Public project: appointment - Revision history

Designing Buildings at 07:32, 17 November 2020

2020-11-17T07:32:11Z

← Older revision		Revision as of 07:32, 17 November 2020
Line 1:		Line 1:
−		+	[[File:Project_plan_public_project.jpg\|link=File:Project_plan_public_project.jpg]]At various stages of the project the client may wish to appoint consultantssuch as; independent client advisers, project managers, site inspectors, contract administrators (or employer's agents) and so on. As appointments can take place at any point, they are presented here as a separate stage.
−	[[File:~~Project plan public project~~.jpg\|~~RTENOTITLE~~]]At various stages of the project the client may wish to appoint consultantssuch as; independent client advisers, project managers, site inspectors, contract administrators (or employer's agents) and so on. As appointments can take place at any point, they are presented here as a separate stage.	+

	The process of selecting and contracting the integrated supply team is described as tendering rather than appointment (See Public project: tender or Public project: PFI tender.		The process of selecting and contracting the integrated supply team is described as tendering rather than appointment (See Public project: tender or Public project: PFI tender.

−	= ~~'''~~Identifying the need to make an appointment.~~'''~~ =	+	= Identifying the need to make an appointment. =

	The client identifies the need to make an appointment. In some cases, existing independent client advisers may identify a requirement and bring this to the attention of the client.		The client identifies the need to make an appointment. In some cases, existing independent client advisers may identify a requirement and bring this to the attention of the client.
Line 12:		Line 11:
	The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow pre-determined procedures such as OJEU procurement rules which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.		The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow pre-determined procedures such as OJEU procurement rules which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.

−	= ~~'''~~Agreeing the exact nature of appointments required.~~'''~~ =	+	= Agreeing the exact nature of appointments required. =

	The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire. If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).		The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire. If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).

−	The client defines the schedule of services that will be required along with the selection criteria, form of appiontment and contract terms for the appointment. The schedule of services that will be required might include services that do not appear on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling (BIM), the preparation of an outline planning application and so on. For more information see the article on appointments.	+	The client defines the schedule of services that will be required along with the selection criteria, form of appiontment and contract terms for the appointment. The schedule of services that will be required might include services that do not appear on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling (BIM), the preparation of an outline planning application and so on. For more information see the article on appointments.

−	The client prepares a formal request for proposals and puts in place procedures for responding to queries from candidates. ~~<br/>~~	+	The client prepares a formal request for proposals and puts in place procedures for responding to queries from candidates.

−	= ~~'''~~Preparing a list of possible candidates.~~'''~~ =	+	= Preparing a list of possible candidates. =

	The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.		The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
Line 26:		Line 25:
	The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on. Short-listed candidates are invited to submit proposals in response to the client's request for proposals.		The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on. Short-listed candidates are invited to submit proposals in response to the client's request for proposals.

−	= ~~'''~~Selecting the preferred candidate and making the appointment.~~'''~~ =	+	= Selecting the preferred candidate and making the appointment. =

	The client collates responses to queries from candidates and issues these responses to all candidates.		The client collates responses to queries from candidates and issues these responses to all candidates.
Line 40:		Line 39:
	The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.		The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.

−	----	+	-----
−		+	⇒ [[Public_project:_outline_work_plan\|outline plan]]
−	⇒ [[~~Public%20project%3A%20outline%20work%20plan~~\|outline plan]]	+

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

Designing Buildings at 11:00, 14 October 2015

2015-10-14T11:00:24Z

← Older revision		Revision as of 11:00, 14 October 2015
Line 1:		Line 1:

−	[[File:Project plan public project.jpg\|RTENOTITLE]]At various stages of the project the client may wish to appoint: independent client advisers, project ~~manager~~, site inspectors, contract ~~administrator~~ (or employer's ~~agent~~) and so on. As appointments can take place at any point, they are presented here as a separate stage. NB The process of selecting and contracting the integrated supply team is described as tendering rather than appointment (See Public project: tender or Public project: PFI tender.	+	[[File:Project plan public project.jpg\|RTENOTITLE]]At various stages of the project the client may wish to appoint consultantssuch as; independent client advisers, project managers, site inspectors, contract administrators (or employer's agents) and so on. As appointments can take place at any point, they are presented here as a separate stage.
		+
		+	The process of selecting and contracting the integrated supply team is described as tendering rather than appointment (See Public project: tender or Public project: PFI tender.

	= '''Identifying the need to make an appointment.''' =		= '''Identifying the need to make an appointment.''' =
Line 8:		Line 10:
	The client may decide they require advice or assistance from independent client advisers to help them make the appointment.		The client may decide they require advice or assistance from independent client advisers to help them make the appointment.

−	The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition, selective competition, or an existing relationship such as a framework agreement. The client may have to follow pre-determined procedures such as OJEU procurement rules which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.	+	The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow pre-determined procedures such as OJEU procurement rules which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.

	= '''Agreeing the exact nature of appointments required.''' =		= '''Agreeing the exact nature of appointments required.''' =

−	The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.	+	The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire. If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).

−	~~If it has not already been done, the~~ client ~~prepares documentation describing~~ the ~~nature~~ of the ~~development~~ (~~such as a strategic brief~~).	+	The client defines the schedule of services that will be required along with the selection criteria, form of appiontment and contract terms for the appointment. The schedule of services that will be required might include services that do not appear on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling (BIM), the preparation of an outline planning application and so on. For more information see the article on appointments.

−	The client ~~defines the schedule of services that will be required along with the selection criteria, form of appiontment and contract terms~~ for the appointment. The schedule of services that will be required might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling (BIM), the preparation of an outline planning application and ~~so on. For more information see the article on appointments. Public sector projects are increasingly likely to include requirements for building information modelling.~~	+	The client prepares a formal request for proposals and puts in place procedures for responding to queries from candidates. <br/>
−		+
−	~~The client agrees the form of proposal that will be requested from candidates.~~	+
−		+
−	~~The client~~ puts in place procedures for responding to queries from candidates.	+
−		+
−	~~The client prepares a formal request for proposals.~~	+

	= '''Preparing a list of possible candidates.''' =		= '''Preparing a list of possible candidates.''' =
Line 28:		Line 24:
	The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.		The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.

−	The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.	+	The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on. Short-listed candidates are invited to submit proposals in response to the client's request for proposals.
−		+
−	Short-listed candidates are invited to submit proposals in response to the client's request for proposals.	+

	= '''Selecting the preferred candidate and making the appointment.''' =		= '''Selecting the preferred candidate and making the appointment.''' =
Line 38:		Line 32:
	The client receives and opens the candidate's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the candidate's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).		The client receives and opens the candidate's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the candidate's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).

−	The client assesses the candidate's proposals ~~(the client~~ may seek advice from independent client advisers to help them do this).	+	The client assesses the candidate's proposals. They may seek advice from independent client advisers to help them do this.
−		+
−	~~The client invites the candidates to interview.~~	+
−		+
−	~~The client identifies the preferred candidate(s)~~.	+

−	The client opens negotiations with the preferred candidate(s).	+	The client invites the candidates to interview, identifies the preferred candidate(s) and opens negotiations with the preferred candidate(s).

	The client appoints the selected candidate and if appropriate arranges a start-up meeting (similar to a consultant team start up meeting in the private sector).		The client appoints the selected candidate and if appropriate arranges a start-up meeting (similar to a consultant team start up meeting in the private sector).

Designing Buildings: Removed protection from "Public project: appointment"

2015-10-14T10:53:24Z

Removed protection from "Public project: appointment"

← Older revision

Revision as of 10:53, 14 October 2015

Designing Buildings at 10:53, 14 October 2015

2015-10-14T10:53:10Z

← Older revision		Revision as of 10:53, 14 October 2015
Line 1:		Line 1:

−	[[File:Project plan public project.jpg\|RTENOTITLE]]At various stages of the project the client may wish to appoint: independent client advisers, project manager, site inspectors, contract administrator (or employer's agent) and so on. As appointments can take place at any point, they are presented here as a separate stage. NB The process of selecting and contracting the integrated supply team is described as tendering rather than appointment (See Public project: tender or Public project: PFI tender.~~<br/>~~	+	[[File:Project plan public project.jpg\|RTENOTITLE]]At various stages of the project the client may wish to appoint: independent client advisers, project manager, site inspectors, contract administrator (or employer's agent) and so on. As appointments can take place at any point, they are presented here as a separate stage. NB The process of selecting and contracting the integrated supply team is described as tendering rather than appointment (See Public project: tender or Public project: PFI tender.

−	The Government Construction Strategy proposes that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve contracting an ~~integrated supply team to design, construct and sometimes finance, operate and maintain the development~~.	+	= '''Identifying the need to make an appointment.''' =

−	~~Depending on how experienced~~ the ~~client is, they may appoint external consultants~~ to ~~assist them~~. ~~This means that~~ some ~~of the tasks attributed to the client below might actually be carried out by~~ independent client advisers, a ~~project manager or a contract administrator (employer's agent on design~~ and ~~build projects) and vice versa~~.	+	The client identifies the need to make an appointment. In some cases, existing independent client advisers may identify a requirement and bring this to the attention of the client.

−	~~Publicly-funded projects are expected~~ to commission independent peer reviews at key points. This project plan follows the OGC Gateway Review procedure. The OGC (Office of Government Commerce) has now been absorbed into the Efficiency and Reform Group and its guidance archived, however, the OGC Gateway Review procedure is still cited by the Government Construction Strategy and remains the ~~only complete reviewing system~~.	+	The client may decide they require advice or assistance from independent client advisers to help them make the appointment.

−	-~~---~~	+	The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition, selective competition, or an existing relationship such as a framework agreement. The client may have to follow pre-determined procedures such as OJEU procurement rules which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.

−	~~⇒ [[Public%20project%3A%20outline%20work%20plan\|outline plan]]~~	+	= '''Agreeing the exact nature of appointments required.''' =

−	-~~---~~	+	The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.

−	~~'''A. Identifying~~ the ~~need to make an appointment.'''~~	+	If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).
−	~~#The~~ client ~~identifies~~ the ~~need to make an appointment. In some cases, existing independent client advisers may identify a requirement and bring this to the attention~~ of the ~~client.~~	+
−	~~#The client may decide they require advice or assistance from independent client advisers to help them make the appointment.~~	+
−	#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition, selective competition, or an existing relationship such as a framework agreement. The client may have to follow pre-determined procedures such as OJEU procurement rules which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.	+

−	-~~---~~	+	The client defines the schedule of services that will be required along with the selection criteria, form of appiontment and contract terms for the appointment. The schedule of services that will be required might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling (BIM), the preparation of an outline planning application and so on. For more information see the article on appointments. Public sector projects are increasingly likely to include requirements for building information modelling.

−	~~'''B. Agreeing the exact nature of appointments required.'''~~	+	The client agrees the form of proposal that will be requested from candidates.
−	~~#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.~~	+
−	~~#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).~~	+
−	#The client defines the schedule of services that will be required along with the selection criteria, form of appiontment and contract terms for the appointment. The schedule of services that will be required might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling (BIM), the preparation of an outline planning application and so on. For more information see the article on appointments. Public sector projects are increasingly likely to include requirements for building information modelling.	+
−	#The client agrees the form of proposal that will be requested from candidates.	+
−	~~#The client puts in place procedures for responding to queries from candidates.~~	+
−	~~#The client prepares a formal request for proposals~~.	+

−	~~----~~	+	The client puts in place procedures for responding to queries from candidates.

−	~~'''C. Preparing a list of possible candidates.'''~~	+	The client prepares a formal request for proposals.
−	#The client prepares a ~~long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.~~	+
−	#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.	+
−	~~#Short-listed candidates are invited to submit proposals in response to the client's~~ request for proposals.	+

−	~~----~~	+	= '''Preparing a list of possible candidates.''' =

−	'''D. Selecting the preferred candidate and making the appointment.'''	+	The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
−	#The client collates responses to queries from candidates and issues these responses to all candidates.	+
−	#The client receives and opens the candidate's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the candidate's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).	+	The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.
−	#The client assesses the candidate's proposals (the client may seek advice from independent client advisers to help them do this).	+
−	#The client invites the candidates to interview.	+	Short-listed candidates are invited to submit proposals in response to the client's request for proposals.
−	#The client identifies the preferred candidate(s).	+
−	#The client opens negotiations with the preferred candidate(s).	+	= '''Selecting the preferred candidate and making the appointment.''' =
−	#The client appoints the selected candidate and if appropriate arranges a start-up meeting (similar to a consultant team start up meeting in the private sector).	+
−	#The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.	+	The client collates responses to queries from candidates and issues these responses to all candidates.
		+
		+	The client receives and opens the candidate's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the candidate's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).
		+
		+	The client assesses the candidate's proposals (the client may seek advice from independent client advisers to help them do this).
		+
		+	The client invites the candidates to interview.
		+
		+	The client identifies the preferred candidate(s).
		+
		+	The client opens negotiations with the preferred candidate(s).
		+
		+	The client appoints the selected candidate and if appropriate arranges a start-up meeting (similar to a consultant team start up meeting in the private sector).
		+
		+	The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.

	----		----

Designing Buildings at 14:13, 19 May 2014

2014-05-19T14:13:41Z

← Older revision		Revision as of 14:13, 19 May 2014
Line 24:		Line 24:
	#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.		#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.
	#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).		#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).
−	#The client defines the schedule of services that will be required along with the selection criteria, form of ~~agreement~~ and contract terms for the appointment. The schedule of services that will be required might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling (BIM), the preparation of an outline planning application and so on. For more information see the article on appointments. Public sector projects are increasingly likely to include requirements for building information modelling.	+	#The client defines the schedule of services that will be required along with the selection criteria, form of appiontment and contract terms for the appointment. The schedule of services that will be required might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling (BIM), the preparation of an outline planning application and so on. For more information see the article on appointments. Public sector projects are increasingly likely to include requirements for building information modelling.
	#The client agrees the form of proposal that will be requested from candidates.		#The client agrees the form of proposal that will be requested from candidates.
	#The client puts in place procedures for responding to queries from candidates.		#The client puts in place procedures for responding to queries from candidates.

Designing Buildings at 10:21, 5 July 2013

2013-07-05T10:21:12Z

← Older revision		Revision as of 10:21, 5 July 2013
Line 1:		Line 1:

−	[[File:Project plan public project.jpg]]At various stages of the project the client may wish to appoint: independent client advisers, project manager, site inspectors, contract administrator (or employer's agent) and so on. As appointments can take place at any point, they are presented here as a separate stage. NB The process of selecting and contracting the integrated supply team is described as tendering rather than appointment (See Public project: tender or Public project: PFI tender.<br/>	+	[[File:Project plan public project.jpg\|RTENOTITLE]]At various stages of the project the client may wish to appoint: independent client advisers, project manager, site inspectors, contract administrator (or employer's agent) and so on. As appointments can take place at any point, they are presented here as a separate stage. NB The process of selecting and contracting the integrated supply team is described as tendering rather than appointment (See Public project: tender or Public project: PFI tender.<br/>

	The Government Construction Strategy proposes that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve contracting an integrated supply team to design, construct and sometimes finance, operate and maintain the development.		The Government Construction Strategy proposes that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve contracting an integrated supply team to design, construct and sometimes finance, operate and maintain the development.
Line 10:		Line 10:
	----		----

−	⇒ [[~~Public_project:_outline_work_plan~~\|outline plan]]	+	⇒ [[Public%20project%3A%20outline%20work%20plan\|outline plan]]
−		+
−	~~=== ===~~	+

	----		----
Line 52:		Line 50:
	----		----

−	⇒ [[~~Public_project:_outline_work_plan~~\|outline plan]]	+	⇒ [[Public%20project%3A%20outline%20work%20plan\|outline plan]]

	[[Category:Public_project]]		[[Category:Public_project]]

Designing Buildings at 10:19, 5 July 2013

2013-07-05T10:19:02Z

← Older revision		Revision as of 10:19, 5 July 2013
Line 1:		Line 1:
−	At various stages of the project the client may wish to appoint: independent client advisers, project manager, site inspectors, contract administrator (or employer's agent) and so on. As appointments can take place at any point, they are presented here as a separate stage rather than continually repeating the tasks throughout the other stages. The process of selecting and contracting contractors is described as tendering rather than appointment (See work stage Public project: tender or Public project: PFI tender.

−	~~The detailed tasks that need to be carried out to complete this stage are presented below~~. ~~They are based on~~ the ~~route taken on a publicly-funded~~ project. ~~Work plans for other procurement routes~~ can ~~be found on~~ the ~~Designing Buildings Wiki home page~~.	+	[[File:Project plan public project.jpg]]At various stages of the project the client may wish to appoint: independent client advisers, project manager, site inspectors, contract administrator (or employer's agent) and so on. As appointments can take place at any point, they are presented here as a separate stage. NB The process of selecting and contracting the integrated supply team is described as tendering rather than appointment (See Public project: tender or Public project: PFI tender.<br/>

−	The Government Construction Strategy proposes that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve ~~the client~~ contracting an integrated supply team ~~(including designers, contractors and suppliers)~~ to design, construct and sometimes to finance, operate and maintain the development~~. Traditional procurement routes that separate design and construction should not be used unless it can be demonstrated that they offer better value~~.	+	The Government Construction Strategy proposes that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve contracting an integrated supply team to design, construct and sometimes finance, operate and maintain the development.

−	~~Unlike traditional contracts, the client does not appoint a design consultants.~~ Depending how experienced the client is ~~however~~, they may appoint external consultants to assist them. This means that some of the tasks ~~allocated~~ to the client below might actually be carried out by independent client advisers, a project manager or a contract administrator (employer's agent on design and build projects) and vice versa.	+	Depending on how experienced the client is, they may appoint external consultants to assist them. This means that some of the tasks attributed to the client below might actually be carried out by independent client advisers, a project manager or a contract administrator (employer's agent on design and build projects) and vice versa.

−	Publicly-funded projects are expected to commission independent peer reviews ~~called 'gateway reviews'~~ at key points ~~during their development~~. ~~The work stage presented below~~ follows the OGC (Office of Government Commerce) ~~Gateway Review procedure. The OGC~~ has now been absorbed into the Efficiency and Reform Group ~~within the Cabinet Office,~~ and ~~the~~ guidance ~~supporting the OGC Gateway Review procedure has been~~ archived, however, the OGC Gateway Review procedure is still cited by the Government Construction Strategy, and remains the only complete~~, and detailed project plan relevant to all publicly-funded projects. There are no gateway reviews in this stage~~.	+	Publicly-funded projects are expected to commission independent peer reviews at key points. This project plan follows the OGC Gateway Review procedure. The OGC (Office of Government Commerce) has now been absorbed into the Efficiency and Reform Group and its guidance archived, however, the OGC Gateway Review procedure is still cited by the Government Construction Strategy and remains the only complete reviewing system.

−	~~NB This article is locked to preserve the logic and continuity of the full work~~ plan~~. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.~~	+	----
		+
		+	⇒ [[Public_project:_outline_work_plan\|outline plan]]

	=== ===		=== ===
Line 16:		Line 17:

	'''A. Identifying the need to make an appointment.'''		'''A. Identifying the need to make an appointment.'''
−
	#The client identifies the need to make an appointment. In some cases, existing independent client advisers may identify a requirement and bring this to the attention of the client.		#The client identifies the need to make an appointment. In some cases, existing independent client advisers may identify a requirement and bring this to the attention of the client.
	#The client may decide they require advice or assistance from independent client advisers to help them make the appointment.		#The client may decide they require advice or assistance from independent client advisers to help them make the appointment.
Line 24:		Line 24:

	'''B. Agreeing the exact nature of appointments required.'''		'''B. Agreeing the exact nature of appointments required.'''
−
	#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.		#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.
	#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).		#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).
Line 35:		Line 34:

	'''C. Preparing a list of possible candidates.'''		'''C. Preparing a list of possible candidates.'''
−
	#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.		#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
	#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.		#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.
Line 43:		Line 41:

	'''D. Selecting the preferred candidate and making the appointment.'''		'''D. Selecting the preferred candidate and making the appointment.'''
−
	#The client collates responses to queries from candidates and issues these responses to all candidates.		#The client collates responses to queries from candidates and issues these responses to all candidates.
	#The client receives and opens the candidate's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the candidate's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).		#The client receives and opens the candidate's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the candidate's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).
Line 55:		Line 52:
	----		----

−	*Return to: Public project: outline ~~work~~ plan.	+	⇒ [[Public_project:_outline_work_plan\|outline plan]]

	[[Category:Public_project]]		[[Category:Public_project]]

Designing Buildings at 16:37, 23 April 2012

2012-04-23T16:37:06Z

← Older revision		Revision as of 16:37, 23 April 2012
Line 3:		Line 3:
	The detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a publicly-funded project. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.		The detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a publicly-funded project. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.

−	The ~~Office of~~ Government ~~Commerce (OGC) prefer~~ that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve the client contracting an integrated supply team (including designers, contractors and suppliers) to design, construct and sometimes to finance, operate and maintain the development. Traditional procurement routes that separate design and construction should not be used unless it can be demonstrated that they offer better value.	+	The Government Construction Strategy proposes that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve the client contracting an integrated supply team (including designers, contractors and suppliers) to design, construct and sometimes to finance, operate and maintain the development. Traditional procurement routes that separate design and construction should not be used unless it can be demonstrated that they offer better value.

	Unlike traditional contracts, the client does not appoint a design consultants. Depending how experienced the client is however, they may appoint external consultants to assist them. This means that some of the tasks allocated to the client below might actually be carried out by independent client advisers, a project manager or a contract administrator (employer's agent on design and build projects) and vice versa.		Unlike traditional contracts, the client does not appoint a design consultants. Depending how experienced the client is however, they may appoint external consultants to assist them. This means that some of the tasks allocated to the client below might actually be carried out by independent client advisers, a project manager or a contract administrator (employer's agent on design and build projects) and vice versa.
		+
		+	Publicly-funded projects are expected to commission independent peer reviews called 'gateway reviews' at key points during their development. The work stage presented below follows the OGC (Office of Government Commerce) Gateway Review procedure. The OGC has now been absorbed into the Efficiency and Reform Group within the Cabinet Office, and the guidance supporting the OGC Gateway Review procedure has been archived, however, the OGC Gateway Review procedure is still cited by the Government Construction Strategy, and remains the only complete, and detailed project plan relevant to all publicly-funded projects. There are no gateway reviews in this stage.

	NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.		NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.

Designing Buildings at 15:19, 8 February 2012

2012-02-08T15:19:06Z

Designing Buildings: Protected "Public project: appointment" ([edit=sysop] (indefinite) [move=sysop] (indefinite))

2012-02-06T08:42:34Z

Protected "Public project: appointment" ([edit=sysop] (indefinite) [move=sysop] (indefinite))

← Older revision

Revision as of 08:42, 6 February 2012

← Older revision		Revision as of 15:19, 8 February 2012
Line 8:		Line 8:

	NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.		NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.
−
−

	=== ===		=== ===
Line 16:		Line 14:

	'''A. Identifying the need to make an appointment.'''		'''A. Identifying the need to make an appointment.'''
−
−

	#The client identifies the need to make an appointment. In some cases, existing independent client advisers may identify a requirement and bring this to the attention of the client.		#The client identifies the need to make an appointment. In some cases, existing independent client advisers may identify a requirement and bring this to the attention of the client.
	#The client may decide they require advice or assistance from independent client advisers to help them make the appointment.		#The client may decide they require advice or assistance from independent client advisers to help them make the appointment.
	#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition, selective competition, or an existing relationship such as a framework agreement. The client may have to follow pre-determined procedures such as OJEU procurement rules which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.		#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition, selective competition, or an existing relationship such as a framework agreement. The client may have to follow pre-determined procedures such as OJEU procurement rules which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.
−
−

	----		----

	'''B. Agreeing the exact nature of appointments required.'''		'''B. Agreeing the exact nature of appointments required.'''
−
−

	#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.		#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.
Line 37:		Line 29:
	#The client puts in place procedures for responding to queries from candidates.		#The client puts in place procedures for responding to queries from candidates.
	#The client prepares a formal request for proposals.		#The client prepares a formal request for proposals.
−
−

	----		----

	'''C. Preparing a list of possible candidates.'''		'''C. Preparing a list of possible candidates.'''
−
−

	#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.		#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
	#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.		#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.
	#Short-listed candidates are invited to submit proposals in response to the client's request for proposals.		#Short-listed candidates are invited to submit proposals in response to the client's request for proposals.
−
−

	----		----

	'''D. Selecting the preferred candidate and making the appointment.'''		'''D. Selecting the preferred candidate and making the appointment.'''
−
−

	#The client collates responses to queries from candidates and issues these responses to all candidates.		#The client collates responses to queries from candidates and issues these responses to all candidates.
Line 66:		Line 50:
	#The client appoints the selected candidate and if appropriate arranges a start-up meeting (similar to a consultant team start up meeting in the private sector).		#The client appoints the selected candidate and if appropriate arranges a start-up meeting (similar to a consultant team start up meeting in the private sector).
	#The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.		#The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.
−
−

	----		----