Design and build: appointment - Revision history

Designing Buildings at 08:11, 5 October 2020

2020-10-05T08:11:13Z

← Older revision		Revision as of 08:11, 5 October 2020
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−		+	[[File:Project_plan_design_and_build.jpg\|link=File:Project_plan_design_and_build.jpg]]
−	[[File:~~Project plan design and build~~.jpg\|~~RTENOTITLE~~]]	+

	This stage describes the process of making appointments, such as: independent client advisers, members of the consultant team, the employers agent, site inspectors and so on. This stage is likely to be repeated a number of times during the project.		This stage describes the process of making appointments, such as: independent client advisers, members of the consultant team, the employers agent, site inspectors and so on. This stage is likely to be repeated a number of times during the project.
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	For information about selecting the contractor, see: Design and Build: Tender.		For information about selecting the contractor, see: Design and Build: Tender.

−	= ~~'''~~Identifying the need to make appointments.~~'''~~ =	+	= Identifying the need to make appointments. =

	The client identifies the need to make an appointment. In some cases, existing consultants may identify a requirement and bring this to the attention of the client.		The client identifies the need to make an appointment. In some cases, existing consultants may identify a requirement and bring this to the attention of the client.
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	The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.		The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.

−	= ~~'''~~Agreeing the exact nature of appointments required.~~'''~~ =	+	= Agreeing the exact nature of appointments required. =

	The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire. If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).		The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire. If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).
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	The client prepares a formal request for proposals. If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.		The client prepares a formal request for proposals. If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.

−	= ~~'''~~Preparing a list of possible candidates.~~'''~~ =	+	= Preparing a list of possible candidates. =

	The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.		The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
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	The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on. Short-listed candidates are then invited to submit consultant's proposals in response to the client's request for proposals.		The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on. Short-listed candidates are then invited to submit consultant's proposals in response to the client's request for proposals.

−	= ~~'''~~Selecting the preferred candidate and making the appointment.~~'''~~ =	+	= Selecting the preferred candidate and making the appointment. =

	The client collates responses to queries from candidates and issues these responses to all candidates.		The client collates responses to queries from candidates and issues these responses to all candidates.
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	The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.		The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.

−	----	+	-----
−		+	⇒ [[Design_and_build:_outline_work_plan\|outline plan]]
−	⇒ [[~~Design%20and%20build%3A%20outline%20work%20plan~~\|outline plan]]	+

−	[[Category:Design_and_build]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Design_and_build]]

Designing Buildings at 12:30, 12 August 2015

2015-08-12T12:30:21Z

← Older revision		Revision as of 12:30, 12 August 2015
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	⇒ [[Design%20and%20build%3A%20outline%20work%20plan\|outline plan]]		⇒ [[Design%20and%20build%3A%20outline%20work%20plan\|outline plan]]
		+
		+	[[Category:Design_and_build]]

Designing Buildings at 14:10, 24 June 2015

2015-06-24T14:10:58Z

← Older revision		Revision as of 14:10, 24 June 2015
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	The client identifies the need to make an appointment. In some cases, existing consultants may identify a requirement and bring this to the attention of the client.		The client identifies the need to make an appointment. In some cases, existing consultants may identify a requirement and bring this to the attention of the client.

−	The client may decide they need advice or assistance from independent client advisers or from existing members of the consultant team to help them make the ~~new~~ appointment.	+	The client may decide they need advice or assistance from independent client advisers or from existing members of the consultant team to help them make the appointment.

	The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.		The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.
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	The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.		The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.

−	The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on. Short-listed candidates are then invited to submit consultant's proposals in response to the client's request for proposals.	+	The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on. Short-listed candidates are then invited to submit consultant's proposals in response to the client's request for proposals.

	= '''Selecting the preferred candidate and making the appointment.''' =		= '''Selecting the preferred candidate and making the appointment.''' =
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	The client receives and opens the consultant's proposals and makes a record of the fee proposals of each candidate. In some circumstances fee proposals may be submitted in a sealed envelope and opened separately from the rest of the consultant's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).		The client receives and opens the consultant's proposals and makes a record of the fee proposals of each candidate. In some circumstances fee proposals may be submitted in a sealed envelope and opened separately from the rest of the consultant's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).

−	The client assesses the consultant's proposals. They may seek advice from existing consultants or independent client advisers to help them do this.	+	The client assesses the consultant's proposals. They may seek advice from existing consultants or independent client advisers to help them do this.

	The client then invites the candidates to interview, identifies the preferred candidate(s) and opens negotiations with the preferred candidate(s).		The client then invites the candidates to interview, identifies the preferred candidate(s) and opens negotiations with the preferred candidate(s).

Designing Buildings: Removed protection from "Design and build: appointment"

2015-05-21T12:42:45Z

Removed protection from "Design and build: appointment"

← Older revision

Revision as of 12:42, 21 May 2015

Designing Buildings at 12:16, 21 May 2015

2015-05-21T12:16:44Z

← Older revision		Revision as of 12:16, 21 May 2015
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−	[[File:Project plan design and build.jpg\|RTENOTITLE]]~~At various stages of the project, the client may wish to appoint: independent client advisers, members of the consultant team, site inspectors and so on.~~	+	[[File:Project plan design and build.jpg\|RTENOTITLE]]

−	~~The~~ process of ~~selecting and contracting contractors is described~~ as ~~tendering rather than appointment (see work stage~~: ~~Design~~ and ~~build: tender)~~. ~~However, if a two-~~stage ~~tender process~~ is ~~adopted the contractor might be appointed early~~ to ~~offer advice on~~ a ~~pre-construction services agreement~~.	+	This stage describes the process of making appointments, such as: independent client advisers, members of the consultant team, the employers agent, site inspectors and so on. This stage is likely to be repeated a number of times during the project.

−	~~----~~	+	For information about selecting the contractor, see: Design and Build: Tender.

−	~~⇒ [[Design%20and%20build%3A%20outline%20work%20plan\|outline plan]]~~	+	= '''Identifying the need to make appointments.''' =

−	~~----~~	+	The client identifies the need to make an appointment. In some cases, existing consultants may identify a requirement and bring this to the attention of the client.

−	~~'''A. Identifying the need to appoint advisers, consultants or designers.'''~~	+	The client may decide they need advice or assistance from independent client advisers or from existing members of the consultant team to help them make the new appointment.
−	#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.	+
−	#The client may decide they need advice or assistance from independent client advisers or from existing members of the consultant team to help them make the new appointment.	+
−	#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.	+

−	----	+	The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.

−	'''B. Agreeing the exact nature of appointments required.'''	+	= '''Agreeing the exact nature of appointments required.''' =
−	~~#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.~~	+
−	~~#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).~~	+
−	#The client defines the schedule of services that will be required, along with selection criteria, form of appointment and contract terms for the appointment. The schedule of services that will be required might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling, the preparation of an outline planning application and so on. For more information see the article on appointments.	+
−	~~#The client agrees the form of proposal that will be requested from candidates.~~	+
−	~~#The client puts in place procedures for responding to queries from candidates.~~	+
−	#The client prepares a formal request for proposals. If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.	+

−	-~~---~~	+	The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire. If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).

−	~~'''C. Preparing a list of possible candidates.'''~~	+	The client defines the schedule of services that will be required, along with selection criteria, form of appointment and contract terms for the appointment. The schedule of services that will be required might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling, the preparation of an outline planning application and so on.
−	#The client ~~prepares a long list~~ of ~~possible candidates~~, ~~either from recommendations~~, ~~existing relationships or expressions~~ of ~~interest received in response to adverts~~.	+
−	#The ~~candidates may~~ be required ~~to complete a pre-qualification questionnaire~~, or ~~there~~ may be ~~some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals~~. ~~Such assessments may~~ include ~~evaluating experience and capability~~, ~~checking professional indemnity insurance~~, ~~assessing CDM competence, checking references~~ and so on.	+
−	~~#Short-listed candidates are invited to submit consultant's proposals in response to the client's request for proposals~~.	+

−	~~----~~	+	The client prepares a formal request for proposals. If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.

−	'''D. Selecting the preferred candidate and making the appointment.'''	+	= '''Preparing a list of possible candidates.''' =
−	#The client collates responses to queries from candidates and issues these responses to all candidates.	+
−	#The client receives and opens the consultant's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the consultant's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).	+	The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
−	#The client assesses the consultant's proposals. They may seek advice from existing consultants or independent client advisers to help them do this.	+
−	#The client invites the candidates to interview.	+	The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on. Short-listed candidates are then invited to submit consultant's proposals in response to the client's request for proposals.
−	~~#The client~~ identifies the preferred candidate(s).	+
−	~~#The client~~ opens negotiations with the preferred candidate(s).	+	= '''Selecting the preferred candidate and making the appointment.''' =
−	#The client appoints the selected candidate and if appropriate arranges a consultant team start-up meeting.	+
−	#The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.	+	The client collates responses to queries from candidates and issues these responses to all candidates.
		+
		+	The client receives and opens the consultant's proposals and makes a record of the fee proposals of each candidate. In some circumstances fee proposals may be submitted in a sealed envelope and opened separately from the rest of the consultant's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).
		+
		+	The client assesses the consultant's proposals. They may seek advice from existing consultants or independent client advisers to help them do this.
		+
		+	The client then invites the candidates to interview, identifies the preferred candidate(s) and opens negotiations with the preferred candidate(s).
		+
		+	The client appoints the selected candidate and if appropriate arranges a consultant team start-up meeting.
		+
		+	The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.

	----		----

	⇒ [[Design%20and%20build%3A%20outline%20work%20plan\|outline plan]]		⇒ [[Design%20and%20build%3A%20outline%20work%20plan\|outline plan]]
−
−	~~[[Category:Industry_context_and_build]]~~

Designing Buildings at 14:12, 19 May 2014

2014-05-19T14:12:26Z

← Older revision		Revision as of 14:12, 19 May 2014
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	#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.		#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.
	#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).		#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).
−	#The client defines the schedule of services that will be required, along with selection criteria, form of ~~agreement~~ and contract terms for the appointment. The schedule of services that will be required might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling, the preparation of an outline planning application and so on. For more information see the article on appointments.	+	#The client defines the schedule of services that will be required, along with selection criteria, form of appointment and contract terms for the appointment. The schedule of services that will be required might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling, the preparation of an outline planning application and so on. For more information see the article on appointments.
	#The client agrees the form of proposal that will be requested from candidates.		#The client agrees the form of proposal that will be requested from candidates.
	#The client puts in place procedures for responding to queries from candidates.		#The client puts in place procedures for responding to queries from candidates.

Designing Buildings at 14:03, 19 May 2014

2014-05-19T14:03:56Z

← Older revision		Revision as of 14:03, 19 May 2014
Line 1:		Line 1:

−	[[File:Project plan design and build.jpg]]At various stages of the project, the client may wish to appoint: independent client advisers, members of the consultant team, site inspectors and so on.	+	[[File:Project plan design and build.jpg\|RTENOTITLE]]At various stages of the project, the client may wish to appoint: independent client advisers, members of the consultant team, site inspectors and so on.

	The process of selecting and contracting contractors is described as tendering rather than appointment (see work stage: Design and build: tender). However, if a two-stage tender process is adopted the contractor might be appointed early to offer advice on a pre-construction services agreement.		The process of selecting and contracting contractors is described as tendering rather than appointment (see work stage: Design and build: tender). However, if a two-stage tender process is adopted the contractor might be appointed early to offer advice on a pre-construction services agreement.
Line 6:		Line 6:
	----		----

−	⇒ [[~~Design_and_build:_outline_work_plan~~\|outline plan]]	+	⇒ [[Design%20and%20build%3A%20outline%20work%20plan\|outline plan]]

	----		----
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	'''A. Identifying the need to appoint advisers, consultants or designers.'''		'''A. Identifying the need to appoint advisers, consultants or designers.'''
	#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.		#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.
−	#The client may decide they need advice or assistance from independent client advisers or existing ~~member~~ of the consultant team to help them make the new appointment.	+	#The client may decide they need advice or assistance from independent client advisers or from existing members of the consultant team to help them make the new appointment.
	#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.		#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.

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	----		----

−	⇒ [[~~Design_and_build:_outline_work_plan~~\|outline plan]]	+	⇒ [[Design%20and%20build%3A%20outline%20work%20plan\|outline plan]]

	[[Category:Industry_context_and_build]]		[[Category:Industry_context_and_build]]

Designing Buildings at 13:17, 27 June 2013

2013-06-27T13:17:06Z

← Older revision		Revision as of 13:17, 27 June 2013
Line 1:		Line 1:
−	At various stages of the project, the client may wish to appoint: independent client advisers, members of the consultant team, site inspectors and so on. As appointments can take place at any point, they are presented here as a separate stage rather than continually repeating the tasks throughout the other stages.

−	~~NB The process of selecting and contracting contractors is described as tendering rather than appointment (see work stage~~: ~~Design~~ and build: ~~tender) and the selection~~ of ~~specialist contractors is described in~~ the ~~work stage: Design and build: detailed design (design by~~ consultant team~~) or Design~~ and ~~build: detailed design (design by contractor)~~.	+	[[File:Project plan design and build.jpg]]At various stages of the project, the client may wish to appoint: independent client advisers, members of the consultant team, site inspectors and so on.

−	The ~~detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a private sector design~~ and ~~build project. Project plans for other procurement routes~~ (~~including public sector design~~ and build ~~projects~~) ~~are available~~ on ~~the Designing Buildings Wiki home page~~.	+	The process of selecting and contracting contractors is described as tendering rather than appointment (see work stage: Design and build: tender). However, if a two-stage tender process is adopted the contractor might be appointed early to offer advice on a pre-construction services agreement.

−	~~If a two~~-~~stage tender process is adopted the contractor might be appointed earlier on a pre~~-~~construction services agreement to carry out some of the tasks attributed below to the consultant team.~~	+	----

−	~~NB This article is locked in order to preserve the logic and continuity of the full work~~ plan~~. If you would like to propose changes or additions, click on the 'submit comment' link at the bottom of the page.~~	+	⇒ [[Design_and_build:_outline_work_plan\|outline plan]]

	----		----

	'''A. Identifying the need to appoint advisers, consultants or designers.'''		'''A. Identifying the need to appoint advisers, consultants or designers.'''
−
	#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.		#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.
	#The client may decide they need advice or assistance from independent client advisers or existing member of the consultant team to help them make the new appointment.		#The client may decide they need advice or assistance from independent client advisers or existing member of the consultant team to help them make the new appointment.
Line 20:		Line 18:

	'''B. Agreeing the exact nature of appointments required.'''		'''B. Agreeing the exact nature of appointments required.'''
−
	#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.		#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.
	#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).		#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).
Line 31:		Line 28:

	'''C. Preparing a list of possible candidates.'''		'''C. Preparing a list of possible candidates.'''
−
	#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.		#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
	#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.		#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.
Line 39:		Line 35:

	'''D. Selecting the preferred candidate and making the appointment.'''		'''D. Selecting the preferred candidate and making the appointment.'''
−
	#The client collates responses to queries from candidates and issues these responses to all candidates.		#The client collates responses to queries from candidates and issues these responses to all candidates.
	#The client receives and opens the consultant's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the consultant's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).		#The client receives and opens the consultant's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the consultant's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).
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	----		----

−	*Return to: design and build: outline ~~work~~ plan.	+	⇒ [[Design_and_build:_outline_work_plan\|outline plan]]

	[[Category:Industry_context_and_build]]		[[Category:Industry_context_and_build]]

Designing Buildings at 16:14, 8 February 2012

2012-02-08T16:14:47Z

Designing Buildings: Protected "Design and build: appointment" ([edit=sysop] (indefinite) [move=sysop] (indefinite))

2012-02-06T08:32:35Z

Protected "Design and build: appointment" ([edit=sysop] (indefinite) [move=sysop] (indefinite))

← Older revision

Revision as of 08:32, 6 February 2012

← Older revision		Revision as of 16:14, 8 February 2012
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	NB This article is locked in order to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' link at the bottom of the page.		NB This article is locked in order to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' link at the bottom of the page.
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	'''A. Identifying the need to appoint advisers, consultants or designers.'''		'''A. Identifying the need to appoint advisers, consultants or designers.'''
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	#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.		#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.
	#The client may decide they need advice or assistance from independent client advisers or existing member of the consultant team to help them make the new appointment.		#The client may decide they need advice or assistance from independent client advisers or existing member of the consultant team to help them make the new appointment.
	#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.		#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.
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	'''B. Agreeing the exact nature of appointments required.'''		'''B. Agreeing the exact nature of appointments required.'''
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	#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.		#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.
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	#The client puts in place procedures for responding to queries from candidates.		#The client puts in place procedures for responding to queries from candidates.
	#The client prepares a formal request for proposals. If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.		#The client prepares a formal request for proposals. If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.
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	'''C. Preparing a list of possible candidates.'''		'''C. Preparing a list of possible candidates.'''
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	#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.		#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
	#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.		#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.
	#Short-listed candidates are invited to submit consultant's proposals in response to the client's request for proposals.		#Short-listed candidates are invited to submit consultant's proposals in response to the client's request for proposals.
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	'''D. Selecting the preferred candidate and making the appointment.'''		'''D. Selecting the preferred candidate and making the appointment.'''
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	#The client collates responses to queries from candidates and issues these responses to all candidates.		#The client collates responses to queries from candidates and issues these responses to all candidates.
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	#The client appoints the selected candidate and if appropriate arranges a consultant team start-up meeting.		#The client appoints the selected candidate and if appropriate arranges a consultant team start-up meeting.
	#The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.		#The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.
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