Project monitoring - Revision history

Designing Buildings at 11:33, 6 October 2020

2020-10-06T11:33:39Z

← Older revision		Revision as of 11:33, 6 October 2020
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	* RICS - [http://www.rics.org/uk/knowledge/professional-guidance/guidance-notes/project-monitoring/ Guidance notes - Project monitoring]		* RICS - [http://www.rics.org/uk/knowledge/professional-guidance/guidance-notes/project-monitoring/ Guidance notes - Project monitoring]

−	[[Category:Appointments]] [[Category:Construction_management]] [[Category:Roles_/_services]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:Appointments]] [[Category:Construction_management]] [[Category:Roles_/_services]]

Editor at 10:03, 7 July 2020

2020-07-07T10:03:22Z

← Older revision		Revision as of 10:03, 7 July 2020
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	* Client BIM adviser.		* Client BIM adviser.
	* Client design adviser.		* Client design adviser.
		+	* Conceiving construction plans.
	* Construction project manager - morning tasks.		* Construction project manager - morning tasks.
	* Contract administrator.		* Contract administrator.

Designing Buildings at 08:31, 23 June 2020

2020-06-23T08:31:59Z

← Older revision		Revision as of 08:31, 23 June 2020
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−	~~See also: Independent client adviser.~~
−
	= Introduction =		= Introduction =

Editor at 18:09, 25 October 2019

2019-10-25T18:09:52Z

← Older revision		Revision as of 18:09, 25 October 2019
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	* Independent client advisers.		* Independent client advisers.
	* Lead consultant for building design.		* Lead consultant for building design.
		+	* Microsoft's six ways to supercharge project management
	* Monte Carlo simulation.		* Monte Carlo simulation.
	* Project manager.		* Project manager.

Editor at 19:28, 20 February 2019

2019-02-20T19:28:58Z

← Older revision		Revision as of 19:28, 20 February 2019
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	* Handover documentation such as; health and safety file, relevant certificates,draft building owner's manual, building log book, building user's guide, testing and commissioning data and so on. For more information see: Handover construction site to the client.		* Handover documentation such as; health and safety file, relevant certificates,draft building owner's manual, building log book, building user's guide, testing and commissioning data and so on. For more information see: Handover construction site to the client.

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

	* Appointing consultants.		* Appointing consultants.
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	* Independent client advisers.		* Independent client advisers.
	* Lead consultant for building design.		* Lead consultant for building design.
		+	* Monte Carlo simulation.
	* Project manager.		* Project manager.

−	=== External resources ===	+	= External resources =

	* RICS - [http://www.rics.org/uk/knowledge/professional-guidance/guidance-notes/project-monitoring/ Guidance notes - Project monitoring]		* RICS - [http://www.rics.org/uk/knowledge/professional-guidance/guidance-notes/project-monitoring/ Guidance notes - Project monitoring]

	[[Category:Appointments]] [[Category:Construction_management]] [[Category:Roles_/_services]]		[[Category:Appointments]] [[Category:Construction_management]] [[Category:Roles_/_services]]

Editor at 11:22, 21 March 2017

2017-03-21T11:22:13Z

← Older revision		Revision as of 11:22, 21 March 2017
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	* Client BIM adviser.		* Client BIM adviser.
	* Client design adviser.		* Client design adviser.
		+	* Construction project manager - morning tasks.
	* Contract administrator.		* Contract administrator.
	* Employer's agent.		* Employer's agent.

Designing Buildings at 14:56, 13 February 2017

2017-02-13T14:56:52Z

← Older revision		Revision as of 14:56, 13 February 2017
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		+	See also: Independent client adviser.
		+
	= Introduction =		= Introduction =

Designing Buildings at 14:52, 13 February 2017

2017-02-13T14:52:59Z

← Older revision		Revision as of 14:52, 13 February 2017
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	* Lessons learned.		* Lessons learned.
	* Recommendations.		* Recommendations.
−	* Handover documentation such as; health and safety file, relevant certificates,draft building owner's manual, building log book, building user's guide, testing and commissioning data and so on. For more information see: Handover construction site to client.	+	* Handover documentation such as; health and safety file, relevant certificates,draft building owner's manual, building log book, building user's guide, testing and commissioning data and so on. For more information see: Handover construction site to the client.

	= Find out more =		= Find out more =
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	* Contract administrator.		* Contract administrator.
	* Employer's agent.		* Employer's agent.
−	* Handover construction site to client.	+	* Handover construction site to the client.
	* Independent client advisers.		* Independent client advisers.
	* Lead consultant for building design.		* Lead consultant for building design.

Designing Buildings at 14:52, 13 February 2017

2017-02-13T14:52:25Z

← Older revision		Revision as of 14:52, 13 February 2017
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	= Duties of the project monitor =		= Duties of the project monitor =

−	The project monitor is reliant on the development team for the acquisition of the necessary information. It is important, therefore, that the development team understand the need to cooperate and make information available, and measures should be put in place in the agreements between client and developer. ~~The~~ project monitor ~~should report to~~ the ~~client what information has been used and what is missing~~.	+	The project monitor is reliant on the development team for the acquisition of the necessary information to perform their role. It is important, therefore, that the development team understand the need to cooperate and make information available, and measures should be put in place in the agreements between client and developer to ensure this is the case.
		+
		+	There are a number of key reports that a project monitor may produce during the course of a project.

	=== Initial audit report ===		=== Initial audit report ===
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	* Design brief and constraints.		* Design brief and constraints.
	* Development appraisal.		* Development appraisal.
−	* ~~Associated cost build-ups~~.	+	* Cost plan.
	* Design and construction programme.		* Design and construction programme.
	* Design and construction team.		* Design and construction team.
−		+	* Risks associated with the project.
−	~~Once this is done,~~ the project ~~monitor can begin advising the client on the associated risks, as well as fully appreciate the consequences of variations or changes as they arise~~.	+

	=== Progress reports ===		=== Progress reports ===

−	~~This~~ often ~~coincides~~ with the start of ~~on-site~~ construction or the procurement of a construction contract. ~~This~~ usually ~~continues~~ up to the ~~final~~ completion of the development or the client’s interest in the development.	+	Progress reports often coincide with key milestones, such; completion of design stages, the start of construction or the procurement of a construction contract. Progress reports will usually continue up to the completion of the development or the client’s interest in the development.

−	~~The two main roles of the project monitor~~ are to ~~discharge~~ any ~~contractual administration or financial duties between the~~ client ~~and developer; and monitor the project by use~~ of ~~the information contained in the initial audit report~~.	+	It is important that such reports are produced in time to inform any client decisions that are required, rather than simply acting as a record of what has happened.

	=== Practical completion ===		=== Practical completion ===

−	The project monitor should prepare a completion report at this stage. This typically includes ~~copies of the following~~:	+	The project monitor should prepare a completion report at this stage. This typically includes:

−	* All relevant certificates.
	* Relevant statutory and non-statutory consents.		* Relevant statutory and non-statutory consents.
	* Any defects schedules or lists of outstanding works.		* Any defects schedules or lists of outstanding works.
	* Financial report.		* Financial report.
−	* ~~‘Lessons learnt’ statement and recommendations~~.	+	* Lessons learned.
−	* ~~Health~~ and safety file.	+	* Recommendations.
		+	* Handover documentation such as; health and safety file, relevant certificates,draft building owner's manual, building log book, building user's guide, testing and commissioning data and so on. For more information see: Handover construction site to client.

	= Find out more =		= Find out more =
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	* Client design adviser.		* Client design adviser.
	* Contract administrator.		* Contract administrator.
−	* [[Employer~~%27s_agent_for_design_and_build\|Employer’s~~ agent ~~for design and build~~.]]	+	* Employer's agent.
		+	* Handover construction site to client.
	* Independent client advisers.		* Independent client advisers.
	* Lead consultant for building design.		* Lead consultant for building design.

Designing Buildings at 14:42, 13 February 2017

2017-02-13T14:42:37Z

← Older revision		Revision as of 14:42, 13 February 2017
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	= Introduction =		= Introduction =

−	Project monitoring is the process ~~whereby~~ the client’s interests ~~are protected~~ from the risks associated with ~~acquiring an~~ interest in a development that is not under ~~the~~ direct control ~~of the client~~.	+	Project monitoring is the process or protecting the client’s interests from the risks associated with their interest in a development that is not under their direct control.

−	A project monitor is appointed, not to assume the responsibilities of the project manager or developer, but to act as an investigator and advisor to the client, ~~who is~~ responsible for protecting their interests in the development as it proceeds. In effect, the project ~~manager~~ acts as the ‘eyes and ears’ of the client during the development process.	+	A project monitor is appointed, not to assume the responsibilities of the project manager or developer, but to act as an investigator and advisor to the client, responsible for protecting their interests in the development as it proceeds. In effect, the project monitor acts as the ‘eyes and ears’ of the client during the development process.

−	Project monitoring services can be carried out for a range of different client types~~, such as~~:	+	Project monitoring services can be carried out for a range of different client types:

	* A funding institution which will acquire the project as an investment upon completion.		* A funding institution which will acquire the project as an investment upon completion.
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	* Private finance initiative (PFI) funders.		* Private finance initiative (PFI) funders.

−	The project monitor ~~provides the client with a managing tool for risk by assessing~~ the project as it progresses in a way that is both independent and impartial. ~~The project monitor usually adopts~~ a proactive rather than reactive approach, ~~so as to be~~ a form of ‘early warning system’ for the client, anticipating potential issues which may affect the project delivery. In this way, the project monitor can also be of value to the developer, as informed ~~and improved~~ decision-making ~~can be facilitated~~.	+	The project monitor assesses the project as it progresses in a way that is both independent and impartial. They generally adopt a proactive rather than reactive approach, providing a form of ‘early warning system’ for the client, anticipating potential issues which may affect the project delivery. In this way, the project monitor can also be of value to the developer, as they can help ensure there is better-informed decision-making.

−	Issues that the project monitor will typically advise on include ~~the following~~:	+	Issues that the project monitor will typically advise on include:

	* Land and property acquisition.		* Land and property acquisition.
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	* Issues relating to the developer and project management systems.		* Issues relating to the developer and project management systems.
	* Financial appraisals.		* Financial appraisals.
−	* Construction agreements~~, costs and programme~~.	+	* Construction agreements
		+	* Costs.
		+	* Programme.
	* Design and construction quality.		* Design and construction quality.

−	Some of the advantages to the client of hiring a project monitor include ~~the following~~:	+	Some of the advantages to the client of hiring a project monitor include:

	* Enhanced risk management.		* Enhanced risk management.
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	* Enhanced quality management.		* Enhanced quality management.
	* Greater protection of the client’s interests.		* Greater protection of the client’s interests.
		+	* Better-informed decision making.

	= Appointing a project monitor =		= Appointing a project monitor =

−	Project monitors typically come from a background of surveying, commercial ~~and~~ project management. The specific competencies required ~~depends~~ on the project ~~that requires monitoring, and the relevant sector~~. Specific sector knowledge is an important quality for project monitors.	+	Project monitors typically come from a background of surveying, commercial or project management. The specific competencies required depend on the nature fo the project. Specific sector knowledge can be an important quality for project monitors.

−	Upon receiving ~~the~~ initial inquiry, the project monitor should ensure they have the capability to provide the service required~~. They should~~ advise the client accordingly if they are not fully competent in terms of the ~~specific~~ requirements of the project. ~~The client may decide to appoint them anyway~~, ~~on the understanding that either~~ they ~~or the client will~~ appoint a specialist sub-consultant.	+	Upon receiving an initial inquiry, the project monitor should ensure they have the capability to provide the service required and advise the client accordingly if they are not fully competent in terms of the requirements of the project. Under certain circumstances, they may appoint a specialist sub-consultant to help them.

−	Before reaching a formal agreement on their appointment, the project monitor should have ~~the following~~:	+	Before reaching a formal agreement on their appointment, the project monitor should have:

	* An understanding of the project brief.		* An understanding of the project brief.
	* A copy of the terms and conditions of any funding, purchase, tenancy, loan or other third party agreements.		* A copy of the terms and conditions of any funding, purchase, tenancy, loan or other third party agreements.
−	* ~~Confirmation that the client has the correct level~~ of ~~professional indemnity insurance~~.	+	* A scope of services required.
−	* ~~Scope of service required of the project monitor, contractual~~ terms of the appointment~~, and so on~~.	+	* Contractual terms of the appointment.
		+	* The correct level of professional indemnity insurance.

	It is generally advisable that project monitors are appointed based on the potential added value they can bring to the development, rather than solely on the lowest fee level.		It is generally advisable that project monitors are appointed based on the potential added value they can bring to the development, rather than solely on the lowest fee level.
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	* Client design adviser.		* Client design adviser.
	* Contract administrator.		* Contract administrator.
−	* [[Employer~~'s_agent_for_design_and_build~~\|Employer’s agent for design and build.]]	+	* [[Employer%27s_agent_for_design_and_build\|Employer’s agent for design and build.]]
	* Independent client advisers.		* Independent client advisers.
	* Lead consultant for building design.		* Lead consultant for building design.