Public project: feasibility studies - Revision history

Designing Buildings at 08:40, 1 November 2020

2020-11-01T08:40:42Z

← Older revision		Revision as of 08:40, 1 November 2020
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−		+	[[File:Project_plan_public_project.jpg\|link=File:Project_plan_public_project.jpg]]The feasibility studies stage considers the options for satisfying the client's needs, enabling them to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is very high, or if delays in receiving planning permission would be problematic.
−	[[File:~~Project plan public project~~.jpg\|~~800x106px\|alt~~=~~Project plan public project~~.jpg]]The feasibility studies stage considers the options for satisfying the client's needs, enabling them to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is very high, or if delays in receiving planning permission would be problematic.	+

	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.		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.

−	= ~~'''~~Appointing independent client advisers.~~'''<br/>~~ =	+	= Appointing independent client advisers. =

−	The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage and collates site information ready to issue to the independent client advisers.~~''' '''~~	+	The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage and collates site information ready to issue to the independent client advisers.

	The client appoints independent client advisers and if necessary a project manager. Go to work stage: Public project: appointment. NB The role of project manager can be performed by in-house personnel, or may be taken on by the project sponsor if they have the relevant experience.		The client appoints independent client advisers and if necessary a project manager. Go to work stage: Public project: appointment. NB The role of project manager can be performed by in-house personnel, or may be taken on by the project sponsor if they have the relevant experience.
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	The client chairs a start-up meeting to issue information to new appointments (such as the strategic brief and site information). This meeting is also an opportunity to establish collaborative practices and agree a programme.		The client chairs a start-up meeting to issue information to new appointments (such as the strategic brief and site information). This meeting is also an opportunity to establish collaborative practices and agree a programme.

−	= ~~'''~~Developing the strategic brief.~~'''~~ =	+	= Developing the strategic brief. =

	The independent client advisers work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.		The independent client advisers work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.
Line 20:		Line 19:
	The independent client advisers co-ordinate the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options. The client considers the feasibility studies, and agrees which options the independent client advisers should develop.		The independent client advisers co-ordinate the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options. The client considers the feasibility studies, and agrees which options the independent client advisers should develop.

−	= ~~'''~~Preparing an options review report.~~'''~~ =	+	= Preparing an options review report. =

	The independent client advisers co-ordinate the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seek approval from the client.		The independent client advisers co-ordinate the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seek approval from the client.
Line 34:		Line 33:
	The client considers the draft options review report and either selects a preferred option or instructs the independent client advisers to revise the options review report.		The client considers the draft options review report and either selects a preferred option or instructs the independent client advisers to revise the options review report.

−	= ~~'''~~Preparing a business case and project execution plan.~~'''~~ =	+	= Preparing a business case and project execution plan. =

	The independent client advisers co-ordinate further assessment of the preferred option to assist the client in preparing the business case and project execution plan, including:		The independent client advisers co-ordinate further assessment of the preferred option to assist the client in preparing the business case and project execution plan, including:
−	*Establishing the requirements for statutory approvals and other regulations with which the preferred option must comply.	+
−	*Entering into consultations with utility providers.	+	* Establishing the requirements for statutory approvals and other regulations with which the preferred option must comply.
−	*Assessing the need for additional specialist advice and advise the client.	+	* Entering into consultations with utility providers.
		+	* Assessing the need for additional specialist advice and advise the client.

	With the benefit of assessments carried out by the independent client advisers, the client develops a business case and project execution plan for the preferred option.		With the benefit of assessments carried out by the independent client advisers, the client develops a business case and project execution plan for the preferred option.
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	At this stage, the client and the independent client advisers may consider whether it would be appropriate to make an outline planning application for the proposed development. It can be important that the planning parameters for the project and, where appropriate, outline planning consent are obtained prior to tender, as any changes to the project resulting from the planning permission process after the integrated supply team has been appointed may prove expensive for the client and can cause significant delays. If an outline planning application is required, go to the work stage: Public project: planning permission.		At this stage, the client and the independent client advisers may consider whether it would be appropriate to make an outline planning application for the proposed development. It can be important that the planning parameters for the project and, where appropriate, outline planning consent are obtained prior to tender, as any changes to the project resulting from the planning permission process after the integrated supply team has been appointed may prove expensive for the client and can cause significant delays. If an outline planning application is required, go to the work stage: Public project: planning permission.

−	----	+	-----
−		+	⇒ [[Public_project:_outline_work_plan\|outline plan]] \| [[Public_project:_business_justification\|previous stage]] \| [[Public_project:_project_brief\|next stage]]
−	⇒ [[~~Public%20project%3A%20outline%20work%20plan~~\|outline plan]] \| [[~~Public%20project%3A%20business%20justification~~\|previous stage]] \| [[~~Public%20project%3A%20project%20brief~~\|next stage]]	+

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

Designing Buildings: Removed protection from "Public project: feasibility studies"

2015-10-12T14:19:23Z

Removed protection from "Public project: feasibility studies"

← Older revision

Revision as of 14:19, 12 October 2015

Designing Buildings at 13:51, 9 October 2015

2015-10-09T13:51:12Z

← Older revision		Revision as of 13:51, 9 October 2015
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−	[[File:Project plan public project.jpg\|800x106px\|alt=Project plan public project.jpg]]The feasibility studies stage considers the options for satisfying the client's needs, enabling ~~the client~~ to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is very high, or if delays in receiving planning permission would be problematic.	+	[[File:Project plan public project.jpg\|800x106px\|alt=Project plan public project.jpg]]The feasibility studies stage considers the options for satisfying the client's needs, enabling them to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is very high, or if delays in receiving planning permission would be problematic.

	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.		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.

−	= '''Appointing independent client advisers.''' <br/> =	+	= '''Appointing independent client advisers.'''<br/> =

	The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage and collates site information ready to issue to the independent client advisers.''' '''		The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage and collates site information ready to issue to the independent client advisers.''' '''

Designing Buildings at 13:47, 9 October 2015

2015-10-09T13:47:13Z

← Older revision		Revision as of 13:47, 9 October 2015
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−	[[File:Project plan public project.jpg\|800x106px]]The feasibility studies stage considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is very high, or if delays in receiving planning permission would be problematic.	+	[[File:Project plan public project.jpg\|800x106px\|alt=Project plan public project.jpg]]The feasibility studies stage considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is very high, or if delays in receiving planning permission would be problematic.

−	~~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. Traditional procurement routes that separate design~~ and ~~construction should not be used unless it can be demonstrated that they offer better value~~.	+	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.

−	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~~.	+	= '''Appointing independent client advisers.''' <br/> =

−	~~Publicly-funded projects are expected~~ to ~~commission independent peer reviews~~ at ~~key points. 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~~.	+	The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage and collates site information ready to issue to the independent client advisers.''' '''

−	-~~---~~	+	The client appoints independent client advisers and if necessary a project manager. Go to work stage: Public project: appointment. NB The role of project manager can be performed by in-house personnel, or may be taken on by the project sponsor if they have the relevant experience.

−	~~⇒ [[Public_project:_outline_work_plan\|outline plan]] \| [[Public_project:_business_justification\|previous stage]] \| [[Public_project:_project_brief\|next stage]]<br/>~~	+	The client chairs a start-up meeting to issue information to new appointments (such as the strategic brief and site information). This meeting is also an opportunity to establish collaborative practices and agree a programme.

−	~~----~~	+	= '''Developing the strategic brief.''' =

−	~~'''A. Updating the project documents.'''~~	+	The independent client advisers work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.
−	#The client ~~updates~~ the ~~preliminary business case and~~ strategic brief to ~~reflect comments made at the end of the previous stage (public project: business justification).~~	+
−	~~#The client collates site information ready to issue to the independent client advisers~~.	+

−	~~----~~	+	The independent client advisers assess the site information issued to them by the client and undertake site appraisals. The independent client advisers obtain any further information about the site that might be required to undertake feasibility studies, such as; site surveys, information about site services, site access conditions, legislative constraints, existing planning consents etc. Where necessary, approval should be sought from the client (for example site surveys requiring additional expenditure).

−	~~'''B. Appointing independent client advisers.'''~~	+	The independent client advisers co-ordinate the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options. The client considers the feasibility studies, and agrees which options the independent client advisers should develop.
−	#The ~~client appoints~~ independent client advisers ~~and if necessary a project manager and CDM~~ co-~~ordinator. Go~~ to ~~work stage: Public~~ project~~: appointment. NB The role of project manager can be performed by in-house personnel~~, ~~or may be taken on by the project sponsor if they have the relevant experience~~.	+
−	#The client ~~chairs a start-up meeting to issue information to new appointments (such as~~ the ~~strategic brief~~ and ~~site information). This meeting is also an opportunity to establish collaborative practices and agree a programme.~~	+
−	~~#The CDM co-ordinator (if appointed) confirms that~~ the client ~~is are aware of their duties under the CDM regulations~~.	+

−	~~----~~	+	= '''Preparing an options review report.''' =

−	~~'''C. Developing the strategic brief so that feasibility studies can be carried out and preferred options selected.'''~~	+	The independent client advisers co-ordinate the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seek approval from the client.
−	#The independent client advisers ~~work with~~ the ~~client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.~~	+
−	~~#The independent client advisers assess the site information issued to them by the client and undertake site appraisals.~~	+
−	~~#The independent client advisers obtain~~ any further ~~information about the~~ site ~~that might be required to undertake feasibility studies, such as;~~ site ~~surveys,~~ information about site services, site access conditions, legislative constraints, existing planning consents etc. Where necessary, approval should be sought from the client (for example site surveys requiring additional expenditure).	+
−	~~#The independent client advisers co-ordinate the preparation of feasibility studies~~ to ~~establish whether the project is viable, and to identify feasible~~ options.	+
−	~~#The client considers the feasibility studies,~~ and ~~agrees which options~~ the ~~independent~~ client ~~advisers should develop~~.	+

−	~~----~~	+	The independent client advisers prepare options studies with a view to drafting an options review report.

−	~~'''D. Preparing an options review report.'''~~	+	The independent client advisers and the client prepare for and enter into consultations with the local authority and other statutory authorities and assess possible planning permission requirements and other statutory requirements (such as the need for an environmental impact assessment for the options). NB See the work stage: Public project: planning permission for additional information.
−	#The independent client advisers co-ordinate the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seek approval from the client.	+
−	~~#The independent client advisers prepare options studies with a view to drafting an options review report.~~	+
−	~~#The CDM co-ordinator (if appointed at this stage) assesses the risks of the options in relation to the CDM regulations.~~	+
−	#The independent client advisers and the client prepare for and enter into consultations with the local authority and other statutory authorities and assess possible planning permission requirements and other statutory requirements (such as the need for an environmental impact assessment for the options). NB See the work stage: Public project: planning permission for additional information.	+
−	~~#The independent client advisers prepare initial cost appraisals of the options.~~	+
−	~~#The independent client advisers co-ordinate the preparation of a draft options review report.~~	+
−	~~#The client considers the draft options review report and either selects a preferred option or instructs the independent client advisers to revise the options review report~~.	+

−	----	+	The independent client advisers prepare initial cost appraisals of the options.
		+
		+	The independent client advisers co-ordinate the preparation of a draft options review report.
		+
		+	The client considers the draft options review report and either selects a preferred option or instructs the independent client advisers to revise the options review report.
		+
		+	= '''Preparing a business case and project execution plan.''' =
		+
		+	The independent client advisers co-ordinate further assessment of the preferred option to assist the client in preparing the business case and project execution plan, including:
		+	*Establishing the requirements for statutory approvals and other regulations with which the preferred option must comply.
		+	*Entering into consultations with utility providers.
		+	*Assessing the need for additional specialist advice and advise the client.
		+
		+	With the benefit of assessments carried out by the independent client advisers, the client develops a business case and project execution plan for the preferred option.
		+
		+	The client considers, and if appropriate approves the business case and project execution plan for the preferred option and gives instructions to proceed to the next stage along with any other instructions that may be necessary.
		+
		+	Once it has been decided that the project will progress to the next stage, the client places (or arranges to have placed) all necessary OJEU or other advertisements.

−	~~'''E. Preparing a business case and project execution plan for the preferred option.'''~~	+	At this stage, the client and the independent client advisers may consider whether it would be appropriate to make an outline planning application for the proposed development. It can be important that the planning parameters for the project and, where appropriate, outline planning consent are obtained prior to tender, as any changes to the project resulting from the planning permission process after the integrated supply team has been appointed may prove expensive for the client and can cause significant delays. If an outline planning application is required, go to the work stage: Public project: planning permission.
−	~~#The independent client advisers co-ordinate further assessment of the preferred option to assist the client in preparing the business case and project execution plan.~~	+
−	~~#The independent client advisers establish the requirements for statutory approvals and other regulations with which the preferred option must comply.~~	+
−	~~#The independent client advisers enter into consultations with utility providers.~~	+
−	~~#The independent client advisers assess the need for additional specialist advice and advise the client.~~	+
−	~~#With the benefit of assessments carried out by the independent client advisers, the client develops a business case and project execution plan for the preferred option.~~	+
−	#The client considers, and if appropriate approves the business case and project execution plan for the preferred option and gives instructions to proceed to the next stage along with any other instructions that may be necessary.	+
−	~~#Once it has been decided that the project will progress to the next stage, the client places (or arrange to have placed) all necessary OJEU or other advertisements.~~	+
−	#At this stage, the client and the independent client advisers may consider whether it would be appropriate to make an outline planning application for the proposed development. It can be important that the planning parameters for the project and, where appropriate, outline planning consent are obtained prior to tender, as any changes to the project resulting from the planning permission process after the integrated supply team has been appointed may prove expensive for the client and can cause significant delays. If an outline planning application is required, go to the work stage: Public project: planning permission.	+

	----		----

−	⇒ [[~~Public_project:_outline_work_plan~~\|outline plan]] \| [[~~Public_project:_business_justification~~\|previous stage]] \| [[~~Public_project:_project_brief~~\|next stage]]	+	⇒ [[Public%20project%3A%20outline%20work%20plan\|outline plan]] \| [[Public%20project%3A%20business%20justification\|previous stage]] \| [[Public%20project%3A%20project%20brief\|next stage]]

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

Designing Buildings at 08:51, 5 July 2013

2013-07-05T08:51:14Z

← Older revision		Revision as of 08:51, 5 July 2013
Line 1:		Line 1:
−	The feasibility studies stage (equivalent to RIBA Stage A: appraisal) considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is high, or if delays in receiving planning permission would be problematic.

−	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]]The feasibility studies stage considers the options for satisfying the client's needs, enabling the client to prepare a business case for the preferred option and deciding whether to proceed with the project. It is possible to make an outline planning application during this stage if the risk to the project of not receiving planning permission is very high, or if delays in receiving planning permission would be problematic.

−	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. 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. 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 (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:_business_justification\|previous stage]] \| [[Public_project:_project_brief\|next stage]]<br/>

	----		----

	'''A. Updating the project documents.'''		'''A. Updating the project documents.'''
−
	#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage (public project: business justification).		#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage (public project: business justification).
	#The client collates site information ready to issue to the independent client advisers.		#The client collates site information ready to issue to the independent client advisers.
Line 21:		Line 21:

	'''B. Appointing independent client advisers.'''		'''B. Appointing independent client advisers.'''
−
	#The client appoints independent client advisers and if necessary a project manager and CDM co-ordinator. Go to work stage: Public project: appointment. NB The role of project manager can be performed by in-house personnel, or may be taken on by the project sponsor if they have the relevant experience.		#The client appoints independent client advisers and if necessary a project manager and CDM co-ordinator. Go to work stage: Public project: appointment. NB The role of project manager can be performed by in-house personnel, or may be taken on by the project sponsor if they have the relevant experience.
	#The client chairs a start-up meeting to issue information to new appointments (such as the strategic brief and site information). This meeting is also an opportunity to establish collaborative practices and agree a programme.		#The client chairs a start-up meeting to issue information to new appointments (such as the strategic brief and site information). This meeting is also an opportunity to establish collaborative practices and agree a programme.
Line 29:		Line 28:

	'''C. Developing the strategic brief so that feasibility studies can be carried out and preferred options selected.'''		'''C. Developing the strategic brief so that feasibility studies can be carried out and preferred options selected.'''
−
	#The independent client advisers work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.		#The independent client advisers work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.
	#The independent client advisers assess the site information issued to them by the client and undertake site appraisals.		#The independent client advisers assess the site information issued to them by the client and undertake site appraisals.
Line 39:		Line 37:

	'''D. Preparing an options review report.'''		'''D. Preparing an options review report.'''
−
	#The independent client advisers co-ordinate the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seek approval from the client.		#The independent client advisers co-ordinate the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seek approval from the client.
	#The independent client advisers prepare options studies with a view to drafting an options review report.		#The independent client advisers prepare options studies with a view to drafting an options review report.
Line 51:		Line 48:

	'''E. Preparing a business case and project execution plan for the preferred option.'''		'''E. Preparing a business case and project execution plan for the preferred option.'''
−
	#The independent client advisers co-ordinate further assessment of the preferred option to assist the client in preparing the business case and project execution plan.		#The independent client advisers co-ordinate further assessment of the preferred option to assist the client in preparing the business case and project execution plan.
	#The independent client advisers establish the requirements for statutory approvals and other regulations with which the preferred option must comply.		#The independent client advisers establish the requirements for statutory approvals and other regulations with which the preferred option must comply.
Line 63:		Line 59:
	----		----

−	*Return to: Public project: outline ~~work~~ plan.	+	⇒ [[Public_project:_outline_work_plan\|outline plan]] \| [[Public_project:_business_justification\|previous stage]] \| [[Public_project:_project_brief\|next stage]]
−	*Next work stage: ~~Public project: project brief.~~	+
−	*Previous work stage~~: Public project: business justification.~~	+

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

Designing Buildings at 16:44, 23 April 2012

2012-04-23T16:44:04Z

← Older revision		Revision as of 16:44, 23 April 2012
Line 7:		Line 7:
	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. 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.	+	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 16:10, 23 April 2012

2012-04-23T16:10:25Z

← Older revision		Revision as of 16:10, 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 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. 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.

	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

2012-02-08T15:14:35Z

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

2012-02-06T08:45:26Z

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

← Older revision

Revision as of 08:45, 6 February 2012

Designing Buildings at 08:40, 3 February 2012

2012-02-03T08:40:34Z

← Older revision		Revision as of 08:40, 3 February 2012
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−
−	~~=== Public project: feasibility studies ===~~

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−	#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage (business justification).	+	#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage (public project: business justification).
	#The client collates site information ready to issue to the independent client advisers.		#The client collates site information ready to issue to the independent client advisers.

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−	#The client appoints independent client advisers and if necessary a project manager and CDM co-ordinator. NB The role of project manager can be performed by in-house personnel, or may be taken on by the project sponsor if they have the relevant experience~~. Go to work stage: Public project: appointment~~.	+	#The client appoints independent client advisers and if necessary a project manager and CDM co-ordinator. Go to work stage: Public project: appointment. NB The role of project manager can be performed by in-house personnel, or may be taken on by the project sponsor if they have the relevant experience.
−	#The client chairs a start-up meeting to issue information (such as the strategic brief and site information) establish collaborative practices, agree a programme ~~and commence the work stage~~.	+	#The client chairs a start-up meeting to issue information to new appointments (such as the strategic brief and site information). This meeting is also an opportunity to establish collaborative practices and agree a programme.
−	#The CDM co-ordinator (if appointed) confirms ~~with~~ the client ~~that they~~ are aware of their duties under the CDM regulations.	+	#The CDM co-ordinator (if appointed) confirms that the client is are aware of their duties under the CDM regulations.


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	#The independent client advisers co-ordinate the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seek approval from the client.		#The independent client advisers co-ordinate the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seek approval from the client.
−	#The independent client advisers prepare options studies.	+	#The independent client advisers prepare options studies with a view to drafting an options review report.
	#The CDM co-ordinator (if appointed at this stage) assesses the risks of the options in relation to the CDM regulations.		#The CDM co-ordinator (if appointed at this stage) assesses the risks of the options in relation to the CDM regulations.
−	#The independent client advisers and the client prepare for and enter into consultations with the local authority and other statutory authorities and assess possible planning permission requirements and other statutory requirements(such as the need for an environmental impact assessment for the options). NB See the work stage: Public project: planning permission for additional information.	+	#The independent client advisers and the client prepare for and enter into consultations with the local authority and other statutory authorities and assess possible planning permission requirements and other statutory requirements (such as the need for an environmental impact assessment for the options). NB See the work stage: Public project: planning permission for additional information.
	#The independent client advisers prepare initial cost appraisals of the options.		#The independent client advisers prepare initial cost appraisals of the options.
	#The independent client advisers co-ordinate the preparation of a draft options review report.		#The independent client advisers co-ordinate the preparation of a draft options review report.
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−		+	*Return to: Public project: outline work plan.
−		+	*Next work stage: Public project: project brief.
−	Return to: Public project: outline work plan.	+	*Previous work stage: Public project: business justification.
−		+
−	Next work stage: Public project: project brief.	+
−		+
−	Previous work stage: Public project: business justification.	+

	[[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. Updating the project documents.'''		'''A. Updating the project documents.'''
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−

	#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage (public project: business justification).		#The client updates the preliminary business case and strategic brief to reflect comments made at the end of the previous stage (public project: business justification).
	#The client collates site information ready to issue to the independent client advisers.		#The client collates site information ready to issue to the independent client advisers.
−
−

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	'''B. Appointing independent client advisers.'''		'''B. Appointing independent client advisers.'''
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−

	#The client appoints independent client advisers and if necessary a project manager and CDM co-ordinator. Go to work stage: Public project: appointment. NB The role of project manager can be performed by in-house personnel, or may be taken on by the project sponsor if they have the relevant experience.		#The client appoints independent client advisers and if necessary a project manager and CDM co-ordinator. Go to work stage: Public project: appointment. NB The role of project manager can be performed by in-house personnel, or may be taken on by the project sponsor if they have the relevant experience.
	#The client chairs a start-up meeting to issue information to new appointments (such as the strategic brief and site information). This meeting is also an opportunity to establish collaborative practices and agree a programme.		#The client chairs a start-up meeting to issue information to new appointments (such as the strategic brief and site information). This meeting is also an opportunity to establish collaborative practices and agree a programme.
	#The CDM co-ordinator (if appointed) confirms that the client is are aware of their duties under the CDM regulations.		#The CDM co-ordinator (if appointed) confirms that the client is are aware of their duties under the CDM regulations.
−
−

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	'''C. Developing the strategic brief so that feasibility studies can be carried out and preferred options selected.'''		'''C. Developing the strategic brief so that feasibility studies can be carried out and preferred options selected.'''
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−

	#The independent client advisers work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.		#The independent client advisers work with the client to help them develop the strategic brief sufficiently for feasibility studies and options appraisals to be carried out.
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	#The independent client advisers co-ordinate the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options.		#The independent client advisers co-ordinate the preparation of feasibility studies to establish whether the project is viable, and to identify feasible options.
	#The client considers the feasibility studies, and agrees which options the independent client advisers should develop.		#The client considers the feasibility studies, and agrees which options the independent client advisers should develop.
−
−

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	'''D. Preparing an options review report.'''		'''D. Preparing an options review report.'''
−
−

	#The independent client advisers co-ordinate the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seek approval from the client.		#The independent client advisers co-ordinate the identification of any further site surveys or site information required in order to carry out options appraisals and where appropriate seek approval from the client.
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	#The independent client advisers co-ordinate the preparation of a draft options review report.		#The independent client advisers co-ordinate the preparation of a draft options review report.
	#The client considers the draft options review report and either selects a preferred option or instructs the independent client advisers to revise the options review report.		#The client considers the draft options review report and either selects a preferred option or instructs the independent client advisers to revise the options review report.
−
−

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	'''E. Preparing a business case and project execution plan for the preferred option.'''		'''E. Preparing a business case and project execution plan for the preferred option.'''
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−

	#The independent client advisers co-ordinate further assessment of the preferred option to assist the client in preparing the business case and project execution plan.		#The independent client advisers co-ordinate further assessment of the preferred option to assist the client in preparing the business case and project execution plan.
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	#Once it has been decided that the project will progress to the next stage, the client places (or arrange to have placed) all necessary OJEU or other advertisements.		#Once it has been decided that the project will progress to the next stage, the client places (or arrange to have placed) all necessary OJEU or other advertisements.
	#At this stage, the client and the independent client advisers may consider whether it would be appropriate to make an outline planning application for the proposed development. It can be important that the planning parameters for the project and, where appropriate, outline planning consent are obtained prior to tender, as any changes to the project resulting from the planning permission process after the integrated supply team has been appointed may prove expensive for the client and can cause significant delays. If an outline planning application is required, go to the work stage: Public project: planning permission.		#At this stage, the client and the independent client advisers may consider whether it would be appropriate to make an outline planning application for the proposed development. It can be important that the planning parameters for the project and, where appropriate, outline planning consent are obtained prior to tender, as any changes to the project resulting from the planning permission process after the integrated supply team has been appointed may prove expensive for the client and can cause significant delays. If an outline planning application is required, go to the work stage: Public project: planning permission.
−
−

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