Public project: business justification - Revision history

Designing Buildings at 08:56, 28 October 2020

2020-10-28T08:56:06Z

← Older revision		Revision as of 08:56, 28 October 2020
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−		+	[[File:Project_plan_public_project.jpg\|link=File:Project_plan_public_project.jpg]]Business justification takes place once a business need has been identified which might result in a building project. It involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project.
−	[[File:~~Project plan public project~~.jpg\|~~800x106px\|alt~~=~~Project plan public project~~.jpg]]Business justification takes place once a business need has been identified which might result in a building project. It involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project.	+

	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 (including designers, contractors and suppliers) to design, construct and sometimes 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 (including designers, contractors and suppliers) to design, construct and sometimes 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.
Line 8:		Line 7:
	Publicly-funded projects are expected to commission independent peer reviews called 'gateway reviews' at key points during their development. This project plan follows the OGC (Office of Government Commerce) Gateway Review procedure. The OGC 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.		Publicly-funded projects are expected to commission independent peer reviews called 'gateway reviews' at key points during their development. This project plan follows the OGC (Office of Government Commerce) Gateway Review procedure. The OGC 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.

−	= ~~'''~~Confirming that the corporate strategy mandates a new project and considering options.~~'''~~ =	+	= Confirming that the corporate strategy mandates a new project and considering options. =

	The client identifies a business need which might result in a building project and appoints a preliminary internal team to assess whether there is justification for the project. This should include a senior responsible owner (SRO) and project sponsor (PS).		The client identifies a business need which might result in a building project and appoints a preliminary internal team to assess whether there is justification for the project. This should include a senior responsible owner (SRO) and project sponsor (PS).
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	The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.		The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.

−	= ~~'''~~Preparing a preliminary business case.~~'''~~ =	+	= Preparing a preliminary business case. =

	Experienced clients may have in-house expertise allowing them to prepare a preliminary business case. However, some clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. Go to work stage: Public project: appointment.		Experienced clients may have in-house expertise allowing them to prepare a preliminary business case. However, some clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. Go to work stage: Public project: appointment.
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	The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects. They then prepare a preliminary business case, which is a first attempt to justify the investment required by the potential project and should include a management structure, draft legal agreements and funding options.		The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects. They then prepare a preliminary business case, which is a first attempt to justify the investment required by the potential project and should include a management structure, draft legal agreements and funding options.

−	= ~~'''~~Gateway review 0: strategic assessment.~~'''~~ =	+	= Gateway review 0: strategic assessment. =

	The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 0: strategic assessment. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first review and takes place before it has been decided to proceed with the project. It '... investigates the direction and planned outcomes of the programme' ([http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_0.asp Introduction to procurement: Gateway 0]) . It is a programme review rather than a project review as at this stage it has not been decided whether a project is necessary.		The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 0: strategic assessment. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first review and takes place before it has been decided to proceed with the project. It '... investigates the direction and planned outcomes of the programme' ([http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_0.asp Introduction to procurement: Gateway 0]) . It is a programme review rather than a project review as at this stage it has not been decided whether a project is necessary.
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	The client considers whether to proceed with a project.		The client considers whether to proceed with a project.

−	= ~~'''~~Establishing an organisational structure.~~'''~~ =	+	= Establishing an organisational structure. =

	The organisational structure for the project will have been defined and approved in the client's preliminary business case and may include:		The organisational structure for the project will have been defined and approved in the client's preliminary business case and may include:
−	*A project board to advise the senior responsible owner on technical and user matters.
−	*Champions (perhaps heads of departments) to take responsibility for the quality of the project.
−	*User panels to bring experience to briefing and design workshops.
−	*Project stakeholders that should be consulted during the early stages of the project.

−	= ~~'''~~Setting out the client's objectives and needs in sufficient detail to appoint independent client advisers.~~'''~~ =	+	* A project board to advise the senior responsible owner on technical and user matters.
		+	* Champions (perhaps heads of departments) to take responsibility for the quality of the project.
		+	* User panels to bring experience to briefing and design workshops.
		+	* Project stakeholders that should be consulted during the early stages of the project.
		+
		+	= Setting out the client's objectives and needs in sufficient detail to appoint independent client advisers. =

	The client assesses the nature of the independent client advisers that will be required to carry out feasibility studies and options appraisals, prepare a project brief and output-based specification and appoint the integrated supply team. The client may also wish to appoint a project manager.		The client assesses the nature of the independent client advisers that will be required to carry out feasibility studies and options appraisals, prepare a project brief and output-based specification and appoint the integrated supply team. The client may also wish to appoint a project manager.
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	The client undertakes risk assessment and value management exercises, sets an initial budget for the project and considers funding options for the project. They may then revise the preliminary business case and strategic brief.		The client undertakes risk assessment and value management exercises, sets an initial budget for the project and considers funding options for the project. They may then revise the preliminary business case and strategic brief.

−	= ~~'''~~Gateway review 1: business justification.~~'''~~ =	+	= Gateway review 1: business justification. =

	The senior responsible owner commissions an independent peer review of the project: gateway review 1: business justification. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first project review (the gateway review 0 was a programme rather than project review). This review focuses on whether there is business justification for the project.		The senior responsible owner commissions an independent peer review of the project: gateway review 1: business justification. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first project review (the gateway review 0 was a programme rather than project review). This review focuses on whether there is business justification for the project.
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	The client considers whether to proceed with the project. Proceeding to the next stage may involve appointing independent client advisers to assist the client in carrying out feasibility studies and options appraisals, preparing a project brief and output-based specification and appointing the integrated supply team.		The client considers whether to proceed with the project. Proceeding to the next stage may involve appointing independent client advisers to assist the client in carrying out feasibility studies and options appraisals, preparing a project brief and output-based specification and appointing the integrated supply team.

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

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

Designing Buildings: Removed protection from "Public project: business justification"

2015-10-12T14:18:56Z

Removed protection from "Public project: business justification"

← Older revision

Revision as of 14:18, 12 October 2015

Designing Buildings at 13:35, 9 October 2015

2015-10-09T13:35:05Z

← Older revision		Revision as of 13:35, 9 October 2015
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	The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 0: strategic assessment. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first review and takes place before it has been decided to proceed with the project. It '... investigates the direction and planned outcomes of the programme' ([http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_0.asp Introduction to procurement: Gateway 0]) . It is a programme review rather than a project review as at this stage it has not been decided whether a project is necessary.		The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 0: strategic assessment. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first review and takes place before it has been decided to proceed with the project. It '... investigates the direction and planned outcomes of the programme' ([http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_0.asp Introduction to procurement: Gateway 0]) . It is a programme review rather than a project review as at this stage it has not been decided whether a project is necessary.

−	The review team issues a confidential review report to the senior responsible owner who ~~owner~~ implements any actions necessary.	+	The review team issues a confidential review report to the senior responsible owner who implements any actions necessary.

	The client considers whether to proceed with a project.		The client considers whether to proceed with a project.
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	= '''Setting out the client's objectives and needs in sufficient detail to appoint independent client advisers.''' =		= '''Setting out the client's objectives and needs in sufficient detail to appoint independent client advisers.''' =

−	The client assesses the nature of the independent client advisers that will be required to carry out feasibility studies and options appraisals, prepare a project brief and output-based specification and appoint the integrated supply team. The client may also wish to appoint a ~~CDM co-ordinator and~~ project manager.	+	The client assesses the nature of the independent client advisers that will be required to carry out feasibility studies and options appraisals, prepare a project brief and output-based specification and appoint the integrated supply team. The client may also wish to appoint a project manager.

−	The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of independent client advisers.	+	The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of independent client advisers.

	The initial strategic brief will include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors). Go to work stage: Public project: appointment.		The initial strategic brief will include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors). Go to work stage: Public project: appointment.

Designing Buildings at 13:27, 9 October 2015

2015-10-09T13:27:16Z

← Older revision		Revision as of 13:27, 9 October 2015
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−	[[File:Project plan public project.jpg\|800x106px]]Business justification takes place once a business need has been identified which might result in a building project. It involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project.	+	[[File:Project plan public project.jpg\|800x106px\|alt=Project plan public project.jpg]]Business justification takes place once a business need has been identified which might result in a building project. It involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project.

	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 (including designers, contractors and suppliers) to design, construct and sometimes 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 (including designers, contractors and suppliers) to design, construct and sometimes 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.
Line 8:		Line 8:
	Publicly-funded projects are expected to commission independent peer reviews called 'gateway reviews' at key points during their development. This project plan follows the OGC (Office of Government Commerce) Gateway Review procedure. The OGC 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.		Publicly-funded projects are expected to commission independent peer reviews called 'gateway reviews' at key points during their development. This project plan follows the OGC (Office of Government Commerce) Gateway Review procedure. The OGC 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.

−	~~----~~	+	= '''Confirming that the corporate strategy mandates a new project and considering options.''' =

−	~~⇒ [[Public_project:_outline_work_plan\|outline plan]] \| [[Public_project:_feasibility_studies\|next stage]]~~	+	The client identifies a business need which might result in a building project and appoints a preliminary internal team to assess whether there is justification for the project. This should include a senior responsible owner (SRO) and project sponsor (PS).

−	~~----~~	+	The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.

−	'''~~A. Confirming that the corporate strategy mandates~~ a ~~new project and considering options~~.'''	+	= '''Preparing a preliminary business case.''' =
−	~~#The client identifies a business need which might result in a building project.~~	+
−	~~#The client appoints a preliminary internal team to assess whether there is justification for the project. This should include a senior responsible owner (SRO) and project sponsor (PS).~~	+
−	#The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.	+

−	-~~---~~	+	Experienced clients may have in-house expertise allowing them to prepare a preliminary business case. However, some clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. Go to work stage: Public project: appointment.

−	~~'''B. Preparing a preliminary business case.'''~~	+	The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects. They then prepare a preliminary business case, which is a first attempt to justify the investment required by the potential project and should include a management structure, draft legal agreements and funding options.
−	#Experienced clients may have in-house expertise allowing them to prepare a preliminary business case. However, some clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. Go to work stage: Public project: appointment.	+
−	#The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects.	+
−	~~#The client undertakes risk assessment and value management exercises.~~	+
−	~~#The client prepares~~ a preliminary business case, which is a first attempt to justify the investment required by the potential project and should include a management structure, draft legal agreements and funding options.	+

−	~~----~~	+	= '''Gateway review 0: strategic assessment.''' =

−	~~'''C. Gateway review 0: strategic assessment.'''~~	+	The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 0: strategic assessment. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first review and takes place before it has been decided to proceed with the project. It '... investigates the direction and planned outcomes of the programme' ([http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_0.asp Introduction to procurement: Gateway 0]) . It is a programme review rather than a project review as at this stage it has not been decided whether a project is necessary.
−	#The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 0: strategic assessment. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first review and takes place before it has been decided to proceed with the project. It '... investigates the direction and planned outcomes of the programme' ([http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_0.asp Introduction to procurement: Gateway 0]) . It is a programme review rather than a project review as at this stage it has not been decided whether a project is necessary.	+
−	~~#The review team issues a confidential review report to the senior responsible owner.~~	+
−	~~#The senior responsible owner implements any actions necessary following the gateway review.~~	+
−	~~#The client considers whether to proceed with a project~~.	+

−	~~----~~	+	The review team issues a confidential review report to the senior responsible owner who owner implements any actions necessary.

−	~~'''E~~. ~~Establishing an organisational structure.'''~~	+	The client considers whether to proceed with a project.

−	~~NB. The~~ organisational structure ~~for the project will have been defined and approved in the client's preliminary business case.~~	+	= '''Establishing an organisational structure.''' =
−	~~#The client appoints a project board to advise the senior responsible owner on technical and user matters.~~	+
−	~~#The client appoints champions (perhaps heads of departments) to take responsibility for the quality of the project.~~	+
−	~~#The client establishes user panels to bring experience to briefing and design workshops.~~	+
−	~~#The client identifies project stakeholders that should be consulted during the early stages of the project~~.	+

−	~~----~~	+	The organisational structure for the project will have been defined and approved in the client's preliminary business case and may include:
		+	*A project board to advise the senior responsible owner on technical and user matters.
		+	*Champions (perhaps heads of departments) to take responsibility for the quality of the project.
		+	*User panels to bring experience to briefing and design workshops.
		+	*Project stakeholders that should be consulted during the early stages of the project.

−	'''F. Setting out the client's objectives and needs in sufficient detail to appoint independent client advisers.'''	+	= '''Setting out the client's objectives and needs in sufficient detail to appoint independent client advisers.''' =

	The client assesses the nature of the independent client advisers that will be required to carry out feasibility studies and options appraisals, prepare a project brief and output-based specification and appoint the integrated supply team. The client may also wish to appoint a CDM co-ordinator and project manager.		The client assesses the nature of the independent client advisers that will be required to carry out feasibility studies and options appraisals, prepare a project brief and output-based specification and appoint the integrated supply team. The client may also wish to appoint a CDM co-ordinator and project manager.
−	#The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of independent client advisers. The statement of need will include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors). Go to work stage: Public project: appointment.
−	~~#The client undertakes risk assessment and value management exercises.~~
−	~~#The client sets an initial budget for the project.~~
−	~~#The client considers funding options for the project.~~
−	~~#The client revises the preliminary business case and strategic brief.~~

−	~~----~~	+	The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of independent client advisers.
		+
		+	The initial strategic brief will include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors). Go to work stage: Public project: appointment.
		+
		+	The client undertakes risk assessment and value management exercises, sets an initial budget for the project and considers funding options for the project. They may then revise the preliminary business case and strategic brief.
		+
		+	= '''Gateway review 1: business justification.''' =
		+
		+	The senior responsible owner commissions an independent peer review of the project: gateway review 1: business justification. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first project review (the gateway review 0 was a programme rather than project review). This review focuses on whether there is business justification for the project.
		+
		+	The review team issues a confidential review report to the senior responsible owner who implements any actions necessary.

−	~~'''G. Gateway review 1: business justification.'''~~	+	The client considers whether to proceed with the project. Proceeding to the next stage may involve appointing independent client advisers to assist the client in carrying out feasibility studies and options appraisals, preparing a project brief and output-based specification and appointing the integrated supply team.
−	#The senior responsible owner commissions an independent peer review of the project: gateway review 1: business justification. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first project review (the gateway review 0 was a programme rather than project review). This review focuses on whether there is business justification for the project.	+
−	~~#The review team issues a confidential review report to the senior responsible owner.~~	+
−	~~#The senior responsible owner implements any actions necessary following the gateway review.~~	+
−	#The client considers whether to proceed with the project. Proceeding to the next stage may involve appointing independent client advisers to assist the client in carrying out feasibility studies and options appraisals, preparing a project brief and output-based specification and appointing the integrated supply team.	+

	----		----

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

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

Designing Buildings at 08:44, 5 July 2013

2013-07-05T08:44:51Z

← Older revision		Revision as of 08:44, 5 July 2013
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−	The business justification stage is the first stage. It takes place once a business need has been identified which might result in a building project. This stage involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project.

−	~~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\|800x106px]]Business justification takes place once a business need has been identified which might result in a building project. It involves assessing whether there is justification for the project, preparing a preliminary business case and creating an organisational structure for the project.

−	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 (including designers, contractors and suppliers) to design, construct and sometimes 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 design consultants.~~ Depending on how experienced the client is ~~however~~, they may appoint external consultants such as independent client advisers or a project manager to assist them. This means that some of the tasks attributed to the client below might actually be carried out by independent client advisers or a project manager and vice versa.	+	Depending on how experienced the client is, they may appoint external consultants such as independent client advisers or a project manager to assist them. This means that some of the tasks attributed to the client below might actually be carried out by independent client advisers or a project manager 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. The business justification stage includes two gateway reviews, gateway review 0: strategic assessment and gateway review 1: business justification.	+	Publicly-funded projects are expected to commission independent peer reviews called 'gateway reviews' at key points during their development. This project plan follows the OGC (Office of Government Commerce) Gateway Review procedure. The OGC 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]] \| [[Public_project:_feasibility_studies\|next stage]]

	----		----

	'''A. Confirming that the corporate strategy mandates a new project and considering options.'''		'''A. Confirming that the corporate strategy mandates a new project and considering options.'''
−
	#The client identifies a business need which might result in a building project.		#The client identifies a business need which might result in a building project.
	#The client appoints a preliminary internal team to assess whether there is justification for the project. This should include a senior responsible owner (SRO) and project sponsor (PS).		#The client appoints a preliminary internal team to assess whether there is justification for the project. This should include a senior responsible owner (SRO) and project sponsor (PS).
Line 22:		Line 22:

	'''B. Preparing a preliminary business case.'''		'''B. Preparing a preliminary business case.'''
−
	#Experienced clients may have in-house expertise allowing them to prepare a preliminary business case. However, some clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. Go to work stage: Public project: appointment.		#Experienced clients may have in-house expertise allowing them to prepare a preliminary business case. However, some clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. Go to work stage: Public project: appointment.
	#The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects.		#The client explores high level options for meeting the requirements set out in the statement of need. This may include an assessment of comparable projects.
Line 31:		Line 30:

	'''C. Gateway review 0: strategic assessment.'''		'''C. Gateway review 0: strategic assessment.'''
−
	#The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 0: strategic assessment. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first review and takes place before it has been decided to proceed with the project. It '... investigates the direction and planned outcomes of the programme' ([http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_0.asp Introduction to procurement: Gateway 0]) . It is a programme review rather than a project review as at this stage it has not been decided whether a project is necessary.		#The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 0: strategic assessment. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first review and takes place before it has been decided to proceed with the project. It '... investigates the direction and planned outcomes of the programme' ([http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_0.asp Introduction to procurement: Gateway 0]) . It is a programme review rather than a project review as at this stage it has not been decided whether a project is necessary.
	#The review team issues a confidential review report to the senior responsible owner.		#The review team issues a confidential review report to the senior responsible owner.
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	NB. The organisational structure for the project will have been defined and approved in the client's preliminary business case.		NB. The organisational structure for the project will have been defined and approved in the client's preliminary business case.
−
	#The client appoints a project board to advise the senior responsible owner on technical and user matters.		#The client appoints a project board to advise the senior responsible owner on technical and user matters.
	#The client appoints champions (perhaps heads of departments) to take responsibility for the quality of the project.		#The client appoints champions (perhaps heads of departments) to take responsibility for the quality of the project.
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	'''F. Setting out the client's objectives and needs in sufficient detail to appoint independent client advisers.'''		'''F. Setting out the client's objectives and needs in sufficient detail to appoint independent client advisers.'''

−	#The client assesses the nature of the independent client advisers that will be required to carry out feasibility studies and options appraisals, prepare a project brief and output-based specification and appoint the integrated supply team. The client may also wish to appoint a CDM co-ordinator and project manager.	+	The client assesses the nature of the independent client advisers that will be required to carry out feasibility studies and options appraisals, prepare a project brief and output-based specification and appoint the integrated supply team. The client may also wish to appoint a CDM co-ordinator and project manager.
	#The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of independent client advisers. The statement of need will include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors). Go to work stage: Public project: appointment.		#The client develops the statement of need into an initial strategic brief which provides sufficient information about the project to allow the appointment of independent client advisers. The statement of need will include the identification of potential sites for the development. It should be noted that for particularly large projects, an environmental impact assessment may be required by the local planning authority and that this may include an assessment of alternative sites for the development. Identifying potential sites, and considering their impacts (such as the possibility of moving staff) can be a complicated process and may require the appointment of independent client advisers (such as surveyors). Go to work stage: Public project: appointment.
	#The client undertakes risk assessment and value management exercises.		#The client undertakes risk assessment and value management exercises.
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	'''G. Gateway review 1: business justification.'''		'''G. Gateway review 1: business justification.'''
−
	#The senior responsible owner commissions an independent peer review of the project: gateway review 1: business justification. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first project review (the gateway review 0 was a programme rather than project review). This review focuses on whether there is business justification for the project.		#The senior responsible owner commissions an independent peer review of the project: gateway review 1: business justification. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first project review (the gateway review 0 was a programme rather than project review). This review focuses on whether there is business justification for the project.
	#The review team issues a confidential review report to the senior responsible owner.		#The review team issues a confidential review report to the senior responsible owner.
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−	*Return to: public project: outline ~~work~~ plan.	+	⇒ [[Public_project:_outline_work_plan\|outline plan]] \| [[Public_project:_feasibility_studies\|next stage]]
−	*Next stage~~: public project: feasibility studies.~~	+

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

Designing Buildings at 16:07, 23 April 2012

2012-04-23T16:07:36Z

← Older revision		Revision as of 16:07, 23 April 2012
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	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 design consultants. Depending on how experienced the client is however, they may appoint external consultants such as independent client advisers or a project manager to assist them. This means that some of the tasks attributed to the client below might actually be carried out by independent client advisers or a project manager and vice versa.		Unlike traditional contracts, the client does not appoint design consultants. Depending on how experienced the client is however, they may appoint external consultants such as independent client advisers or a project manager to assist them. This means that some of the tasks attributed to the client below might actually be carried out by independent client advisers or a project manager and vice versa.

−	Publicly-funded projects are expected to commission independent peer reviews called 'gateway reviews' at key points during their development. Gateway ~~reviews are mandatory for central civil projects~~ and ~~best practice for~~ the ~~health sector~~, ~~local government~~ and ~~defence~~ projects. The business justification stage includes two gateway reviews, gateway review 0: strategic assessment and gateway review 1: business justification.	+	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. The business justification stage includes two gateway reviews, gateway review 0: strategic assessment and gateway review 1: business justification.

	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 15:14, 8 February 2012

2012-02-08T15:14:14Z

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

2012-02-06T08:42:50Z

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

← Older revision

Revision as of 08:42, 6 February 2012

Designing Buildings at 08:28, 3 February 2012

2012-02-03T08:28:32Z

← Older revision		Revision as of 08:28, 3 February 2012
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−
−	~~=== Public project: business justification. ===~~

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Designing Buildings at 08:22, 3 February 2012

2012-02-03T08:22:04Z

← Older revision		Revision as of 08:22, 3 February 2012
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−	Return to: public project: outline work plan.	+	*Return to: public project: outline work plan.
−		+	*Next stage: public project: feasibility studies.
−	Next stage: public project: feasibility studies.	+

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

← Older revision		Revision as of 15:14, 8 February 2012
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	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.
−
−

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	'''A. Confirming that the corporate strategy mandates a new project and considering options.'''		'''A. Confirming that the corporate strategy mandates a new project and considering options.'''
−
−

	#The client identifies a business need which might result in a building project.		#The client identifies a business need which might result in a building project.
	#The client appoints a preliminary internal team to assess whether there is justification for the project. This should include a senior responsible owner (SRO) and project sponsor (PS).		#The client appoints a preliminary internal team to assess whether there is justification for the project. This should include a senior responsible owner (SRO) and project sponsor (PS).
	#The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.		#The client prepares a statement of need, which is a first attempt to describe the possible requirements of the project. This may or may not result in the need for a project, and even if a project is necessary, it may not require a new building.
−
−

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	'''B. Preparing a preliminary business case.'''		'''B. Preparing a preliminary business case.'''
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−

	#Experienced clients may have in-house expertise allowing them to prepare a preliminary business case. However, some clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. Go to work stage: Public project: appointment.		#Experienced clients may have in-house expertise allowing them to prepare a preliminary business case. However, some clients will not have the full range of skills required and may wish to appoint independent client advisers to assist them. Go to work stage: Public project: appointment.
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	#The client undertakes risk assessment and value management exercises.		#The client undertakes risk assessment and value management exercises.
	#The client prepares a preliminary business case, which is a first attempt to justify the investment required by the potential project and should include a management structure, draft legal agreements and funding options.		#The client prepares a preliminary business case, which is a first attempt to justify the investment required by the potential project and should include a management structure, draft legal agreements and funding options.
−
−

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	'''C. Gateway review 0: strategic assessment.'''		'''C. Gateway review 0: strategic assessment.'''
−
−

	#The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 0: strategic assessment. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first review and takes place before it has been decided to proceed with the project. It '... investigates the direction and planned outcomes of the programme' ([http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_0.asp Introduction to procurement: Gateway 0]) . It is a programme review rather than a project review as at this stage it has not been decided whether a project is necessary.		#The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 0: strategic assessment. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first review and takes place before it has been decided to proceed with the project. It '... investigates the direction and planned outcomes of the programme' ([http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_0.asp Introduction to procurement: Gateway 0]) . It is a programme review rather than a project review as at this stage it has not been decided whether a project is necessary.
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	#The senior responsible owner implements any actions necessary following the gateway review.		#The senior responsible owner implements any actions necessary following the gateway review.
	#The client considers whether to proceed with a project.		#The client considers whether to proceed with a project.
−
−

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	NB. The organisational structure for the project will have been defined and approved in the client's preliminary business case.		NB. The organisational structure for the project will have been defined and approved in the client's preliminary business case.
−
−

	#The client appoints a project board to advise the senior responsible owner on technical and user matters.		#The client appoints a project board to advise the senior responsible owner on technical and user matters.
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	#The client establishes user panels to bring experience to briefing and design workshops.		#The client establishes user panels to bring experience to briefing and design workshops.
	#The client identifies project stakeholders that should be consulted during the early stages of the project.		#The client identifies project stakeholders that should be consulted during the early stages of the project.
−
−

	----		----

	'''F. Setting out the client's objectives and needs in sufficient detail to appoint independent client advisers.'''		'''F. Setting out the client's objectives and needs in sufficient detail to appoint independent client advisers.'''
−
−

	#The client assesses the nature of the independent client advisers that will be required to carry out feasibility studies and options appraisals, prepare a project brief and output-based specification and appoint the integrated supply team. The client may also wish to appoint a CDM co-ordinator and project manager.		#The client assesses the nature of the independent client advisers that will be required to carry out feasibility studies and options appraisals, prepare a project brief and output-based specification and appoint the integrated supply team. The client may also wish to appoint a CDM co-ordinator and project manager.
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	#The client considers funding options for the project.		#The client considers funding options for the project.
	#The client revises the preliminary business case and strategic brief.		#The client revises the preliminary business case and strategic brief.
−
−

	----		----

	'''G. Gateway review 1: business justification.'''		'''G. Gateway review 1: business justification.'''
−
−

	#The senior responsible owner commissions an independent peer review of the project: gateway review 1: business justification. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first project review (the gateway review 0 was a programme rather than project review). This review focuses on whether there is business justification for the project.		#The senior responsible owner commissions an independent peer review of the project: gateway review 1: business justification. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. This is the first project review (the gateway review 0 was a programme rather than project review). This review focuses on whether there is business justification for the project.
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	#The senior responsible owner implements any actions necessary following the gateway review.		#The senior responsible owner implements any actions necessary following the gateway review.
	#The client considers whether to proceed with the project. Proceeding to the next stage may involve appointing independent client advisers to assist the client in carrying out feasibility studies and options appraisals, preparing a project brief and output-based specification and appointing the integrated supply team.		#The client considers whether to proceed with the project. Proceeding to the next stage may involve appointing independent client advisers to assist the client in carrying out feasibility studies and options appraisals, preparing a project brief and output-based specification and appointing the integrated supply team.
−
−

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