Management contract: business justification - Revision history

Designing Buildings at 07:14, 23 October 2020

2020-10-23T07:14:28Z

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	[[File:Test_button.png\|link=Management_contract:_outline_work_plan]]		[[File:Test_button.png\|link=Management_contract:_outline_work_plan]]

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

Editor at 11:44, 12 April 2019

2019-04-12T11:44:02Z

← Older revision		Revision as of 11:44, 12 April 2019
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		+	[[File:Project_plan_management_contract.jpg\|link=File:Project_plan_management_contract.jpg]]Business justification is the first stage. It takes place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers to help them.

−	~~[[File:Project~~ plan management ~~contract.jpg\|800x106px\|alt=Project plan management contract.jpg]]Business justification~~ is ~~the first stage~~. ~~It takes place once a business need has been identified which might~~ result in ~~a building project. This stage involves assessing whether there is justification for~~ the ~~project, preparing a preliminary business case~~ and ~~creating an organisational structure~~ for the ~~project. The business justification stage takes place before the appointment~~ of ~~the~~ consultant ~~team, so the client may wish to appoint independent client advisers to help them~~.~~<br/>~~	+	Within this plan the management contractor is appointed on completion of concept design. Earlier or later appointment will result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).

−	~~Within this plan~~ the management contractor is appointed on completion of concept design. Earlier or later appointment will result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).<br/>	+	= Defining the business need =

−	~~= '''Defining the~~ business need.~~'''<br/> =~~	+	The client identifies a business need which might result in a building project and appoints a preliminary internal team to assess whether there is justification for the project.

−	The client ~~identifies~~ a ~~business~~ need which ~~might~~ result in a ~~building~~ project and ~~appoints~~ a ~~preliminary internal team to assess whether there is justification for the~~ project.~~<br/>~~	+	The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.

−	~~The client prepares~~ a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.<br/>	+	= Preparing a preliminary business case =

−	~~= '''Preparing~~ a preliminary business case.~~'''<br/> =~~	+	Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team which will undertake the actual design of the project. See: Management contract: appointment.

−	~~Very experienced clients~~ may ~~have in-house expertise allowing them to make appointments, and to~~ prepare a preliminary business case ~~and strategic brief. However~~, ~~many clients will not have~~ the ~~full range of skills~~ required ~~and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team which will undertake the actual design of~~ the project. ~~See: Management contract: appointment.<br/>~~	+	The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects. They then prepare a preliminary business case, which is a first attempt to justify the investment required by the potential project and should include a management structure, draft legal agreements and funding options.

−	The client ~~explores high level options for meeting~~ the ~~requirements set out in the statement of need. This may include an assessment of comparable projects. They then prepare a~~ preliminary business case~~, which is a first attempt to justify the investment required by the potential project~~ and should ~~include~~ a ~~management structure, draft legal agreements and funding options~~.~~<br/>~~	+	The client assesses the preliminary business case and decides whether it merits investigating in more detail and whether procedures should be established for appointing a consultant team.

−	~~The client assesses the preliminary business case and decides whether it merits investigating in more detail and whether procedures should be established for appointing a consultant team.<br/>~~	+	= Establishing an internal organisation =

−	= '~~''Establishing an internal organisation.'''<br/> =~~	+	The organisational structure for the project should have been defined and approved in the client's preliminary business case, and may include:

−	~~The organisational structure for the project should have been defined and approved in the client's preliminary business case, and may include:<br/>~~	+	* A project director
−	*A project director~~.<br/>~~	+	* A project board to advise the project director on technical and user matters
−	*A project board to advise the project director on technical and user matters~~.<br/>~~	+	* A project sponsor responsible for day-to-day liaisons with the consultant team and independent client advisers
−	*A project sponsor responsible for day to day liaisons with the consultant team and independent client advisers~~.<br/>~~	+	* Champions (perhaps heads of departments) to take responsibility for the quality of the project
−	*Champions (perhaps heads of departments) to take responsibility for the quality of the project~~.<br/>~~	+	* User panels to bring experience to briefing and design workshops
−	*User panels to bring experience to briefing and design workshops~~.<br/>~~	+	* Project stakeholders to be consulted during the early stages of the project
−	*Project stakeholders to be consulted during the early stages of the project.	+

−	= ~~'''~~Preparing an initial strategic brief~~.'''<br/>~~ =	+	= Preparing an initial strategic brief =

−	The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of a consultant team who will carry out feasibility studies and options appraisals, prepare a project brief and design the development.~~<br/>~~	+	The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of a consultant team who will carry out feasibility studies and options appraisals, prepare a project brief and design the development.

−	The initial strategic brief may include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. It is important to consider this when assessing potential sites. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors).~~<br/>~~	+	The initial strategic brief may include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. It is important to consider this when assessing potential sites. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors).

−	The client undertakes risk assessment and value management exercises, sets an initial budget ~~for the project~~ and considers funding options for the project. They may then revise the preliminary business case and strategic brief.~~<br/>~~	+	The client undertakes risk assessment and value management exercises, sets an initial budget and considers funding options for the project. They may then revise the preliminary business case and strategic brief.

−	= ~~'''~~Assessing whether there is sufficient justification to progress to the next stage~~.'''<br/>~~ =	+	= Assessing whether there is sufficient justification to progress to the next stage =

−	The client considers the preliminary business case and strategic brief and decides whether to proceed to the next stage where the consultant team will be appointed, feasibility studies undertaken, and options assessments carried out.~~<br/>~~	+	The client considers the preliminary business case and strategic brief and decides whether to proceed to the next stage where the consultant team will be appointed, feasibility studies undertaken, and options assessments carried out.

−	----	+	-----
		+	[[File:Continue_to_next_stage_button.png\|link=Management_contract:_feasibility_studies]]

−	[[File:~~Continue to next stage button.png\|alt=Continue to next stage button.png\|link=Management contract: feasibility studies]]<br/>~~	+	[[File:Test_button.png\|link=Management_contract:_outline_work_plan]]
−		+
−	~~[[File:Test button.png\|alt=Test button~~.png\|link=~~Management contract~~: ~~outline work plan~~]]	+

	[[Category:Management_contract]]		[[Category:Management_contract]]

Designing Buildings at 07:54, 24 September 2015

2015-09-24T07:54:37Z

← Older revision		Revision as of 07:54, 24 September 2015
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	= '''Preparing an initial strategic brief.'''<br/> =		= '''Preparing an initial strategic brief.'''<br/> =

−	The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of a consultant team who will carry out feasibility studies and options appraisals, prepare a project brief and design the development. <br/>	+	The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of a consultant team who will carry out feasibility studies and options appraisals, prepare a project brief and design the development.<br/>

−	The initial strategic brief may include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. It is important to consider this when assessing potential sites. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors). <br/>	+	The initial strategic brief may include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. It is important to consider this when assessing potential sites. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors).<br/>

−	The client undertakes risk assessment and value management exercises, sets an initial budget for the project and considers funding options for the project. They may then revise the preliminary business case and strategic brief. <br/>	+	The client undertakes risk assessment and value management exercises, sets an initial budget for the project and considers funding options for the project. They may then revise the preliminary business case and strategic brief.<br/>

	= '''Assessing whether there is sufficient justification to progress to the next stage.'''<br/> =		= '''Assessing whether there is sufficient justification to progress to the next stage.'''<br/> =
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−	[[File:Continue to next stage button.png\|link=~~Management_contract~~:~~_feasibility_studies~~]]<br/>	+	[[File:Continue to next stage button.png\|alt=Continue to next stage button.png\|link=Management contract: feasibility studies]]<br/>

−	[[File:Test button.png\|link=~~Management_contract~~:~~_outline_work_plan~~]]	+	[[File:Test button.png\|alt=Test button.png\|link=Management contract: outline work plan]]
		+
		+	[[Category:Management_contract]]

Designing Buildings: Removed protection from "Management contract: business justification"

2015-09-10T13:58:24Z

Removed protection from "Management contract: business justification"

← Older revision

Revision as of 13:58, 10 September 2015

Designing Buildings at 13:58, 10 September 2015

2015-09-10T13:58:03Z

← Older revision		Revision as of 13:58, 10 September 2015
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−	[[File:Project plan management contract.jpg\|800x106px\|alt=Project plan management contract.jpg]]Business justification is the first stage. It takes place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers.	+	[[File:Project plan management contract.jpg\|800x106px\|alt=Project plan management contract.jpg]]Business justification is the first stage. It takes place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers to help them.<br/>

−	Within this plan the management contractor is appointed on completion of concept design. Earlier or later appointment will result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).	+	Within this plan the management contractor is appointed on completion of concept design. Earlier or later appointment will result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).<br/>

−	~~----~~	+	= '''Defining the business need.'''<br/> =

−	~~⇒ [[Management%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Management%20contract%3A%20feasibility%20studies\|next stage]]~~	+	The client identifies a business need which might result in a building project and appoints a preliminary internal team to assess whether there is justification for the project.<br/>

−	~~----~~	+	The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.<br/>

−	'''~~A. Defining the~~ business ~~need~~.'''	+	= '''Preparing a preliminary business case.'''<br/> =
−	~~#The client identifies a business need which might result in a building project.~~	+
−	~~#The client appoints a preliminary internal team to assess whether there is justification for the project.~~	+
−	#The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.	+

−	-~~---~~	+	Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team which will undertake the actual design of the project. See: Management contract: appointment.<br/>

−	~~'''B. Preparing a preliminary business case.'''~~	+	The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects. They then prepare a preliminary business case, which is a first attempt to justify the investment required by the potential project and should include a management structure, draft legal agreements and funding options.<br/>
−	#Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team which will undertake the actual design of the project. Go to the work stage: Management contract: appointment.	+
−	#The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects.	+
−	~~#The client undertakes risk assessment and value management exercises.~~	+
−	~~#The client prepares~~ a preliminary business case, which is a first attempt to justify the investment required by the potential project and should include a management structure, draft legal agreements and funding options.	+

−	~~----~~	+	The client assesses the preliminary business case and decides whether it merits investigating in more detail and whether procedures should be established for appointing a consultant team.<br/>

−	'''~~C. Assessing whether there is sufficient justification for the project~~.'''	+	= '''Establishing an internal organisation.'''<br/> =
−	~~#The client assesses the preliminary business case and decides whether it merits investigating in more detail and whether procedures should be established for appointing a consultant team.~~	+

−	~~----~~	+	The organisational structure for the project should have been defined and approved in the client's preliminary business case, and may include:<br/>
		+	*A project director.<br/>
		+	*A project board to advise the project director on technical and user matters.<br/>
		+	*A project sponsor responsible for day to day liaisons with the consultant team and independent client advisers.<br/>
		+	*Champions (perhaps heads of departments) to take responsibility for the quality of the project.<br/>
		+	*User panels to bring experience to briefing and design workshops.<br/>
		+	*Project stakeholders to be consulted during the early stages of the project.

−	'''~~D. Establishing~~ an ~~organisational structure~~.'''	+	= '''Preparing an initial strategic brief.'''<br/> =

−	NB The ~~organisational structure for~~ the ~~project will have been defined and approved in~~ the ~~client's preliminary business case.~~	+	The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of a consultant team who will carry out feasibility studies and options appraisals, prepare a project brief and design the development. <br/>
−	~~#The client appoints a~~ project ~~director.~~	+
−	~~#The client appoints a project board~~ to ~~advise~~ the ~~project director on technical and user matters.~~	+
−	~~#The client appoints~~ a ~~project sponsor responsible for day to day liaisons with the~~ consultant team and ~~independent client advisers.~~	+
−	~~#The client appoints champions (perhaps heads of departments) to take responsibility for the quality of the~~ project.	+
−	~~#The client establishes user panels to bring experience to briefing~~ and design ~~workshops.~~	+
−	~~#The client identifies project stakeholders to be consulted during~~ the ~~early stages of the project~~.	+

−	~~----~~	+	The initial strategic brief may include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. It is important to consider this when assessing potential sites. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors). <br/>

−	~~'''E. Setting out the client's objectives and needs in sufficient detail to appoint a consultant team.'''~~	+	The client undertakes risk assessment and value management exercises, sets an initial budget for the project and considers funding options for the project. They may then revise the preliminary business case and strategic brief. <br/>
−	~~#The client assesses the nature of the the consultant team that will be required to carry out feasibility studies and options appraisals, prepare a project brief and design the development.~~	+
−	#The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of a consultant team. This will include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. It is important to consider this when assessing potential sites. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors). Go to the work stage: Management contract: appointment.	+
−	#The client undertakes risk assessment and value management exercises.	+
−	~~#The client~~ sets an initial budget for the project.	+
−	~~#The client~~ considers funding options for the project.	+
−	~~#The client revises~~ the preliminary business case and strategic brief.	+

−	~~----~~	+	= '''Assessing whether there is sufficient justification to progress to the next stage.'''<br/> =

−	~~'''F. Assessing whether there is sufficient justification to progress to the next stage.'''~~	+	The client considers the preliminary business case and strategic brief and decides whether to proceed to the next stage where the consultant team will be appointed, feasibility studies undertaken, and options assessments carried out.<br/>
−	#The client considers ~~and comments on~~ the preliminary business case and strategic brief and decides whether to proceed to the next stage where the consultant team will be appointed, feasibility studies undertaken, and options assessments carried out.	+

	----		----

−	⇒ [[~~Management%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Management%20contract%3A%20feasibility%20studies\|~~next stage]]	+	[[File:Continue to next stage button.png\|link=Management_contract:_feasibility_studies]]<br/>

−	[[~~Category~~:~~Construction_management_contract~~]]	+	[[File:Test button.png\|link=Management_contract:_outline_work_plan]]

Designing Buildings at 13:57, 19 May 2014

2014-05-19T13:57:49Z

← Older revision		Revision as of 13:57, 19 May 2014
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	[[File:Project plan management contract.jpg\|800x106px\|alt=Project plan management contract.jpg]]Business justification is the first stage. It takes place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers.		[[File:Project plan management contract.jpg\|800x106px\|alt=Project plan management contract.jpg]]Business justification is the first stage. It takes place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers.

−	Within this plan the management contractor is appointed on completion of concept design. Earlier or later appointment will result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).	+	Within this plan the management contractor is appointed on completion of concept design. Earlier or later appointment will result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).

	----		----
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	'''B. Preparing a preliminary business case.'''		'''B. Preparing a preliminary business case.'''
−	#Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team, which will undertake the actual design of the project. Go to the work stage: Management contract: appointment.	+	#Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team which will undertake the actual design of the project. Go to the work stage: Management contract: appointment.
	#The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects.		#The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects.
	#The client undertakes risk assessment and value management exercises.		#The client undertakes risk assessment and value management exercises.

Designing Buildings at 12:54, 3 July 2013

2013-07-03T12:54:11Z

← Older revision		Revision as of 12:54, 3 July 2013
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−	[[File:Project plan management contract.jpg\|800x106px]]Business justification is the first stage. It takes place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers.	+	[[File:Project plan management contract.jpg\|800x106px\|alt=Project plan management contract.jpg]]Business justification is the first stage. It takes place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers.
		+
		+	Within this plan the management contractor is appointed on completion of concept design. Earlier or later appointment will result in some activities being re-allocated between the consultant team and the management contractor (for example the role of cost consultant).

	----		----

−	⇒ [[~~Management_contract:_outline_work_plan~~\|outline plan]] \| [[~~Management_contract:_feasibility_studies~~\|next stage]]	+	⇒ [[Management%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Management%20contract%3A%20feasibility%20studies\|next stage]]

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−	⇒ [[~~Management_contract:_outline_work_plan~~\|outline plan]] \| [[~~Management_contract:_feasibility_studies~~\|next stage]]	+	⇒ [[Management%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Management%20contract%3A%20feasibility%20studies\|next stage]]

	[[Category:Construction_management_contract]]		[[Category:Construction_management_contract]]

Designing Buildings at 12:35, 3 July 2013

2013-07-03T12:35:56Z

← Older revision		Revision as of 12:35, 3 July 2013
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−	The business justification stage is the first stage. It takes place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers.

−	~~The tasks described below are based on~~ the ~~route taken by~~ a project ~~following a management contract procurement route where a management contractor~~ is ~~appointed early in~~ the project as a ~~consultant,~~ and ~~later contracts works contractors to undertake the construction of~~ the project. ~~Within this project plan~~ the ~~management contractor is appointed on completion~~ of ~~concept design. Earlier or later appointment will result in some activities being re-allocated between~~ the consultant team ~~and~~ the ~~management contractor (for example the role of cost consultant)~~.	+	[[File:Project plan management contract.jpg\|800x106px]]Business justification is the first stage. It takes place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project. The business justification stage takes place before the appointment of the consultant team, so the client may wish to appoint independent client advisers.

−	~~Project plans for other procurement routes are available on the Designing Buildings Wiki home page.~~	+	----

−	~~NB This article is locked 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' button at the bottom of the page.~~	+	⇒ [[Management_contract:_outline_work_plan\|outline plan]] \| [[Management_contract:_feasibility_studies\|next stage]]

	----		----

	'''A. Defining the business need.'''		'''A. Defining the business need.'''
−
	#The client identifies a business need which might result in a building project.		#The client identifies a business need which might result in a building project.
	#The client appoints a preliminary internal team to assess whether there is justification for the project.		#The client appoints a preliminary internal team to assess whether there is justification for the project.
Line 18:		Line 16:

	'''B. Preparing a preliminary business case.'''		'''B. Preparing a preliminary business case.'''
−
	#Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team, which will undertake the actual design of the project. Go to the work stage: Management contract: appointment.		#Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team, which will undertake the actual design of the project. Go to the work stage: Management contract: appointment.
	#The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects.		#The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects.
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	'''C. Assessing whether there is sufficient justification for the project.'''		'''C. Assessing whether there is sufficient justification for the project.'''
−
	#The client assesses the preliminary business case and decides whether it merits investigating in more detail and whether procedures should be established for appointing a consultant team.		#The client assesses the preliminary business case and decides whether it merits investigating in more detail and whether procedures should be established for appointing a consultant team.

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	NB The organisational structure for the project will have been defined and approved in the client's preliminary business case.		NB The organisational structure for the project will have been defined and approved in the client's preliminary business case.
−
	#The client appoints a project director.		#The client appoints a project director.
	#The client appoints a project board to advise the project director on technical and user matters.		#The client appoints a project board to advise the project director on technical and user matters.
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	'''E. Setting out the client's objectives and needs in sufficient detail to appoint a consultant team.'''		'''E. Setting out the client's objectives and needs in sufficient detail to appoint a consultant team.'''
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	#The client assesses the nature of the the consultant team that will be required to carry out feasibility studies and options appraisals, prepare a project brief and design the development.		#The client assesses the nature of the the consultant team that will be required to carry out feasibility studies and options appraisals, prepare a project brief and design the development.
	#The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of a consultant team. This will include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. It is important to consider this when assessing potential sites. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors). Go to the work stage: Management contract: appointment.		#The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of a consultant team. This will include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. It is important to consider this when assessing potential sites. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors). Go to the work stage: Management contract: appointment.
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	'''F. Assessing whether there is sufficient justification to progress to the next stage.'''		'''F. Assessing whether there is sufficient justification to progress to the next stage.'''
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	#The client considers and comments on the preliminary business case and strategic brief and decides whether to proceed to the next stage where the consultant team will be appointed, feasibility studies undertaken, and options assessments carried out.		#The client considers and comments on the preliminary business case and strategic brief and decides whether to proceed to the next stage where the consultant team will be appointed, feasibility studies undertaken, and options assessments carried out.

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−	*Return to work stage: Management contract: outline ~~work~~ plan.	+	⇒ [[Management_contract:_outline_work_plan\|outline plan]] \| [[Management_contract:_feasibility_studies\|next stage]]
−	*Next work stage~~: Management contract: feasibility studies.~~	+

	[[Category:Construction_management_contract]]		[[Category:Construction_management_contract]]

Designing Buildings at 16:34, 8 February 2012

2012-02-08T16:34:18Z

Designing Buildings at 08:25, 3 February 2012

2012-02-03T08:25:51Z

← Older revision		Revision as of 08:25, 3 February 2012
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← Older revision		Revision as of 16:34, 8 February 2012
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	NB This article is locked 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' button at the bottom of the page.		NB This article is locked 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' button at the bottom of the page.
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	'''A. Defining the business need.'''		'''A. Defining the business need.'''
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	#The client identifies a business need which might result in a building project.		#The client identifies a business need which might result in a building project.
	#The client appoints a preliminary internal team to assess whether there is justification for the project.		#The client appoints a preliminary internal team to assess whether there is justification for the project.
	#The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.		#The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.
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	'''B. Preparing a preliminary business case.'''		'''B. Preparing a preliminary business case.'''
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	#Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team, which will undertake the actual design of the project. Go to the work stage: Management contract: appointment.		#Very experienced clients may have in-house expertise allowing them to make appointments, and to prepare a preliminary business case and strategic brief. However, many clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. These advisers are separate from the consultant team, which will undertake the actual design of the project. Go to the work stage: Management contract: appointment.
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	#The client undertakes risk assessment and value management exercises.		#The client undertakes risk assessment and value management exercises.
	#The client prepares a preliminary business case, which is a first attempt to justify the investment required by the potential project and should include a management structure, draft legal agreements and funding options.		#The client prepares a preliminary business case, which is a first attempt to justify the investment required by the potential project and should include a management structure, draft legal agreements and funding options.
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	'''C. Assessing whether there is sufficient justification for the project.'''		'''C. Assessing whether there is sufficient justification for the project.'''
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	#The client assesses the preliminary business case and decides whether it merits investigating in more detail and whether procedures should be established for appointing a consultant team.		#The client assesses the preliminary business case and decides whether it merits investigating in more detail and whether procedures should be established for appointing a consultant team.
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	NB The organisational structure for the project will have been defined and approved in the client's preliminary business case.		NB The organisational structure for the project will have been defined and approved in the client's preliminary business case.
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	#The client appoints a project director.		#The client appoints a project director.
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	#The client establishes user panels to bring experience to briefing and design workshops.		#The client establishes user panels to bring experience to briefing and design workshops.
	#The client identifies project stakeholders to be consulted during the early stages of the project.		#The client identifies project stakeholders to be consulted during the early stages of the project.
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	'''E. Setting out the client's objectives and needs in sufficient detail to appoint a consultant team.'''		'''E. Setting out the client's objectives and needs in sufficient detail to appoint a consultant team.'''
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	#The client assesses the nature of the the consultant team that will be required to carry out feasibility studies and options appraisals, prepare a project brief and design the development.		#The client assesses the nature of the the consultant team that will be required to carry out feasibility studies and options appraisals, prepare a project brief and design the development.
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	#The client considers funding options for the project.		#The client considers funding options for the project.
	#The client revises the preliminary business case and strategic brief.		#The client revises the preliminary business case and strategic brief.
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	'''F. Assessing whether there is sufficient justification to progress to the next stage.'''		'''F. Assessing whether there is sufficient justification to progress to the next stage.'''
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	#The client considers and comments on the preliminary business case and strategic brief and decides whether to proceed to the next stage where the consultant team will be appointed, feasibility studies undertaken, and options assessments carried out.		#The client considers and comments on the preliminary business case and strategic brief and decides whether to proceed to the next stage where the consultant team will be appointed, feasibility studies undertaken, and options assessments carried out.
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