OGC gateway review 2 - Revision history

Designing Buildings at 08:43, 27 October 2020

2020-10-27T08:43:13Z

← Older revision		Revision as of 08:43, 27 October 2020
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	* OGC [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0060AEConstructionPocketbook.pdf Achieving excellence in construction: Construction projects pocketbook].		* OGC [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0060AEConstructionPocketbook.pdf Achieving excellence in construction: Construction projects pocketbook].

−	[[Category:Public_procedures]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Policy]] [[Category:Public_procedures]]

Designing Buildings at 13:39, 4 February 2020

2020-02-04T13:39:35Z

← Older revision		Revision as of 13:39, 4 February 2020
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	For a detailed description of the sequence of tasks necessary on public projects, see the work plan Public project: outline work plan. Gateway review 2 takes place at the end of the work stage: Public project: feasibility studies.		For a detailed description of the sequence of tasks necessary on public projects, see the work plan Public project: outline work plan. Gateway review 2 takes place at the end of the work stage: Public project: feasibility studies.

−	~~= Find out more =~~	+	= Related articles on Designing Buildings Wiki =
−		+
−	=== Related articles on Designing Buildings Wiki ===	+

	* Design and build.		* Design and build.
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	* Major Projects Authority.		* Major Projects Authority.

−	=== External references ===	+	= External references =

	* OGC [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp Gateway Process Review 2: Delivery strategy]. Introduction		* OGC [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp Gateway Process Review 2: Delivery strategy]. Introduction

Designing Buildings at 12:29, 12 July 2016

2016-07-12T12:29:40Z

Show changes

Designing Buildings at 06:56, 14 June 2014

2014-06-14T06:56:26Z

← Older revision		Revision as of 06:56, 14 June 2014
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	=== Related articles on Designing Buildings Wiki ===		=== Related articles on Designing Buildings Wiki ===
	*Design and build.		*Design and build.
		+	*Gateways.
	*Government Construction Strategy.		*Government Construction Strategy.
	*OGC.		*OGC.

Designing Buildings at 11:44, 20 March 2013

2013-03-20T11:44:22Z

← Older revision		Revision as of 11:44, 20 March 2013
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	ref OGC [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0063AEGuide3.pdf Achieving Excellence Guide 3 - Project Procurement Lifecycle] P11, 12 and 13.		ref OGC [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0063AEGuide3.pdf Achieving Excellence Guide 3 - Project Procurement Lifecycle] P11, 12 and 13.

−	For a detailed description of the sequence of tasks necessary on public projects, see the ~~free~~ work plan ~~available from Designing Buildings Wiki:~~ Public project: outline work plan. Gateway review 2 takes place at the end of the work stage: Public project: feasibility studies.	+	----
		+
		+	For a detailed description of the sequence of tasks necessary on public projects, see the work plan Public project: outline work plan. Gateway review 2 takes place at the end of the work stage: Public project: feasibility studies.

	= Find out more =		= Find out more =

Designing Buildings at 13:17, 18 January 2013

2013-01-18T13:17:16Z

← Older revision		Revision as of 13:17, 18 January 2013
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		+
	The Office of Government Commerce (OGC) has now been absorbed into the Efficiency and Reform Group (ERG) within the Cabinet Office.		The Office of Government Commerce (OGC) has now been absorbed into the Efficiency and Reform Group (ERG) within the Cabinet Office.

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	These peer reviews, or 'gateway reviews' are commissioned on a confidential basis by the Senior Responsible Owner:		These peer reviews, or 'gateway reviews' are commissioned on a confidential basis by the Senior Responsible Owner:
−
	*OGC gateway review 0: strategic assessment.		*OGC gateway review 0: strategic assessment.
	*OGC gateway review 1: business justification		*OGC gateway review 1: business justification
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	There are also two additional decision points specific to building projects:		There are also two additional decision points specific to building projects:
−
	*OGC decision point 1: outline design.		*OGC decision point 1: outline design.
	*OGC decision point 2: detailed design.		*OGC decision point 2: detailed design.
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	The review should:		The review should:
−
	*''Confirm the business case is fully defined.''		*''Confirm the business case is fully defined.''
	*''Confirm that the objectives and desired outputs of the project are still aligned with the programme to which it contributes''		*''Confirm that the objectives and desired outputs of the project are still aligned with the programme to which it contributes''
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	On construction projects, specific tasks that are included in OGC gateway 2: delivery strategy are:		On construction projects, specific tasks that are included in OGC gateway 2: delivery strategy are:
−
	*''PS (project sponsor) appoints project manager.''		*''PS (project sponsor) appoints project manager.''
	*''Link the project brief to the strategic (strategic brief) and decide quality and performance levels.''		*''Link the project brief to the strategic (strategic brief) and decide quality and performance levels.''
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	For a detailed description of the sequence of tasks necessary on public projects, see the free work plan available from Designing Buildings Wiki: Public project: outline work plan. Gateway review 2 takes place at the end of the work stage: Public project: feasibility studies.		For a detailed description of the sequence of tasks necessary on public projects, see the free work plan available from Designing Buildings Wiki: Public project: outline work plan. Gateway review 2 takes place at the end of the work stage: Public project: feasibility studies.

−	~~----~~	+	= Find out more =
−		+
−	= ~~See also~~ =	+

		+	=== Related articles on Designing Buildings Wiki ===
		+	*Design and build.
		+	*Government Construction Strategy.
	*OGC.		*OGC.
		+	*Output based specification.
		+	*Private Finance Initiative.
		+	*Prime contract.
		+	*Public procurement.
		+	*Major Projects Authority.
		+
		+	=== External references ===
	*OGC [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp Gateway Process Review 2: Delivery strategy]. Introduction		*OGC [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp Gateway Process Review 2: Delivery strategy]. Introduction
	*[http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/BOOK_2_APRIL.pdf OGC Gateway Process Review 2: Delivery strategy]. PDF		*[http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/BOOK_2_APRIL.pdf OGC Gateway Process Review 2: Delivery strategy]. PDF

Designing Buildings at 14:47, 25 April 2012

2012-04-25T14:47:58Z

Designing Buildings at 14:45, 25 April 2012

2012-04-25T14:45:38Z

← Older revision		Revision as of 14:45, 25 April 2012
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−	The Office of Government Commerce (OGC) has established a detailed gateway review process for public procurement. The [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what_is_ogc_gateway_review.asp OGC gateway review process] offers a structure for assessing programmes and projects at key stages in their development to verify that they should be allowed to progress to the next stage. Gateway reviews are independent peer reviews carried out by a review team on behalf of the senior responsible owner. The review team prepare a confidential review report for the ~~senior responsible owner. Gateway reports, will normally be shared with HM Treasury~~ and the Cabinet Office.	+	The Office of Government Commerce (OGC) has now been absorbed into the Efficiency and Reform Group (ERG) within the Cabinet Office.

−	~~The process is mandatory for central civil government projects and is~~ best practice in ~~the health sector, local government~~ and ~~defence~~. ~~Ref~~ [~~http~~://~~webarchive~~.~~nationalarchives~~.gov.uk/~~20100503135839~~/http://www.~~ogc~~.gov.uk/~~what_is_ogc_gateway_review~~.~~asp what~~ is OGC gateway review].	+	When it existed, the OGC produced a great deal of guidance about best practice in procurement and project management. This OGC guidance has now been archived, however, it is still cited in the new Government Construction Strategy and the revised [https://update.cabinetoffice.gov.uk/sites/default/files/resources/Government_Construction_Common_Minimum_Standards.pdf Common Minimum Standards] (to become the 'Construction Standards') and links are still provided from government websites such as the [http://www.cabinetoffice.gov.uk/content/major-projects-authority Major Projects Authority]. The OGC gateway review process still provides one of the best and most comprehensive sets of guidance for public projects. It is for this reason that the project plan for public projects within Designing Buildings Wiki follows the OGC gateway review process. See Public project: outline work plan.

−	~~There are 6 gateway reviews during~~ the ~~development of a programme or project~~ (~~generally a project evolves out of a programme~~):	+	The procurement routes preferred by the Government Construction Strategy and described by the OGC gateway review process are private finance initiative (PFI), prime contracting and design and build (see OGC [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0066AEGuide6.pdf Achieving Excellence Guide 6:Procurement and contract strategies]). The Government Construction Strategy states that traditional procurement routes that separate design from construction should not be used unless it can be demonstrated that they offer better value for money.

−	*OGC gateway review 0: strategic assessment.	+	The three preferred routes involve appointing a single integrated supply team (including designers, contractors, suppliers and perhaps facilities managers) after the project brief has been prepared, before design commences. This means that the main decision to invest (i.e. to appoint the integrated supply team), takes place before any designs have been prepared.
−	*OGC gateway review 1: business justification.	+
−	*[[OGC gateway 2\|OGC gateway review 2: delivery strategy]] (~~or procurement strategy~~).	+
−	*[[OGC gateway 3\|OGC gateway review 3: investment decision]].	+
−	*[[OGC gateway 4\|OGC gateway review 4: readiness for service]].	+
−	*[[OGC gateway 5\|OGC gateway review 5: operations review & benefits realisation]] (or benefits evaluation).	+

−	The ~~procurement routes preferred by OGC are private finance initiative (PFI), prime contracting and design and build (see~~ [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/~~documents/CP0066AEGuide6~~.~~pdf Achieving Excellence Guide 6: Procurement and contract strategies~~]~~). They recommend appointing~~ a ~~single integrated supply team (including designers~~, ~~contractors, suppliers and perhaps facilities managers) after the project brief has been prepared, before design commences. This means~~ that ~~the main decision~~ to ~~invest (i.e.~~ to ~~appoint~~ the ~~integrated supply team)~~, ~~takes place before any designs have been prepared~~. OGC ~~state that traditional~~ procurement ~~routes that separate design from construction should not be used unless they offer better value for money (ref [http~~:~~//webarchive.nationalarchives.gov.uk/20100503135839/http~~:~~//www.ogc.gov.uk/documents/CP0060AEConstructionPocketbook.pdf Achieving Excellence~~: ~~Construction Projects Pocketbook] P13~~).	+	The [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what_is_ogc_gateway_review.asp OGC Gateway Review process] offers a structure for projects following these procurement routes, based around a series of independent peer reviews carried out at key stages to verify that projects should be allowed to progress to the next stage.
		+
		+	These peer reviews, or 'gateway reviews' are commissioned on a confidential basis by the Senior Responsible Owner:
		+
		+	*OGC gateway review 0: strategic assessment.
		+	*OGC gateway review 1: business justification
		+	*OGC gateway review 2: delivery strategy (or procurement strategy)
		+	*OGC gateway review 3: investment decision
		+	*OGC gateway review 4: readiness for service
		+	*OGC gateway review 5: operations review & benefits realisation (or benefits evaluation)

−	~~As a consequence, OGC introduces~~ two decision points specific to building projects~~, which take place after the integrated supply team has been appointed~~:	+	There are also two additional decision points specific to building projects:

	*OGC decision point 1: outline design.		*OGC decision point 1: outline design.
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	In practice, some of the design work leading up to these decision points is likely to be carried out during the tender process (or bidding process on PFI projects).		In practice, some of the design work leading up to these decision points is likely to be carried out during the tender process (or bidding process on PFI projects).

−	OGC gateway review 2: delivery strategy (also called 'procurement strategy' (ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0060AEConstructionPocketbook.pdf OGC Constructoin pocketbook])...	+	OGC gateway review 2: delivery strategy (also called 'procurement strategy' (ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0060AEConstructionPocketbook.pdf OGC Constructoin pocketbook])...
−	...''investigates the Outline Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The Review may be repeated in long or complex procurement situations''.	+	<blockquote>
		+	...''investigates the Outline Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The Review may be repeated in long or complex procurement situations''.
		+	</blockquote>
	ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].		ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].

Designing Buildings at 11:52, 1 March 2012

2012-03-01T11:52:13Z

Designing Buildings at 09:21, 13 January 2012

2012-01-13T09:21:00Z

← Older revision		Revision as of 09:21, 13 January 2012
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	*[[OGC gateway 2\|OGC gateway review 2: delivery strategy]] (or procurement strategy).		*[[OGC gateway 2\|OGC gateway review 2: delivery strategy]] (or procurement strategy).
	*[[OGC gateway 3\|OGC gateway review 3: investment decision]].		*[[OGC gateway 3\|OGC gateway review 3: investment decision]].
−	*[[~~OGC gateway 3~~\|OGC gateway review 4: readiness for service]].	+	*[[OGC_gateway_4\|OGC gateway review 4: readiness for service]].
	*[[OGC gateway 5\|OGC gateway review 5: operations review & benefits realisation]] (or benefits evaluation).		*[[OGC gateway 5\|OGC gateway review 5: operations review & benefits realisation]] (or benefits evaluation).

← Older revision		Revision as of 09:21, 13 January 2012
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	*[[OGC gateway 2\|OGC gateway review 2: delivery strategy]] (or procurement strategy).		*[[OGC gateway 2\|OGC gateway review 2: delivery strategy]] (or procurement strategy).
	*[[OGC gateway 3\|OGC gateway review 3: investment decision]].		*[[OGC gateway 3\|OGC gateway review 3: investment decision]].
−	*[[~~OGC gateway 3~~\|OGC gateway review 4: readiness for service]].	+	*[[OGC_gateway_4\|OGC gateway review 4: readiness for service]].
	*[[OGC gateway 5\|OGC gateway review 5: operations review & benefits realisation]] (or benefits evaluation).		*[[OGC gateway 5\|OGC gateway review 5: operations review & benefits realisation]] (or benefits evaluation).

← Older revision		Revision as of 14:47, 25 April 2012
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	In practice, some of the design work leading up to these decision points is likely to be carried out during the tender process (or bidding process on PFI projects).		In practice, some of the design work leading up to these decision points is likely to be carried out during the tender process (or bidding process on PFI projects).

−	OGC gateway review 2: delivery strategy (also called 'procurement strategy' (ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0060AEConstructionPocketbook.pdf OGC Constructoin pocketbook])...	+	OGC gateway review 2: delivery strategy (also called 'procurement strategy' (ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0060AEConstructionPocketbook.pdf OGC Constructoin pocketbook])...
−	<blockquote>	+	<blockquote>...''investigates the Outline Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The Review may be repeated in long or complex procurement situations''.</blockquote>
−	...''investigates the Outline Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The Review may be repeated in long or complex procurement situations''.	+
−	</blockquote>	+
	ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].		ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].

	The review should:		The review should:

−	*Confirm the business case is fully defined.	+	*''Confirm the business case is fully defined.''
−	*Confirm that the objectives and desired outputs of the project are still aligned with the programme to which it contributes	+	*''Confirm that the objectives and desired outputs of the project are still aligned with the programme to which it contributes''
−	*Ensure that the delivery strategy is robust and appropriate	+	*''Ensure that the delivery strategy is robust and appropriate''
−	*Ensure that the project’s plan through to completion is appropriately detailed and realistic, including any contract management strategy	+	*''Ensure that the project’s plan through to completion is appropriately detailed and realistic, including any contract management strategy''
−	*Ensure that the project controls and organisation are defined, financial controls are in place and the resources are available	+	*''Ensure that the project controls and organisation are defined, financial controls are in place and the resources are available''
−	*Confirm funding availability for the whole project	+	*''Confirm funding availability for the whole project''
−	*Confirm that the development and delivery approach and mechanisms are still appropriate and manageable	+	*''Confirm that the development and delivery approach and mechanisms are still appropriate and manageable''
−	*If appropriate, check that the supplier market capability and track record are fully understood (or existing supplier’s capability and performance), and that there will be an adequate competitive response from the market to the requirement	+	*''If appropriate, check that the supplier market capability and track record are fully understood (or existing supplier’s capability and performance), and that there will be an adequate competitive response from the market to the requirement''
−	*Confirm that the project will facilitate good client/supplier relationships in accordance with government initiatives such as Achieving Excellence in Construction	+	*''Confirm that the project will facilitate good client/supplier relationships in accordance with government initiatives such as Achieving Excellence in Construction''
−	*For a procurement project, confirm that there is an appropriate procurement plan in place that will ensure compliance with legal requirements and all applicable EU rules, while meeting the project’s objectives and keeping procurement timescales to a minimum	+	*''For a procurement project, confirm that there is an appropriate procurement plan in place that will ensure compliance with legal requirements and all applicable EU rules, while meeting the project’s objectives and keeping procurement timescales to a minimum''
−	*Confirm that appropriate project performance measures and tools are being used	+	*''Confirm that appropriate project performance measures and tools are being used''
−	*Confirm that there are plans for risk management, issue management (business and technical) and that these plans will be shared with suppliers and/or delivery partners	+	*''Confirm that there are plans for risk management, issue management (business and technical) and that these plans will be shared with suppliers and/or delivery partners''
−	*Confirm that quality procedures have been applied consistently since the previous review	+	*''Confirm that quality procedures have been applied consistently since the previous review''
−	*For IT-enabled projects, confirm compliance with IT and information security requirements, and IT standards	+	*''For IT-enabled projects, confirm compliance with IT and information security requirements, and IT standards''
−	*For construction projects, confirm compliance with health and safety and sustainability requirements	+	*''For construction projects, confirm compliance with health and safety and sustainability requirements''
−	*Confirm that internal organisational resources and capabilities will be available as required for future phases of the project	+	*''Confirm that internal organisational resources and capabilities will be available as required for future phases of the project''
−	*Confirm that the stakeholders support the project and are committed to its success	+	*''Confirm that the stakeholders support the project and are committed to its success''
−	*Evaluation of actions taken to implement recommendations made in any earlier assessment of deliverability.	+	*''Evaluation of actions taken to implement recommendations made in any earlier assessment of deliverability.''

	ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC gateway review 2: delivery strategy].		ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC gateway review 2: delivery strategy].
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	On construction projects, specific tasks that are included in OGC gateway 2: delivery strategy are:		On construction projects, specific tasks that are included in OGC gateway 2: delivery strategy are:

−	*PS (project sponsor) appoints project manager.	+	*''PS (project sponsor) appoints project manager.''
−	*Link the project brief to the strategic (strategic brief) and decide quality and performance levels.	+	*''Link the project brief to the strategic (strategic brief) and decide quality and performance levels.''
−	*PS (project sponsor) to develop project brief with support as required from independent client advisers. PM (project manager) to develop brief for option/feasibility study.	+	*''PS (project sponsor) to develop project brief with support as required from independent client advisers. PM (project manager) to develop brief for option/feasibility study.''
−	*Carry out feasibility study. Note that advice could be given by existing integrated supply team or ICA (independent client advisor).	+	*''Carry out feasibility study. Note that advice could be given by existing integrated supply team or ICA (independent client advisor).''
−	*Apply VM (value management) to refine and evaluate options that satisfy project brief and objectives. Assess design opportunities for each option. Identify risks for each option, cost of managing them (through avoidance, design/reduce, accept, share or transfer). Liaise with statutory authorities. Select best option. Revise risk allowance. Develop whole-life cost models.	+	*''Apply VM (value management) to refine and evaluate options that satisfy project brief and objectives. Assess design opportunities for each option. Identify risks for each option, cost of managing them (through avoidance, design/reduce, accept, share or transfer). Liaise with statutory authorities. Select best option. Revise risk allowance. Develop whole-life cost models.''
−	*Identify risks for each procurement route (PFI (private finance initiative), PDS (private developer scheme), Leasehold, Crown build). Assess alternative funding options and risk allocation strategies. Select best procurement option (best suited to meeting project objectives, while providing value for money).	+	*''Identify risks for each procurement route (PFI (private finance initiative), PDS (private developer scheme), Leasehold, Crown build). Assess alternative funding options and risk allocation strategies. Select best procurement option (best suited to meeting project objectives, while providing value for money).''
−	*Develop Outline Business Case on basis of recommended procurement strategy and budgetary estimates.	+	*''Develop Outline Business Case on basis of recommended procurement strategy and budgetary estimates.''
−	*Review of risk management approaches to assess contribution to meeting objectives. If necessary, request additional studies. Review whole-life cost model. If total estimate greater than budget, reconsider the decision to invest or revise scope of project and ensure that revision still meets the brief/stakeholders' needs. Set revised budget.	+	*''Review of risk management approaches to assess contribution to meeting objectives. If necessary, request additional studies. Review whole-life cost model. If total estimate greater than budget, reconsider the decision to invest or revise scope of project and ensure that revision still meets the brief/stakeholders' needs. Set revised budget.''
−	*Determine appropriate contract strategy. Recommended integrated contract strategies for a Crown build are Prime Contracting and Design & Build.	+	*''Determine appropriate contract strategy. Recommended integrated contract strategies for a Crown build are Prime Contracting and Design & Build.''
−	*Develop output-based specification, using VM (value management). Review and update risk register and revise base estimate and risk allowance. Appoint Planning Supervisor to ensure Health & Safety Plan is prepared.	+	*''Develop output-based specification, using VM (value management). Review and update risk register and revise base estimate and risk allowance. Appoint Planning Supervisor to ensure Health & Safety Plan is prepared.''
−	*Check whether the requirement falls under Works, Services or Supplies Directive; whether the estimated contract value exceeds the relevant threshold for OJEU advertising (bearing in mind aggregation rules); Restricted or Negotiated procedure (limited circumstances, including PFI (private finance initiative)); prepare draft OJEU (the Official Journal of the EU) notice if required. Determine selection and evaluation criteria. Produce tender documentation if this is a new procurement.	+	*''Check whether the requirement falls under Works, Services or Supplies Directive; whether the estimated contract value exceeds the relevant threshold for OJEU advertising (bearing in mind aggregation rules); Restricted or Negotiated procedure (limited circumstances, including PFI (private finance initiative)); prepare draft OJEU (the Official Journal of the EU) notice if required. Determine selection and evaluation criteria. Produce tender documentation if this is a new procurement.''
−	*Review approval for project to proceed. Review acceptability of retained risks. If estimate exceeds budget, revise design or revise scope of project, while ensuring that revised design or scope still meets brief/stakeholders' needs. Reassess affordability of project. Revise budget if required. Update risk register.	+	*''Review approval for project to proceed. Review acceptability of retained risks. If estimate exceeds budget, revise design or revise scope of project, while ensuring that revised design or scope still meets brief/stakeholders' needs. Reassess affordability of project. Revise budget if required. Update risk register.''

	ref OGC [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0063AEGuide3.pdf Achieving Excellence Guide 3 - Project Procurement Lifecycle] P11, 12 and 13.		ref OGC [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0063AEGuide3.pdf Achieving Excellence Guide 3 - Project Procurement Lifecycle] P11, 12 and 13.

← Older revision		Revision as of 11:52, 1 March 2012
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−	The Office of Government Commerce (OGC) has established a detailed gateway review process for public procurement. The [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what_is_ogc_gateway_review.asp OGC gateway review process] offers a structure for assessing programmes and projects at key stages in their development to verify that they should be allowed to progress to the next stage. Gateway reviews are independent peer reviews carried out by a review team on behalf of the senior responsible owner. The review team prepare a confidential review report for the senior responsible owner. The process is mandatory for central civil government projects and is best practice in the health sector, local government and defence. Ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what_is_ogc_gateway_review.asp what is OGC gateway review].	+	The Office of Government Commerce (OGC) has established a detailed gateway review process for public procurement. The [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what_is_ogc_gateway_review.asp OGC gateway review process] offers a structure for assessing programmes and projects at key stages in their development to verify that they should be allowed to progress to the next stage. Gateway reviews are independent peer reviews carried out by a review team on behalf of the senior responsible owner. The review team prepare a confidential review report for the senior responsible owner. Gateway reports, will normally be shared with HM Treasury and the Cabinet Office.
		+
		+	The process is mandatory for central civil government projects and is best practice in the health sector, local government and defence. Ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what_is_ogc_gateway_review.asp what is OGC gateway review].

	There are 6 gateway reviews during the development of a programme or project (generally a project evolves out of a programme):		There are 6 gateway reviews during the development of a programme or project (generally a project evolves out of a programme):
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	*[[OGC gateway 2\|OGC gateway review 2: delivery strategy]] (or procurement strategy).		*[[OGC gateway 2\|OGC gateway review 2: delivery strategy]] (or procurement strategy).
	*[[OGC gateway 3\|OGC gateway review 3: investment decision]].		*[[OGC gateway 3\|OGC gateway review 3: investment decision]].
−	*[[~~OGC_gateway_4~~\|OGC gateway review 4: readiness for service]].	+	*[[OGC gateway 4\|OGC gateway review 4: readiness for service]].
	*[[OGC gateway 5\|OGC gateway review 5: operations review & benefits realisation]] (or benefits evaluation).		*[[OGC gateway 5\|OGC gateway review 5: operations review & benefits realisation]] (or benefits evaluation).

Line 20:		Line 22:

	OGC gateway review 2: delivery strategy (also called 'procurement strategy' (ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0060AEConstructionPocketbook.pdf OGC Constructoin pocketbook])...		OGC gateway review 2: delivery strategy (also called 'procurement strategy' (ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0060AEConstructionPocketbook.pdf OGC Constructoin pocketbook])...
−	~~<blockquote>~~...''investigates the Outline Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The Review may be repeated in long or complex procurement situations''.~~</blockquote>~~	+	...''investigates the Outline Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The Review may be repeated in long or complex procurement situations''.
−	ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].	+	ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].

	The review should:		The review should:
−	~~<blockquote>~~	+
	*Confirm the business case is fully defined.		*Confirm the business case is fully defined.
	*Confirm that the objectives and desired outputs of the project are still aligned with the programme to which it contributes		*Confirm that the objectives and desired outputs of the project are still aligned with the programme to which it contributes
Line 43:		Line 45:
	*Confirm that the stakeholders support the project and are committed to its success		*Confirm that the stakeholders support the project and are committed to its success
	*Evaluation of actions taken to implement recommendations made in any earlier assessment of deliverability.		*Evaluation of actions taken to implement recommendations made in any earlier assessment of deliverability.
−	~~</blockquote>~~	+
	ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC gateway review 2: delivery strategy].		ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC gateway review 2: delivery strategy].

	On construction projects, specific tasks that are included in OGC gateway 2: delivery strategy are:		On construction projects, specific tasks that are included in OGC gateway 2: delivery strategy are:
−	~~<blockquote>~~	+
	*PS (project sponsor) appoints project manager.		*PS (project sponsor) appoints project manager.
	*Link the project brief to the strategic (strategic brief) and decide quality and performance levels.		*Link the project brief to the strategic (strategic brief) and decide quality and performance levels.
Line 60:		Line 62:
	*Check whether the requirement falls under Works, Services or Supplies Directive; whether the estimated contract value exceeds the relevant threshold for OJEU advertising (bearing in mind aggregation rules); Restricted or Negotiated procedure (limited circumstances, including PFI (private finance initiative)); prepare draft OJEU (the Official Journal of the EU) notice if required. Determine selection and evaluation criteria. Produce tender documentation if this is a new procurement.		*Check whether the requirement falls under Works, Services or Supplies Directive; whether the estimated contract value exceeds the relevant threshold for OJEU advertising (bearing in mind aggregation rules); Restricted or Negotiated procedure (limited circumstances, including PFI (private finance initiative)); prepare draft OJEU (the Official Journal of the EU) notice if required. Determine selection and evaluation criteria. Produce tender documentation if this is a new procurement.
	*Review approval for project to proceed. Review acceptability of retained risks. If estimate exceeds budget, revise design or revise scope of project, while ensuring that revised design or scope still meets brief/stakeholders' needs. Reassess affordability of project. Revise budget if required. Update risk register.		*Review approval for project to proceed. Review acceptability of retained risks. If estimate exceeds budget, revise design or revise scope of project, while ensuring that revised design or scope still meets brief/stakeholders' needs. Reassess affordability of project. Revise budget if required. Update risk register.
−	~~</blockquote>~~	+
	ref OGC [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0063AEGuide3.pdf Achieving Excellence Guide 3 - Project Procurement Lifecycle] P11, 12 and 13.		ref OGC [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0063AEGuide3.pdf Achieving Excellence Guide 3 - Project Procurement Lifecycle] P11, 12 and 13.

	For a detailed description of the sequence of tasks necessary on public projects, see the free work plan available from Designing Buildings Wiki: Public project: outline work plan. Gateway review 2 takes place at the end of the work stage: Public project: feasibility studies.		For a detailed description of the sequence of tasks necessary on public projects, see the free work plan available from Designing Buildings Wiki: Public project: outline work plan. Gateway review 2 takes place at the end of the work stage: Public project: feasibility studies.
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