OGC gateway review 5 - Revision history

Designing Buildings at 09:03, 29 October 2020

2020-10-29T09:03:33Z

← Older revision		Revision as of 09:03, 29 October 2020
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	* OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].		* OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].

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

Designing Buildings at 13:48, 4 February 2020

2020-02-04T13:48:05Z

← Older revision		Revision as of 13:48, 4 February 2020
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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 5 takes place at the end of the work stage: Public project: post occupancy evaluation.		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 5 takes place at the end of the work stage: Public project: post occupancy evaluation.

−	~~= 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/what_is_ogc_gateway_review.asp What is OGC gateway review?]		* OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what_is_ogc_gateway_review.asp What is OGC gateway review?]

Designing Buildings at 16:00, 17 December 2015

2015-12-17T16:00:32Z

← Older revision		Revision as of 16:00, 17 December 2015
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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.

−	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.	+	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 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.

	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.		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.
Line 11:		Line 10:

	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 1: business justification	+	* OGC gateway review 0: strategic assessment.
−	*OGC gateway review 2: delivery strategy (or procurement strategy)	+	* OGC gateway review 1: business justification
−	*OGC gateway review 3: investment decision	+	* OGC gateway review 2: delivery strategy (or procurement strategy)
−	*OGC gateway review 4: readiness for service	+	* OGC gateway review 3: investment decision
−	*OGC gateway review 5: operations review & benefits realisation (or benefits evaluation)	+	* OGC gateway review 4: readiness for service
		+	* OGC gateway review 5: operations review & benefits realisation (or benefits evaluation)

	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 2: detailed design.	+	* OGC decision point 1: outline design.
		+	* OGC decision point 2: detailed design.

	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 state that the purpose of gateway review 5: operations review & benefits realisation (or benefits evaluation) is to:	+	OGC state that the purpose of gateway review 5: operations review & benefits realisation (or benefits evaluation) is to:
−	*''Assess whether the Business Case justification for the project at OGC Gateway Review 3: Investment decision was realistic.''	+
−	*''Confirm that there is still a business need for the investment.''	+
−	*''Assess whether the benefits anticipated at this stage are actually being delivered.''	+
−	*''Assess the effectiveness of the ongoing contract management processes.''	+
−	*''Confirm that the client side continues to have the necessary resources to manage the contract successfully.''	+
−	*''Confirm continuity of key personnel involved in contract management/‘intelligent customer’ roles.''	+
−	*''Where changes have been agreed, check that they do not compromise the original delivery strategy.''	+
−	*''Assess the ongoing requirement for the contract to meet business need. Ensure that if circumstances have changed, the service delivery and contract are adapting to the new situation. Changing''	+
−	*''circumstances could affect: partner management; relationship management; service management; change management; contract management; benefits management; performance management.''	+
−	*''Check that there is ongoing contract development to improve value for money.''	+
−	*''Confirm that there are plans to manage the contract to its conclusion.''	+
−	*''Where applicable, confirm the validity of exit strategy and arrangements for re-competition.''	+
−	*''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/documents/FINAL_BOOK_5.pdf OGC gateway review 5: operations review & benefits realisation].	+	* Assess whether the Business Case justification for the project at OGC Gateway Review 3: Investment decision was realistic.
		+	* Confirm that there is still a business need for the investment.
		+	* Assess whether the benefits anticipated at this stage are actually being delivered.
		+	* Assess the effectiveness of the ongoing contract management processes.
		+	* Confirm that the client side continues to have the necessary resources to manage the contract successfully.
		+	* Confirm continuity of key personnel involved in contract management/‘intelligent customer’ roles.
		+	* Where changes have been agreed, check that they do not compromise the original delivery strategy.
		+	* Assess the ongoing requirement for the contract to meet business need. Ensure that if circumstances have changed, the service delivery and contract are adapting to the new situation. Changing
		+	* circumstances could affect: partner management; relationship management; service management; change management; contract management; benefits management; performance management.
		+	* Check that there is ongoing contract development to improve value for money.
		+	* Confirm that there are plans to manage the contract to its conclusion.
		+	* Where applicable, confirm the validity of exit strategy and arrangements for re-competition.
		+	* 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/documents/FINAL_BOOK_5.pdf OGC gateway review 5: operations review & benefits realisation].

	According to OGC, tasks that should be undertaken prior to gateway 5: 'benefits evaluation' should include:		According to OGC, tasks that should be undertaken prior to gateway 5: 'benefits evaluation' should include:
−	*''Confirm acceptance of project to meet need; confirm spend to date against approved budget.''	+
−	*''Carry out post project review to establish how well the project was managed. Complete Clients' Charter KPIs (key performance indicators)''	+	* Confirm acceptance of project to meet need; confirm spend to date against approved budget.
−	*''Use facility. Ongoing contract management (where appropriate), including performance measurement.''	+	* Carry out post project review to establish how well the project was managed. Complete Clients' Charter KPIs (key performance indicators)
−	*''Confirm business benefits and budget. Carry out post implementation review (also known as post occupancy evaluation) – compare with original project objectives. Set out lessons learned. Seek supply team comments to improve future projects. Note that there may be several PIRs (Post Implementation Reviews). Assess suitability of project in satisfying business needs. Assess effectiveness of whole-life design. Provide feedback for future projects or improvement in ongoing contract management.''	+	* Use facility. Ongoing contract management (where appropriate), including performance measurement.
−	*''Ongoing contract management where appropriate; management of separate FM (facilities management) contract where relevant.''	+	* Confirm business benefits and budget. Carry out post implementation review (also known as post occupancy evaluation) – compare with original project objectives. Set out lessons learned. Seek supply team comments to improve future projects. Note that there may be several PIRs (Post Implementation Reviews). Assess suitability of project in satisfying business needs. Assess effectiveness of whole-life design. Provide feedback for future projects or improvement in ongoing contract management.
−	*''Address issues raised by Gateway review; act on feedback and recommendations.''	+	* Ongoing contract management where appropriate; management of separate FM (facilities management) contract where relevant.
		+	* Address issues raised by Gateway review; act on feedback and recommendations.

	ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0063AEGuide3.pdf Achieving Excellence Guide 3 - Project Procurement Lifecycle] P16 and 17		ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0063AEGuide3.pdf Achieving Excellence Guide 3 - Project Procurement Lifecycle] P16 and 17
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	OGC gateway 5: benefits evaluation should be repeated through the life of the facility as required.		OGC gateway 5: benefits evaluation should be repeated through the life of the facility as required.

−	----	+	-----
−		+
	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 5 takes place at the end of the work stage: Public project: post occupancy evaluation.		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 5 takes place at the end of the work stage: Public project: post occupancy evaluation.

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	=== Related articles on Designing Buildings Wiki ===		=== Related articles on Designing Buildings Wiki ===
−	*Design and build.	+
−	*Gateways.	+	* Design and build.
−	*Government Construction Strategy.	+	* Gateways.
−	*OGC.	+	* Government Construction Strategy.
−	*Output based specification.	+	* OGC.
−	*Private Finance Initiative.	+	* Output based specification.
−	*Prime contract.	+	* Private Finance Initiative.
−	*Public procurement.	+	* Prime contract.
−	*Major Projects Authority.	+	* Public procurement.
		+	* Major Projects Authority.

	=== External references ===		=== External references ===
−	*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what_is_ogc_gateway_review.asp What is OGC gateway review?]	+
−	*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_3.asp Achieving Excellence Guide 3 - Project Procurement Lifecycle].	+	* OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what_is_ogc_gateway_review.asp What is OGC gateway review?]
−	*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].	+	* OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_3.asp Achieving Excellence Guide 3 - Project Procurement Lifecycle].
		+	* OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].

	[[Category:Public_procedures]]		[[Category:Public_procedures]]

Designing Buildings at 06:58, 14 June 2014

2014-06-14T06:58:14Z

← Older revision		Revision as of 06:58, 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 09:00, 22 March 2013

2013-03-22T09:00:24Z

← Older revision		Revision as of 09:00, 22 March 2013
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	OGC gateway 5: benefits evaluation should be repeated through the life of the facility as required.		OGC gateway 5: benefits evaluation should be repeated through the life of the facility as required.
		+
		+	----

	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 5 takes place at the end of the work stage: Public project: post occupancy evaluation.		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 5 takes place at the end of the work stage: Public project: post occupancy evaluation.

Designing Buildings at 13:21, 18 January 2013

2013-01-18T13:21:31Z

← Older revision		Revision as of 13:21, 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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	OGC state that the purpose of gateway review 5: operations review & benefits realisation (or benefits evaluation) is to:		OGC state that the purpose of gateway review 5: operations review & benefits realisation (or benefits evaluation) is to:
−
	*''Assess whether the Business Case justification for the project at OGC Gateway Review 3: Investment decision was realistic.''		*''Assess whether the Business Case justification for the project at OGC Gateway Review 3: Investment decision was realistic.''
	*''Confirm that there is still a business need for the investment.''		*''Confirm that there is still a business need for the investment.''
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	According to OGC, tasks that should be undertaken prior to gateway 5: 'benefits evaluation' should include:		According to OGC, tasks that should be undertaken prior to gateway 5: 'benefits evaluation' should include:
−
	*''Confirm acceptance of project to meet need; confirm spend to date against approved budget.''		*''Confirm acceptance of project to meet need; confirm spend to date against approved budget.''
	*''Carry out post project review to establish how well the project was managed. Complete Clients' Charter KPIs (key performance indicators)''		*''Carry out post project review to establish how well the project was managed. Complete Clients' Charter KPIs (key performance indicators)''
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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 5 takes place at the end of the work stage: Public project: post occupancy evaluation.		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 5 takes place at the end of the work stage: Public project: post occupancy evaluation.

−	~~----~~	+	= Find out more =

−	= ~~See also~~ =	+	=== Related articles on Designing Buildings Wiki ===
		+	*Design and build.
		+	*Government Construction Strategy.
		+	*OGC.
		+	*Output based specification.
		+	*Private Finance Initiative.
		+	*Prime contract.
		+	*Public procurement.
		+	*Major Projects Authority.

−	*OGC	+	=== External references ===
−	*OGC: [~~[Ref~~ http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/~~what is ogc gateway review~~.asp\|What is OGC gateway review?]]	+	*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what_is_ogc_gateway_review.asp What is OGC gateway review?]
	*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_3.asp Achieving Excellence Guide 3 - Project Procurement Lifecycle].		*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_3.asp Achieving Excellence Guide 3 - Project Procurement Lifecycle].
	*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].		*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].

	[[Category:Public_procedures]]		[[Category:Public_procedures]]

Designing Buildings at 14:52, 25 April 2012

2012-04-25T14:52:39Z

← Older revision		Revision as of 14:52, 25 April 2012
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	*OGC: [[Ref http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what is ogc gateway review.asp\|What is OGC gateway review?]]		*OGC: [[Ref http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what is ogc gateway review.asp\|What is OGC gateway review?]]
	*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_3.asp Achieving Excellence Guide 3 - Project Procurement Lifecycle].		*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_3.asp Achieving Excellence Guide 3 - Project Procurement Lifecycle].
−	*RIBA [http://www.architecture.com/Files/RIBAProfessionalServices/Practice/OutlinePlanofWork%28revised%29.pdf Outline Plan of Work].
	*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].		*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].

	[[Category:Public_procedures]]		[[Category:Public_procedures]]

Designing Buildings at 14:52, 25 April 2012

2012-04-25T14:52:03Z

← Older revision		Revision as of 14:52, 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 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).	+

−	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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	OGC state that the purpose of gateway review 5: operations review & benefits realisation (or benefits evaluation) is to:		OGC state that the purpose of gateway review 5: operations review & benefits realisation (or benefits evaluation) is to:

−	*Assess whether the Business Case justification for the project at OGC Gateway Review 3: Investment decision was realistic.	+	*''Assess whether the Business Case justification for the project at OGC Gateway Review 3: Investment decision was realistic.''
−	*Confirm that there is still a business need for the investment.	+	*''Confirm that there is still a business need for the investment.''
−	*Assess whether the benefits anticipated at this stage are actually being delivered.	+	*''Assess whether the benefits anticipated at this stage are actually being delivered.''
−	*Assess the effectiveness of the ongoing contract management processes.	+	*''Assess the effectiveness of the ongoing contract management processes.''
−	*Confirm that the client side continues to have the necessary resources to manage the contract successfully.	+	*''Confirm that the client side continues to have the necessary resources to manage the contract successfully.''
−	*Confirm continuity of key personnel involved in contract management/‘intelligent customer’ roles.	+	*''Confirm continuity of key personnel involved in contract management/‘intelligent customer’ roles.''
−	*Where changes have been agreed, check that they do not compromise the original delivery strategy.	+	*''Where changes have been agreed, check that they do not compromise the original delivery strategy.''
−	*Assess the ongoing requirement for the contract to meet business need. Ensure that if circumstances have changed, the service delivery and contract are adapting to the new situation. Changing	+	*''Assess the ongoing requirement for the contract to meet business need. Ensure that if circumstances have changed, the service delivery and contract are adapting to the new situation. Changing''
−	*circumstances could affect: partner management; relationship management; service management; change management; contract management; benefits management; performance management.	+	*''circumstances could affect: partner management; relationship management; service management; change management; contract management; benefits management; performance management.''
−	*Check that there is ongoing contract development to improve value for money.	+	*''Check that there is ongoing contract development to improve value for money.''
−	*Confirm that there are plans to manage the contract to its conclusion.	+	*''Confirm that there are plans to manage the contract to its conclusion.''
−	*Where applicable, confirm the validity of exit strategy and arrangements for re-competition.	+	*''Where applicable, confirm the validity of exit strategy and arrangements for re-competition.''
−	*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/documents/FINAL_BOOK_5.pdf OGC gateway review 5: operations review & benefits realisation].		ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf OGC gateway review 5: operations review & benefits realisation].
Line 64:		Line 68:
	*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].		*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].

−	~~[[Category:Roles_/_services_procedures]]~~
	[[Category:Public_procedures]]		[[Category:Public_procedures]]

Designing Buildings at 11:53, 1 March 2012

2012-03-01T11:53:26Z

← Older revision		Revision as of 11:53, 1 March 2012
Line 1:		Line 1:
−	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):
Line 19:		Line 21:
	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 state that the purpose of gateway review 5: operations review & benefits realisation (or benefits evaluation) is to:	+	OGC state that the purpose of gateway review 5: operations review & benefits realisation (or benefits evaluation) is to:
−	~~<blockquote>~~	+
	*Assess whether the Business Case justification for the project at OGC Gateway Review 3: Investment decision was realistic.		*Assess whether the Business Case justification for the project at OGC Gateway Review 3: Investment decision was realistic.
	*Confirm that there is still a business need for the investment.		*Confirm that there is still a business need for the investment.
Line 34:		Line 36:
	*Where applicable, confirm the validity of exit strategy and arrangements for re-competition.		*Where applicable, confirm the validity of exit strategy and arrangements for re-competition.
	*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/documents/FINAL_BOOK_5.pdf OGC gateway review 5: operations review & benefits realisation].		ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf OGC gateway review 5: operations review & benefits realisation].

	According to OGC, tasks that should be undertaken prior to gateway 5: 'benefits evaluation' should include:		According to OGC, tasks that should be undertaken prior to gateway 5: 'benefits evaluation' should include:
−	~~<blockquote>~~	+
	*''Confirm acceptance of project to meet need; confirm spend to date against approved budget.''		*''Confirm acceptance of project to meet need; confirm spend to date against approved budget.''
	*''Carry out post project review to establish how well the project was managed. Complete Clients' Charter KPIs (key performance indicators)''		*''Carry out post project review to establish how well the project was managed. Complete Clients' Charter KPIs (key performance indicators)''
Line 45:		Line 47:
	*''Ongoing contract management where appropriate; management of separate FM (facilities management) contract where relevant.''		*''Ongoing contract management where appropriate; management of separate FM (facilities management) contract where relevant.''
	*''Address issues raised by Gateway review; act on feedback and recommendations.''		*''Address issues raised by Gateway review; act on feedback and recommendations.''
−	~~</blockquote>~~	+
	ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0063AEGuide3.pdf Achieving Excellence Guide 3 - Project Procurement Lifecycle] P16 and 17		ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0063AEGuide3.pdf Achieving Excellence Guide 3 - Project Procurement Lifecycle] P16 and 17

Line 51:		Line 53:

	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 5 takes place at the end of the work stage: Public project: post occupancy evaluation.		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 5 takes place at the end of the work stage: Public project: post occupancy evaluation.
−
−

	----		----
Line 64:		Line 64:
	*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].		*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].

−	[[Category:Roles_/_services_procedures]]~~<br/>~~[[Category:Public_procedures]]	+	[[Category:Roles_/_services_procedures]]
		+	[[Category:Public_procedures]]

Designing Buildings at 15:39, 5 January 2012

2012-01-05T15:39:16Z

← Older revision		Revision as of 15:39, 5 January 2012
Line 1:		Line 1:
−	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. 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):

−	*OGC gateway review 0: strategic assessment.	+	*OGC gateway review 0: strategic assessment.
−	*OGC gateway review 1: business justification.	+	*OGC gateway review 1: business justification.
−	*OGC gateway review 2: delivery strategy (or procurement strategy).	+	*OGC gateway review 2: delivery strategy (or procurement strategy).
−	*OGC gateway review 3: investment decision.	+	*OGC gateway review 3: investment decision.
−	*OGC gateway review 4: readiness for service.	+	*OGC gateway review 4: readiness for service.
−	*OGC gateway review 5: operations review &~~amp;~~ benefits realisation (or benefits evaluation).	+	*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 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).

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

−	*OGC decision point 1: outline design.	+	*OGC decision point 1: outline design.
	*OGC decision point 2: detailed design.		*OGC decision point 2: detailed design.

−	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 state that the purpose of gateway review 5: operations review &~~amp;~~ benefits realisation (or benefits evaluation) is to: ''	+	OGC state that the purpose of gateway review 5: operations review & benefits realisation (or benefits evaluation) is to:
−	*''Assess whether the Business Case justification for the project at OGC Gateway Review 3: Investment decision was realistic.''	+	<blockquote>
−	*''Confirm that there is still a business need for the investment.''	+	*Assess whether the Business Case justification for the project at OGC Gateway Review 3: Investment decision was realistic.
−	*''Assess whether the benefits anticipated at this stage are actually being delivered.''	+	*Confirm that there is still a business need for the investment.
−	*''Assess the effectiveness of the ongoing contract management processes.''	+	*Assess whether the benefits anticipated at this stage are actually being delivered.
−	*''Confirm that the client side continues to have the necessary resources to manage the contract successfully.''	+	*Assess the effectiveness of the ongoing contract management processes.
−	*''Confirm continuity of key personnel involved in contract management/‘intelligent customer’ roles.''	+	*Confirm that the client side continues to have the necessary resources to manage the contract successfully.
−	*''Where changes have been agreed, check that they do not compromise the original delivery strategy.''	+	*Confirm continuity of key personnel involved in contract management/‘intelligent customer’ roles.
−	*''Assess the ongoing requirement for the contract to meet business need. Ensure that if circumstances have changed, the service delivery and contract are adapting to the new situation. Changing''	+	*Where changes have been agreed, check that they do not compromise the original delivery strategy.
−	*''circumstances could affect: partner management; relationship management; service management; change management; contract management; benefits management; performance management.''	+	*Assess the ongoing requirement for the contract to meet business need. Ensure that if circumstances have changed, the service delivery and contract are adapting to the new situation. Changing
−	*''Check that there is ongoing contract development to improve value for money.''	+	*circumstances could affect: partner management; relationship management; service management; change management; contract management; benefits management; performance management.
−	*''Confirm that there are plans to manage the contract to its conclusion.''	+	*Check that there is ongoing contract development to improve value for money.
−	*''Where applicable, confirm the validity of exit strategy and arrangements for re-competition.''	+	*Confirm that there are plans to manage the contract to its conclusion.
−	*''Evaluation of actions taken to implement recommendations made in any earlier assessment of deliverability.~~'''~~	+	*Where applicable, confirm the validity of exit strategy and arrangements for re-competition.
		+	*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/documents/FINAL_BOOK_5.pdf OGC gateway review 5: operations review & benefits realisation].

−	~~Ref~~ [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/~~FINAL_BOOK_5~~.pdf ~~OGC gateway review 5: operations review & benefits realisation~~].	+	According to OGC, tasks that should be undertaken prior to gateway 5: 'benefits evaluation' should include:
		+	<blockquote>
		+	*''Confirm acceptance of project to meet need; confirm spend to date against approved budget.''
		+	*''Carry out post project review to establish how well the project was managed. Complete Clients' Charter KPIs (key performance indicators)''
		+	*''Use facility. Ongoing contract management (where appropriate), including performance measurement.''
		+	*''Confirm business benefits and budget. Carry out post implementation review (also known as post occupancy evaluation) – compare with original project objectives. Set out lessons learned. Seek supply team comments to improve future projects. Note that there may be several PIRs (Post Implementation Reviews). Assess suitability of project in satisfying business needs. Assess effectiveness of whole-life design. Provide feedback for future projects or improvement in ongoing contract management.''
		+	*''Ongoing contract management where appropriate; management of separate FM (facilities management) contract where relevant.''
		+	*''Address issues raised by Gateway review; act on feedback and recommendations.''
		+	</blockquote>
		+	ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0063AEGuide3.pdf Achieving Excellence Guide 3 - Project Procurement Lifecycle] P16 and 17

−	~~According to~~ OGC~~, tasks that should be undertaken prior to~~ gateway 5: 'benefits evaluation' should ~~include:~~	+	OGC gateway 5: benefits evaluation should be repeated through the life of the facility as required.

−	*'''Confirm acceptance of project ~~to meet need; confirm spend to date against approved budget~~.''	+	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 5 takes place at the end of the work stage: Public project: post occupancy evaluation.
−	*''Carry out post project review ~~to establish how well~~ the project ~~was managed. Complete Clients' Charter KPIs (key performance indicators)''~~	+
−	*''Use facility. Ongoing contract management (where appropriate), including performance measurement.''	+
−	*''Confirm business benefits and budget. Carry out post implementation review (also known as post occupancy evaluation) – compare with original project objectives. Set out lessons learned. Seek supply team comments to improve future projects. Note that there may be several PIRs (Post Implementation Reviews). Assess suitability of project in satisfying business needs. Assess effectiveness of whole-life design. Provide feedback for future projects or improvement in ongoing contract management.''	+
−	*''Ongoing contract management where appropriate; management of separate FM (facilities management) contract where relevant.''	+
−	*''Address issues raised by Gateway review; act on feedback and recommendations.~~'''~~	+

−	~~ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/CP0063AEGuide3.pdf Achieving Excellence Guide 3 - Project Procurement Lifecycle] P16 and 17~~

−	~~OGC gateway 5: benefits evaluation should be repeated through the life of the facility as required.~~
−
−	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 5 takes place at the end of the work stage: Public project: post occupancy evaluation.
−
−	~~<br><br>~~

	----		----

−	= See also =	+	= See also =

−	*OGC	+	*OGC
−	*OGC: [[Ref http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what is ogc gateway review.asp\|What is OGC gateway review?]]	+	*OGC: [[Ref http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/what is ogc gateway review.asp\|What is OGC gateway review?]]
−	*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_3.asp Achieving Excellence Guide 3 - Project Procurement Lifecycle].	+	*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_3.asp Achieving Excellence Guide 3 - Project Procurement Lifecycle].
−	*RIBA [http://www.architecture.com/Files/RIBAProfessionalServices/Practice/OutlinePlanofWork~~(revised)~~.pdf Outline Plan of Work].	+	*RIBA [http://www.architecture.com/Files/RIBAProfessionalServices/Practice/OutlinePlanofWork%28revised%29.pdf Outline Plan of Work].
	*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].		*OGC: [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/documents/FINAL_BOOK_5.pdf Gateway Process Review 5: Operations review and benefits realisation].

−	[[Category:Roles_/_services_procedures]] [[Category:Public_procedures]]	+	[[Category:Roles_/_services_procedures]]<br/>[[Category:Public_procedures]]