 1 – Scheme Design

(a) Demonstrate the spatial coordination amongst civil, architectural, structural, and building services designs;

(b) Provide visualisations of the outlooks of the buildings and designs; (c) The Consultant and its BIM specialist shall provide other related Services as

required to aid the various design activities within this Work Stage; (d) Provide BIM models with detailed library for comment and approval; (e) Provide interfacing model with other systems, e.g. Information and

Communications Technology (“ICT”) systems, extra-low-voltage (“ELV”), building services and specialised system for BIM information exchange; The BIM specialist shall provide the following Deliverables for the Consultant’s and Authority’s review.

(f) BIM models and setting up of detailed library; (g) Building frameworks with interior partitioning; (h) Façades/curtain walling; (i) Major and essential mechanical plant, mains and utilities connections; (j) Substructure works and underground services. (k) Illustrative drawings (plans, sections and elevations); (l) Clash analysis reports; (m) Simulation of sustainability building design elements; (n) Working perspectives for Scheme Design; (o) Working perspectives for Schematic Design- Outline Proposal and Sketch Plan (p) Colour renderings of building envelopes for design development at scheme

Design stages.

6.7.4 Work Stage 2 – Detailed Design

(a) The BIM specialist shall provide full BIM models with detailed library for the Consultant’s and Authority’s review.

(b) The full BIM model shall consist of all updated building information including civil, architectural, external envelopes, structural, building services, ELV and ICT systems, etc.

(c) The above shall interact with sustainable building design software to enable complete verification, via simulations, on the sustainable features design.

(d) Coordinate with other sub-consultants for interfacing model amongst ICT, ELV, building services and specialised systems for BIM information exchange.

(e) The BIM specialist shall provide the following Deliverables for the Consultant’s and Authority’s review:

(f) Full BIM models and setting up of detailed library;

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(g) Illustrative drawings (plans, sections and elevations); (h) Colour perspectives for all exterior and interior areas; (i) Update of colour renderings for building exteriors for presentation; (j) Interfacing model amongst ICT, ELV, building services and specialized systems

for BIM information exchange

6.7.5 Work Stage 3 - Documentation / Tendering

(a) The BIM specialist shall complete the full BIM models with detailed library and relevant documentation for tendering purposes;

(b) The BIM specialist shall provide the above in the form of deliverables for the Consultant’s and Authority’s review;

(c) The BIM specialist shall present the full BIM models to Tenderers at arranged presentation meetings to be held during the tender out stage for the respective Works Contracts. The Consultant shall subsequently handover the completed BIM models and detailed library to the respectively appointed works contractors.

6.7.6 Stage 4 and Stage 5 – Construction and Post Handover Services (Maintenance Period)

(a) The Consultant’s BIM specialist shall coordinate and work with the main Works Contractors and their appointed BIM specialist(s) on their service offerings during Work Stages 5 and 6.

(b) The Consultant’s BIM specialist shall review the deliverables and submissions from main contractors on BIM works.

(c) The Consultant and Consultant’s BIM specialist shall attend regular workshops with main contractors and their appointed BIM specialist(s) for review and verifications.

6.7.7 The BIM specialist shall provide and maintain (by annual subscription) the latest

version of BIM software packages (e.g. Civil 3D, Revit or equivalent) and project review and navigation software packages (e.g. Navisworks or equivalent) for the duration of the BIM specialist’s Services.

6.7.8 The BIM specialist shall demonstrate to the Consultant and Authority, its sufficiency

of resource and their capabilities in terms of manpower together with the appropriateness and adequacy of its computing hardware and software allocation for the successful delivery of all Work Stages information for the duration of its Services.

6.7.9 The Consultant shall manage and co-ordinate with its BIM specialist sub-consultant in

the latter’s preparation of Tender and Contract documentation to cover the BIM works for which the respective main works contractors shall each engage their own BIM specialist to provide services during the follow on work.

Construction Stage

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6.7.10 Each main Works Contractor shall, be required to take over the Consultant’s BIM

model and appoint their own BIM specialist to develop and maintain the model to a level of detail (LOD) 500, and include equipment and component details down to the level of, e.g., lighting switches, socket outlets, etc.

6.7.11 The Consultant shall review and take over the Works Contractors BIM models and

shall submit these to the Authority for record purposes, along with:

(a) Updates of illustrative drawings (plans, sections and elevations);

(b) Clash analysis reports and their solutions as proposed by the Works Contractor;

(c) Updates of colour perspectives;

(d) Updates of colour renderings for buildings exteriors and selected buildings interiors;

(e) Updates of finishes, building components, etc to LOD 500 progressively;

(f) Preparation and updates of BIM database for object components to the minimum requirement of Building Element Information Template (“BEIT”).

Approach

6.7.12 The Consultant shall make reference to the industry standard and best practice and propose the BIM standard by the BIM originator in building the BIM database. The proposed standard including the BIM data structures, naming conventions, families, file exchange protocols, symbols and annotations, etc.

6.7.13 The BIM model shall be fully co-ordinated between disciplines (architectural,

structural, facades and building services, etc.). The naming convention of files, views, legends, schedules, sheets, families, groups and links shall contain a common reference to the corresponding 2D design drawings, tender drawings, working drawings and as-built drawings where appropriate. Requirements from designated and interfacing Contracts shall be incorporated and co-ordinated as required by the main Works Contractor with reference to the corresponding input information shown on the 2D drawings.

6.7.14 The BIM model Deliverables shall typically be progressively developed throughout

the project lifecycle and align with the submission drawings (design drawings, tender drawings, working drawings and as-built drawings) if drawings are not produced directly from the BIM model. The BIM model shall contain individual saved views of all the plan, section and elevation drawings with which the BIM model is aligned. The naming of such saved views in the BIM model shall be the submission drawing number for cross reference and verification.

6.7.15 The BIM database shall contain sufficient information to suit the intended purpose

for the activities of services as follows:

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(a) The BIM model to be developed in Scheme Design shall define all elements of

the works in sufficient detail in order to illustrate that they have been properly sized, co-ordinated and specified to a degree where the Detailed Design can proceed without affecting other disciplines and interfacing parties. Clash analyses shall be performed in the model to prove the design. It shall typically align with the 2D Scheme Design Drawings include general arrangement and layout plans, sections, elevations, schematics and schedules. It shall be structured and prepared to allow development at subsequent stages throughout the project life cycle.

(b) The BIM model developed and handed over to the Contractors for subsequent

updating during the Works Contracts shall contain sufficient information and shall align with the approved contract drawings such that no further clarifications are required prior to construction. The BIM model and the Clash Analysis Report shall contain sufficient information such that subsequent shop fabrication or installation drawings can be developed by the Works Contractors without the need for further clarification or additional co-ordination.

(c) The BIM model developed by the main Works Contractors during the Works

Contract periods shall reflect and align with both the main Works Contractors’ drawings and all subsequent changes to the working drawings that are covered by instructions issued by the Consultant.

(d) The final as-built BIM Database shall be developed by the main Works

Contractors to accurately align with the finally approved as-built drawings prepared by the main Works Contractors to reflect the works built on site. The Consultant shall review and verify to acceptance and subsequently submit the final as-built BIM Database to the Authority within 28 Days upon receipt of the Database from the main Works Contractors or from comments received from the Authority, whichever is later.

(e) All BIM database Deliverables shall comply with the requirements of the CAD

Standard Manual unless otherwise approved. The Consultant shall propose any exceptions or waivers to the Authority for approval in advance of BIM model production if required.

(f) A detailed clash analysis report as required in the Deliverable is to support

and prove that the design is well coordinated amongst the various disciplines. The report shall give location and details in both 2D/3D views, saved close-up views in the BIM model and the corresponding references to the 2D design drawings. Remedial measures shall also be proposed and resolved.

Minimum Level of Details

6.7.16 The minimum levels of detail for each discipline shall be:

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(a) Civil and Structural components to be modelled

i) The model shall include terrain, utility services, slab, beam, structural column (vertical and slanted), structural wall, foundation, ELS, basement wall, bracing and truss;

ii) Based on the civil works design and structural plans to build BIM model.

(b) Architectural components to be modelled

i) The BIM database shall locate the Works in relation to the local area. They shall show the buildings, interface to entrances, surrounding land use including road layouts, existing and proposed buildings;

ii) All rooms, corridors and other spaces;

iii) Major openings and equipment routes proposed;

iv) Exterior and interior non-structural walls and partitions;

v) Curtain wall and facades;

vi) Doors and windows;

vii) Access ladders and catwalks;

viii) Housings for light fixtures;

ix) Moving walkways and vertical circulation elements including lifts, escalators and stairs with railings;

x) Access and parking arrangements;

xi) Plant and equipment rooms (including their designated uses);

xii) Ducts, pipes or plant space;

xiii) Location of common components and furniture including tactile paths and other information used to define the disabled guide paths;

xiv) Roof, ceiling and various ceiling void components including fire services items, lighting, signage, air grilles and louvres, cable containment and any other building services elements. It shall include module arrangement, material selections and finishes;

xv) Water tanks;

xvi) Hard landscape and soft landscape;

xvii) Other architectural components;

xviii) The BIM model shall enable the production of schedules and tables including but not limited to Area Schedule, Car Park Lots Schedule, Window Schedule and Door Schedule for the verification of design data.

(c) Building services including HVAC, electrical, fire services, P&D and ELV system components to be modelled:

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i) The BIM model shall include all functional components and equipment which make up the system such as pumps, fans, valves, terminals, electrical switchgear and components to its overall height, width and depth where appropriate;

ii) The BIM model shall be modelled to the actual outside face and size of pipes, ducts and conduits of 50mm or greater, associated with BS components, cable trays, trunking, cable containment, access zones and electrical equipment;

iii) Banks of smaller pipes, ducts and conduits shall be modelled where appropriate in a generic form to indicate their location;

iv) HVAC components shall include FCU, EF, AHU, chillers, fans, VRV and HVAC switchboards, diffuser and registers, etc

v) Electrical components shall include power feeds to equipment and switchgear, light fittings, cable trays, trunking, cable containment, access zones, riser rooms, switch boards, generators, diesel tanks, fuel pipes and exhausts, etc;

vi) Plumbing and Drainage (P&D) components shall include grease and sand traps, underground drainage, sump and sewage pits and water holding tanks, etc;

vii) Fire services components shall include tanks, hydrants and hose reels, etc;

viii) The BIM model shall be spatially co-ordinated i.e. there should be no physical clashes between the system components to meet the design intent;

ix) Spaces between pipes, duct-runs and cable routes modelled shall make allowance for the service at its widest point. Insulation, standard fitting dimensions, joint widths, collars and supports shall therefore have been allowed for in the model;

x) The BIM model shall make allowance for installation working space and space to facilitate commissioning and maintenance;

xi) The BIM model shall detail the provisions required in the structure to accommodate all services. The model shall include all penetrations, cast-in items, plinths, trenches, pump pits in all structural elements. The model shall be coordinated amongst all the disciplines (civil & structure, architectural, building services, etc.). The model shall also detail other provisions required to accommodate the building services which significantly affect the design of the structure, fabric and external works;

xii) Other building services components;

xiii) Network switches, desktop computers and terminals, display units, interactive kiosks, antennae, repeaters, card readers, controllers,

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security gates, CCTV equipment, public address equipment and other ELV system components.

Stage Development of CSDs and CBWDs

6.7.17 The coordinated drawings and BIM database provided by the Consultant shall be the drawings/models produced during the design phase inclusive which are then to form part of the Tender and Contract documents to be issued to the main Works Contractors.

6.7.18 The main Works Contractors shall be required to undertake design coordination and

produce the combined and coordinated service drawings (CSDs), the combined builder works drawings (CBWDs) and update the BIM database accordingly.

6.7.19 The main Works Contractors shall utilize BIM for CSDs and CBWDs production. All

changes shall be incorporated in the BIM model by the main Works Contractors and submitted to the Consultant for review and acceptance before it is submitted to the Authority for approval.

Clash Detection and Analysis for Design Coordination

6.7.20 With the completed BIM models, clash detection exercise will be carried out with a list of clashes provided for design coordination purpose;

6.7.21 Adjustment to the BIM models may be required in case if identified clashes are not

acceptable such as clashes between structural elements and mechanical ducting. Adjustment of the BIM models will be included in the Services.

4-D BIM application for Construction

6.7.22 The Consultant shall manage and co-ordinate with its BIM specialist to provide in Work Stage 4 the fourth dimension (4-D) in the BIM process to analyse and illustrate the relationship of construction sequence and programme to suit actual site conditions.

6.7.23 The Consultant shall supervise the Contractors during Work Stage 4 to provide 4-D

BIM virtual prototyping to verify the coordination of programme and sequence of construction activities. The following tasks and illustrations shall be provided as minimum:

(a) Study of site layout to ensure accessibility to various resources; and to improve the reliability and appropriateness of site logistics;

(b) Study of a typical construction cycle to ensure zero harm and efficient communication on site, e.g. eliminating potential time and spatial conflicts; ensuring the safety of operatives on site; and optimizing the use of tower cranes, and other critical resources;

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(c) Study of site operations including tower crane dismantlement, installation of major components and tower crane hoisting processes;

(d) Study of operation routes of major machinery and plant used on site to avoid potential man-machine collisions;

(e) Outrigger construction simulation, if any. 6.8 Value Engineering 6.8.1 The Consultant shall provide the Authority with a cost effective design solution while

assuring that quality, performance and other critical factors are met. 6.8.2 The Consultant shall arrange value-engineering workshops during the scheme design

and detailed design phases. The number, topic and date of the workshops shall be agreed with the Authority at the end of Work Stage 1. It is envisaged that each workshop will be a minimum of a full day’s duration.

6.8.3 The workshops shall include participants from the Consultant, the Authority and

Other Consultants. The Consultant shall facilitate the value engineering workshops. 6.8.4 The value engineering workshops shall provide an opportunity to ensure that the

most cost effective and programme efficient design is being progressed. The Consultant shall take account of the results of the workshops, including agreed action plans in the development of the design.

6.8.5 The Consultant shall provide a report on the value-engineering workshop findings,

which shall include details of the recommended options and agreed action plans. 6.8.6 The Consultant shall report on the status of implementation of the value engineering

recommendations at monthly intervals. The Consultant shall prepare a written response stating its disposition of the value engineering recommendations. The response to the recommendations shall fall under one of the three following categories:

a) Rejection – should the Consultant determine that a recommendation cannot be implemented, the reasons for rejection shall be stated.

b) Accepted with Amendment – should the Consultant amend and accept a value engineering recommendation, the amendment shall be stated, with identification of the benefit.

c) Acceptance – should the Consultant accept without amendment a value engineering recommendation, a summary statement shall be made.

6.9 Presentation of Findings

6.9.1 The Consultant shall accompany the Authority’s Representative to meetings whenever the Authority is required to explain the contents of the deliverables. The Consultant shall present the findings of the deliverables in consultation and

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agreement with the Authority’s Representative. The Consultant shall attend meetings and respond to any questions made by participants in meetings in relevant Legislative Council Panels, Committees and Subcommittees as well as Town Planning Board meetings, meetings of relevant District Councils, and any other relevant committees and authorities, as and when required by the Authority’s Representative. Subject to the agreement of the Authority’s Representative, the Consultant shall prepare the illustrated presentations, in English and Chinese, where appropriate, including, but not limited to, PowerPoint presentations, information/discussion papers, briefing notes to facilitate the conduct of the meetings. Without prejudice to the generality of the foregoing, the Consultant shall attend meetings to explain the contents of the deliverables to any other concerned parties as may be directed by the Authority’s Representative.

6.10 Response to Queries 6.10.1 The Consultant shall respond to any written or verbal queries relating to the Services

to the Authority’s Representative in writing within one week or within such time as directed by the Authority’s Representative.

6.10.2 In consultation and agreement with the Authority’s Representative, the Consultant

shall respond to queries raised about the matters the subject of the Services, including the deliverables specified in section 4, bodies, including but not limited to, the Chief Executive in Council, the Legislative Council, its Panels, Committees, Sub-committees or its Consultant, the Town Planning Board, relevant District Councils, and any other relevant statutory, advisory or regulatory body or authorities, as and when required by the Authority’s Representative.

6.10.3 The Consultant shall respond to queries raised within 6 months after the acceptance

of the final deliverables. 6.11 Tender Documents 6.11.1 The Consultant in consultation with the Non-Executive Project Management

Consultant shall for each Works Package, prepare the tender documents including Conditions of Tender, Conditions of Contracts, Drawings and Specifications.

6.11.2 The Consultant shall advise if there are any potential problems in handing over the

completed Works to the operation and maintenance authorities especially for the interim infrastructure provisions. Where appropriate, the Consultant shall build in provisions in the contract documents such as provisional items for maintenance of the works certified completed so as to minimize the contractual implications in terms of both time and cost if adverse situations arise.

6.11.3 The Consultant shall prepare pre-qualification documents and evaluation guidelines,

carry out prequalification procedures and assess and draw up a list of qualified

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contractors for the works contracts and prepare pre-qualification recommendation reports.

7. Programme 7.1 Planning & Programming

Consultant’s Programme

7.1.1 The Consultant shall prepare and maintain a Consultant’s Programme and report progress against this programme for the Services.

Construction Programme

7.1.2 The Consultant shall prepare a detailed Construction Programme for the full scope of the Works taking into account the complex nature and different phases and aspects of the Works Contracts and shall provide programmes which reflect the detailed planning undertaken so as to ensure that the programmes are realistic and achievable. All programmes developed by the Consultant shall be accompanied with the detailed supporting report.

Programme Requirements

7.1.3 Programme activities shall be discrete items of work, which, when combined shall produce definable elements, components, stages and specified parts or sections of the Works.

7.1.4 Activity descriptions shall clearly convey the nature and scope of the Works. The

programme shall take into account of the activities of the Consultant and the requirements of the Authority.

7.1.5 Key dates, milestones and completion obligations shall be an integral part of all

programme and all activities. In this respect, all the sequencing and interrelationships required to achieve each completion obligation shall be clearly shown on the programme. Milestones shall not impose constraints which in any way affect the programme logic and float or limit the achievement of key dates and completion obligations. Milestones shall not be introduced into any programme as constrained dates. The critical path activities shall be clearly identified in the programme and fully described in the accompanying programme narrative.

7.1.6 All programmes shall be computerised Critical Path Method (CPM) networks

developed using the Precedence Diagramming Method (PDM) prepared using Primavera P6. The results shall be submitted in both hard copy and accepted electronic data format. Activity descriptions shall clearly convey the nature and scope

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of the Works. All programme activities shall be logically linked to form a comprehensive network from the Contract commencement to completion.

7.1.7 The planning unit for the duration of all programme activities shall be the day and no

activities shall have a duration greater than four (4) weeks unless the Consultant can demonstrate to the Authority the necessity of such.

7.1.8 The Construction Programmes under the Consultant’s supervision shall be fully

resourced and shall include but not be limited to major manpower trades, numbers of items of major plant and equipment, principal quantities i.e. numbers of Drawings (other than the design deliverables and approvals), volume of excavation / concrete, tonnage of steelwork, reinforcement, area of formwork, block/brickwork, finishing works, numbers of components or parts, length of cabling, pipe, ductwork and equipment items etc.) as appropriate or required by the Authority.

7.1.9 All programmes shall be organised in a logical Work Breakdown Structure (WBS),

Location Breakdown Structure (LBS) and Organisation Breakdown Structure (OBS) including Work Stages or phases and each activity shall be coded to indicate, as a minimum, the work group or entity responsible for the activity, the area, facility or location and the Cost Centre. The Consultant shall gain agreement for the respective codes from the Authority. As a minimum, each task or activity in all programmes shall be coded, identified, and managed according to this structure;

7.2 Planning Dates 7.2.1 The Consultant shall plan the implementation of the Services on the following

planning dates, unless otherwise advised by the Authority.

Item Works Stage Date

1. Contract Award

2. Submission of draft Consultants Programme

3. Submission Work Stage 1 - Brief Development and Scheme Design, working papers and draft GBP deliverables

4. Submission Work Stage 2 - Detailed Design & GBP deliverables

5. Submission Work Stage 3a- Approved plans from BD

6. Submission Work Stage 3b Tender Documents – Advance Works (Railway Protection, Site formation, ELS and Foundation Works)

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7. Submission Work Stage 3c Main Contract and Sub-works (Superstructure)

8. Work Stage 4a Commence construction supervision

9. Work Stage 4b Complete construction supervision

10. Work Stage 5 Post handover services during DLP

8. Progress Reports 8.1 Monthly Reports 8.1.1 The Consultant shall submit to the Authority’s Representative progress reports at

monthly intervals as required by the Authority’s Representative, on all aspects of the Services relating it to the Programme referred to in Section 7 of this Consultancy Brief.

8.1.2 The reports shall include a list of those parts of the Services the extension of which

are behind the Programme together with proposals to expedite progress, so as to complete the Services on time. The reports shall also include updated expenditure forecasts in accordance with Section 9 of this Consultancy Brief.

9. Financial Management 9.1 Expenditure 9.1.1 At monthly intervals the Consultant shall coordinate with the Project Quantity

Surveyor to submit a report on the current and the forecast expenditures on the various elements of the Works and the fees due to the Consultant, in a form to be agreed by the Authority.

9.2 Works Contracts 9.2.1 The Consultant shall closely monitor progress and expenditure on any Works

Contracts and be alert to the possibility of the approved contract sum for the Works being exceeded. He shall advise the Authority immediately if there is any likelihood of the approved contract sum being exceeded. To ensure sufficient time to obtain the necessary authorities and make funds available, the Consultant shall give the Authority at least four months’ notice in writing of the need to increase the approved contract sum to meet contractual payments and shall provide the supporting information, except that if the need cannot be foreseen so far ahead, then the Consultant shall give as much notice as is possible in the circumstances. The following information shall be provided in coordination with the Project Quantity Surveyor:-

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(a) Full details of the proposed net increase broken down into the following categories:-

i) Price fluctuation payments under the Works Contracts, if applicable. An arithmetical derivation based on the projected percentage and the estimate final effective value of work done is required;

ii) Additional works and savings arising from the bills of quantities items and variation orders. Reasons shall be given for increases and decreases in the earlier estimates, and

iii) Claims from the Contractors. These shall be the Consultant’s estimates of the amounts which will be certified for payment

(b) An assessment of increase in consultancy professional fees and resident site staff costs if the contract period of the Works Contract is likely to be extended or additional site staff is required; and

(c) A revised projected monthly cash flow pattern of contract payments, consultancy professional fees and resident site staff costs.

10. Standards and Specifications 10.1 General 10.1.1 The Consultant shall adopt such technical & design standards and specifications as

are in current use by the relevant Government Departments, if non-existent, British Standard Codes of Practice and Specifications or equivalent European standard. Should instances arise for which suitable standards or specifications do not exist or for which the current standards or specifications appear to require modifications or if by the adoption of current standards, the Consultant would incur additional expenses not within reasonable contemplation, the Consultant shall submit recommendations on appropriate alternatives to the Authority’s Representative for agreement.

10.2 Architectural Works 10.2.1 The Consultant shall make reference the current editions of the: -

(a) The Hong Kong Buildings Ordinance and Subsidiary Regulations (b) Practice Notes for Authorized Persons and Registered Structural Engineers

(PNAP) issued by the Buildings Department of Hong Kong SAR (c) Code of Practice for Fire safety in Buildings (d) Code of Practice for Building Works for Lifts and Escalators (e) Hong Kong Planning Standards and Guidelines (including the Transport

Planning Manual) (f) Airport Height Restrictions (Latest Version) (g) Disability Discrimination Ordinance (h) Design Manual - Barrier Free Access 2008

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(i) Code of Practice for Overall Thermal Transfer Value (OTTV) in Buildings (j) Codes of Practice for minimum fire service installations and equipment and

inspection, testing and maintenance of installations and equipment (k) Code of Practice for Site Supervision (l) Technical Memorandum for Site Supervision (m) Fire Services Department Circular Letters (n) The Construction Site Safety Manual and Handbook issued by DEVB (o) UNIVERSAL ACCESSIBILITY Report by Architectural Services Department. The

full report can be viewed at web site www.archsd.gov.hk/english/knowledge sharing/ua/univaccess.htm. Architectural Services Department List of Environmental Targets for Project Environmental Design Submission (PEDS)

(p) Architectural Services Department Architectural Branch Drawing Manual (q) Architectural Services Department Standard Drawings as appropriate

(r) Architectural Services Department Manual and Operational Instructions as appropriate

(s) Architectural Services Department General Specifications for Building Works as appropriate

(t) Architectural Services Department Management Plan for Emergency Incidents at New Works and PSB Works Sites and for Critical Tree Failure Incidents

(u) Architectural Services Department’s Report on “Universal Accessibility for External Areas, Open Spaces and Green Spaces”

(v) Other Requirements, Specification and Proforma Specification as directed by the Authority’s Representative

(w) Standard drawings are for reference only. The Consultant should prepare details to suit their design

10.3 Structural and Geotechnical Works

10.3.1 The Consultant shall adopt the following standards and such other design standards, specifications and technical instructions as are in current use by the Architectural Services Department or, if non-existent, appropriate British Standards Codes of Practice and Specifications:

(a) BS8007 : Concrete Structures for Retaining Aqueous Liquids (b) The Code of Practice for Structural Use of Concrete 2004 issued by Building

Department; (c) Code of Practice for Fire Safety in Buildings 2011; (d) Code of Practice for the Structural Use of Steel 2011; (e) “Appraisal of Existing Structures 2nd edition” published by The Institution of

Structural Engineers (f) “Guide to Surveys and Inspections of buildings and Similar Structures”

published by The Institution of Structural Engineers (g) Code of Practice on Wind Effects in Hong Kong 2004 (h) Wind Loading Handbook published by the Structural Division, HKIE

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(i) Code of Practice for Dead and Imposed Load 2011 issued by Building Department

(j) Buildings Ordinance and subsidiary Regulations of the Laws of Hong Kong (k) Practice Notes for Authorized Persons and Registered Structural Engineers

issued by Buildings Department (l) Architectural Services Department Structural Engineering Branch, Drafting

Manual for Reinforced Concrete Structures (m) Architectural Services Department, Structural Engineering Branch, CAD

Manual (n) Relevant Government Technical Circulars.

10.4 Civil Engineering Works

10.4.1 The Consultant shall make reference to the current editions of the following regarding civil engineering works: -

(a) General Conditions of Contract for Civil Engineering Works (b) General Conditions of Contract for E & M Engineering Works (c) Hong Kong Planning Standards and Guidelines (d) Standard Drawings

i) Civil Engineering and Development Department ii) Highways Department iii) Drainage Services Department iv) Water Supplies Department

(e) Disability Discrimination Ordinance (f) Design Manual - Barrier Free Access 2008 (g) Standard Method of Measurement for Civil Engineering Works (h) Handbook on Selection, Appointment and Administration of Engineering and

Associated Consultants (August 2009) and Related Guidelines (i) Code of Practice for Site Supervision (j) Technical Memorandum for Site Supervision (k) Technical Circulars of DSD, CEDD, HyD and TD (l) Geotechnical Manuals, Geoguides, Geospecs and other technical guidance

documents as detailed in GEO’s TGN No. 1, which may be amended from time to time

(m) Road Notes and Guidance Notes of Highways Department (n) Transport Planning and Design Manuals of Transport Department (o) Structures Design Manual for Highways and Railways of Highways Department (p) Public Lighting Design Manual of Highways Department (q) Stormwater Drainage Manual of Drainage Services Department (r) Sewerage Manual, Part 1 and Part 2 of Drainage Services Department (s) Civil Engineering Design Manual of Water Supplies Department (t) Manual of Mainlaying Practice of Water Supplies Department (u) Geoguide 2, Guide to Site Investigation, Civil Engineering Department (v) Geoguide 5, Guide to Slope Maintenance of Geotechnical Engineering Office,

Civil Engineering Department (w) Environmental Protection Department (1999) Guidance Notes for

Investigation and Remediation of Contaminated Sites of Petrol Filling Stations,

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Boatyards, and Car Repair/Dismantling Workshops. EPD/TR1/99 (x) Environmental Impact Assessment Ordinance (EIAO) Technical Memorandum

and EIAO Guidance Notes (y) Highways Design Manual (z) Practice Notes, Codes of Practice and Joint Practice Notes of Buildings

Department (aa) Specifications and Testing & Commissioning Procedure published by

Architectural Services Department (bb) Codes of Practice, Guidelines and Guidance Notes published by Electrical and

Mechanical Services Department (cc) Civil Engineering and Development Department’s Integrated Management

System in conformance with the standards of ISO 9001:2000 and ISO 14001:2004.

10.4.2 Non-existent British Standards and British Standard Codes of Practice

Should instances arise for which suitable standards or specifications do not exist, the Consultant shall refer to the British Standards and British Standard Codes of Practice or International Standards or submit recommendations on appropriate alternatives to the Authority’s Representative for agreement.

10.5 Building Services Works

10.5.1 The Sub-consultant shall adopt but not limited to the following in carrying out their duties throughout the Project:-

(a) B.S.B. General Specifications

The latest edition of (at the time for tender issue) :

i) General Specification for Air Conditioning, Refrigeration, Ventilation and Central Monitoring and Control System Installation in Government Buildings of the Hong Kong Special Administrative Region.

ii) General Specification for Electrical Installation in Government Buildings of the Hong Kong Special Administrative Region.

iii) General Specification for Fire Service Installation in Government Buildings, Hong Kong.

iv) General Specification for Lift, Escalator and Passenger Conveyor Installation in Government Buildings of the Hong Kong Special Administrative Region.

v) General Specification for Broadcast Reception Installation in Government Buildings of the Hong Kong Special Administrative Region.

vi) Other Requirements, Specification and Proforma Specification as directed by the Authorities Representative.

(b) B.S.B. Testing and Commissioning Procedures


i) Air-conditioning, Refrigeration, Ventilation and Control Systems in Government Buildings, Hong Kong.

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ii) Electrical Installation in Government Buildings, Hong Kong. iii) Fire Services Installation in Government Buildings, Hong Kong. iv) Lift, Escalator and Passenger conveyor installation. v) Broadcast Reception Installation vi) Other Testing & Commissioning Procedures as directed by Authorities

Representative. (c) Relevant Government Circulars and Instructions

i) All BSB and EMSD Circulars and Instructions (current & up-dated versions to be issued) as directed by Authorities Representative.

ii) All relevant Circulars and Instructions to be issued by ArchSD, FSD, DEVB, EPD and corresponding Government Authorities.

(d) Energy Efficiency Codes of Practice


i) Performance-based Building Energy Code ii) Code of Practice for Energy Efficiency of Air Conditioning Installations iii) Code of Practice for Energy Efficiency of Electrical Installations iv) Code of Practice for Energy Efficiency of Lighting Installations v) Code of Practice for Energy Efficiency of Lift and Escalator Installations vi) Code of Practice for Energy Efficiency of Building Services Installations vii) Code of Practice for Building Energy Audit

(e) EMSD Specifications / Requirements


i) General Requirements for Electronic Contracts ii) General Specification for Public Address Systems iii) General Specification for Monochrome and Colour Closed Circuit

Television System iv) General Specification for Uninterruptible Power Supply Systems v) General Specification for Private Automatic Branch Exchange System

10.6 Landscape Works

10.6.1 Works Branch Technical Circulars.

(a) ETWB TC(W) No. 3/2006 – Tree Preservation (b) DEVB TC (W) No. 2/2012 Allocation of Space for Quality Greening on Roads (c) WBTC No. 7/2002 – Tree Planting in Public Works (d) ETWB TCW No. 34/2003 – Community Involvement in Greening Works (e) ETWB TCW No. 2/2004 – Maintenance of Vegetation and Hard Landscape

Features (f) ETWB TCW No. 11/2004 – Cyber Manual for Greening (g) ETWB TCW No. 29/2004 – Registration of Old and Valuable Trees, and

Guidelines for their Preservation

10.6.2 British Standard

(a) BS 3998 – Recommendations for Tree Work

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(b) BS 4043 – Recommendations for Transplanting Root-balled Trees (c) BS 4428 – Code of Practice for General Landscape Operations (excluding hard

surfaces) (d) BS 5837 – Guide for Tree in Relation to Construction

10.6.3 Relevant Government Technical Circulars, Practical Notes and Guidelines

(a) Hong Kong Planning Standards and Guidelines Chapter 4: Recreation, Open Space and Greening,

(b) Universal Accessibility for External Areas, Open Spaces and Green Spaces (c) The latest Guidelines and Technical Circulars for Tree Risk Assessment (d) The approved EIA report XXXXXX (Application No. XXXX) available at the

following website: (e) http://www.epd.gov.hk/eia/register/report/eiareport/eia_XXXXXXXX/index.ht

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10.6.4 The Consultant shall adopt all the latest documents listed in XXXX and other documents including but not limited to the following: -

(a) General Conditions of Contract. (b) Standard Special Conditions of Contract. (c) Articles of Agreement. (d) Model Arbitration Rules, Mediation Rules and Adjudication Rules. (e) General Specification and Particular Specification. (f) Architectural Services Department/Branch Instructions, Circulars, Check Lists,

Guidance Notes, Office Procedure Handbook, Core and Local Manuals. (g) Works Branch Technical Circulars. (h) Financial Circulars. (i) Standard Methods of Measurement. (j) Handbook on Selection, Appointment and Administration of Architectural and

Associated Consultants. (k) Government Forms. (l) Construction Standards. (m) Construction Site Safety Manual. (n) The Hong Kong Buildings Ordinance and Subsidiary Regulations (o) Practice Notes for Authorized Persons and Registered Structural Engineers

(PNAP) issued by the Buildings Department. (p) Code of Practice for Fire safety in Buildings (q) Codes of Practice for Minimum Fire Service Installations and Equipment and

Inspection and testing of Installations and Equipment. (r) Practice Notes (ProPECC) issued by the Environmental Protection Department. (s) Hong Kong Planning Standards and Guidelines. (t) Transport Planning Design Manual. (u) Design Manual: Barrier Free Access, Buildings Department.

10.6.5 The Consultant shall comply with the Authority’s quality, environmental, health and safety policies and objectives.

10.7 Building Provision for ICT Works

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10.7.1 The Consultant shall make reference to the current editions of the:

(a) Code of Practice for the installation and Maintenance of in-Building Telecommunications Systems and In-building Access by Telecommunications Network Operators.

(b) Code of Practice for the Provision of Access Facilities in Buildings for the Supply of Telecommunications and Broadcasting Services.

(c) Code of Practice for the Protection of Workers and Members of Public Against Non-lonizing Radiation Hazards from Radio Transmitting Equipment.

(d) Code of Practice for the Installation and Maintenance of In-building Telecommunications Systems by Class Licensees.

11. Checking and Certification of the Design

11.1 Self checking and certification by the Consultant

11.1.1 The Consultant shall submit to the Authority’s Representative in accordance with Section 5 of this Schedule, a full set of design calculations, including a statement on the standards, procedures and codes of practice adopted. It shall be accompanied by a certificate that the design calculations have been checked by an independent designer and that the drawings are in accordance with the calculated designs. The independent designer checker should be an in-house staff of the Consultant and have obtained the following minimum professional qualifications:

(a) Registered Professional Engineer (Structural) under the Engineers Registration Board of Hong Kong for checking structural design calculations and drawings.

(b) Registered Professional Engineer (Geotechnical or Civil) under the Engineers Registration Board of Hong Kong for checking structural design calculations and drawings.

(c) At least 5 years of post-qualification experience in the field of structural design.

11.1.2 The standard form of “Design Certificate” to be approved by the Authority shall be used for this purpose.

12. Resident Site Staff (RSS)

12.1 Direct Employment of Resident Site Staff

12.1.1 The Consultant shall provide Resident Site Staff throughout the Works Contracts Period including the Defects Liability Period/Maintenance Period as specified for architectural, structural engineering, civil engineering, building services and landscape architectural.

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12.1.2 The establishment, duties, appointment, deployment, remuneration, condition of employment and administration of Resident Site Staff shall be in accordance with the General Conditions of Consultancy relating to Resident Site Staff and the Resident Site Staff Schedule Standards and Duties.

(a) The number of direct Resident Site Staff to be employed by the Consultant for the Project shall be as follows:

Notional man months

Resident Architect

No. required

Resident Structural Engineer

Resident Civil Engineer

Resident Building Services Engineer

Senior Clerk of Works

Clerk of Works

Assistant Clerk of Works

Works Supervisor I (Building)

Senior Building Services Inspector

Building Services Inspector

Assistant Building Services Inspector

Work Supervisor I (Building Services)

Inspector of Works (Civil)

Assistant Inspector of Works (Civil)

Works Supervisor I (Civil)

Senior Field Officer

Labour Relations Officer

Resident Clerical Assistant

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12.1.3 Number of direct Resident Site Staff shall be increased on as needed basis, subject to the instruction of and/or agreement with the Authority’s Representative.

12.1.4 The Consultant shall administer the direct Resident Site Staff and the direct Resident

Site Staff shall receive instructions from the Authority’s Representative for day to day activities. The Consultant shall apprise the direct Resident Site Staff on overall performance and submit the performance report to the Authority’s Representative for information/agreement.

(a) The qualifications and duties and the training requirements of the direct Resident Site Staff shall be described by the M+ Consultant and subject to the Authority’s approval.

(b) The Consultant shall submit for the Authority’s Representative’s approval the names and detailed particulars of all the direct Resident Site Staff to be employed at least 3 months in advance. The Consultant shall furnish further information on each person as required by the Authority’s Representative.

(c) The Authority’s Representative shall review the proposals submitted and shall be entitled to disapprove, which action shall not be taken unreasonably, any person in any post in the Resident Site Staff establishment.

(d) The final list of persons as direct Resident Site Staff for the Project shall be approved by the Authority’s Representative.

(e) The duration of appointment for each member of the direct Resident Site Staff shall coincide with the appropriate period suggested by the Consultant and approved by the Authority’s Representative. The Authority’s Representative shall be given not less than one month notice for any change of personnel.

(f) The direct Resident Site Staff shall station in the office of Authority’s Representative as and when required by the Authority’s Representative.

(g) The normal hours of attendance of the deployed Resident Site Staff in a day is 9 hours (excluding 1 hour lunch break). The number of working days in a week is 6 days.

(h) Should the situation demand, the Consultant shall provide or propose to provide additional personnel as and when the need arises subject to prior agreement with the Authority’s Representative.

(i) Payments for direct Resident Site Staff shall be in accordance with Clause 9 of the Payment Schedule.

(j) The provision of direct Resident Site Staff arranged by the Consultant and Sub-consultant shall be on a reimbursement basis for the Project to be agreed with the Authority’s Representative.

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12.2 Administration and Supervision of Resident Site Staff

12.2.1 The Consultant shall be responsible for the administration and supervision of the direct Resident Site Staff and shall ensure that the direct Resident Site Staff shall properly discharge their duties under the Agreement.

12.2.2 The direct Resident Site Staff shall be required to keep time-log sheets for the

verification of the Consultant and to submit these for checking upon request by the Authority’s Representative. In addition, the Consultant shall maintain proper daily attendance records of direct Resident Site Staff on site, preferably using electronic devices.

12.2.3 The Consultant shall ensure that the Labour Relation Officer (LRO) is aware of,

understands and complies with the provisions of the Personal Data (Privacy) Ordinance, Cap 486 of the Laws of Hong Kong SAR in the course of his employment. He shall also ensure that the LRO is prohibited from bringing out of the work site any personal data collected (all personal data collected shall be for the purposes of monitoring wage payments and reimbursing mandatory provident fund contributions under those contracts within the Consultant’s scope of Services), and from using portable storage device to store these personal data. For the avoidance of doubt, such personal data shall include but not limited to personal biometric data, information shown in the employment contract, site attendance records, wage payment records, records showing mandatory provident fund contributions.

12.2.4 The Consultant shall make such site visits as and when he considers necessary to

satisfy himself as to the performance of the direct Resident Site Staff, and to satisfy himself that the Works are executed generally according to the Works Contracts and otherwise in accordance with good architectural and engineering practice.

12.2.5 The Consultant shall be responsible for the acts, defaults and neglects of all direct

Resident Site Staff in connection with any works under the Agreement. 12.2.6 The Authority’s Representative shall have the full discretion to employ any or all of

the Resident Site Staff through the PMC to works relating to the whole WKCD and/or M+.

12.3 Prevention of Bribery 12.3.1 The following probity clause shall be included in the individual Resident Site Staff

employment contracts:- “The Resident Site Staff is prohibited from soliciting or accepting any advantage as

defined in the Prevention of Bribery Ordinance, and soliciting or accepting any excessive hospitality, entertainment or inducements which could impair his impartiality.”

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12.3.2 The Consultant shall submit to the Authority’s Representative for approval the proposed establishment of Resident Site Staff prior to the commencement of the recruitment process.

12.3.3 For the employment of the LRO, the Consultant shall, within 14 days of

commencement of the Employment Contract with the LRO, or as the case may be, within 14 days after being notified by the Authority’s Representative of his disapproval of employment of any person as LRO, submit the name and particulars of the person he intend to employ as the LRO to the Authority’s Representative for his approval. The Consultant shall furnish further information within 7 days pertinent to the employment of such person if required by the Authority’s Representative.

13. Specialist and Sub-consultant Services 13.1 Approach 13.1.1 The Consultant shall provide all specialists and sub-consultant consultancy services

required for the satisfactory completion of the Services. The Consultant’s team shall deliver all services as described in this Consultancy Brief. No additional fees or expenses for the provision of any specialist and/or sub-Consultant services rendered locally or overseas shall be payable by the Authority.

13.1.2 In the event the Consultant is a joint venture, each and every party making up the

joint venture shall be jointly and severally bound by the terms and conditions contained in the Agreement until the satisfactory completion of the Services.

13.1.3 The Agreement shall not be assigned by the Consultant to any third party. 13.2 Specialist Works 13.2.1 The specialist and sub-consultant services include but not limited to those listed as

follows:-

(a) Access Consultancy Services

(b) Acoustic Consultancy Services

(c) Architectural and External Lighting Consultancy Services

(d) Audio Visual Consultancy Services

(e) Cinema Design Consultancy services

(f) Façade Design Consultancy Services

(g) Laboratory Design consultant

(h) Museum Lighting Design Consultancy Services

(i) Museum Security Consultancy Services

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(j) Noise and Vibration Consultancy Services

(k) Sustainability Design Consultancy Services

(l) Theatre Planning Consultancy Services

(m) Traffic Engineering Consultancy Services

(n) Value Management Studies (including venues and facilitators)

13.2.2 Noise and Vibration Consultancy Services The Services shall address the following noise and vibration isolation requirements:-

(a) To isolate consistent vibrations to cause damage to collection objects; (b) To provide measures to mitigate vibration and noise causing distraction to the

contemplative nature of a museum and, in particular, areas requiring low levels of noise;

(c) To conduct a transit noise and vibration impact study to determine the adverse effects , if any, of the MTR line for the selected location of M+;

The final design shall minimize vibrations that may be transmitted through the structure owing to either activities inside the building (ie building services, multimedia displays, etc) or activities occurring outside the building (ie. the rail transit, traffic, outdoor concert, etc.). The intrusion of noise and vibration into the facilities shall be controlled.

13.2.3 In the manner as provided under Clause CG-19 of the General Conditions of

Consultancy, the Consultant shall obtain the prior approval of the Authority’s Representative in writing to :-

(a) the appointment of sub-consultants to undertake any part of the Services, and

(b) the replacement of any sub-consultants appointed under sub-clause (a) of this Clause.

14. Provision and Use of Computer Facilities

14.1 Coverage

14.1.1 Except to the extent otherwise provided for in the Services, the Consultant (inclusive of its sub-consultants) shall be responsible for the cost, provision and maintenance of all computing facilities respectively required by them for fulfilling their obligations under their respective services irrespective of workplace location. These facilities shall include:-

(a) office automation facilities commonly used by secretarial, clerical, administrative, or professional staff for the office functions;

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(b) technical computing facilities used by the Consultant’s professional and technical staff for computer-aided drafting, computer-aided design, building information modelling (BIM) and geographic information system (GIS), or other professional systems as the case may be;

(c) technical computing facilities used by the Consultant’s professional and technical staff towards their respective abilities to satisfactorily accomplish the preparation and completion of all duties and obligations variously assigned to them under their respective agreements; and,

(d) relevant IT training on computer facilities and the online web-based project information management system (PIMS) for staff variously employed by the Consultant and its sub-consultants.

14.2 Project Information Management System (PIMS)

14.2.1 To improve project communication amongst the Authority, consultants, contractors, and operators, the Authority intends to adopt an online web-based Project Information Management System (PIMS) for the Project. The Consultant is, on appointment, required to adopt and use the finally selected PIMS for daily activities and provide sufficient resources with qualified and competent professionals to assist the Authority in implementing, operating, and maintaining the system.

14.3 Building Information Modelling (BIM) 14.3.1 To improve project collaboration amongst the Authority, consultants, contractors,

and operators, the Authority intends to adopt Building Information Modelling (BIM) for the entire life cycle of this Project. The Consultant is, on appointment, required to cooperate with the appointed BIM specialist and best utilize the BIM tool for assisting its daily activities.

14.4 Project Management System (PMS) 14.4.1 The Authority intends to implement a Project Management System to assist in time

and cost control of the Project. The Consultant is, on appointment, required to adopt and use the finally selected and implemented PMS for relevant daily activities and provide sufficient resources with qualified and competent professionals to assist the Authority in implementing, operating, and maintaining the project data in system.

14.5 CAD and BIM Standards 14.5.1 The Consultant is required to deliver CAD and BIM drawings in accordance with

[WKCD CAD and BIM Standard Manual]. Relevant tools for drawing checking and generation of compliance reports shall be acquired by the Consultant and used accordingly.

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14.6 Room Data Management 14.6.1 The Consultant shall provide and use a PC-based software management tool (e.g.

Codebook or equivalent) for the management of room data in room-data-sheet / room-book throughout the Services. The management tool shall be an application and database that allows content co-ordination and room data management and can provide tools for creating and editing room data sheet using a library of room types and equipment and Excel imports and can manage building information from scheme design to demolition and allow building owners and facility managers to import/export data for integration with facility management applications.

15. Relevant Information 15.1 Background Information 15.1.1 Information relevant to the Services including, but not limited to, reports, papers,

drawings, public comments and other background materials can also be accessed at the websites of the Authority (http://www.wkcda.hk). The Authority will not guarantee that the list of the information herein listed is exhaustive nor will the Authority be responsible for providing any additional information for the Consultant.

15.2 Surveys, Studies and Ground Investigation Works 15.2.1 The G.I. works and topographical & tree survey of the entire WKCD site will be carried

out under a separate consultancy and be commenced in Oct/Nov 2012 tentatively.

The Consultant shall update and verify the accuracy of the information supplied. All field survey work, including topographical, slope and tree surveys, required for the proper execution of the Services shall, unless otherwise provided for in the Services, be the duty of the Consultant. Two digital copies of field notes, field data and resultant plans arising from these surveys shall be handed over to the Authority upon completion of the Services. The accuracy as well as presentation of these surveys shall be of a standard to be agreed by the Authority.

16. Consultant’s Resources 16.1 General 16.1.1 The Services shall be undertaken using a multidisciplinary team to ensure all the

aspects of the scope of the Services are addressed and coordinated. The Consultant shall employ the key personnel specified in Schedule 4 of the Agreement.

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16.1.2 The key personnel for the Services shall include:

(a) a qualified architect who is a principal/director of the Consultant and is an Authorised Person (List of Architects) under the Buildings Ordinance, and where applicable;

(b) a qualified structural engineer who is a principal/director of the Consultant and a Registered Structural Engineer under the Buildings Ordinance.

(c) The Principal Landscape Architect(s) who shall be full members of the Hong Kong Institute of Landscape Architects;

(d) A Registered Structural Engineer; (e) Building Services Engineer(s) who shall be Members of the Hong Kong

Institution of Engineers; and (f) BIM specialist(s) who shall be Member of the Hong Kong Institute of Building

Information Modelling.

16.2 Consultant’s Office 16.2.1 The Consultant shall maintain for the duration of the Services an office in Hong Kong

under the control of a principal of the Consultant who shall be responsible for the Services. The principal shall have adequate authority and sufficient professional, technical and administrative support in all relevant disciplines to ensure progress to the satisfaction of the Authority.

16.3 Consultant’s Staff 16.3.1 All core personnel shall be proficient in written and spoken English and, in addition,

sufficient core personnel shall also be proficient in written and spoken Chinese. 16.3.2 All Consultant’s staff carrying out site works, including supervising construction

works, shall comply with the site safety training requirements. 16.3.3 Should overseas staff and sub-consultants be deployed and work in the execution of

the Services, they shall be available in Hong Kong at key periods in respect of the Services and as and when required by the Authority, all travelling costs and other costs and expenses shall be borne by the Consultant.

16.3.4 The Consultant shall provide the staff and manpower resources in accordance with

the Consultant’s submission entries. The Consultant shall not make any change to the staff including the staff of their sub-consultant assigned without prior approval of the Authority. If in the event, for reasons beyond his control, the Consultant is unable to provide or maintain any key staff identified/named in the Consultant’s submission entries, the Consultant shall report to the Authority as soon as practicable and propose for the Authority’s approval a replacement for such staff, having qualifications and experience comparable to the person who is leaving the project

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team. The Authority shall have the right to require changes of any personnel of the Consultant’s team.

17. Systematic Risk Management 17.1 General 17.1.1 The Consultant shall perform Systematic Risk Management in accordance with the

Authority’s procedure to identify risks and uncertainties associated with the Project and recommend treatment measures aiming to reduce these risks and uncertainties to acceptable level and to ensure timely completion of the Project and within budget and to the required quality.

17.1.2 This shall include arranging risk management workshop, meeting with relevant

stakeholders, preparing the risk treatment plans, risk management plans and risk registers, etc. The Consultant shall employ a professional staff equipped with relevant experience in the field to assist the Authority to perform the duty of the Risk Manager.

18. Environmental Impact Assessment 18.1 General 18.1.1 The Authority has appointed a Project Consultant to undertake an EIA for the Project.

The Consultant shall support and advise the EIA Project Consultant throughout the duration of the Services.

19. Construction Design and Management 19.1 General 19.1.1 The Consultant shall perform Construction Design and Management (CDM) in

accordance with the guidance notes on CDM jointly published by the Hong Kong Housing Authority, Occupational Safety & Health Council and DEVB. The Consultant is required to identify potential health and safety hazards, and cost-effective mitigation measures at early stage of the Works and throughout the Services , to ensure that early involvement and effective co-operation of all stakeholders through timely provision of relevant and necessary information, and to make clear demarcation of the roles and responsibilities of the parties responsible for coordinating and providing relevant project data on risks at all stages of the Project.

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APPENDIX A List of Documents for Brief Development by Design Consultant 1. Technical Report No. 8 - Finalised DP and Finalized Comprehensive Master Urban

Design and Landscape Plan: Volume 1 - Finalised DP and Finalised Comprehensive Master Urban

Design and Landscape Plan Volume 2 - Drawings Addendum

2. Technical Report No. 9 - Detailed Technical Assessment Report on the Finalized DP:

TR No. 9A on Traffic and Transport TR No. 9B on Highway Infrastructure TR No. 9C on Environment TR No. 9D on Air Ventilation TR No. 9E on Marine TR No. 9F on Drainage and Sewerage TR No. 9G on Water Supply and Utilities TR No. 9H on Sustainability

3. Technical Report No. 10 – Implementation of the Finalised DP:

Volume 1 - Implementation of Finalised DP Volume 2 - Financial Assessment

4. Technical Report No. 11 – Finalised Detailed Schedules of Accommodation for all CACF and

Finalised Detailed Functional Briefs for Phase One of the CACF and the Estimated Costs: Volume 1 - Main Report Volume 12 - M+ Finalised Detailed SoA and Functional Brief Volume 14 - M+ Conservation and Storage Facility Finalised Detailed SoA and Functional Brief Volume 15 - CACF Estimated Costs

5. Technical Report No. 12 – Design Memorandum and Preliminary Designs of Infrastructures

proposed in the Finalised DP Volume 1 - Design Memorandum and Preliminary Designs of Infrastructures Volume 2 - Drawings Supplementary Information

6. WKCD – WKT Interface Final Scheme Report (Foster + Partners)

7. Pre-submission on Buildings Ordinance Compliance for West Kowloon Cultural District

8. Urban Design and Landscape Guidelines

9. West Kowloon Cultural District Environmental Impact Assessment Report Sept 2012

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APPENDIX B – Visual Art Installations in the Park (For reference only)

1. Space will need to be allocated throughout the M+ for a variety of art installations and

sculptures which will be integrated with the landscape design. 2. Art continuously changes, and with it, the way that art is produced, presented and

communicated. Public Art, or large visual art installations in public spaces is no exception. The consequences of art’s rapid developments are, however, much more visible than the forms manifested in Public Art, as the latter is often installed for “eternity”.

3. Developed from ideas related to monarchial commemorative grounds or the war

memorial, modern artists have pushed the concept and nature of art displayed in open air to extremes. While outdoor sculptures since the 1950s by great artists like Henry Moore, Alexander Calder, or Hong Kong-based Ju Ming (朱銘), stayed mainly in the tradition and proportion of the modern art object, contemporary artists like Richard Serra, Anish Kapoor or Dennis Oppenheim have dramatically expanded the repertoire of sculpture. Contemporary artists such as Michael Heizer, Robert Smithson or Maya Lin have built public art into the landscape, often merging the sculpture and its surrounding into a unified environment. Broadly speaking, art in the public park went from being a memorial in the park, to being a sculpture at the park, to being, and defining, the park. Notable examples include Land Art projects by Robert Smithson, Walter de Maria, or James Turrell, or even more appropriately for an urban park, Maya Lin’s Eleven Minute Line.

4. The Park of the West Kowloon Cultural District is a park for the arts. It will have multiple

venues for performing arts and comprise major outdoor works related to visual culture, especially visual art – permanently installed for a short-, medium- or long-term period. Some of the works will be deeply integrated into the landscape of the Park, others may need infrastructural support – such as in the case of Richard Serra’s or Michael Heizer’s monumental projects – while others may only be installed temporarily which would still need the support of designers of the Park.

5. The chosen design team should recognise the importance of such art works in the Park.

Here, Art is not an add-on or an afterthought – like how they have been presented at many sculptural or museum parks of the past – but an integral part of the Park’s design. The artists involved would have a strong position on how the park is designed, and their visions would have a role in determining the look of the art works’ immediate environment, requiring artists to work closely with the Park Design Consultant to realise the best possible installation.

6. M+, the museum for visual culture at the WKCD, is responsible for the curatorial

oversight of all visual art in the Park, wherein the process of selection and production would require the resources and professional expertise of the M+ team. The chosen

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Park Design Consultant will therefore support M+ and the selected artists by providing both their expertise and the necessary infrastructure. In general, it would be favorable if M+ could be consulted for all major design decisions to ensure an innovative overall design that meets the highest standards of contemporary artistic production and park design.

7. There are two Arts Pavilions proposed for small scale exhibitions and events with a

combined Gross Floor Area of 100m2

. The Park Consultant is to identify two suitable sites for the Arts Pavilions and provide design and engineering services for the enabling works such as site levels and utility connections. The Park Consultant shall ensure the necessary enabling or interfacing works to the Arts Pavilions shall be provided in the Park design. No building design and engineering services for the Pavilions are required under the Park Consultancy. One of the Arts Pavilions will need to be available in the Phase One of the Park. The Art Pavilion Structures will be designed by others. The Park Design Consultant shall design infrastructure requirements which will be implemented under Phase 1 works.




APPENDIX 4

WKCD COMMON BASEMENT (PHASE 1) PLAN