Management contract: feasibility studies - Revision history

Designing Buildings at 09:03, 30 October 2020

2020-10-30T09:03:54Z

← Older revision		Revision as of 09:03, 30 October 2020
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−		+	[[File:Project_plan_management_contract.jpg\|link=File:Project_plan_management_contract.jpg]]The feasibility studies stage considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is high, or if delays in receiving planning permission would be problematic.
−	[[File:~~Project plan management contract~~.jpg\|~~800x106px\|alt~~=~~Project plan management contract~~.jpg]]The feasibility studies stage considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is high, or if delays in receiving planning permission would be problematic.	+

	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).

−	= ~~'''~~Appointing a consultant team.~~'''~~ =	+	= Appointing a consultant team. =

	The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage and collates pre-construction information ready to issue to the consultant team.		The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage and collates pre-construction information ready to issue to the consultant team.
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	The principal designer (if appointed) checks the client is aware of their duties under the CDM regulations.		The principal designer (if appointed) checks the client is aware of their duties under the CDM regulations.

−	= ~~'''~~Developing the strategic brief.~~'''~~ =	+	= Developing the strategic brief. =

	The consultant team work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.		The consultant team work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.
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	The lead consultant co-ordinates the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options. The client considers the feasibility studies, and agrees which options the consultant team should develop.		The lead consultant co-ordinates the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options. The client considers the feasibility studies, and agrees which options the consultant team should develop.

−	= ~~'''~~Preparing an options review report.~~'''~~ =	+	= Preparing an options review report. =

	The lead designer co-ordinates the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seeks approval from the client.		The lead designer co-ordinates the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seeks approval from the client.

−	The lead consultant co-ordinates the preparation of a draft options review report.~~<br/>~~	+	The lead consultant co-ordinates the preparation of a draft options review report.
−	*The lead designer co-ordinates the preparation of diagrammatic options studies.	+
−	*The principal designer (if appointed at this stage) assesses the risks of the options in relation to the CDM regulations.	+	* The lead designer co-ordinates the preparation of diagrammatic options studies.
−	*The architect co-ordinates consultations with the local authority and other statutory authorities, and assesses possible planning permission requirements and other statutory requirements (such as the need for an environmental impact assessment for the options). NB See the work stage: Management contract: planning permission for additional information.	+	* The principal designer (if appointed at this stage) assesses the risks of the options in relation to the CDM regulations.
−	*The cost consultant prepares initial cost appraisals of the options.	+	* The architect co-ordinates consultations with the local authority and other statutory authorities, and assesses possible planning permission requirements and other statutory requirements (such as the need for an environmental impact assessment for the options). NB See the work stage: Management contract: planning permission for additional information.
		+	* The cost consultant prepares initial cost appraisals of the options.

	The client considers the draft options review report and either selects a preferred option or instructs the lead consultant to revise the options review report.		The client considers the draft options review report and either selects a preferred option or instructs the lead consultant to revise the options review report.

−	= ~~'''~~Preparing a business case and project execution plan.~~'''~~ =	+	= Preparing a business case and project execution plan. =

	The lead consultant co-ordinates further assessment of the preferred option in order to assist the client in preparing a full business case and project execution plan, including:		The lead consultant co-ordinates further assessment of the preferred option in order to assist the client in preparing a full business case and project execution plan, including:
−	*The lead designer establishes requirements for statutory approvals and other regulations with which the preferred option must comply.	+
−	*The lead designer co-ordinates consultations with utility providers.	+	* The lead designer establishes requirements for statutory approvals and other regulations with which the preferred option must comply.
−	*The lead consultant co-ordinates an assessment of the need for specialist advice to develop the preferred option and advises the client.	+	* The lead designer co-ordinates consultations with utility providers.
		+	* The lead consultant co-ordinates an assessment of the need for specialist advice to develop the preferred option and advises the client.

	With the benefit of assessments carried out by the consultant team, the client develops the preliminary business case into a full business case and project execution plan for the preferred option.		With the benefit of assessments carried out by the consultant team, the client develops the preliminary business case into a full business case and project execution plan for the preferred option.
Line 47:		Line 48:
	At this stage, the client, lead designer and architect may consider whether it would be appropriate to make an outline planning application for the proposed development and direct the consultant team accordingly (if an outline planning application is required at this stage, go to the work stage: Management contract: planning permission).		At this stage, the client, lead designer and architect may consider whether it would be appropriate to make an outline planning application for the proposed development and direct the consultant team accordingly (if an outline planning application is required at this stage, go to the work stage: Management contract: planning permission).

−	----	+	-----
−		+	[[File:Continue_to_next_stage_button.png\|link=Management_contract:_project_brief]][[File:Test_button.png\|link=Management_contract:_outline_work_plan]]
−	[[File:~~Continue to next stage button.png\|alt=Continue to next stage button~~.png\|link=~~Management contract~~: ~~project brief~~]][[File:~~Test button.png\|alt=Test button~~.png\|link=~~Management contract~~: ~~outline work plan~~]]	+

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

Designing Buildings at 07:56, 24 September 2015

2015-09-24T07:56:32Z

← Older revision		Revision as of 07:56, 24 September 2015
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	The lead consultant co-ordinates the preparation of a draft options review report.<br/>		The lead consultant co-ordinates the preparation of a draft options review report.<br/>
−	~~<ul >~~	+	*The lead designer co-ordinates the preparation of diagrammatic options studies.
−	~~<li>~~The lead designer co-ordinates the preparation of diagrammatic options studies.~~</li>~~	+	*The principal designer (if appointed at this stage) assesses the risks of the options in relation to the CDM regulations.
−	~~<li>~~The principal designer (if appointed at this stage) assesses the risks of the options in relation to the CDM regulations.~~</li>~~	+	*The architect co-ordinates consultations with the local authority and other statutory authorities, and assesses possible planning permission requirements and other statutory requirements (such as the need for an environmental impact assessment for the options). NB See the work stage: Management contract: planning permission for additional information.
−	~~<li>~~The architect co-ordinates consultations with the local authority and other statutory authorities, and assesses possible planning permission requirements and other statutory requirements (such as the need for an environmental impact assessment for the options). NB See the work stage: Management contract: planning permission for additional information.~~</li>~~	+	*The cost consultant prepares initial cost appraisals of the options.
−	~~<li>~~The cost consultant prepares initial cost appraisals of the options.~~</li>~~	+
−	~~</ul>~~	+
	The client considers the draft options review report and either selects a preferred option or instructs the lead consultant to revise the options review report.		The client considers the draft options review report and either selects a preferred option or instructs the lead consultant to revise the options review report.

Line 38:		Line 37:

	The lead consultant co-ordinates further assessment of the preferred option in order to assist the client in preparing a full business case and project execution plan, including:		The lead consultant co-ordinates further assessment of the preferred option in order to assist the client in preparing a full business case and project execution plan, including:
−	~~<ul >~~	+	*The lead designer establishes requirements for statutory approvals and other regulations with which the preferred option must comply.
−	~~<li>~~The lead designer establishes requirements for statutory approvals and other regulations with which the preferred option must comply.~~</li>~~	+	*The lead designer co-ordinates consultations with utility providers.
−	~~<li>~~The lead designer co-ordinates consultations with utility providers.~~</li>~~	+	*The lead consultant co-ordinates an assessment of the need for specialist advice to develop the preferred option and advises the client.
−	~~<li>~~The lead consultant co-ordinates an assessment of the need for specialist advice to develop the preferred option and advises the client.~~</li>~~	+
−	~~</ul>~~	+
	With the benefit of assessments carried out by the consultant team, the client develops the preliminary business case into a full business case and project execution plan for the preferred option.		With the benefit of assessments carried out by the consultant team, the client develops the preliminary business case into a full business case and project execution plan for the preferred option.

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	[[File:Continue to next stage button.png\|alt=Continue to next stage button.png\|link=Management contract: project brief]][[File:Test button.png\|alt=Test button.png\|link=Management contract: outline work plan]]		[[File:Continue to next stage button.png\|alt=Continue to next stage button.png\|link=Management contract: project brief]][[File:Test button.png\|alt=Test button.png\|link=Management contract: outline work plan]]
		+
		+	[[Category:Management_contract]]

Designing Buildings at 14:09, 10 September 2015

2015-09-10T14:09:09Z

← Older revision		Revision as of 14:09, 10 September 2015
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	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).

−	= '''~~Updating the project documents~~.''' =	+	= '''Appointing a consultant team.''' =

−	The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage~~: Management contract: business justification~~.	+	The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage and collates pre-construction information ready to issue to the consultant team.

−	The client ~~collates site information ready to issue to~~ the consultant team.	+	The client appoints the consultant team and other advisers (such as independent client advisers). For a detailed description, see work stage: Management contract: appointment.

−	~~= '''Appointing~~ a consultant team.~~''' =~~	+	The client chairs a consultant team start-up meeting to issue information to the consultant team. This is also an opportunity to establish collaborative practices and agree a programme.

−	The ~~client appoints the consultant team and other advisers~~ (~~such as independent client advisers~~)~~. Go to work stage: Management contract: appointment~~.	+	The principal designer (if appointed) checks the client is aware of their duties under the CDM regulations.

−	The client chairs a consultant team start-up meeting to issue information (such as the strategic brief and site information (see Regulation 10 of the CDM regulations)). This is also an opportunity to establish collaborative practices and agree a programme.	+	= '''Developing the strategic brief.''' =
−		+
−	~~The CDM co-ordinator (if appointed) checks the client is aware of their duties under the CDM regulations.~~	+
−		+
−	= '''Developing the strategic brief ~~so that feasibility studies can be carried out and the preferred options selected~~.''' =	+

	The consultant team work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.		The consultant team work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.

−	The consultant team assess the site information issued to them by the client, and undertake site appraisals.	+	The consultant team assess the site information issued to them by the client, and undertake site appraisals. The consultant team obtain any further information about the site that might be required to undertake feasibility studies, such as; site surveys, information about site services, site access conditions, legislative constraints, existing planning consents etc. Where necessary, approval should be sought from the client (for example site surveys requiring additional expenditure).

−	The consultant team obtain any further information about the site that might be required to undertake feasibility studies, such as; site surveys, information about site services, site access conditions, legislative constraints, existing planning consents etc. Where necessary, approval should be sought from the client (for example site surveys requiring additional expenditure).	+	The lead consultant co-ordinates the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options. The client considers the feasibility studies, and agrees which options the consultant team should develop.
−		+
−	The lead consultant co-ordinates the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options.	+
−		+
−	The client considers the feasibility studies, and agrees which options the consultant team should develop.	+

	= '''Preparing an options review report.''' =		= '''Preparing an options review report.''' =

−	The lead designer co-ordinates the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seeks approval from the client	+	The lead designer co-ordinates the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seeks approval from the client.
−		+
−	~~The lead designer co-ordinates the preparation of diagrammatic options studies.~~	+
−		+
−	~~The CDM co-ordinator (if appointed at this stage) assesses the risks of the options in relation to the CDM regulations.~~	+
−		+
−	The architect co-ordinates consultations with the local authority and other statutory authorities, and assesses possible planning permission requirements and other statutory requirements (such as the need for an environmental impact assessment for the options). NB See the work stage: Management contract: planning permission for additional information.	+
−		+
−	~~The cost consultant prepares initial cost appraisals of the options.~~	+
−		+
−	~~The lead consultant co-ordinates the preparation of a draft options review report~~.	+

		+	The lead consultant co-ordinates the preparation of a draft options review report.<br/>
		+	<ul >
		+	<li>The lead designer co-ordinates the preparation of diagrammatic options studies.</li>
		+	<li>The principal designer (if appointed at this stage) assesses the risks of the options in relation to the CDM regulations.</li>
		+	<li>The architect co-ordinates consultations with the local authority and other statutory authorities, and assesses possible planning permission requirements and other statutory requirements (such as the need for an environmental impact assessment for the options). NB See the work stage: Management contract: planning permission for additional information.</li>
		+	<li>The cost consultant prepares initial cost appraisals of the options.</li>
		+	</ul>
	The client considers the draft options review report and either selects a preferred option or instructs the lead consultant to revise the options review report.		The client considers the draft options review report and either selects a preferred option or instructs the lead consultant to revise the options review report.

	= '''Preparing a business case and project execution plan.''' =		= '''Preparing a business case and project execution plan.''' =

−	The lead consultant co-ordinates further assessment of the preferred option to assist the client in preparing a business case and project execution plan.	+	The lead consultant co-ordinates further assessment of the preferred option in order to assist the client in preparing a full business case and project execution plan, including:
−		+	<ul >
−	The lead designer establishes requirements for statutory approvals and other regulations with which the preferred option must comply.	+	<li>The lead designer establishes requirements for statutory approvals and other regulations with which the preferred option must comply.</li>
−		+	<li>The lead designer co-ordinates consultations with utility providers.</li>
−	The lead designer co-ordinates consultations with utility providers.	+	<li>The lead consultant co-ordinates an assessment of the need for specialist advice to develop the preferred option and advises the client.</li>
−		+	</ul>
−	The lead consultant co-ordinates an assessment of the need for specialist advice to develop the preferred option and advises the client.	+	With the benefit of assessments carried out by the consultant team, the client develops the preliminary business case into a full business case and project execution plan for the preferred option.
−		+
−	With the benefit of assessments carried out by the consultant team, the client develops the preliminary business case into a business case and project execution plan for the preferred option.	+

−	The client considers, and if ~~appropriate~~, approves the business case and project execution plan for the preferred option and gives instructions to proceed to the next stage along with any other instructions that may be necessary.	+	The client considers, and if satisfied, approves the business case and project execution plan for the preferred option and gives instructions to proceed to the next stage along with any other instructions that may be necessary.

−	At this stage, the client, lead designer and architect ~~might~~ consider whether it would be appropriate to make an outline planning application for the proposed development and direct the consultant team accordingly (if an outline planning application is required at this stage, go to the work stage: Management contract: planning permission).	+	At this stage, the client, lead designer and architect may consider whether it would be appropriate to make an outline planning application for the proposed development and direct the consultant team accordingly (if an outline planning application is required at this stage, go to the work stage: Management contract: planning permission).

	----		----

−	[[File:Continue to next stage button.png\|link=~~Management_contract~~:~~_project_brief~~]][[File:Test button.png\|link=~~Management_contract~~:~~_outline_work_plan~~]]	+	[[File:Continue to next stage button.png\|alt=Continue to next stage button.png\|link=Management contract: project brief]][[File:Test button.png\|alt=Test button.png\|link=Management contract: outline work plan]]

Designing Buildings: Removed protection from "Management contract: feasibility studies"

2015-09-10T14:02:59Z

Removed protection from "Management contract: feasibility studies"

← Older revision

Revision as of 14:02, 10 September 2015

Designing Buildings at 14:02, 10 September 2015

2015-09-10T14:02:39Z

← Older revision		Revision as of 14:02, 10 September 2015
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	[[File:Project plan management contract.jpg\|800x106px\|alt=Project plan management contract.jpg]]The feasibility studies stage considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is high, or if delays in receiving planning permission would be problematic.		[[File:Project plan management contract.jpg\|800x106px\|alt=Project plan management contract.jpg]]The feasibility studies stage considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is high, or if delays in receiving planning permission would be problematic.

−	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).

−	~~----~~	+	= '''Updating the project documents.''' =

−	~~⇒ [[Management%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Management%20contract%3A%20business%20justification\|~~previous stage~~]] \| [[~~Management~~%20contract%3A%20project%20brief\|next stage]]~~	+	The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage: Management contract: business justification.

−	~~----~~	+	The client collates site information ready to issue to the consultant team.

−	'''~~A. Updating the project documents~~.'''	+	= '''Appointing a consultant team.''' =
−	~~#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage: Management contract: business justification.~~	+
−	~~#The client collates site information ready to issue to the consultant team.~~	+

−	~~----~~	+	The client appoints the consultant team and other advisers (such as independent client advisers). Go to work stage: Management contract: appointment.

−	~~'''B. Appointing a consultant team.'''~~	+	The client chairs a consultant team start-up meeting to issue information (such as the strategic brief and site information (see Regulation 10 of the CDM regulations)). This is also an opportunity to establish collaborative practices and agree a programme.
−	~~#The client appoints the consultant team and other advisers (such as independent client advisers). Go to work stage: Management contract: appointment.~~	+
−	#The client chairs a consultant team start-up meeting to issue information (such as the strategic brief and site information (see Regulation 10 of the CDM regulations)). This is also an opportunity to establish collaborative practices and agree a programme.	+
−	~~#The CDM co-ordinator (if appointed) checks the client is aware of their duties under the CDM regulations~~.	+

−	-~~---~~	+	The CDM co-ordinator (if appointed) checks the client is aware of their duties under the CDM regulations.

−	'''C. Developing the strategic brief so that feasibility studies can be carried out and the preferred options selected.'''	+	= '''Developing the strategic brief so that feasibility studies can be carried out and the preferred options selected.''' =
−	~~#The consultant team work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.~~	+
−	~~#The consultant team assess the site information issued to them by the client, and undertake site appraisals.~~	+
−	#The consultant team obtain any further information about the site that might be required to undertake feasibility studies, such as; site surveys, information about site services, site access conditions, legislative constraints, existing planning consents etc. Where necessary, approval should be sought from the client (for example site surveys requiring additional expenditure).	+
−	~~#The lead consultant co-ordinates the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options.~~	+
−	~~#The client considers the feasibility studies, and agrees which options the consultant team should develop.~~	+

−	~~----~~	+	The consultant team work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.

−	~~'''D. Preparing an options review report.'''~~	+	The consultant team assess the site information issued to them by the client, and undertake site appraisals.
−	#The ~~lead designer co-ordinates~~ the ~~identification of any further site surveys or~~ site information ~~required in order~~ to ~~carry out options appraisals and where appropriate seeks approval from~~ the client	+
−	~~#The lead designer co-ordinates the preparation of diagrammatic options studies.~~	+
−	~~#The CDM co-ordinator (if appointed at this stage) assesses the risks of the options in relation to the CDM regulations.~~	+
−	~~#The architect co-ordinates consultations with the local authority and other statutory authorities~~, and assesses possible planning permission requirements and other statutory requirements (such as the need for an environmental impact assessment for the options). NB See the work stage: Management contract: planning permission for additional information.	+
−	~~#The cost consultant prepares initial cost~~ appraisals ~~of the options.~~	+
−	~~#The lead consultant co-ordinates the preparation of a draft options review report.~~	+
−	~~#The client considers the draft options review report and either selects a preferred option or instructs the lead consultant to revise the options review report~~.	+

−	~~----~~	+	The consultant team obtain any further information about the site that might be required to undertake feasibility studies, such as; site surveys, information about site services, site access conditions, legislative constraints, existing planning consents etc. Where necessary, approval should be sought from the client (for example site surveys requiring additional expenditure).

−	~~'''E. Preparing a business case and project execution plan for the preferred option.'''~~	+	The lead consultant co-ordinates the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options.
−	#The lead consultant co-ordinates ~~further assessment of~~ the ~~preferred option to assist the client in preparing a business case and project execution plan.~~	+
−	~~#The lead designer establishes requirements for statutory approvals and other regulations with which the preferred option must comply.~~	+
−	~~#The lead designer co-ordinates consultations with utility providers.~~	+
−	~~#The lead consultant co-ordinates an assessment~~ of ~~the need for specialist advice~~ to ~~develop~~ the ~~preferred option and advises the client.~~	+
−	~~#With the benefit of assessments carried out by the consultant team, the client develops the preliminary business case into a business case and~~ project ~~execution plan for the preferred option.~~	+
−	~~#The client considers~~, and ~~if appropriate, approves the business case and project execution plan for the preferred option and gives instructions~~ to ~~proceed to the next stage along with any other instructions that may be necessary.~~	+
−	#At this stage, the client, lead designer and architect might consider whether it would be appropriate to make an outline planning application for the proposed development and direct the consultant team accordingly (if an outline planning application is required at this stage, go to the work stage: Management contract: planning permission).	+

−	~~----~~	+	The client considers the feasibility studies, and agrees which options the consultant team should develop.

−	~~⇒ [[Management%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Management%20contract%3A%20business%20justification\|previous~~ stage~~]] \| [[~~Management~~%20contract%3A%20project%20brief\|~~next stage]]	+	= '''Preparing an options review report.''' =
		+
		+	The lead designer co-ordinates the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seeks approval from the client
		+
		+	The lead designer co-ordinates the preparation of diagrammatic options studies.
		+
		+	The CDM co-ordinator (if appointed at this stage) assesses the risks of the options in relation to the CDM regulations.
		+
		+	The architect co-ordinates consultations with the local authority and other statutory authorities, and assesses possible planning permission requirements and other statutory requirements (such as the need for an environmental impact assessment for the options). NB See the work stage: Management contract: planning permission for additional information.
		+
		+	The cost consultant prepares initial cost appraisals of the options.
		+
		+	The lead consultant co-ordinates the preparation of a draft options review report.
		+
		+	The client considers the draft options review report and either selects a preferred option or instructs the lead consultant to revise the options review report.
		+
		+	= '''Preparing a business case and project execution plan.''' =
		+
		+	The lead consultant co-ordinates further assessment of the preferred option to assist the client in preparing a business case and project execution plan.
		+
		+	The lead designer establishes requirements for statutory approvals and other regulations with which the preferred option must comply.
		+
		+	The lead designer co-ordinates consultations with utility providers.
		+
		+	The lead consultant co-ordinates an assessment of the need for specialist advice to develop the preferred option and advises the client.
		+
		+	With the benefit of assessments carried out by the consultant team, the client develops the preliminary business case into a business case and project execution plan for the preferred option.
		+
		+	The client considers, and if appropriate, approves the business case and project execution plan for the preferred option and gives instructions to proceed to the next stage along with any other instructions that may be necessary.
		+
		+	At this stage, the client, lead designer and architect might consider whether it would be appropriate to make an outline planning application for the proposed development and direct the consultant team accordingly (if an outline planning application is required at this stage, go to the work stage: Management contract: planning permission).
		+
		+	----

−	[[~~Category~~:~~Construction_management_contract~~]]	+	[[File:Continue to next stage button.png\|link=Management_contract:_project_brief]][[File:Test button.png\|link=Management_contract:_outline_work_plan]]

Designing Buildings at 12:53, 3 July 2013

2013-07-03T12:53:21Z

← Older revision		Revision as of 12:53, 3 July 2013
Line 1:		Line 1:

−	[[File:Project plan management contract.jpg\|800x106px]]The feasibility studies stage considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is high, or if delays in receiving planning permission would be problematic.	+	[[File:Project plan management contract.jpg\|800x106px\|alt=Project plan management contract.jpg]]The feasibility studies stage considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is high, or if delays in receiving planning permission would be problematic.
		+
		+	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:_business_justification~~\|previous stage]] \| [[~~Management_contract:_project_brief~~\|next stage]]	+	⇒ [[Management%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Management%20contract%3A%20business%20justification\|previous stage]] \| [[Management%20contract%3A%20project%20brief\|next stage]]

	----		----
		+
	'''A. Updating the project documents.'''		'''A. Updating the project documents.'''
	#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage: Management contract: business justification.		#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage: Management contract: business justification.
Line 51:		Line 54:
	----		----

−	⇒ [[~~Management_contract:_outline_work_plan~~\|outline plan]] \| [[~~Management_contract:_business_justification~~\|previous stage]] \| [[~~Management_contract:_project_brief~~\|next stage]]	+	⇒ [[Management%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Management%20contract%3A%20business%20justification\|previous stage]] \| [[Management%20contract%3A%20project%20brief\|next stage]]

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

Designing Buildings at 12:41, 3 July 2013

2013-07-03T12:41:35Z

← Older revision		Revision as of 12:41, 3 July 2013
Line 1:		Line 1:
−	The feasibility studies stage (equivalent to RIBA Stage A: Appraisal) considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is high, or if delays in receiving planning permission would be problematic.

−	~~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 then~~ the ~~management contractor 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]]The feasibility studies stage considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is high, or if delays in receiving planning permission would be problematic.

−	~~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:_business_justification\|previous stage]] \| [[Management_contract:_project_brief\|next stage]]

	----		----
−
	'''A. Updating the project documents.'''		'''A. Updating the project documents.'''
−
	#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage: Management contract: business justification.		#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage: Management contract: business justification.
	#The client collates site information ready to issue to the consultant team.		#The client collates site information ready to issue to the consultant team.
Line 17:		Line 14:

	'''B. Appointing a consultant team.'''		'''B. Appointing a consultant team.'''
−
	#The client appoints the consultant team and other advisers (such as independent client advisers). Go to work stage: Management contract: appointment.		#The client appoints the consultant team and other advisers (such as independent client advisers). Go to work stage: Management contract: appointment.
	#The client chairs a consultant team start-up meeting to issue information (such as the strategic brief and site information (see Regulation 10 of the CDM regulations)). This is also an opportunity to establish collaborative practices and agree a programme.		#The client chairs a consultant team start-up meeting to issue information (such as the strategic brief and site information (see Regulation 10 of the CDM regulations)). This is also an opportunity to establish collaborative practices and agree a programme.
Line 25:		Line 21:

	'''C. Developing the strategic brief so that feasibility studies can be carried out and the preferred options selected.'''		'''C. Developing the strategic brief so that feasibility studies can be carried out and the preferred options selected.'''
−
	#The consultant team work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.		#The consultant team work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.
	#The consultant team assess the site information issued to them by the client, and undertake site appraisals.		#The consultant team assess the site information issued to them by the client, and undertake site appraisals.
Line 35:		Line 30:

	'''D. Preparing an options review report.'''		'''D. Preparing an options review report.'''
−
	#The lead designer co-ordinates the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seeks approval from the client		#The lead designer co-ordinates the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seeks approval from the client
	#The lead designer co-ordinates the preparation of diagrammatic options studies.		#The lead designer co-ordinates the preparation of diagrammatic options studies.
Line 47:		Line 41:

	'''E. Preparing a business case and project execution plan for the preferred option.'''		'''E. Preparing a business case and project execution plan for the preferred option.'''
−
	#The lead consultant co-ordinates further assessment of the preferred option to assist the client in preparing a business case and project execution plan.		#The lead consultant co-ordinates further assessment of the preferred option to assist the client in preparing a business case and project execution plan.
	#The lead designer establishes requirements for statutory approvals and other regulations with which the preferred option must comply.		#The lead designer establishes requirements for statutory approvals and other regulations with which the preferred option must comply.
Line 58:		Line 51:
	----		----

−	*Return to: Management contract: outline ~~work~~ plan.	+	⇒ [[Management_contract:_outline_work_plan\|outline plan]] \| [[Management_contract:_business_justification\|previous stage]] \| [[Management_contract:_project_brief\|next stage]]
−	*Next work stage: ~~Management contract: project brief.~~	+
−	*Previous work stage~~: Management contract: business justification.~~	+

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

Designing Buildings at 16:34, 8 February 2012

2012-02-08T16:34:42Z

Designing Buildings at 15:43, 3 February 2012

2012-02-03T15:43:56Z

← Older revision		Revision as of 15:43, 3 February 2012
Line 1:		Line 1:
−	The feasibility studies stage (equivalent to RIBA Stage A: Appraisal) considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is high, or if delays in receiving planning permission would be problematic.	+	The feasibility studies stage (equivalent to RIBA Stage A: Appraisal) considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is high, or if delays in receiving planning permission would be problematic.

−	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 then the management contractor 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).	+	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 then the management contractor 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).

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

−	~~<br>~~

−	~~=== Management contract: feasibility studies. <br> ===~~

	----		----

−	'''A. Updating the project documents.'''~~<br>~~	+	'''A. Updating the project documents.'''

−	~~<br>~~

−	#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage: Management contract: business justification.	+
		+	#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage: Management contract: business justification.
	#The client collates site information ready to issue to the consultant team.		#The client collates site information ready to issue to the consultant team.

−	~~<br>~~	+

	----		----

−	'''B. Appointing a consultant team.'''	+	'''B. Appointing a consultant team.'''

−	~~'''<br>'''~~

−	#The client appoints the consultant team and other advisers (such as independent client advisers). Go to work stage: Management contract: appointment.	+
−	#The client chairs a consultant team start-up meeting to issue information (such as the strategic brief and site information (see Regulation 10 of the CDM regulations)) to ~~the consultant team,~~ establish collaborative practices, agree a programme ~~and commence the work stage~~.	+	#The client appoints the consultant team and other advisers (such as independent client advisers). Go to work stage: Management contract: appointment.
		+	#The client chairs a consultant team start-up meeting to issue information (such as the strategic brief and site information (see Regulation 10 of the CDM regulations)). This is also an opportunity to establish collaborative practices and agree a programme.
	#The CDM co-ordinator (if appointed) checks the client is aware of their duties under the CDM regulations.		#The CDM co-ordinator (if appointed) checks the client is aware of their duties under the CDM regulations.

−	~~<br>~~	+

	----		----

−	'''C. Developing the strategic brief so that feasibility studies can be carried out and the preferred options selected.'''	+	'''C. Developing the strategic brief so that feasibility studies can be carried out and the preferred options selected.'''

−	~~'''<br>'''~~

−	#The consultant team work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.	+
−	#The consultant team assess the site information issued to them by the client, and undertake site appraisals.	+	#The consultant team work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.
−	#The consultant team obtain any further information about the site that might be required to undertake feasibility studies, such as; site surveys, information about site services, site access conditions, legislative constraints, existing planning consents etc. Where necessary, approval should be sought from the client (for example site surveys requiring additional expenditure).	+	#The consultant team assess the site information issued to them by the client, and undertake site appraisals.
−	#The lead consultant co-ordinates the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options.	+	#The consultant team obtain any further information about the site that might be required to undertake feasibility studies, such as; site surveys, information about site services, site access conditions, legislative constraints, existing planning consents etc. Where necessary, approval should be sought from the client (for example site surveys requiring additional expenditure).
		+	#The lead consultant co-ordinates the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options.
	#The client considers the feasibility studies, and agrees which options the consultant team should develop.		#The client considers the feasibility studies, and agrees which options the consultant team should develop.

−	~~<br>~~	+

	----		----

−	'''D. Preparing an options review report.'''	+	'''D. Preparing an options review report.'''
		+

−	~~'''<br>'''~~

−	#The lead designer co-ordinates the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seeks approval from the client	+	#The lead designer co-ordinates the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seeks approval from the client
−	#The lead designer co-ordinates the preparation of diagrammatic options studies.	+	#The lead designer co-ordinates the preparation of diagrammatic options studies.
−	#The CDM co-ordinator (if appointed at this stage) assesses the risks of the options in relation to the CDM regulations.	+	#The CDM co-ordinator (if appointed at this stage) assesses the risks of the options in relation to the CDM regulations.
−	#The architect co-ordinates consultations with the local authority and other statutory authorities and ~~to assess~~ possible planning permission requirements and other statutory requirements (such as the need for an environmental impact assessment for the options). NB See the work stage: Management contract: planning permission for additional information.	+	#The architect co-ordinates consultations with the local authority and other statutory authorities, and assesses possible planning permission requirements and other statutory requirements (such as the need for an environmental impact assessment for the options). NB See the work stage: Management contract: planning permission for additional information.
−	#The cost consultant prepares initial cost appraisals of the options.	+	#The cost consultant prepares initial cost appraisals of the options.
−	#The lead consultant co-ordinates the preparation of a draft options review report.	+	#The lead consultant co-ordinates the preparation of a draft options review report.
	#The client considers the draft options review report and either selects a preferred option or instructs the lead consultant to revise the options review report.		#The client considers the draft options review report and either selects a preferred option or instructs the lead consultant to revise the options review report.

−	~~<br>~~

−	~~----~~
−
−	~~'''E. Preparing a business case and project execution plan for the preferred option.'''~~
−
−	~~'''<br>'''~~
−
−	~~#The lead consultant co-ordinates further assessment of the preferred option in order to assist the client in preparing a business case and project execution plan.~~
−	~~#The lead designer establishes requirements for statutory approvals and other regulations with which the preferred option must comply.~~
−	~~#The lead designer co-ordinates consultations with utility providers.~~
−	~~#The lead consultant co-ordinates an assessment of the need for specialist advice to develop the preferred option and advises the client.~~
−	~~#With the benefit of assessments carried out by the consultant team, the client develops the preliminary business case into a business case and project execution plan for the preferred option.~~
−	#The client considers, and if appropriate, approves the business case and project execution plan for the preferred option and gives instructions to proceed to the next stage along with any other instructions that may be necessary.
−	#At this stage, the client, lead designer and architect may consider whether it would be appropriate to make an outline planning application for the proposed development and direct the consultant team accordingly (if an outline planning application is required at this stage, go to the work stage: Management contract: planning permission). <br><br>

	----		----

−	~~<br>~~	+	'''E. Preparing a business case and project execution plan for the preferred option.'''

−	~~Return to: Management contract: outline work plan.~~

−	~~Next work stage: Management contract: project brief.~~

−	~~Previous~~ work stage: Management contract: ~~business justification~~.~~<br>~~	+	#The lead consultant co-ordinates further assessment of the preferred option to assist the client in preparing a business case and project execution plan.
		+	#The lead designer establishes requirements for statutory approvals and other regulations with which the preferred option must comply.
		+	#The lead designer co-ordinates consultations with utility providers.
		+	#The lead consultant co-ordinates an assessment of the need for specialist advice to develop the preferred option and advises the client.
		+	#With the benefit of assessments carried out by the consultant team, the client develops the preliminary business case into a business case and project execution plan for the preferred option.
		+	#The client considers, and if appropriate, approves the business case and project execution plan for the preferred option and gives instructions to proceed to the next stage along with any other instructions that may be necessary.
		+	#At this stage, the client, lead designer and architect might consider whether it would be appropriate to make an outline planning application for the proposed development and direct the consultant team accordingly (if an outline planning application is required at this stage, go to the work stage: Management contract: planning permission).
		+
		+	----

−	~~<br>~~	+	*Return to: Management contract: outline work plan.
		+	*Next work stage: Management contract: project brief.
		+	*Previous work stage: Management contract: business justification.

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

Designing Buildings at 17:29, 16 December 2011

2011-12-16T17:29:43Z

← Older revision		Revision as of 17:29, 16 December 2011
Line 82:		Line 82:
	<br>		<br>

−	Return to: Management contract: outline work plan.~~<br>~~Next work stage: Management contract: project brief. ~~<br>~~Previous work stage: Management contract: business justification.<br>	+	Return to: Management contract: outline work plan.
		+
		+	Next work stage: Management contract: project brief.
		+
		+	Previous work stage: Management contract: business justification.<br>

	<br>		<br>

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

← Older revision		Revision as of 16:34, 8 February 2012
Line 6:		Line 6:

	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.
−
−

	----		----

	'''A. Updating the project documents.'''		'''A. Updating the project documents.'''
−
−

	#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage: Management contract: business justification.		#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage: Management contract: business justification.
	#The client collates site information ready to issue to the consultant team.		#The client collates site information ready to issue to the consultant team.
−
−

	----		----

	'''B. Appointing a consultant team.'''		'''B. Appointing a consultant team.'''
−
−

	#The client appoints the consultant team and other advisers (such as independent client advisers). Go to work stage: Management contract: appointment.		#The client appoints the consultant team and other advisers (such as independent client advisers). Go to work stage: Management contract: appointment.
	#The client chairs a consultant team start-up meeting to issue information (such as the strategic brief and site information (see Regulation 10 of the CDM regulations)). This is also an opportunity to establish collaborative practices and agree a programme.		#The client chairs a consultant team start-up meeting to issue information (such as the strategic brief and site information (see Regulation 10 of the CDM regulations)). This is also an opportunity to establish collaborative practices and agree a programme.
	#The CDM co-ordinator (if appointed) checks the client is aware of their duties under the CDM regulations.		#The CDM co-ordinator (if appointed) checks the client is aware of their duties under the CDM regulations.
−
−

	----		----

	'''C. Developing the strategic brief so that feasibility studies can be carried out and the preferred options selected.'''		'''C. Developing the strategic brief so that feasibility studies can be carried out and the preferred options selected.'''
−
−

	#The consultant team work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.		#The consultant team work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.
Line 43:		Line 31:
	#The lead consultant co-ordinates the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options.		#The lead consultant co-ordinates the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options.
	#The client considers the feasibility studies, and agrees which options the consultant team should develop.		#The client considers the feasibility studies, and agrees which options the consultant team should develop.
−
−

	----		----

	'''D. Preparing an options review report.'''		'''D. Preparing an options review report.'''
−
−

	#The lead designer co-ordinates the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seeks approval from the client		#The lead designer co-ordinates the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seeks approval from the client
Line 59:		Line 43:
	#The lead consultant co-ordinates the preparation of a draft options review report.		#The lead consultant co-ordinates the preparation of a draft options review report.
	#The client considers the draft options review report and either selects a preferred option or instructs the lead consultant to revise the options review report.		#The client considers the draft options review report and either selects a preferred option or instructs the lead consultant to revise the options review report.
−
−

	----		----

	'''E. Preparing a business case and project execution plan for the preferred option.'''		'''E. Preparing a business case and project execution plan for the preferred option.'''
−
−

	#The lead consultant co-ordinates further assessment of the preferred option to assist the client in preparing a business case and project execution plan.		#The lead consultant co-ordinates further assessment of the preferred option to assist the client in preparing a business case and project execution plan.